Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
Auto Industry: The Power and Capital Transition Is Accelerating
Episode Auto Industry: The Power and Capital Transition Is Accelerating
Stellantis's €22 billion writedown signals a structural repricing of the energy transition in the auto sector. This desk maps the historical pattern, Chrysler 1979, GM 2009, the mandate-vs-demand mechanism, and the reallocation of capital toward multi-powertrain strategies and North America. Current data point toward further writedowns across European automakers before year-end 2026.
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