Rumors of a Possible Renault-Stellantis Merger or Industrial Agreement
Voices of a potential approach between Renault and Stellantis are growing louder. Some rumors even speak of a merger between the two groups, but a more plausible scenario seems to be a significant industrial agreement aimed at reducing costs, especially for small electric vehicles, and countering the Chinese advance.
Carlos Tavares, CEO of Stellantis, recently indicated that the automotive industry must necessarily face a new phase of consolidation due to the changing landscape in recent years, between the pandemic and the rush towards electric vehicles. Producing battery electric vehicles (BEVs) competitively requires significant resources, and the most viable path, as often happens in the automotive industry, is to join forces through industrial agreements, platform exchanges, technology sharing, or through mergers. Tavares himself admitted in an interview with Bloomberg that Renault would be vulnerable due to a lack of scale.
Moreover, Renault, led by Luca de Meo, which also includes the Dacia brand, has recently canceled the listing of Ampere, the new company dedicated to electric cars. At the moment, the possibility of any kind of agreement between Stellantis and Renault is purely speculative among industry insiders and automotive journalists. However, the idea of an agreement between the two companies raises questions and fascination. On one hand, it would create a European hub, a sort of “Airbus of the automotive industry.” On the other hand, this hypothetical new alliance would have a French footprint, although this aspect could theoretically be mitigated by the presence of the Italian manager Luca de Meo in top positions.
Another consideration pertains to the overlaps between Stellantis’ 15 brands and Renault’s brands (including Alpine). With a total of 18 brands and factories scattered around the globe, the potential alliance raises complex strategic questions. It remains to be seen what moves the two groups will make in the coming hours, and the focus will be on the Geneva Motor Show in two weeks, where Renault will practically stand alone to challenge the Chinese automakers.
In the meantime, Stellantis has chosen not to comment. A spokesperson for the group stated, “We do not comment on unfounded speculations from some media outlets.”
As the industry eagerly awaits further developments, the possibility of a Renault-Stellantis merger or industrial agreement continues to be the subject of intense speculation and analysis. The automotive world will be closely watching to see how this potential alliance may unfold and impact the global automotive landscape.
– Fusione Renault Stellantis
– Accordi industriali auto elettriche
– Consolidamento settore automotive
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