Stellantis Appoints Joao Laranjo as Chief Financial Officer AMSTERDAM, September 29, 2025 – Stellantis N.V. today announced the appointment of Joao Laranjo as Chief Financial Officer and member of the Stellantis Leadership Team, effective immediately. Laranjo succeeds Doug Ostermann, who has resigned from the Company for personal reasons. He will assume all responsibilities previously held by Ostermann. With over two decades in finance and auditing across various markets and a deep knowledge of the automoti ...

Core Point - Stellantis is recalling 123,396 Jeep Wagoneer and Jeep Grand Wagoneer vehicles in the U.S. due to safety concerns related to detached trim pieces in the driver and passenger windows, which pose a road hazard [1] Group 1 - The recall affects vehicles from the model years 2022 to 2024 [1] - The number of vehicles recalled is significant, indicating a potential widespread issue within this model range [1] - The safety hazard is specifically related to trim pieces that can detach, which could lead to dangerous driving conditions [1]

Group 1 - European and American automakers are gradually withdrawing from the electric vehicle market due to changing market conditions and reduced demand for electric vehicles [3][4] - In August, U.S. electric vehicle sales reached 146,000 units, accounting for 9.9% of the automotive market share, a record high, but the elimination of federal tax credits is expected to slow future adoption [3][4] - Tesla's sales in the U.S. fell by 6.7% year-on-year in August, with its market share dropping to 38%, the lowest in eight years, despite a 5.5% decrease in vehicle prices [3] Group 2 - Honda has ceased production of the Acura ZDX, citing "market conditions," with sales of the model being below 20,000 units in North America [6][8] - Stellantis has canceled plans for the Jeep Gladiator 4xe hybrid model, indicating a shift in consumer preferences towards traditional combustion engines [10][12] - Ram has announced the halt of the REV 1500 electric pickup production due to decreased demand for full-size electric trucks, focusing instead on hybrid solutions [14][16] Group 3 - Bentley has abandoned its plan to completely phase out internal combustion engine vehicles by 2035, citing a decline in demand for luxury electric vehicles [17][20] - Ford has postponed the release of two electric vehicles until 2028 due to a significant drop in demand, while also planning to focus on more affordable electric models [21][23] - Porsche is shifting back to internal combustion engine models, delaying the launch of several electric vehicles and extending the production life of existing gasoline models [24][26][28]

Key Takeaways Ford benefits from Ford Pro growth, strong liquidity, and shareholder-friendly cash returns.Stellantis faces falling sales, shrinking profits, weak cash flow, and heavy tariff costs.Ford stock is up 17% so far in 2025, while Stellantis shares have dropped more than 28% year to date.The auto industry is at a turning point. Legacy automakers are working to defend profits from their gas-powered vehicles while pouring billions into EVs, software and new mobility. At the same time, higher tariffs a ...

Core Insights - Stellantis showcases its brands at the State Fair of Texas, featuring interactive displays and a variety of vehicles, celebrating Chrysler's 100 years of automotive excellence [1][11] Chrysler Brand - Chrysler presents the Chrysler Pacifica concept and celebrates a century of innovation with engaging displays and interactive experiences [2][3] - The Chrysler Pacifica Grizzly Peak Concept is designed as an overlanding adventure vehicle, featuring unique design and customization options [4] Dodge Brand - The 2026 Dodge Charger Scat Pack debuts with a 550-horsepower, 3.9-second 0-60 time, making it the most powerful vehicle under $55,000 [2][3] - The all-electric Dodge Charger Daytona offers 670 horsepower, achieving 0-60 in 3.3 seconds, priced at $59,995, making it the world's quickest muscle car [2][3] - The 2026 Durango SRT Hellcat Jailbreak features a supercharged V-8 engine with extensive customization options [2][3] Jeep Brand - Jeep introduces the 2026 Cherokee, featuring a 1.6-liter turbo-four hybrid engine with an estimated 37 mpg combined and over 500 miles per tank [2][3] - The Jeep display includes various models and interactive experiences, emphasizing off-road capabilities [5][9] Ram Brand - Ram celebrates the return of the 5.7-liter HEMI V-8 engine in the 2026 Ram 1500, enhanced with eTorque technology, delivering 395 horsepower [5][6] - The Ram display features heavy-duty models and interactive experiences, including the Ram RHO Thrill Ride [6][10] FIAT Brand - FIAT showcases the 500e Inspired by Beauty, an all-electric hatchback with a range of up to 162 miles in the city, emphasizing Italian elegance and modern EV technology [7] Alfa Romeo Brand - Alfa Romeo presents the 2025 Tonale, a C-SUV with a 2.0-liter turbocharged engine and a 1.3-liter plug-in hybrid option, featuring advanced driver assistance systems [8] Event Details - The Texas Auto Show runs from September 26 to October 19, 2025, as part of the State Fair of Texas, with admission included in fair tickets [11]

