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Models, engines, cost reduction… Carlos Tavares’ bad choices for Stellantis

2.5K views 24 replies 9 participants last post by  Adventurer55  
#1 ·
The whole article is at:

You can read a lot about unreliable PSA engines, class action lawsuits because of them

Of course more about cost cuts. Like STLA Medium platform which ended not so much modular and heavy weight.

The whole article is mostly from French perspective because that's what L'Argus knows, something or somewhere from where they have inside info.


Carlos the 2nd, the ultimate cost cutter.
The 1st is of course Carlos Ghosn. First one which was given Le Cost Cutter moniker.
 
#3 ·
Ah, yes, CUSW, the “flexible” platform which was redone and exceptionalized for every single vehicle is appeared on, other than the first two (Dart/200).
 
#8 ·
To be clear, Chrysler's "if it fits in the container" manufacturing specs are such that they could almost certainly have made the SUSW Renegade on the same line as Cherokee. I think Sergio suffered from fits of pique at cars for not selling and/or didn't seem to think that a car that needed big rebates to support 100,000 sales a year would be able to get by far easier at 50,000 sales per year on the same line as another car needing 50,000 sales.

Cherokee, 200, and Dart sold well enough to support a single factory in comfort.
 
#12 ·
His commitment was to uaw employment levels (and keeping the under water uaw pension and healthcare funds topped up) NOT to selling this or that 'zombie' nameplate from financially 'zombie' car brands i.e., Dodge(exHellcat etc) and Chrysler(exMinivan.) THAT was the endInItself not sales volumes of commoditized negative margin high volume 'cars' few people bought, or asked for (anymore: sedans.) He did the same in Italy: kept employment levels up but refused to invest, until a Big Merger for scale economies, in high cost, low margin made in Italy nameplates or marques. Tavares WAS nothing like Marchionne: a bureaucratic 'Darwin' yes, and a good one too who i for one supported but, still: no public 'Confessor' of being a 'Capital Junkie' or auto industry 'poker' player. Note that GM and Ford too, post2016/17 ended up doing what Marchionne did with sedans etc, while also seeing profitability turn desultory, and taking on billions in losses in europe, india, latam, australia, japan, and now even china (gm: 5billion usd charge just now.) Marchionne, rightly, and accordingly avoided punting billions on 'loser' autonomous driving tech (went with waymo instead while gm and ford and vw....predictedByMarchionne lost billions, mary barra just also booked what? 2 billion of a charge on shutting down Cruze automation.) Or on full bev s....more billions lost by gm and ford et al. Meanwhile: uaw employment levels at gm and ford? Layoffs, ongoingly, of engineers and workers, too? Plant closures by gm in n america AND now even china, by Ford everywhere exUSA including currently in europe. Tavares had been too much like gm management, and ford, than enough like 'automotive poker player i.e., NOT Darwinist'Marchionne.