Stellantis Makes a Small But Brilliant Bet With Jeep in China Amid $70 Billion Turnaround

The UK government is reviewing its Zero Emission Vehicle (ZEV) mandate, which requires van manufacturers to meet rising annual targets for zero-emission van sales, reaching 100% by 2035. The consultation, running until October 2026, follows industry concerns over market demand and compliance costs. Companies like Ford and Stellantis support the mandate but seek adjustments to reflect current market conditions. The review aims to balance the transition to electric vehicles with economic sustainab

U.S. President Trump announced a 50% tariff on Canadian vehicles, parts, and trucks, effective January 1, doubling the current 25% rate. Automakers like Ford, GM, Stellantis, Toyota, and Honda face higher costs on key models. Canadian-built vehicles made up 6% of U.S. sales in 2025, per Barclays. Industry executives hope for a deal before the deadline, as tariffs could disrupt the U.S. automotive supply chain.

U.S. President Trump imposed 50% tariffs on Canadian vehicles and auto parts, effective January 1, doubling previous 25% tariffs. Automakers like Ford, GM, Stellantis, Toyota, and Honda face added costs on key models. Canadian-built vehicles account for 6% of U.S. sales, per Barclays. Industry executives hope for a deal before the deadline.

Canada's retaliation tariffs on U.S. imports, effective September 8, will impact General Motors (GM), Ford (F), and Stellantis (STLA). GM faces $2.5B–$3.5B in gross tariff expenses, while Ford, with a -4.4% net margin and 461% debt-to-equity ratio, is most exposed. Stellantis has lost 53.8% year-to-date. The S&P 500 Automobiles index has fallen ~19% year-to-date.

Stellantis shares fell 3% after Trump threatened 50% tariffs on Canadian autos, parts, and steel from 2027. The company faces a €1.0-1.2B tariff headwind, risking its North American recovery. Stellantis' Canadian plants are underutilized, with Brampton's future uncertain. Ford and GM also dropped, while U.S. steelmakers rallied. Canada plans countermeasures from September 8.

President Trump proposed 50% tariffs on Canadian auto exports, potentially impacting C$40.8B in trade. Canada plans counter-tariffs and support measures. U.S. automakers' stocks fell, with Ford (F) down 3.6% and Stellantis (STLA) down 4.2%. The actual impact may vary based on final tariff rules.