"这无异于一记重击。"甘巴尔代拉说，汽车产业是欧洲经济一大支柱，德国、法国、意大利等国都 依赖庞大的汽车产业链，这一链条直接或间接关联数百万个工作岗位。美国关税政策将迫使欧洲车企要 么自行消化高昂成本，进一步压缩利润空间，要么将成本转嫁给消费者，导致市场份额遭到挤压。 自今年4月起，美国对进口汽车加征25%的关税，导致欧盟对美汽车出口遭遇高达27.5%的关税。 受美国关税政策冲击，2025年上半年欧洲五大汽车巨头利润均同比下滑或转为亏损。财报数据显 示，大众2025年上半年净利润为40.05亿欧元，同比下降37%。其中，因美国关税带来的额外成本高达 13亿欧元。宝马上半年净利润为40.15亿欧元，同比下滑29%。斯泰兰蒂斯集团更是因为推迟旗下美国 品牌车型的研发与销售战略，从上年同期的盈利56亿欧元转为亏损22.56亿欧元。 新华社布鲁塞尔9月25日电（记者康逸）美国政府24日表示，正式执行与欧盟达成的贸易协议，确 认对欧盟汽车及零部件征收15%的关税自8月1日起生效。欧洲观察人士认为，美国关税政策正给欧洲汽 车业带来严重冲击。 中欧数字协会主席路易吉·甘巴尔代拉表示，根据美欧达成的新贸易协议，美国对欧盟出口 ...

新华社布鲁塞尔9月25日电（记者康逸）美国政府24日表示，正式执行与欧盟达成的贸易协议，确认对 欧盟汽车及零部件征收15%的关税自8月1日起生效。欧洲观察人士认为，美国关税政策正给欧洲汽车业 带来严重冲击。 中欧数字协会主席路易吉·甘巴尔代拉表示，根据美欧达成的新贸易协议，美国对欧盟出口的汽车和零 部件征收15%的关税，税率仍远高于原来的2.5%。 "这无异于一记重击。"甘巴尔代拉说，汽车产业是欧洲经济一大支柱，德国、法国、意大利等国都依赖 庞大的汽车产业链，这一链条直接或间接关联数百万个工作岗位。美国关税政策将迫使欧洲车企要么自 行消化高昂成本，进一步压缩利润空间，要么将成本转嫁给消费者，导致市场份额遭到挤压。 自今年4月起，美国对进口汽车加征25%的关税，导致欧盟对美汽车出口遭遇高达27.5%的关税。 受美国关税政策冲击，2025年上半年欧洲五大汽车巨头利润均同比下滑或转为亏损。财报数据显示，大 众2025年上半年净利润为40.05亿欧元，同比下降37%。其中，因美国关税带来的额外成本高达13亿欧 元。宝马上半年净利润为40.15亿欧元，同比下滑29%。斯泰兰蒂斯集团更是因为推迟旗下美国品牌车 型的研发与 ...

Core Points - The U.S. government has officially implemented a trade agreement with the EU, confirming a 15% tariff on EU automobiles and parts effective from August 1 [1] - The European automotive industry is facing significant challenges, with major manufacturers reporting profit declines or losses due to U.S. tariff policies [1][2] - The new tariff rate is substantially higher than the previous 2.5%, exacerbating the financial strain on European carmakers [1][2] Summary by Category Trade Policy Impact - The U.S. has announced a 15% tariff on EU automotive exports, which is a significant increase from the previous 2.5% rate [1] - Tariff exemptions have been granted for certain EU exports, including softwood and pharmaceuticals [1] Financial Performance of European Automakers - Major European automakers are experiencing a "complete collapse" in profits, with Volkswagen's net profit for the first half of 2025 dropping to €4.005 billion, a 37% decrease [1] - BMW reported a net profit of €4.015 billion, down 29% year-on-year, while Stellantis shifted from a profit of €5.6 billion to a loss of €2.256 billion due to delayed model development [1] Future Outlook - European car manufacturers are revising their earnings forecasts downward, with Volkswagen lowering its operating profit margin expectations from 5.5%-6.5% to 4%-5% [1] - Experts predict that the trend of declining earnings may worsen in the latter half of 2025 [1]

Global | Sustainability & Transition Strategy September 22, 2025 The Biggest Underappreciated Story of Our Time: China's Tech Prowess In recent months, several developments (e.g., Nvidia's shut-out from China's market, XtalPi collaborations, Huawei's AI Chip roadmap) have underscored what our team has long argued (here) — that China's technological dominance spans several sectors, including but absolutely not just the energy transition. As this theme becomes more pronounced, we re-highlight our work to date ...

Core Insights - A pure electric vehicle equipped with the Intelligent Battery Integrated System (IBIS) has commenced real-world testing in France, aimed at enhancing vehicle space utilization and simplifying maintenance processes [1][2]. Group 1: IBIS Technology - The IBIS system integrates inverter and charger functions directly into the battery, reconstructing the electric power system without being limited by battery chemistry or application scenarios [1]. - The IBIS architecture supports both AC and DC power, allowing direct supply to the motor or grid, while also powering the vehicle's 12V network and auxiliary systems [1]. - The IBIS project, involving the French National Center for Scientific Research and other institutions, aims to create more efficient, sustainable, and cost-effective energy storage and power conversion solutions [1]. Group 2: Performance Improvements - The IBIS technology can achieve up to a 10% increase in energy efficiency and a 15% power gain without changing battery size [1]. - The overall vehicle weight can be reduced by approximately 40 kg, freeing up to 17 liters of space [1]. - Initial tests indicate that charging time can be reduced by 15%, while also saving 10% in energy consumption [1]. Group 3: Future Applications - The current focus is on testing the E-3008 under real-world conditions to lay the groundwork for mass production of vehicles equipped with IBIS [2]. - The IBIS system is expected to have broad applications in rail transport, aerospace, maritime transport, and data centers [2].