Stellantis is increasingly in crisis: at the end of the 3rd quarter the production gap of cars and commercial vehicles widens compared to the same period of 2024, in line with the difficulties of the European car sector, grappling with a deep structural crisis and the uncertainties linked to Trump’s protectionist policies.
The state of crisis of the Turin group was confirmed by the production numbers emerging from the quarterly report of the metalworkers’ union Fim-Cisl, which asks the Group to strengthen the investment plan and the Government and the EU for a “change of pace” in policies on the sector.
Production peaked by 31.5%
In the first nine months of 2025, 265,490 vehicles were manufactured, including cars and commercial vehicles, a decrease of 31.5% compared to the same period of the previous year. In detail, passenger cars fell by 36.3% (151,430 units) and commercial vehicles by 23.9% (114,060 units). All the plants recorded decreasing data compared to 2024, with losses ranging between -17% of the Turin Production Center and -65% of the Maserati of Modena, passing through -50% of Melfi, -35% of Pomigliano and -28% of Cassino.
Terrible prospects for 2025
2025, like 2024, will also close with an overall reduction of around a third in production volumes, a much worse result than expected at the beginning of the year. The forecasts for the end of the year remain strongly negative: just over 310,000 units in total, with cars falling below 200,000 units.
And precisely because of the collapse in production, almost half of the group’s workforce is currently affected by social safety nets (CIG).
Investment plan needs to be strengthened
Next October 20th there will be the first meeting with the new CEO Antonio Filosa, whom the unions ask to guarantee an industrial and employment perspective for every production site in Italy, avoiding closures or layoffs and orienting the technological transition towards concrete, shared and socially sustainable solutions.
For the unions it is necessary to strengthen and improve the investment plan drawn up in 2024, before the exit of Tavares, which also provides for Italy the new Small platform with two new compact models in Pomigliano from 2028. The new 500e in Mirafiori alongside the 500 hybrid in production from November 2025. The introduction of hybrid versions for the cars expected in electric versions between 2025 and 2026 in Melfi, the new one large range on commercial vehicles, the development also of the hybrid versions of the full electric models foreseen on the Stelvio and Giulia and in addition a new top of the range model also on a large platform. The launch of the high-end project is expected in Modena with the transfer of Maserati GT and GC. However, concerns remain about the future of Termoli after the stop at the gigafactory.
A “change of pace” is needed from the EU and the Government
For the union, an expansive European industrial plan is needed, supported by common debt and a new European Fund with resources comparable to the Next Generation EU, to accompany the transition by guaranteeing not only environmental but also social sustainability.
The Italian Government is also asked to “do its part”, identifying adequate resources to support and relaunch the automotive sector and the entire supply chain.
The remodulation of the sanctions on CO2 emissions scheduled for 2025 is not sufficient to stem the industrial and employment repercussions that car manufacturers are suffering. It is essential to redefine the timing and methods of implementing decarbonisation, making the process sustainable on an industrial, economic and social level.
