Stellantis 2025 Forecast Suspension Signals Rising Tariff Uncertainty in Auto Sector

Stellantis

Stellantis Halts Financial Outlook Amid Evolving Tariff Pressures

Stellantis 2025 forecast suspension highlights growing uncertainty in the global auto industry. The company cited frequently changing U.S. tariffs as the key reason for its inability to provide accurate annual guidance. The decision reflects broader challenges automakers face when navigating trade policy volatility and shifting regional production dynamics.

North American Output Hit by Policy Shifts and Factory Shutdowns

U.S. tariff revisions issued by former President Trump include refunds for imported auto parts and adjustments that prevent stacking of metal import duties. Despite 58% of Stellantis’ U.S. sales being from domestically assembled vehicles, Q1 shipments in North America fell by 20% to 325,000 units. The January plant shutdowns and falling light commercial vehicle demand in Europe further reduced overall shipments.

Revenue Decline Tied to Lower North American Sales Volume

Global shipments dropped by 10% to 1.23 million units, including subsidiaries and joint ventures. Net revenue declined 14% to €35.8 billion ($47.8 billion), driven by lower North American volumes—a region with the highest average selling price. Stellantis emphasized that most of its imported vehicles were USMCA-compliant, made in Canada or Mexico, and thus not subject to new tariffs. However, the company warned of continued uncertainty in planning and pricing.

The Metalnomist Commentary

Stellantis’ 2025 forecast suspension reflects growing friction between industrial production planning and unpredictable trade environments. As tariffs reconfigure auto supply chains, metals demand patterns may shift—particularly for steel, aluminum, and tariff-sensitive components.