ICYMI: Stellantis delays plan to Q2 2026 amid tariffs and market shifts. GM takes $1.6B hit after cutting EV production. Stellantis to invest $13B in the United States. Canada threatens to sue Stellantis after automaker relocates Compass production to the U.S. Major automakers face product delays due to halted chip shipments.
Here’s a closer look at these top stories and more headlines to stay on top of this week’s automotive industry news.
Stellantis delays strategic plan amid tariffs, policy shifts
Stellantis has postponed the release of its latest strategic plan until the second quarter of 2026, giving new CEO Antonio Filosa extra time to prepare for the automaker’s upcoming capital markets day. The delay will allow the company to better account for external factors, including U.S. tariffs and ongoing policy engagement in Europe, according to a transcript of a call with analysts by Stellantis’ global head of investor relations, Ed Ditmire. Read More
GM scales back EV production, takes $1.6 billion charge
General Motors (GM) will take a $1.6 billion charge tied to changes in its electric vehicle (EV) production strategy, as slowing EV demand and shifting U.S. policies pressure automakers to reassess their electrification plans. Read More
Stellantis announces $13 billion U.S. investment to launch new models and add 5,000 jobs
Stellantis is investing $13 billion in its U.S. operations, the largest investment in the company’s history, aiming to introduce five new vehicle models and create 5,000 jobs across Midwestern plants over the next four years. The automaker aims to mitigate the effects of President Trump’s tariffs, which it estimates could cost $1.7 billion this year. Read More
Canada threatens legal action after Stellantis moves Jeep Compass production to U.S.
Canada is threatening legal action against Stellantis after the automaker announced it will move Jeep Compass SUV production from its Brampton, Ontario, plant to Illinois. Industry Minister Melanie Joly called the decision “unacceptable” and demanded that Stellantis propose new mandates to preserve Brampton jobs and maintain contracts with Canadian suppliers. Read More
Automakers face potential production delays as Nexperia halts chip shipments
The auto industry faces a new supply chain disruption after Dutch authorities seized control of semiconductor maker Nexperia from Chinese owner Wingtech Technology, prompting the company to halt shipments of critical automotive chips. The stoppage could affect production at automakers including BMW, Toyota, Mercedes-Benz, Volkswagen, and Stellantis. Read More
Next Week: Exclusive Interviews You Can’t Miss
John Frazier on the real issues behind the service technician shortage
As automakers and dealers grapple with a growing shortage of service technicians, John Frazier, fixed operations director at Louisville CDJR, BMW, and Volvo, argues that the real issue isn’t a lack of skilled labor—it’s a lack of respect. On this upcoming episode of Service Drive, he outlines what dealerships and manufacturers must do to restore pride, compensation, and long-term sustainability to fixed operations.
How digital screens are driving transparency and engagement at dealerships – Greg Epps & Todd Katcher
Digital screens are reshaping the dealership experience for both customers and employees, and North Georgia Toyota is at the forefront. On this upcoming episode of Driving Solutions, the dealership’s General Manager, Greg Epps, and Digital Dealership Systems founder Todd Katcher discuss how technology provides live performance updates, customizable KPIs, and mobile reporting, equipping managers and employees with tools to boost productivity and engagement across the dealership.
