PEUGF News and Press, Peugeot S.A. From 09/28/22

Summary The reimagined 2022 Detroit Auto Show, also known as the North American International Auto Show, finished its media and industry days with limited automakers and brands participating after a three-year hiatus in the city. Ford, General Motors and Stellantis each took up re...

Summary General Motors exercised warrants and entered the group with a 2.2% stake. Stellantis will create a new lobby after leaving ACEA. It reported supportive numbers in Q2 coupled with electric car sales development. After our comment on the Dare Forward 2030 plan, we remai...

Summary Even though electric vehicles have become mainstream, true driverless vehicles still do not exist. As manufacturers shift to produce cleaner, higher tech options, BEVs are quickly gaining market share over PHEVs. While there is a difference between electric and autonom...

Summary Global electric car sales July 2022 - Up 61% YoY to 14% share. China sales up 112% YoY to 28% share. Europe down 5% YoY to 19% share. US 5% share. EV market news - USA passes the Inflation Reduction Act. China extends NEV purchase tax exemption worth 100 billion yuan to th...

China holds dominance along a majority of the EV supply chain, from graphite mining to materials processing to battery production. With the chip shortage projected to last at least through 2023 by a range of OEMs, any impacts to Taiwan's chip supply and related logistics could spell t...

A brief summary of 2021 EV market and EV supply chain trends from our past article. 10 of the latest EV, battery and EV metal miner trends. Further reading and conclusion. For a background on the various EV market trends you can read our past articles: June 2021 - ...

Stellantis is undervalued by almost any metric. It is delivering best in class margins, with a strong net cash position and excellent cost management. It is being unnoticed, but Stellantis is among the leaders in the BEV market and may soon become the largest European player. ...

Global electric car sales for June 2022 - Up 54% YoY reaching 16% share. China sales up 132% YoY to 28% share. Europe sales down 8% YoY to 21% share. EV market news - US crosses the electric-car tipping point for mass adoption. Reconciliation Bill has $369 billion to fight climate cha...

Manchin and Schumer recently reached a tax and climate deal that sent battery, lithium, EV, and hydrogen shares soaring. The actual implications of the bill are slightly less clear but it includes billions in new incentives for clean energy. In this article, we dig into the detail...

Stellantis NV (STLA) Q2 2022 Earnings Conference Call July 28, 2022 06:30 ET Company Participants Andrea Bandinelli - Head of Investor Relations Carlos Tavares - Chief Executive Officer & Executive Director Richard Palmer - Chief Financial Officer Confe...