Le procedure

Sia FCA che PSA prima della fusione realizzavano profitti più che ottimi nelle loro divisioni LCV, per FCA parlo di Fiat professional e non di RAM.
Ovviamente Tavares non vorrà rovinare la gallina dalle uova d’oro anzi sicuramente cercherà di ottenere profitti ancora più alti.
Si vedeva benissimo dall’organigramma che a muovere le leve della ristrutturazione delle fabbriche europee sarebbero stati i francesi, ho sempre trovato molto esplicativa la scelta di mettere il rilancio di FCA in Europa al primo posto delle priorità di Stellantis.
Tavares vuole una ristrutturazione lampo come per Opel. Sarà dolorosa.

Stellantis CEO Carlos Tavares has told Italian unions that he will work with them to improve competitiveness and cut production costs at factories in Italy, where they currently are up to four times more than in France or Spain for a similar model.

Tavares, who met with union representatives at two former Fiat Chrysler factories in the Turin area this week, said the problem was primarily not labor costs but production costs on models that did not sell in anticipated numbers.

Unions have been worried that the merger of PSA Group and FCA to form Stellantis, which was finalized last month, could result in job losses, especially in Italy. Tavares has pledged not to close any assembly plants in Europe as a result of the merger.

A union source who attended the meeting told Automotive News Europe that Tavares gave workers several examples of the cost discrepancy between the Turin-area plants and those at PSA plants in Europe.

Tavares said the Maserati Levante midsize luxury SUV incurred about 3,300 euros in direct production costs per vehicle at the FCA factory in Mirafiori, while the Ghibli and Quattroporte luxury sedans cost about 6,000 euros per unit at the nearby Officine Giovanni Agnelli factory in Grugliasco.

In contrast, Tavares said that direct production costs for a similar vehicle built in France, such as the DS 7 Crossback built in Mulhouse, would amount to about 1,400 euros.

He said the Fiat New 500 full-electric small car, which is built in another part of the huge Mirafiori complex, incurs about 1,200 euros of direct production costs, compared with 500 euros for the similar Opel Corsa-e built at the PSA plant in Zaragoza, Spain.


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A Stellantis spokesman confirmed the figures, explaining that direct production costs included labor; amortization of R&D, tooling and plant structural costs; and energy use.

Three industry experts consulted by ANE for this article said direct production costs represent about 20 percent of the total production cost of a volume model, and up to 35 percent for low-volume premium and luxury models. Material accounts for the remainder.

BREAKING DOWN PRODUCTION COSTS
Estimated cost composition, typical volume model
Cost Percentage
1. Material (supplied parts) 75-80%
2. R&D amortization 4-5%
3. Tooling amortization 5%
4. Plant structural costs amortization 4-5%
5. Labor 5%
6. Energy, others 5%

Source: ANE estimates of industry analyses
Tavares reassured Italian unions that labor costs are not the main issue, noting that they are higher at PSA plants in France, but the direct production costs he cited added to worries about the future of the Grugliasco plant, a union source said.

"We feel that it would be very difficult to regain enough competitivity in Grugliasco, given such a wide gap to close not only on French plants, but even to nearby Mirafiori," the source said.

FCA considered Grugliasco, a former Carrozzeria Bertone plant that it bought in 2009, as part of a single manufacturing hub with Mirafiori, which is about 3.5 miles away. That could make it easier to close Grugliasco and move workers to the Mirafiori plant. FCA had moved Maserati workers between the two plants according to model demand for years.

Grugliasco employs 1,149 assembly-line workers and Mirafiori 2,766, according to figures from the FIM-CISL union.

PRODUCTION COSTS IN ITALY
The Fiat New 500 built in Mirafiori has 1,200 euros of direct production costs compared with 500 euros for similar full-electric vehicles produced in a PSA plant in Spain
The Maserati Levante built in Mirafiori has 3,300 euros of direct production costs
The Maserati Ghibli and Quattroporte built in Grugliasco has 6,000 euros of direct production costs
'Right-sizing' investments
Tavares's message to the workers is that future investments in former FCA plants in Italy should be "right-sized" to improve competitiveness – and not lose future model allocations to other Stellantis plants across Europe.

Industry experts say amortization of R&D, tooling and plant structural costs add up to about 15 percent of total production costs per unit for a specific model.

