Impact of Tariffs on Automotive Strategy

The episode discusses the implications of recent EU tariffs on Chinese automobiles, particularly how they affect Stellantis’s business strategy. One key approach is leveraging partnerships, specifically with Leap Motors, to circumvent these tariffs by manufacturing vehicles within the EU. This strategy not only allows Stellantis to maintain competitive pricing for electric vehicles (EVs) but also ensures they can adapt to local market requirements efficiently. By controlling exports and utilizing their dealer network globally, Stellantis positions itself advantageously against competitors facing similar tariff constraints.