Scelte strategiche gruppo Stellantis NV

[j]

 

[AleMcGir]

I post filosofici, sono stati spostati nel seguente topic ⬇️

 

 

[vince-991]

https://www.repubblica.it/economia/2024/10/14/news/stellantis_tavares_taglio_posti_lavoro-423554038/?ref=RHLF-BG-P11-S2-T1

Stellantis, Elkann esclude fusione con Renault: “Non ci facciamo distrarre”

[4200blu]

Tavares says Stellantis review of brands will take place in 2-3 years
Such a time frame means that Carlos Tavares' successor will decide whether to close struggling automakers within the company's 14 brand portfolio.

Each brand in Stellantis' portfolio has a product plan that lasts until 2031 and full financing of the program until 2026, CEO Carlos Tavares said.

PARIS — Stellantis will review the performance of all its brands to determine whether to reduce the size of its portfolio as early as 2026, CEO Carlos Tavares said.

“We will review each (Stellantis) brand's performance at about two-thirds of the way through the Dare Forward 2030 plan, so you could expect decisions in two to three years,” Tavares told Italian journalists at the auto show here on October 14.

Given that Tavares is set to retire in spring 2026, and Stellantis plans to select his successor by the end of 2025, the final decision on the future of the automaker's 14 brands will most likely fall on his successor.

Tavares said that when Stellantis was created in 2021 each brand in the group started with an approved 10-year product plan in which the first five years were fully financed.

“So far we delivered on our commitments, we already launched the STLA Medium platform which debuted with the Peugeot 3008 and, when needed, we re-scheduled some product launches due to changing conditions, but we did not cancel any,” Tavares said.

He reiterated that Maserati's problems are because of marketing issues and not due to technology and product problems.

 

 

EU tariffs on Chinese EVs to accelerate plant closures in Europe, Tavares says

Tariffs are a "good communication tool" but have side effects, Tavares said during the Paris auto show on Oct. 14.

"It increases the overcapacity of the manufacturing system of Europe. The way to avoid custom duties is to build in Europe," he added. "You are accelerating the need to shut down plants."

Earlier this month, EU member states narrowly backed import duties on Chinese-made EVs of up to 45 percent, meant to counter what the European Commission says are unfair subsidies from Beijing to Chinese automakers. Beijing denies unfair competition and has threatened countermeasures.

Speaking to Italian media at the Paris show, Tavares mentioned the case of Chinese EV giant BYD, which is building its first European assembly plant in Hungary.

"Chinese carmakers will not go to Germany or France or Italy to build their cars, because they would have cost disadvantages there, starting from energy costs," he said.

BYD Executive Vice President Stella Li slammed the tariffs but said it planned to make almost all the cars it sells in Europe locally.

BYD plans to produce components in Europe and assemble battery packs at its European plants in Hungary and Turkey, importing only the battery cell from China, Li said at Paris show.

BYD is still deciding whether to pass the cost of tariffs - 17 percent for BYD on top of an existing tariff of 10 percent - onto consumers or absorb the hit, Li said, adding she did not expect BYD to be able to sell cars in Europe for under €30,000 ($32,745).

"We disagree a lot on the calculations... it's not a fair judgement," Li said. "Politicians should stay away from tariffs, adding more cost to auto manufacturing and confusing the auto industry."

Also in Paris, Tianshu Xin, CEO of the Leapmotor, which is controlled by Stellantis, said the EU tariffs could impact which models the company makes in Europe at Stellantis plants, but said it was too soon to say which ones.

When asked about whether the company would pass on tariff costs to consumers, Xin said decisions were not yet finalized but the company was capable of absorbing some costs because 60 percent of its vehicle development is done in-house.

European governments, including Italy, are trying to attract Asian automakers as the companies step up their commercial presence in the region. Manufacturing cars in Europe would allow them, under certain conditions, to avoid duties on EVs being introduced by the European Union.

The EU's new tariffs on China-built electric vehicles range from 7.8 percent for Tesla, which is low because the company gets few Chinese government subsidies, to as high as 35.3 percent for automakers such as MG owner SAIC that did not cooperate with the EU's anti-subsidy probe.

When the existing 10 percent tariff applied to imports in the EU is included, the rates will be as high as 45 percent.

 

(ANE)

 

 

[AlexMi]

14 marchi senza nessuno sforzo per differenziarli, pura follia senza attenuanti.

[ciciuporchittu]

9 ore fa, AlexMi scrive:

14 marchi senza nessuno sforzo per differenziarli, pura follia senza attenuanti.

I primi che seccheranno saranno Lancia, Alfa e Chrysler..DS che fa pena dal punto di vista commerciale sopravviverà...il marchio Maserati non è facile da posizionare ma non ci hanno capito nulla...my 2 cents!

[schtrunz]

Ma alcuni marchi - suppongo proprio quelli a rischio - ancora non sono stati rilanciati (Chrysler, per esempio),  al primo passo del rilancio con 1 o 2 nuovi modelli (Dodge, Alfa, Lancia) o in pieno stato confusionale (Maserati). Cioe la revisione tra 2-3 anni viene fatta in base a cosa? A me sembra troppo presto visto anche i lanci molto a rilento di nuovi modelli. 

[vince-991]

Se dovessero chiudere Chrysler o Alfa Romeo vorrebbe dire che dovrebbero cambiare mestiere , secondo me 

[gianmy86]

12 ore fa, AlexMi scrive:

14 marchi senza nessuno sforzo per differenziarli, pura follia senza attenuanti.

 

Ecco.

Questo mi sembra il nuovo dramma di Stellantis. Anche a livello stilistico.

 

Grande Panda sembra una Jeep.

La 3008 sembra avere il quarto posteriore di Junior traslato in scala.

La nuova C5 Aircross è un'altra con marchio interscambiabile. Come Frontera. 

 

La vedo decisamente difficile.

Per ora solo Avenger mi pare riuscita, in parte.

[4200blu]

Stellantis will decide future of U.K. plants in next few weeks
CEO Carlos Tavares said the U.K. government was setting a threshold for EV sales that is roughly double the "natural" level of demand.

Stellantis is close to deciding the future of its presence in the U.K. after months of dialogue with the government about its zero-emissions vehicle sales mandate, CEO Carlos Tavares said.

The owner of British brand Vauxhall warned in June that it would evaluate producing elsewhere because the mandate was unsustainable.

On Oct. 14, Tavares told Bloomberg Television that the government was setting a threshold for battery-electric vehicle sales that is roughly double the “natural” level of demand.

If governments in Europe want Stellantis to sell a mix of EVs that is above natural demand levels, “they need to help to stimulate the demand,” Tavares said, noting that the company has discussed this with the U.K. for several months.

“We are now reaching a point where we have to make a decision, and that will happen in the next few weeks,” he said.

The U.K. introduced a mandate starting this year requiring that 22 percent of each automaker’s new-car sales be zero-emissions, with that threshold rising to 80 percent in 2030.

For vans, 70 percent of new sales have to be electric by the end of the decade.

Automakers face fines of up to 15,000 pounds ($19,550) per vehicle for missing targets, but they can avoid penalties by using a credit-trading program and catch up in later years.

Tavares’ warning coincides with the new U.K. government hosting an investment summit aimed at attracting foreign investors to the country.

Stellantis makes small electric vans across its Vauxhall, Citroen, Peugeot, Opel and Fiat brands at its site in Ellesmere Port, following a 100-million-pound investment to turn the factory into an electric-only plant last year.

The company also manufactures midsize vans in Luton, near London.

 

(ANE)