Those costs do not vary with the production volume. "If you build half of the volume planned for a model, the weight of those costs doubles" on each car sold, an industry executive who asked not to be quoted by name told ANE. "If you build a fourth (of the planned volume), they quadruple."

FCA invested 500 million euros at the Grugliasco plant to launch the Quattroporte in 2012 and the Ghibli a year later. Maximum installed capacity was about 30,000 units annually on two shifts a day, and combined production of the two models peaked at 36,100 in 2014, according to FIM-CISL figures. But total production was just 6,900 in 2019 and fell further to 6,676 last year.

Then in 2014 FCA invested an additional 300 million euros at the Mirafiori complex to install a new manufacturing line, including a paint shop, dedicated to the Maserati Levante SUV. The Levante, which shares its architecture with the Quattroporte and Ghibli, had a good start, with production peaking at 33,960 in 2017.

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According to union figures, total Maserati production was 17,694 last year, with 11,018 Levantes at Mirafiori and the rest Quattroportes and Ghiblis at Grugliasco.

The Mirafiori complex was one of the world's largest auto plants when it was inaugurated in 1939 by Fiat founder Giovanni Agnelli and the Italian fascist leader Benito Mussolini. At its peak, more than 50,000 people worked at Mirafiori. By 1997, 26,500 workers built 463,000 vehicles.

It now employs a total of 10,000 production workers and 7,000 office workers, mainly in marketing and sales, R&D and administration. It houses the Levante and New 500 production lines, a stamping facility, a powertrain plant and most of Stellantis' Italian administrative and engineering workers.

Last year Mirafiori produced 30,026 vehicles, according to the FIM union, of which 19,008 were Fiat New 500s and the rest Levantes.


About 19,000 Fiat New 500 full-electric small cars were assembled at the Mirafiori factory in 2020.
High level of automation
Tavares has visited other Stellantis plants in Italy recently, and a union source said he was impressed by a level of automation at Cassino and Melfi that was considerable higher than at comparable former PSA plants.

Increasing factory automation was a strategy put in place in the mid-1980s at FCA's predecessor, Fiat Auto, as a reaction to conflicts with unions in the previous decade, which peaked when workers occupied the Mirafiori plant for 35 days in October 1980.

The idea was to weaken dependence on workers – and their contractual power -- by reducing the number of direct jobs. The Melfi plant, which opened in 1993, employed 8,000 people and 340 robots to build up to 400,000 units a year. In contrast the Rivalta plant near Turin that was opened in 1967 (and is now closed) needed almost 18,000 people -- and virtually no robots -- to build 400,000 units a year in the early 1970s.

But seen another way, the high level of automation at those factories -- another form of overinvestment -- might be a barrier to reducing costs. The initial, costly investment needs to be amortized, and overall flexibility is significantly reduced, because humans can be instructed to make things differently faster that machines can be reprogrammed, the union source said

Diversi dettagli in più riguardo i colloqui tra Tavares e i sindacati italiani. Il ceo francese ha parlato a lungo degli svantaggi competitivi di Mirafiori e Grugliasco. Al contrario sono state valutate positivamente Melfi e Cassino.

Intanto ad Atessa ha iniziato a tagliare di brutto sulle pulizie, ciascun impeigato si pulisce la propria scrivania e si porta via la propria immondizia, e penso che anche in linea ciascuno si pulisce il proprio pezzetto :

Tavares vuole tagliare anche in Nord America, le fabbriche in Canada sono molto sottoutilizzate.

Tavares gode di un'immagine molto forte tra gli analisti, cercherà di non perderla.

The first Jeep model built on a PSA Group platform as part of the merger with Fiat Chrysler Automobiles that formed Stellantis will start production in July 2022 in Tychy, Poland, sources with knowledge of the matter told Automotive News Europe.

The small SUV, which is based on the Compact Modular Platform (CMP), will use engines developed by PSA, the sources said.

The new Jeep will be followed by two other models from former FCA brands, a small Alfa Romeo crossover in January 2023 and a small Fiat in July 2023, the sources said. FCA said in December that the new models, which it did not name, would also have full-electric power. Sales generally start about three months after production begins.

