Stellantis unveils €60 bn FaSTLAne plan, ramps up U.S. output and cuts European production

Stellantis announced the FaSTLAne strategic plan, committing roughly €60 billion in investments through 2030. The programme aims to raise U.S. vehicle production by about 80% while reducing output in Europe by 800,000 units, a shift driven by lower U.S. tariff rates.

The plan will allocate around €36 billion to brands and new models, targeting the launch of more than 60 vehicles and 50 major updates. The remaining €24 billion will fund new global platforms, propulsion systems and advanced technologies, including AI, battery development and safety systems in partnership with firms such as Qualcomm, NVIDIA, Applied Intuition, Wayve, Uber, Mistral AI and CATL.

Stellantis also outlined new joint ventures with Chinese manufacturers Leapmotor and Dongfeng, and a collaboration with Jaguar Land Rover, to produce electric models in Spain and to expand sales and engineering capabilities in Europe. Shares fell up to 5% after the detailed regional rollout was disclosed, later stabilising with modest declines of 1‑2% in European markets.