Stellantis, Delays in Electric Vans Could Cost Billions

(Alliance News) - Light commercial vehicles are at risk of becoming a ticking time bomb for the finances of Renault and Stellantis.

According to Les Echos, the delay by both groups in meeting European emissions targets exposes them to potentially multi-billion euro fines during the 2025-2027 regulatory cycle.

The review of the 2035 ban does not change short-term obligations, while electric van sales remain weak.

Renault has already set aside EUR98 million in the first half of 2025 to cover potential penalties and may increase these provisions in the second half of the year. Stellantis, on the other hand, has not yet accounted for any such costs, but the issue may arise with the financial results on February 26.

With nearly a 30% share in light commercial vehicles, Stellantis is among the most exposed: according to the ICCT, it is currently 24 grams of CO2 above the target compared to 16 grams for Renault. Each excess gram is worth EUR75 in fines per vehicle, creating a risk that could reach billions.

Within Stellantis, it is estimated that maintaining only a 10% share of electric vans could result in up to EUR2.6 billion in penalties by 2027.

By Giuseppe Fabio Ciccomascolo, Alliance News senior reporter

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