A major reason behind the merger between PSA and FCA, completed last month, was the potential for billions in synergies among the two groups' brands, especially in Europe. The CMP architecture underpins half a dozen vehicles from brands from the former PSA, including the Peugeot 208 and Opel/Vauxhall Corsa small cars, the Citroen C4 compact, and the DS 3 Crossback, Peugeot 2008 and Opel/Vauxhall Mokka small crossovers.

Those models have both full-electric and internal combustion drivetrains.

FCA has told suppliers that production of CMP-based vehicles in Tychy could reach 400,000 annually. The FCA factory, which now builds the Fiat 500 minicar and Lancia Ypsilon small car, assembled 263,176 vehicles in 2019, far below its high of 606,000 in 2009.

FCA said in late December that it was investing 170 million euros ($204 million) to modernize the plant for the three models, although it did not provide specifics about the vehicles or a production timetable.


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Stellantis will also benefit from common purchasing, but until FCA and PSA departments are fully integrated, procurement for the three CMP models at Tychy will be divided between PSA for platform and powertrain components, and FCA for models-specific parts and materials, sources told Automotive News Europe.

Potential four-wheel drive
A small Jeep model was first mentioned in June 2018 in a business plan from Mike Manley, the brand’s CEO at the time and later CEO of FCA (and now head of Americas region at Stellantis). That vehicle was described as an "urban utility vehicle" and classified in the small/minicar segment.

According to supplier sources, the small Jeep on the CMP platform could offer a four-wheel-drive version with an electric motor powering the rear axle. That solution is already used on the larger Jeep Renegade and Compass plug-in hybrids, as well as models from Peugeot and DS, such as the Peugeot 3008, DS 7 Crossback and Peugeot 508 Sport Engineered.

A small Alfa Romeo crossover would slot under the coming Tonale compact crossover (to be built on a version of the FCA platform used in the Jeep Renegade and Compass) and existing Stelvio midsize SUV. According to Italian news reports, it could be called the Brennero, which like Stelvio and Tonale is the name of an Italian mountain pass.

No details have emerged about the Fiat-badged CMP model. The brand has not had a small car in its lineup since 2018, when production of the Punto hatchback was discontinued.

Fiat now builds the 500X small crossover alongside the Jeep Renegade in the Melfi plant in southern Italy and the 500L small minivan in its plant in Serbia. According to JATO Dynamics, sales of the 500X fell 35 percent in 2020 to 58,467; sales of the 500L dropped by 40 percent to 21,825.

Fiat showed a small electric vehicle concept called Centoventi (Italian for "120") in March 2019 at the Geneva auto show.

Manley said in October 2019 that FCA would exit the minicar segment, even though the Fiat Panda and 500 models dominate segment sales in Europe, in favor of small vehicles. "In the very near future, you will see us refocus on this higher-volume, higher-margin segment," he said.

Stellantis introduce nuovi modelli alla velocità della luce in Europa.
Automotive news ha rivelato che l’inizio della produzione della mini Jeep sarà nel luglio 2022, la produzione della b suv Alfa comincerà nel gennaio 2023 mentre una non meglio precisata “small Fiat” prenderà vita nel luglio 2023.

Ottimo, evidentemente a tavares non interesaa solo jeep/ram usa!! Chissà dove progetteranno la scocca su pianale psa..

_________________
ALFA ROMEO GIULIETTA jtdm-2 20 170cv- distinctive-pack premium-pack sport 18 - Luglio 2010 -superati i 313.333KM!!!

Ho riletto questo articolo e ti diroò che mi convince poco, messo giù (non da te ovvio) così mi pare un'insalata russa andata a male
Premesso che sul concetto costi diretti ci sarebbe molto da dire (lui esclude le forniture che invece sono i primi costi diretti da imputare, mah ...) comparare quelli di una DS7 a quelli di una Maserati mi pare fuori dal mondo, perché è vero che DS7 fa numeri ridicoli, in ordine di grandezza come Maserati, ma è anche vero che DS7 è un badge e non un prodotto, cioè condivide quasi tutto con Citroen, mantre dubito che Maserati abbia lo stesso grado di condivisione con altre produzioni FCA. Poi, se lui esclude le forniture dai costi diretti, basta che in Francia alcune fasi siano fatturate come forniture e il rapporto cambia completamente. Mirafiori e Grugliasco soffrono di cronico sotto utilizzo quindi gli ammortamenti alzano di brutto quelli che lui chiama "costi diretti". Poi parla bene di Melfi e Cassino ... e grazie al ciufolo che sono stati gli abruzzesi di Sevel a trasfondere determinati concetti produttivi, peccato che stiano sostitendo diverse figure ad Atessa con francesi e che stiano mandando i nostri in Francia per "istruirli" su come si produce bene e in modo redditizio

