Auburn Hills, Michigan, 15 October 2025 — Automotive giant Stellantis has unveiled plans for its largest-ever U.S. investment, committing €11 billion ($13 billion) over the next four years to expand production and strengthen its North American operations. The move comes as the company seeks to mitigate the impact of U.S. tariffs, which it estimates could cost up to €1.7 billion in 2025.
The investment will boost U.S. output by 50%, add more than 5,000 jobs, and fund the launch of five new vehicle models alongside 19 product upgrades. Key projects include:
- Reopening the Belvidere, Illinois plant to produce two new Jeep models.
- Toledo, Ohio to assemble an all-new midsize truck.
- Warren, Michigan to manufacture a new range-extended EV and large SUV.
- Detroit to build the next-generation Dodge Durango.
- Kokomo, Indiana to produce a new GMET4 EVO engine.
Tariff Pressures and Strategic Response
Stellantis has been among the hardest-hit automakers by U.S. trade measures, warning earlier this year of a €1.5–1.7 billion tariff impact. By expanding local production, the company aims to reduce reliance on imports, protect market share, and improve profitability in its second-largest market.
CEO Antonio Filosa, who took over in June, described the investment as a “transformational step” to secure Stellantis’ long-term competitiveness. “This commitment ensures we can deliver vehicles that American customers want, while safeguarding our operations from external shocks,” he said.
Market and Industry Implications
The expansion underscores the reshaping of global auto supply chains as manufacturers adapt to shifting trade rules and rising protectionism. Analysts note that Stellantis’ decision mirrors broader industry trends, with rivals also localizing production to shield against tariff risks.
The investment also reflects Stellantis’ dual strategy: defending its U.S. market position while accelerating the rollout of electric and hybrid models to meet tightening emissions standards.
Outlook
With this €11 billion commitment, Stellantis signals its determination to remain a major player in the U.S. market despite geopolitical and trade headwinds. The expansion is expected to stabilize earnings, support the energy transition, and strengthen ties with American workers and consumers at a critical juncture for the global automotive industry.
In summary: Stellantis’ record U.S. investment is both a shield against tariffs and a springboard for growth, positioning the company to weather trade turbulence while advancing its electrification agenda.
