Lisätään Stellantisin uutinen Kempower ketjuun. Tämä siksi, että näyttäisi ettei sähköautot ihan niin nopeasti ehkä valloita maailmaa kuin Kempowerin osakkeenomistajat toivoisivat. Luulen että tämän kokoluokan autonvalmistajalla on hyvä näkyvyys alaan.
Stellantis on Friday announced it will take a $26.5 billion charge as the automaker cuts back on electric vehicle (EV) production, joining other manufacturers in taking a financial hit after misjudging consumer demand for EVs.
Stellantis – the parent company of brands including Chrysler, Jeep, Dodge and Ram – became the latest automaker to take a charge. The $26.5 billion charge is larger than those taken by Ford and General Motors in the wake of the end of federal EV subsidies.
The automaker had set ambitious EV goals under its former CEO, Carlos Tavares, who aimed for EVs to make up 100% of European sales and 50% of U.S. sales by 2030. Tavares was forced out in 2024 after U.S. sales plunged, where Stellantis is exposed because of its reliance on sales of high-margin Jeep and Ram pickups
Across the auto industry, fully electric vehicles represented 19.5% of European sales last year and just 7.7% of new U.S. car sales.
CEO Antonio Filosa, who took the helm at Stellantis last summer, said on a call with reporters that the company’s past assumptions about demand for EVs were “over optimistic” and outlined, “What we are announcing today is an important strategic reset of our business model… to put our customer preferences back at the center of what we do, globally and in each region.”
Ross Mould, investment director at AJ Bell, said the writedown showed that Stellantis "got it wrong on how quickly the world would transition from combustion engines to electric power."