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Stellantis
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Stellantis is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest thesis
Elkann: Stellantis targeting EV cost parity via Leap Motors China JV and ACC battery venture with TotalEnergies/Mercedes▾

Stellantis is pursuing cost-competitive EVs at scale through controlled battery supply (ACC JV, LG/Samsung partnerships) and a strategic stake in Leap Motors to access China's EV ecosystem, where two-thirds of global EVs are sold.

john elkannT1In Good Company with Nicolai Tangen2024-06-19
confidence 82 / 100impact Medium
key themes
  • Family-Controlled Companies & Long-Term Ownership100%
  • Healthcare Technology100%
  • EV Transition & Battery Supply Chain100%
  • Chinese EV Market Dominance100%
  • European Competitiveness in Batteries100%

bull thesis · 1

93 / 100
  • •Elkann: Stellantis targeting EV cost parity via Leap Motors China JV and ACC battery venture with TotalEnergies/Mercedes

bear thesis · 0

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mentions · 1

In Good Company with Nicolai TangenJohn Elkann - CEO of Exor | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
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