Stellantis N.V. (MIL:STLAM) is juggling production hiccups and strategic reshaping—temporary plant stoppages and a paused South Africa project contrast with a €60B plan, U.S. sales growth, China Jeep co‑development, Wayve robotaxi rollout, new Maserati CEO and expanded Ram lineup.

Previous Week Recap

  • Mirafiori Plant Shutdown Extended: Stellantis (STLAM) halted production at Mirafiori Fiat 500 plant: two-day stoppage July 6–7 and one-week extension shifting restart from July 27 to July 31 due to engine, bumper and sensor shortages.
  • €60B Plan Prioritizes Jeeps, Ram: Stellantis unveiled a €60B plan prioritizing Jeep, Ram, Peugeot and Fiat; Opel set as regional brand; Leapmotor tie-up tested to close capacity and tech gaps.
  • H1 U.S. Sales Rise 5%: Stellantis (STLAM) sold 634,345 U.S. vehicles in H1, up 5% YoY. Company cites FaSTLAne 2030 targets: 35% volume growth, 25% revenue growth, 11 North America launches by 2030; stock rose after hours.
  • China Jeep Joint Development: Stellantis (STLAM) and Dongfeng will co-develop a China-made Jeep to be built at Dongfeng’s Wuhan plant, expanding their local manufacturing and model pipeline for the Chinese market.
  • Gqeberha Plant Review Paused: Stellantis (STLAM) paused review of its planned Gqeberha, South Africa plant, citing export economics, shifting demand and Asian competition; will decide in coming months and boost imports from Asia.
  • Wayve AI Driving Rollout: Stellantis (STLAM) will deploy Wayve’s end‑to‑end AI driving system in Jeep‑badged robotaxi fleets starting June, marking a commercial rollout of Wayve’s driving stack in Stellantis vehicles.
  • Maserati CEO Santo Ficili Named: Stellantis names Santo Ficili CEO of Maserati effective July 1. Traders: note leadership change at Maserati within Stellantis corporate structure; effective date set for July 1.
  • Ram To Sell Rampage In U.S.: Stellantis to sell the South American Rampage compact pickup in the U.S. under the Ram (STLAM) name, expanding Ram’s lineup and adding a compact pickup to its U.S. model mix.
  • Dodge Viper GTS-R In Games: Stellantis N.V. (STLAM): Dodge Viper GTS‑R available in Fortnite and Rocket League July 2–12, 2026 with exclusive skins and launch bundles — limited-time in-game offer for players.

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