Non vorrei essere Cassandra, ma temo che Ghosn ... pardon Tavares andrà a sbattere come il suo ex mentore

Tavares ha introdotto misure draconiane per aumentare la produttività delle fabbriche di PSA, però attenzione non sono quelle classiche degli anni 2000.
Daimlerchrysler riuscì in 5 anni ad aumentare del 40% la produttività di Chrysler riducendo il numero di ore per singola auto prodotta, riducendo la complessità (chi si ricorda le plance di Caliber/Patriot/Compass?, ecco meglio evitare), facendo entrare la produzione di componenti da parte dei fornitori (nella fabbrica di Toledo), imponendo più vetture di diversi marchi sulla stessa linea.
Dopo 7 anni di questa cura Chrysler era fallita.
Le fabbriche di PSA non sono al top per capacità di utilizzazione, Tavares ha esternalizzato molte competenze e le ha di fatto svuotate di personale e di carico di lavoro.
Il problema enorme delle fabbriche italiane è che ad ora girano al massimo al 50% e non è pensabile che Tavares investa cifre enormi per creare prodotti adatti a saturarli.
La notizia del mega investimento in Polonia è sicuramente ottima per la manovalanza locale ma prima l’Italia di ben 3 possibili prodotti (le stime produttive sono di 400.000 unità l’anno, in pratica poco meno di quanto si produce attualmente da noi).

immagino che sia *priva e non *prima

_________________
-- LE IENE PORTANO BENE --
- Renault New Laguna Sportour 4Control 2.0 dCi 150cv - 06/2010 -
- Suzuki GSR 600 K6 - 04/2006 -
- Ford Transit VII T350L 2.2 Tdci 140 cv - 06/2008
- [New entry] Lancia Delta Oro 1.4 T-Jet GPL 120 cv - 09/2008

Right

Maxime Picat, direttore operativo per il gruppo Stellantis della regione denominata "Europe Enlarged", ha delineato la squadra di management che avrà il compito, non certo facile, di gestire le attività nel Vecchio Continente: tra le varie nomine, rivelate ieri durante una conference call, spicca quella di Gaetano Thorel, già numero uno della Ford Italia e con un breve passato anche in FCA prima di assumere, l'anno scorso, il timone di PSA Italia. Al manager catanese è stata affidata la responsabilità dei marchi Fiat e Abarth.

PUBBLICITÀ

Le altre nomine. La Peugeot, invece, sarà guidata da Massimo Roserba, già amministratore delegato della joint venture cinese Dpca, mentre l'Alfa e la Lancia saranno supervisionate da Roberta Zerbi, in passato numero uno per l'Europa del marchio del Biscione. Antonella Bruno continuerà a guidare il brand Jeep. La responsabilità della Citroën è stata affidata ad Arnould Ribault, quella della DS a Sebastien Bandelle e quella della Opel a Sander Yansen. Eric Laforge si occuperà dei veicoli commerciali e Francesco Abruzzesi dell'area Parts & Services. A livello di funzioni, il direttore finanziario sarà Frederic Brunet, mentre, per quanto riguarda le attività produttive, Stefan Dubes sarà responsabile dei segmenti di fascia alta, Francesco Ciancia di quelli di fascia bassa e media e Munoz Codina dei veicoli commerciali

Un altro manager di estrazione PSA (che però è stato anche FCA e per molti anni Ford), diventa capo delle vendite del marchio Fiat in Europa.

Un italiano mi pare molto capace a capo di un marchio italiano... che secondo molti psa avrebbe fatto morire a breve in europa e che lo stesso canadese stava riducendo alla sola 500

_________________
ALFA ROMEO GIULIETTA jtdm-2 20 170cv- distinctive-pack premium-pack sport 18 - Luglio 2010 -superati i 313.333KM!!!

