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Stellantis Reported to Weigh $10 Billion U.S. Manufacturing Push Under New CEO

The plan reflects a U.S.-first pivot by Antonio Filosa in response to mounting tariff costs.

Overview

  • Bloomberg reporting, cited by Benzinga and Yahoo Finance, says an announcement of roughly $5 billion in fresh U.S. spending could arrive within weeks, lifting total commitments to about $10 billion.
  • The funds would be spread over several years for plant upgrades, potential reopenings and hiring in Michigan and Illinois, plus new model programs, according to the report.
  • The strategy under review seeks to restore Jeep’s leadership and evaluate new investment in Dodge and a longer-term Chrysler revival, with a Dodge V8 muscle car described as under consideration.
  • Stellantis has disclosed ongoing pressure, including a 13% revenue decline, an expected additional $1.7 billion tariff hit in the second half of 2025, and projected losses of more than $2.7 billion for the first half.
  • Filosa says the company is in talks with officials in the U.S., Mexico and Canada on tariff impacts and recognition of U.S. content, while prior discussions with the White House included a potential Illinois midsize pickup and rehiring about 1,500 workers.