Driving the news: Stellantis is planning approximately $10 billion in U.S. investments over the coming years, with about $5 billion in new commitments expected to be announced in the coming weeks, reports Bloomberg
For context: According to people familiar with the matter, the money could be used for plant re-openings and new models in Illinois and Michigan, with a focus on revitalizing Jeep and potentially launching a new Dodge V8 muscle car.
- No further details are available at this time, but earlier this year, Stellantis did confirm plans to reopen the idled Belvidere, Illinois plant for a new midsize pickup. 
What it means: Unlike his predecessor Carlos Tavares' strategy of shifting production to Mexico and prioritizing Europe, new CEO Antonio Filosa is focused on re-gaining U.S. market share.
- The investment could also curry favor with the Trump administration at a time when Detroit automakers are lobbying heavily for tariff relief. 
- Meanwhile, Stellantis is pulling back in Europe by scrapping investments, pausing production at eight plants, and potentially selling its Free2move business. 
Big picture: Stellantis is making a clear bet that North America is where the company rebuilds profitability, using $10 billion in domestic investment as both a growth strategy and political capital for tariff negotiations.

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