Tavares sta dando una possibilità a FCA Europa che Marchionne si era rifiutato di dare. Non mi pare che si affermi il contrario. Sotto Marchionne e Manley FCA Europa sarebbe prima o poi crollata sotto i costi delle multe per la mancata elettrificazione.

https://europe.autonews.com/automakers/ ... psa-levels

Stellantis, created by the merger of Fiat Chrysler Automobiles and PSA Group, aims to lift profit margins this year toward the levels attained by its CEO Carlos Tavares at PSA.
Stellantis said it was targeting an adjusted operating profit margin of 5.5 percent to 7.5 percent this year, assuming no further significant COVID-19 related lockdowns.
That compares with a 5.3 percent aggregated margin last year: 4.3 percent at FCA and 7.1 percent at PSA excluding a controlling stake in parts maker Faurecia, which is set to be spun-off from Stellantis shortly.
Tavares delivered an improvement in margins at PSA by cutting costs, simplifying its model range and delivering synergies on its purchase of Opel/Vauxhall.
"Stellantis gets off to a flying start and is fully focused on achieving the full promised synergies," CEO Carlos Tavares said in a statement on Wednesday, announcing last year's results for FCA and PSA.
Combined adjusted earnings before interest and tax (EBIT) amounted to 7.1 billion euros ($8.6 billion) last year.
A Milan-based trader said that was "well above" expectations.

Stellantis targets over 5 billion euros a year in savings from the merger, without closing any plants. Tavares has also pledged not to cut jobs.
The automaker proposed to distribute a 1 billion-euro dividend to its shareholders.
A capital markets day for the group is planned for late 2021 or early 2022.
Stellantis was formed in January. It has 14 brands, including Fiat, Peugeot, Opel, Jeep, Ram and Maserati.

Io mi domando come pensi di fare...

Se ce la fa diventa manager del lustro

Facciamo anche del decennio.

https://www.ilsole24ore.com/art/stellan ... i-ADmj9UNB

Naturalmente Tavares fa il pavone ma FCA nel 2021 ha realizzato un' utile netto (contando le poste straordinarie) di 24 milioni di euro quindi pareggio operativo. Anche il margine dichiarati da PSA pari al 7,1% è senza i costi di ristrutturazione. Comunque c'è ottimismo, il Nord America regala ancora mega profitti, mentre PSA è ancora redditizia in Europa.
Già nel 2021 ci saranno i primi costi di implementazione (leggasi ristrutturazione).

Alfa Romeo CEO Jean-Philippe Imparato is reorganizing the global leadership of the struggling Stellantis brand, with new roles for executives from Italy, France and the U.S.

Stellantis CEO Carlos Tavares has tasked Imparato, the former head of the Peugeot brand, with reviving Alfa Romeo sales and also generating synergies and developing joint models among the group's premium brands Alfa Romeo, DS and Lancia.

Among the main appointments announced Friday:

Daniel Guzzafame, who has worked at Fiat Chrysler Automobiles since 2006, will be head of products, reporting to Imparato.
Arnaud LeClerc, a veteran of Honda and PSA Group, will be head of brand strategy and performance, reporting to Imparato.
Roberta Zerbi, who has worked at Ford, Toyota and FCA, is responsible for Alfa Romeo and Lancia Europe
Larry Dominique, who had been leading a potential PSA return to the U.S. market, is head of Alfa Romeo North America, reporting to Imparato and Mark Stewart, Stellantis' North America COO. Before joining PSA, Dominique spent 22 years at Nissan and Infiniti, where he was vice president for product planning and strategy for Nissan Americas. Tavares was chairman of Nissan North America when Dominique worked at Nissan.
Massimiliano Trantini, the current president of Fiat's China joint venture with GAC, is appointed director of Alfa Romeo China.
Erica Ferraioli, who has worked at Lamborghinia and FCA, will be responsible for Alfa Romeo and Lancia pricing.
Alfa Romeo has been the focus of multiple relaunch plans over the last 15 years, none of which has generated lasting results.
Its current range has been reduced to the Giulia midsize sedan and Stelvio midsize SUV, after production of the Giulietta compact hatchback was stopped in December.

Alfa's global vehicle sales from January to September declined by 39 percent to just 41,116 units, according to figures from JATO Dynamics. Full-year sales in Europe (EU plus EFTA countries and the UK) fell 32 percent in 2020 to 36,526 units, figures from the trade group ACEA show.

