Dossiers on the table for the new CEO: brands, duties and new technologies. How Stellantis faces the automotive storm
4' min read
4' min read
There are many knots to untie on the table of Antonio Filosa, the new CEO of Stellantis, who arrives not only at a time of transition and difficulty for the Franco-Italian group, but above all in the midst of the perfect automotive storm, the one that will determine who, among the European brands, will go the way of Nokia. And a helmsman was urgently needed, since never before had a multinational been seen without a helmsman for months at a critical moment in history.
And in the dossier there are some short-term and other medium- to long-term points that need to be addressed at a strategic level.
First of all, Antonio Filosa has to deal with the node of the USA, and it is no coincidence that he comes not only from the leadership of the iconic Jeep brand (the strongest of the entire group) but of North and South America. Here two issues open up: one linked to the brands, Jeep and Ram, which are not performing as they should, and an industrial-geopolitical one linked to duties, given that Stellantis assembles in Mexico for the USA, has plants in Canada and Brazil and is a sales superpower. It will therefore be necessary to review and fully implement plans for new electrified models based on two new architectures: STLA Large for large electric and hybrid cars and STLA Frame dedicated to the most important vehicles for the States: pick-ups.
With the tariff issue, Stellantis will also have to tackle the issue of relocation of models and brands because with the tariff war the going gets tough.
The second knot, perhaps the most important and difficult one, also because it has a multiple development, is that of Chinese competition, which relates to product strategy, technological research and positioning. It must be said that Stellantis has Leapmotor in the house, and therefore a foot in the Chinese system, and above all an interesting technology, more strategic than electrics: the Extended Range super hybrid powertrans. Technology that is becoming the battering ram for companies like Byd and Chery to conquer the European market not with electrics, which don't sell as assumed, but with Phevs. And this is crucial in Europe, grappling with a difficult energy transition desired by EU policy but poorly adapted to consumer needs.


