Stellantis: $13bn US Plan Set to Reshape Sourcing

Stellantis has committed US$13bn over four years to scale its US operations, expand manufacturing and launch products in high-demand segments.

The move looks set to reshape sourcing and supplier relationships as the automaker counters disruption from US President Donald Trump’s tariffs, which are already impacting competitors’ manufacturing and supply chains.

Antonio Filosa, CEO at Stellantis, says the plan supports a customer-first approach and ensures Stellantis strengthens its position in one of its most important global markets.

"This investment in the US – the single largest in the company’s history – will drive our growth, strengthen our manufacturing footprint and bring more American jobs to the states we call home," he says.

"Accelerating growth in the US has been a top priority since my first day. Success in America is not just good for Stellantis in the US – it makes us stronger everywhere." 

Impact on sourcing and supply

The US$13bn programme is the largest in the company’s 100-year US history.

Stellantis is targeting a 50% uplift in annual vehicle production and the creation of more than 5,000 jobs across Illinois, Ohio, Michigan and Indiana. It is funding five all-new vehicle launches in key categories, a full new four-cylinder engine and ongoing powertrain updates.

Nineteen refreshed models are scheduled across the US assembly network through to 2029.

For procurement, this unlocks multi-year waves of capex sourcing for plant retooling, automation, dies and moulds, test equipment, as well as serial production awards for engines, driveline, chassis, body, interiors, electronics and software-enabled features.

Volume ramp-ups require strategic material strategies across steel, aluminium, polymers and semiconductors, alongside capacity assurance with tier-1 and tier-2s.

Localisation as a tariff shield

The strategy doubles down on domestic manufacturing to mitigate tariff exposure and logistics risk.

With 34 US sites across 14 states and a network of more than 48,000 employees, 2,600 dealers and almost 2,300 suppliers, Stellantis is using local content and shorter supply lines to protect cost, service and speed to market.

The expectation is that localisation clauses, origin tracking and revised terms wll feature in new contracts as the company balances internal combustion and electrified portfolios.

Illinois: Belvidere reboot

Stellantis will invest more than US600m to reopen Belvidere Assembly in 2027, focused on Jeep Cherokee and Jeep Compass for the US market, creating 3,300 jobs. 

The restart anchors a regional Jeep footprint and will drive fresh RFQs for final assembly tooling, supplier park services and inbound logistics.

The investment also supports expanded R&D tied to the broader plan, signalling demand for engineering services and prototype parts.

Ohio: Midsize truck shift concentrates know-how in Toledo

Nearly US$400m is going to the Toledo Assembly Complex to build an all-new midsize truck from 2028, moved from Illinois to sit with Jeep Wrangler and Gladiator.

The model, previously designated for Illinois, has been shifted to the Toledo Assembly Complex where it will sit alongside the Jeep Wrangler and Jeep Gladiator.

Production is expected to launch in 2028, with Stellantis estimating the move will create more than 900 new jobs.

Michigan & Indiana: Flexible supply

Two moves reshape Michigan sourcing. Warren Truck Assembly will be retooled to produce a range-extended EV and an ICE large SUV from 2028 with a US$100m investment and 900 plus roles.

Stellantis has confirmed a US$130m investment to prepare the Detroit Assembly Complex – Jefferson for the next-generation Dodge Durango launching in 2029.

Continuity for legacy lines alongside new alternatives means procurement will juggle end-of-life buys with ramp plans to avoid obsolescence and service gaps.

Indiana: Engine localisation

In Indiana, Stellantis will produce the GMET4 EVO four-cylinder engine across several Kokomo facilities. Upgrades exceed US$100m and will add more than 100 jobs.

Engine localisation will trigger awards for castings, machining, thermal systems, fuel, exhaust and controls. G

iven tight tolerances and capital intensity, early supplier involvement and capacity reservations for long lead items will be decisive.

Strengthening resilience

Stellantis' announcement builds on plans revealed in January 2025 and forms part of a wider push to scale North American operations and strengthen supply chain resilience.

As Stellantis enters its next century in the US, the record spend is set to enhance product offerings, lift production capacity and reaffirm a long-term commitment to domestic manufacturing that puts procurement at the centre of delivery.