The brand has not released annual global sales figures, but according to the FIM-CISL metalworkers union, production of Giulietta, Giulia and Stelvio models at the Cassino plant, in southern Italy, declined 9 percent in 2020 to 53,422 units.


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Alfa Romeo has several models in its product plan, including a new compact SUV based on the Tonale concept expected this year, and a small SUV to be built in Poland alongside Jeep and Fiat siblings on a PSA Group platform.

It's unclear what the appointment of Dominique means for PSA's planned U.S. comeback, which was to start with mobility services and had a goal of selling Peugeot brand vehicles.

PSA's return to the U.S. market after 30 years was complicated by the December 2019 agreement to merge PSA with Fiat Chrysler Automobiles to create Stellantis, because it gave the new group a strong North American presence to complement Europe-dependent PSA.

Nuovo management per Alfa Romeo. Capo delle vendite negli USA per il marchio di Arese è Larry Dominique, vicinissimo a Tavares.

The world's newest automotive group, Stellantis, will start life with a war chest of 17.8 billion euros in cash, but without a published strategic plan as to how it will manage 14 brands across three continents and 400,000 employees – and find 5 billion euros a year in annual synergies.

CEO Carlos Tavares told analysts this week that they would have to wait until the end of this year or the beginning of 2021 for a capital markets day. That plan, when it comes, will extend out to 2030, far longer than most strategic plans and much longer than the two four-year plans that he put in place at PSA Group.

Stellantis is in no rush, Tavares said at a presentation of results from PSA and new partner Fiat Chrysler Automobiles, evoking an earlier merger that ended in a bitter separation. "We do not forget what happened in the past with DaimlerChrysler," he said.

"Stellantis is not born from a crisis," Tavares said, but "from the understanding that the two former companies will be stronger together than on a standing-alone basis."

"Therefore, it is important that we do the right things in a proper way to create this sound foundation," he added.

In the meantime, he said, the current business plans for PSA and FCA will remain in place.

Big, headline-making platform and production synergies are likely to appear only in 2022 and beyond, when some of the first joint projects will go into production.


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"Everything which is about sharing assets, engineering assets, platforms, modules, powertrains, will need a certain lead time, even though some of those actions are already on their way," he said.

But, Tavares said, there is plenty to do this year keep him and top executives busy:

A decision on whether to continue investments in the Ellesmere Port factory in Britain is expected shortly, and will turn on the level of support the UK government offers Stellantis, Tavares has said. He is also facing potential labor issues in Italy, where he has met with anxious ex-FCA workers, and France, where unions are concerned about the balance of power between France and Italy in the auto group.
In the first 100 days, Stellantis will solidify its leadership structure, filling out gaps in its organizational chart, notably chief technology officer and a permanent head of China. It will finish the creation nine committees that will act as filters for all operational decisions.
Teams from the former PSA and FCA, including former FCA CEO Mike Manley, will work on rescue plan for the Chinese market, where Stellantis now has a negligible presence. "We will stay in China," Tavares said. "We are spending significant amount of time with Mike and a few other executives trying to understand where were the things we couldn't understand and what are the things we need to change to become successful in this market."
Immediate synergies and savings will come from "supplier price alignment," in which the best prices from PSA and FCA will take precedence; common commodities purchases; a bundled media buy; logistics integration and reduced distribution costs.
Beyond 2021, Tavares has presented only the broad outlines of a strategy. Longer-term synergies are centered on migration of Stellantis models on common platforms, reducing powertrain complexity, and eliminating duplicate PSA-FCA efforts on electrification, connectivity and autonomous driving.

'Road map' for emissions
Tavares has, so far, opted not to make a headline-grabbing pledge to sell only zero-emission vehicles by a certain date, but he made clear that the market was quickly heading in that direction. He said Stellantis has a "road map" for emissions compliance through 2025, when "high voltage" variants will be available across the entire model range in Europe and North America.

He did not ignore the prevailing winds among investors, who see Tesla and other tech-focused new entrants such as Nio as more promising in the long term than "legacy" automakers such as Stellantis.

Stellantis will become a "customer centric software leader" by 2025, he said, implying that it will follow Volkswagen Group and bring development in-house.

Among the targets are improving over-the-air updates, "scaling up" data utilization and AI, and "gaining control over the software value chain."
That software push will build on a partnership that FCA has with Google's self-driving unit Waymo, Tavares said.

