SUPPLIER EYE

Stellantis' commitment of €30 billion ($35.5B) to electrifying its product portfolio across 14 brands by 2025 joins the seemingly endless flow of capital and human resources towards the electric-mobility future. The list of significant outliers is gone. Virtually every OEM and most suppliers are outlining how they will benefit from the structural, logistical, and value-add shifts which will result. Of course, there will be winners and losers through this multi-decade process. No organization has an assured future.

The smartest OEMs and suppliers are using this once-in-a-lifetime transformation to redefine all aspects of their business model. Increasing profitability, revenue stability and lower overall risk are their goals - while they strategize how to build long-term, differentiated profitability in a battery-electric vehicle (BEV) world. Suppliers tell me they're evaluating everything in their “toolboxes” - R&D, manufacturing, engineering talent, upstream suppliers and even future customer portfolios. Nothing is being left off the table.