On the Move: J&J's Hartgrove Drives to Stellantis

Jaguar Land Rover (JLR) will build its Defender SUV in Stellantis's idle Belvidere plant, addressing JLR's tariff issues. Stellantis gains revenue without capital investment. Both companies face challenges, including Stellantis's stock struggles and JLR's need for local content to avoid tariffs. The deal highlights mutual dependencies and potential quality variations between assembly locations.

Stellantis and Carvana are testing a new sales model by integrating Stellantis vehicles into Carvana's online platform. Carvana acquired seven Stellantis franchises, boosting sales significantly. Stellantis denies giving Carvana preferential treatment, but traditional dealers express concerns about market reach and operating rules. The partnership aims to leverage Carvana's online convenience and Stellantis' inventory, with both companies investing heavily.

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

Stellantis (NYSE: STLA) is reviving Jeep production in China, developing two Jeep and two Peugeot EVs with Dongfeng Motor Group. The vehicles will be exported globally starting 2027, leveraging China's EV technology. This move supports Stellantis' $70 billion turnaround, focusing on Jeep as a core brand.

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.