Stellantis Commits $13 Billion to Expand U.S. Footprint, Add 5,000 Jobs

Stellantis has announced a landmark investment: over the next four years, the company will commit $13 billion to strengthen its U.S. operations and accelerate domestic vehicle production.
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This bold move signals Stellantis’s intent to shift more of its manufacturing back to the U.S., revitalize plant operations, and insulate itself from tariff pressures on imports.

What the Investment Covers

Production increase: The plan aims to grow annual U.S. vehicle output by 50% above current levels.
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Job creation: More than 5,000 new jobs are expected across assembly plants and engine facilities in Illinois, Ohio, Michigan, and Indiana.
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New and refreshed models: Stellantis will launch five brand-new vehicles under this program, plus roll out 19 refreshed models and updated powertrains through 2029.
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Plant-specific investments:

Illinois (Belvidere): More than $600 million to reopen the Belvidere assembly plant for Jeep Cherokee and Jeep Compass production. This is estimated to bring about 3,300 jobs.
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Ohio (Toledo): Nearly $400 million to move assembly of a new midsize truck into the Toledo plant, adding about 900 jobs.
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Michigan: About $100 million to retool Warren Truck Assembly for a new large SUV (with both EV and internal combustion variants), and an additional $130 million for the Detroit Assembly Complex to build the next-gen Dodge Durango.
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Indiana (Kokomo): Over $100 million to develop and build the new GMET4 EVO four-cylinder engine beginning in 2026, with more than 100 jobs expected.
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Strategic Drivers & Risks

This investment is not happening in a vacuum:

Tariff exposure: Stellantis faces a projected $1.7 billion hit from U.S. tariffs on vehicles imported from Mexico and Canada. By increasing domestic production, the company aims to reduce reliance on imports.
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Recovery from sales slump: U.S. sales have been under pressure. In 2024, sales fell about 15%, and through 2025 are down another ~17%.
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Leadership change & strategic reset: Under new CEO Antonio Filosa (in position since June 2025), Stellantis is recalibrating its product and manufacturing strategies to regain momentum in its core U.S. market.
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Electrification balance: Interestingly, the plan does not overwhelmingly prioritize EVs. Only one of the new vehicles is a range-extended EV, while the rest lean toward internal combustion or hybrid powertrains.
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