Stellantis to Invest €11 Billion in the U.S. to Sidestep Trump’s Tariffs

The automaker launches its largest U.S. investment to boost production, roll out new models, and secure thousands of local jobs.

Global automotive giant Stellantis, the world’s fourth-largest car manufacturer, has announced a record investment of $13 billion (€11.17 billion) in the United States over the next four years. The goal is to expand its manufacturing capacity and mitigate the impact of new tariffs resulting from the protectionist policies championed by U.S. President Donald Trump. With this strategic move, the company plans to increase domestic vehicle production by 50% and create more than 5,000 jobs across Illinois, Ohio, Michigan, and Indiana.

Local Production and Key Models for North America

The investment will support the launch of five new vehicles, including a Dodge Durango built in Detroit and a mid-size pickup truck assembled in Toledo, Ohio. Stellantis also aims to reduce its reliance on plants in Canada and Mexico, which are expected to bear around €1.5 billion in tariffs this year. With high-volume models like the revamped Jeep Cherokee, the brand expects to boost profitability and strengthen its position in the competitive U.S. market.

A Vast Industrial Network

Currently, Stellantis operates 34 manufacturing plants and technical centers across 14 states. Of the 16 million vehicles produced for the U.S. market, about half are built domestically, while another 4 million units come from Canada and Mexico, all with a high proportion of U.S.-sourced components. The remaining 4 million vehicles are imported from Europe and Asia, with virtually no American parts — a challenge in the face of the country’s protectionist shift.

Iconic Models Return Amid Strategic Overhaul

As part of its U.S. market recovery plan, Filosa confirmed the return of the Jeep Cherokee, which will once again be built in Mexico, as well as the Dodge Charger with an internal combustion engine (ICE), discontinued two years ago. Additionally, Stellantis has resumed production of the Ram Hemi V8, in response to strong demand from both dealers and performance enthusiasts.

Losses, Adjustments, and the Road Ahead

In July, the Netherlands-based group reported first-half losses of €2.3 billion, partly due to reduced imports and a 25% drop in U.S. deliveries. However, this new investment marks a turning point: Stellantis is not only shielding itself from tariffs but also redefining its North American strategy around local production, profitability, and long-term industrial sustainability.