Software offensive
In Tavares's view, Stellantis is ready to move past the nuts-and-bolts of making cars to ensure its future. "The efficiency of legacy business frees Stellantis up to focus on software offensive," a slide in the presentation says.

"We will be making disruptive decisions, as many as necessary, to make sure that nobody is going to corner Stellantis as a legacy car company," he said.

Analysts listening in to the presentation praised 2020 results but sought details on how Stellantis would create a promised 25 billion euros in value for investors.

Noting that investors "will have to wait for synergy granularity," Morgan Stanley analyst Harald Hendrikse said that was not necessarily a bad thing.

"We understand that building a 2030 strategy for 9m annual sales from 14 brands involving all of the regulatory and technology development will take time," he wrote in a note. "Good decisions now could save investors billions per year in annual investment spend in wasted short-term solutions."

Durante la presentazione dei dati del 2020 (n.b. Stellantis non esisteva ancora quindi sono semplicemente dati aggregati dallo scarso valore finanziario) Tavares ha detto che il piano del gruppo non verrà presentato prima di fine 2021/inizio 2022.
Ovviamente il management sta già lavorando su diversi punti, molta attenzione viene focalizzata sul rilancio in Cina dove sia FCA che PSA sono andate malissimo.
I primi frutti di condivisione sono stati già annunciati e arriveranno sul mercato europeo a fine 2022 (il trio di vetture Fiat/Jeep/Alfa da produrre in Polonia), Tavares ha chiaramente detto che anche l’America Latina e il Nord America sfrutteranno il nuovo know how.
E’ probabile che una parte importante della gamma CJD utilizzerà il pianale eVMP ma nessuna decisione è ancora stata presa.
Come per altri costruttori anche Stellantis investirà molto di più in elettrificazione e in sviluppo software.
Negli ultimi mesi la valutazione in borsa di Tesla è crollata di ben 300 miliardi di dollari in 3 mesi mentre Vw per la prima volta nella sua storia ha raggiunto i 100 miliardi di valutazione (escludendo le follie della scalata Porsche).
Forse e ripeto forse una parte degli investitori sta guardando con un pò più di realtà all’attuale andamento del mercato.
Il 2021 vedrà moltissimi costruttori lanciare i propri modelli elettrici, Tesla non potrà più essere vista come monopolista del settore, persino in America.

Stellantis has halted a plan to bring back the Peugeot brand to the U.S. market, saying it wants to concentrate on “existing brands” in North America after the merger of PSA Group and Fiat Chrysler Automobiles gave the new group a broader geographical reach.

The plan for a comeback for Peugeot, last sold in the U.S. in the early 1990s, was thrown into question after the merger was announced in December 2019. Larry Dominique, the executive who had been leading PSA’s U.S. efforts since 2017, on Friday was named head of North America for the Stellantis brand Alfa Romeo. 

A Stellantis spokesman said on Saturday that the "new context of Stellantis with a strong presence on U.S. market leads us to focus on existing brands.” 

“This is why Larry will develop Alfa Romeo in this market,” the spokesman added.

Dominique had been preparing for the Peugeot brand’s U.S. comeback for more than four years, with a focus on creating a distribution channel that shunned expensive stores and used technology to offload consumer-facing services such as scheduling vehicle delivery and pickup.

The plan to return to the North American market was in PSA’s Push to Pass midterm plan from 2016, with a 10-year time frame. Early efforts focused on short-term rentals under the Free2Move brand. 

CEO Carlos Tavares, now CEO of Stellantis, had sought to decrease PSA’s reliance on the stagnant European market. In recent years that dependence had only increased, with the 2017 acquisition of GM’s Opel/Vauxhall operations and a sharp decline in sales in China in the past few years. 

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Tavares had prepared for a possible U.S. return by ensuring that newer PSA models were homologated for the market, using expertise developed at Opel’s engineering center in Germany. At least one Peugeot 508 fastback sedan had been spotted in the U.S.

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The merger with FCA gives Stellantis a balanced portfolio between Europe and the U.S., with the Jeep and Ram brands generating high profits from U.S. sales of SUVs and pickups. 

Alfa Romeo has been showing glimmers of life in the U.S. The Italian brand’s sales rose 1.6 percent in a down market last year, but volumes are low for the Giulia sedan and Stelvio crossover. Two new crossovers soon are expected to boost the lineup.

