Stellantis – Europe & US EV Sales Outlook & Portfolio Strategy – 3 February 2022

  • Public Equity
  • Consumer
  • Europe


Former global platform manager at Stellantis


  • BEV (battery electric vehicle) and PHEV (plug-in hybrid electric vehicle) unit growth dynamics given semiconductor shortage
  • Sales outlook for Stellantis’s (PAR: STLA) EV offerings in Europe and the US
  • Stellantis’s EV strategy, highlighting its BEV platforms' competitiveness, battery chemistry strategy and software developments
  • Battery cost expectations and BEV margin outlook vs ICE (internal combustion engine) models


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