“By quarter two, quarter three of '26, if the market continues on the path that it's on, we'll need the third plant online by late '26, early '27. We are already in discussions for plant No. 3 and possibly plant No. 4. We will need four plants by 2030."”
Stewart expects to make announcement for the third plant by the second quarter next year.
Asked whether Stellantis was open to the workers at the joint-venture battery plants being represented by the United Auto workers union, Stewart said it was up to the workers but the company was open to the idea.
"We welcome those plants being union," he said. "We anticipate they likely will be."
Stewart also said Stellantis in the last two weeks decided to nearly double annual production capacity for its EV delivery vans to more than 200,000 vehicles. Amazon.com is among Stellantis' customers for the van.
"It's going to have even more upside," he said in explaining the decision, adding that the 2023 model had sold out within 13 hours.”
REUTERS EVENTS-Stellantis eyeing two more N. American battery plants by 2030
Stellantis will need four electric-vehicle battery plants in North America by 2030, the company's North American chief operating officer said on Tuesday.
www.reuters.com
My guess is Mexico or South Texas to supply Toluca (Wagoneer S)and Saltillo (Promaster BEV) with Batteries.
The other facility will be Toledo due to it being (already) a hub for operations.
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