Stellantis pauses RAM classic 1500 production while cutting plant maintenance in Italy

[Bili]

Here are some very serious ZF videos. I believe it is from a press day presentation. Does anybody from the PSA side of things ever look at any of this stuff?

Have you listened latest PSA-FCA fully year results Conference Call? Tavares was full of praise for PSA and promoted their electrification ideas. In that world ZF 8HP or even Magna/Getrag 7 speed hyrid DCT do not exist. For him only tech built in house or by JVs exists.

 

[AlexB]

''Le Cost killing'' has may go after an entire production line at Melfi according to the Union:

''
Stellantis is considering whether to close one of two production lines at its Melfi car plant in southern Italy, the head of the FIM CISL union told Reuters.'' Closing a line at Melfi could mark a first step by CEO Carlos Tavares to tackle excess capacity in Italy.

Downsizing plants was at the heart of Tavares’ “back in the race” strategy at PSA, where he helped the Peugeot maker recover from near-bankruptcy around a decade ago.In France, PSA took that route with its assembly plants at Rennes, Poissy and Mulhouse.“We are very worried,” Uliano said. FIM CISL’s Ferdinando Uliano said the plan at Melfi was being assessed and Stellantis had not made a decision. The union had yet to receive official confirmation that the project was being considered, he added“Once you have reduced production capacity at one site, it’s very difficult to gain it back”.

Stellantis weighs closing production line at Italy's Melfi plant - union

Stellantis is considering whether to close one of two production lines at its Melfi car plant in southern Italy, the head of the FIM CISL union said.

www.reuters.com

 

[Bili]

''Le Cost killing'' has may go after an entire production line at Melfi according to the Union:

Stellantis weighs closing production line at Italy's Melfi plant - union

Stellantis is considering whether to close one of two production lines at its Melfi car plant in southern Italy, the head of the FIM CISL union said.

www.reuters.com

It's a done deal from what I've heard. They are taking it away and will use it for a CMP based cars at Tychy, Poland.

So here is a question. If they want to keep Italian jobs wouldn't it be more logical to keep this line at Melfi and use it for the same CMP based products instead of making them in Poland?

 

[AlexB]

It's a done deal from what I've heard. They are taking it away and will use it for a CMP based cars at Tychy, Poland.

So here is a question. If they want to keep Italian jobs wouldn't it be more logical to keep this line at Melfi and use it for the same CMP based products instead of making them in Poland?

Is Tonale impacted?

 

[Bili]

Is Tonale impacted?

Tonale is planned for another factory. So it's not.

 

[AlexB]

Tonale is planned for another factory. So it's not.

Renegade?

 

[Bili]

Renegade?

Renegade, 500X and Compass will share the same line. That line is capable for at least 300k cars per year.

 

[AlexB]

Renegade, 500X and Compass will share the same line. That line is capable for at least 300k cars per year.

My guess is the next step in the Carlos playbook is Incentive Early Retirement Offers in Italy.

 

[Bili]

My guess is the next step in the Carlos playbook is Incentive Early Retirement Offers in Italy.

Here is the thing. Manley already had done slim down of Italian operations.

And FCA in general has slightly less employees than PSA although it produces much more cars. Something is fishy or we have a new Daimler into play.

 

[AlexB]

Here is the thing. Manley already had done slim down of Italian operations.

And FCA in general has slightly less employees than PSA although it produces much more cars. Something is fishy or we have a new Daimler into play.

Old PSA include Faurecia employees (120,000 employees) and PSA owned a significant amount of its dealer network.

 

[AlexB]

Little move to the chip shortage.........Ford is down to 53 days of inventory of F-Series in the United States.

I expect Stellantis to limit RAM DT production to higher trim level if shortage continues to worsen ...another round of Average transaction boost again.
@redriderbob @TripleT

 

[Bili]

Old PSA include Faurecia employees (120,000 employees) and PSA owned a significant amount of its dealer network.

Are you sure about it? AFAIK Furecia wasn't incorporated into PSA. Of course I may be wrong.

 

[AlexB]

Are you sure about it? AFAIK Furecia wasn't incorporated into PSA. Of course I may be wrong.

PSA used to book Revenue from Faurecia as its own Revenue. Same with Employee count.

 

[pumadog]

Why would they kill Giulia and Stelvio so soon? It's still the best platform in the segment with top notch torsional rigidity, low weighs, top of the class passive safety... It lacks in ADAS and infotainment departments and also headlights tech which is something what can be and will be solved with MCA.

AFAIK supplier contracts for Giulia and Stelvio were signed for duration of 10 years.

Just do enough that it feels and looks fresh enough to call it a new generation. 10 years is a long time in premium segment during the shift to electric powertrains.

When was the Grecale supposed to be ready as a BEV – 2023?

 

[Deckard Cain]

Just do enough that it feels and looks fresh enough to call it a new generation. 10 years is a long time in premium segment during the shift to electric powertrains.

When was the Grecale supposed to be ready as a BEV – 2023?

Exactly this, launch a new "generation" keeping most of the bones of the previous ones. I don't know how this is hard to understand.
The Grecale is a slightly bigger Stelvio. Nothing prevents them from launching new generations of the Giulia and Stelvio like this.

 

[Bili]

My guess is the next step in the Carlos playbook is Incentive Early Retirement Offers in Italy.

It seems that for now retirements are not in the plan. They may shift them to another factories.