Calculate the global car here. Many car companies do not have a plan

On rap, The day of the clouds in March in Amsterdam in 2022, Carlos Tavares, CEO of Stellantis, took off his face mask and would have a temporary stage to clarify with confidence in a crowd of journalists and analysts Fiat, Peugeot, Maserati, Ram, Opel It was going to rewrite the rules of the auto industry. He sat a bail of its neck a little, and its gray hair needs to be trimmed, which is the image of a man who focuses a lot on the application of dynamic capitalist principles on the work of destroying the devastating margin of anxiety about his appearance.

Portuguese CEO Everything was planned until 2030. By this stage, Stelantis will generate software revenues 20 billion euros From selling customer contributions. Distribution costs will be reduced by 40 percent as the traditional agent model has been rebuilt. You will represent electric cars 100 percent of Stelantis sales In Europe and 50 percent in the United States. Double revenues will grow and margins will remain in the magic space consisting of two numbers for the best distinguished brands and luxury.

“It is planned,” Tavares said.

If anyone can shake cars, then Tavares will be. He has already demonstrated his capabilities by re-marking Vauxhal-Opel the permanent brand of loss to profitability after driving the PSA Peugeot-Citroen from General Motors. Now he was ready to apply his own management style on the newly created PSA PSA group with Fiat Chryer Automobiles. Here it was a global company with all the benefits of the new energy and the scale is ready to face the new era.

Just more than three years later, Tafaris wentThe company published a net loss of 2.3 billion euros for the first half of 2025, after Antonio Villaosa is the new Introducing 3.3 billion eurosAnd many of them relate to these plans 2022.

A note that is somewhat suspended Less than 2022 statement is now sitting on Stelantis on the Internet: “Many Dare Forward 2030 goals have become increasingly difficult due to the current trends in market dynamics, government policy and regulations that have appeared since the introduction of the plan.”

Stelantis is not alone. Other results published at the time of writing this report included 837 million euros a half -year loss from Volvo, Ford’s second quarter lossAnd assume Return to red For Tesla in the field of automotive, as soon as emissions are stripped, according to Philip Hottua, the administrative director of Autos Research at the investment bank.

Currently, car business wrestle publicly with an existential predicament. Many traditional hunger strikers are trying to move in seismic transformations that take place in the world of cars in the world, led by, but not limited to, on the end of the inner sun and the arrival of EVS cheaper and better than China. But the real concern is that, in the face of an unusual pressure attack, auto companies – with very few exceptions – had no strategy to get it out of hot water.

Quick move breaks things

Car companies need long -term plans, because it generally takes from four to five years to develop a new model. But the world moves very quickly until the industry predicts precisely what customers want in four years, what new governments will require, and what are the cost goals that must be competitive.

“In the old days, I looked at the market, I looked at the competitors, looked at the economy, wrote the plan, and this happened,” said Adrian Halmark, CEO of Aston Martin Bentelly. “Now, write it, throw it away, just wait.”