Tavares has praised the work done by Dominique and his team in the U.S., and says ideas they have generated have application across Stellantis. “Our [PSA] North American team in Atlanta that is preparing for the comeback of Peugeot in the U.S. market is bringing us many ideas in terms of logistics, in terms of maintenance, in terms of the distribution model, in terms of marketing communication,” he said in December in an interview with Automotive News Europe. 

“Whatever we decide in the Stellantis world, all of those ideas will improve the way we go to market and the way we run the business,” he added

Stellantis dice adieu ai piani di portare Peugeot negli States. Notizia non proprio inattesa.

Da profano, comunque, mi sembra una decisione assai di buon senso (sinceramente Peugeot negli USA sarebbe come cercare di vendere una Lincoln da noi).
Così come mi sembra buono che, partendo da una piattaforma, vogliano sviluppare modelli diversi per ogni marchio (DS, Alfa, Lancia, etc). Differenziando il prodotto, dovrebbero riuscire a non pestarsi i piedi (in fondo il gruppo Vw lo fa da anni, con ottimi risultati).

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Toyota RAV4 2.5 Hybrid Lounge - 2019
Abarth 595C Turismo - 2016
Royal Enfield Interceptor 650 - 2022
Saab 9.3 Cabrio 2.0T SE- 1998

Anche Opel dà una rinfrescata al proprio logo in vista dell’elettrificazione.
Non correlato, mi domando come faranno con Alfa che ha un logo ben più complesso.

non capisco perché ci sia la necessità di aggiornare il logo in vista dell'elettrificazione

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"Scusi, ma lei ha preso la patente di guida veloce?"

Se noti sono diventati bidimensionali e semplificati, più facili da illuminare.

Si il logo 2d di opel è già in giro da qualche mese.
8/10 anni fa tutti loghi 3d ora 2d, i poveri conce psa che stanno facendo a malincuore:-) spazio per opel dovranno cambiare insegna di peugeot e anche quella di opel apprna istallata.

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ALFA ROMEO GIULIETTA jtdm-2 20 170cv- distinctive-pack premium-pack sport 18 - Luglio 2010 -superati i 313.333KM!!!

sì certo, ma è una moda di desAIgn, non dipende dall'elettrificazione

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"Scusi, ma lei ha preso la patente di guida veloce?"

MILAN -- Cost-cutting at Fiat's factories in Italy has led to cuts in cleaning services and the number of toilets available to workers, according to unions.

Carlos Tavares, CEO of Stellantis, the new group formed in January from the merger of Fiat Chrysler Automobiles and PSA Group, has said that production costs at factories in Italy are up to four times more than in the automaker's plants in France or Spain.

Tavares has said the automaker will not to cut jobs or close plants but he has promised more than 5 billion euros ($5.94 billion) per year in savings following the merger.

Davide Provenzano of the FIM union said Stellantis was taking action at its Mirafiori plant in Turin, where it builds the Fiat New 500 full-electric car, by reducing the amount of toilets available to workers, cutting cleaning shifts, temperatures and reorganizing transport facilities.

"This is happening during COVID-19, when you should be increasing toilets available and cleaning services, rather than cutting them," Provenzano said.

Edi Lazzi of the left-leaning FIOM union said he believed the cost-saving actions in Italy were the personal initiatives of local management rather than a broad strategy launched by the group. "The measures are a drop in the ocean," he said.

Cost-containing measures were reported at other Italian sites.


Nicola Manzi of the UILM union said that Stellantis has cut cleaning services by some 35 percent in the Atessa plant in central Italy, Europe's largest van producing facility. However, he said that excluded disinfection services for the coronavirus and the number of toilets was also unchanged.

"We are currently running almost at full capacity, it would be hard to cut the number toilets here," he said.

Stellantis declined to comment.

The automaker will present its business plan in late 2021 or early 2022

Tavares inizia a tagliare negli impianti Fiat, incominciando con i ...... gabinetti

deve aver detto "Mi raccomando: in Fiat, meno cessi!" e lo hanno frainteso..

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"Scusi, ma lei ha preso la patente di guida veloce?"

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Fiat Panda Hobby - 39 cavalli, sì, ma non per tonnellata