A 4R business unit, a closed-loop engine stream, and an end-of-life system that is already operating. Material Transition Brief

Company flow

Public evidence, arranged around Stellantis’s physical production system rather than the corporate org chart. Stellantis was formed in January 2021 through the merger of Fiat Chrysler Automobiles (FCA) and Groupe PSA, and now operates 14 vehicle brands across a multi-continent manufacturing footprint, a structural fact that shapes how any single-plant or single-brand conversation should be framed.

01 · MATERIALS IN

Metals, polymers & battery materials

Not publicly disclosed at parent level in this source set. Directional sector family: steel, aluminum, polymers, rubber, coatings, textiles, and battery materials for the electrification push.

Public category signal

02 · MAKE

Stamping, casting & final assembly plants

Vehicle assembly, powertrain and transmission casting (the Kokomo, IN facility is a named TRI lead), and body-in-white stamping across a global multi-brand manufacturing network.

Company described

03 · PRODUCTS OUT

14 brands, multiple platforms

Jeep, Ram, Dodge, Chrysler, Peugeot, Citroën, Opel, Vauxhall, Fiat, Alfa Romeo, Maserati, DS, Lancia, and Abarth, sharing platforms and powertrains across brands. See the Brand portfolio tab for detail.

Company described

04 · WASTE OUT

Listed-chemical streams

4.11M lb managed in 2024 TRI records across 12 matched facility leads, led by copper at the FCA US Kokomo, IN casting plant.

Listed-chemical view

What is public now

Ticker / CIKNYSE: STLA · SEC CIK 0001605484

FY2025 revenue & cost proxy€153.51B revenue, €155.63B reported cost proxy, period ended 31 Dec 2025 (SEC XBRL, euro-denominated)

Corporate structureFormed January 2021 from the FCA-PSA merger; 14 vehicle brands under one parent, each with distinct design, engineering, and sourcing organizations

Public plant signal12 U.S. facilities matched to a Stellantis-affiliated (FCA US) parent name in the 2024 TRI dataset; the Kokomo, IN transmission-casting plant is the top-volume named lead

Decision entryA named plant, platform, and BOM-level material substitution is the workable starting point. A single enterprise-wide pitch will not reach the plant-level materials-engineering owner who controls a formulation change

What the public record tells us

Post-merger transition signal: Stellantis has publicly disclosed a difficult 2024, 2025 stretch, including North American inventory and dealer-relations strain and the December 2024 departure of CEO Carlos Tavares, followed by new leadership under Antonio Filosa. A commercial conversation should account for organizational change at the top before assuming stable, long-cycle decision-making at every plant.

Circular-economy signal: Stellantis operates a publicly described circular-economy business unit (branded around used parts, remanufacturing, and recycling, historically referenced as “B-Parts”/SUSTAINera) centered in Turin, Italy, covering recovered plastics, glass, and metals from end-of-life and production scrap. Confirm current scope, volumes, and branding in Stellantis’s own current disclosure before citing a specific figure.

Waste signal, with a caveat: Matched 2024 TRI records show 4.11M lb of listed chemicals managed nationally, a relatively small volume compared to upstream chemicals accounts in this universe, consistent with an assembler/fabricator profile rather than a primary-materials producer. Copper is the top-reported chemical, consistent with wiring harnesses and electrical-system content at a casting/assembly plant.

Regulatory and certification signals

Regulatory watchlistEU battery regulation (2023/1542), U.S. EPA/NHTSA vehicle emissions and fuel-economy standards, TRI listed-chemical reporting, EU End-of-Life Vehicles Directive

Certification & reporting familiesIATF 16949 automotive quality management, ISO 14001 site-level environmental management, company sustainability/ESG reporting

How to use this viewFull detail sits in the Regulatory tab: connect each requirement to a named plant or platform before treating it as applicable

Innovation and recovery signals

Material innovationRecycled polymers and metals, bio-based fillers, PFAS-free coatings, and battery-material substitution across the multi-brand platform portfolio

Recovery pathwaysPublicly described circular-economy unit in Turin covering recovered plastics, glass, and metals; battery-material recovery relevant to EV platforms

Commercial lensMatch brand, platform, and plant separately. Stellantis’s 14-brand structure means a Jeep decision and a Peugeot decision may sit with different engineering teams entirely

14 brands under one parent, formed by a 2021 merger

Stellantis is a holding structure for brands that, before 2021, competed as separate automakers. Understanding this structure is the single most important thing before proposing any material-transition work: there is no one “Stellantis vehicle,” there are 14 brand organizations sharing platforms and some powertrains.

Company reported, corporate structure

The FCA-PSA merger

Stellantis was created in January 2021 through the merger of Fiat Chrysler Automobiles (FCA, itself the product of the earlier Fiat-Chrysler combination) and Groupe PSA (Peugeot Société Anonyme, which had earlier acquired Opel/Vauxhall from General Motors in 2017). The result is one of the world’s largest automakers by unit volume, spanning North American, European, and other regional operations that were, until recently, run as entirely separate companies with distinct supplier relationships and platform architectures.

The 14 brands

Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, and Vauxhall. Each brand retains its own design language, dealer network, and in most cases regional manufacturing footprint, while sharing an increasing number of underlying vehicle platforms and powertrains (including EV platforms such as STLA Small, STLA Medium, STLA Large, and STLA Frame) as part of Stellantis’s post-merger platform-consolidation strategy.

Leadership transition, 2024, 2025

Carlos Tavares, the merger-era CEO, departed in December 2024 following a difficult year that included North American dealer-inventory oversupply and profit warnings. Antonio Filosa was named CEO in 2025. Any conversation premised on long-standing executive relationships or prior strategic commitments should be re-validated against current leadership priorities.

Circular-economy business unit

Stellantis has publicly described a dedicated circular-economy business, historically centered in Turin, Italy and referenced under names including “B-Parts” and “SUSTAINera,” covering used and remanufactured parts, and recovered plastics, glass, and metals from both end-of-life vehicles and production scrap. This is a genuine, named business activity, not a hypothesis, though its current branding, scope, and volume should be confirmed in Stellantis’s own latest disclosure before being cited specifically.

Materials entering the system

Stellantis does not publicly itemize feedstock volumes by plant or platform in this source set. The table below maps directional material families to known plant and platform disclosure, using TRI data as the anchor point.

Directional, public category signal

Material family	Public signal	Transition lens
Steel & aluminum (body, chassis, castings)	Public category signal	Not itemized by volume at parent level; the Kokomo, IN plant is a named transmission-casting facility
Copper (wiring harnesses, electrical systems)	TRI top-chemical match	Top-reported TRI chemical by managed weight at the highest-volume matched facility
Polymers, rubber & textiles (interior, exterior trim)	Public category signal	Recycled-content and bio-based fiber substitution is an active, publicly discussed industry direction
Battery materials (lithium, nickel, cobalt, graphite)	Public category signal	Relevant to Stellantis’s EV platforms (STLA Small/Medium/Large/Frame); supplier-specific sourcing not in this source set

Financial scale context

€153.51B FY2025 revenue and a €155.63B reported cost proxy (period ended 31 Dec 2025, SEC XBRL, euro-denominated) provide scale context for Stellantis’s total raw-material and operating cost base. Neither figure is broken out by plant, platform, or material family, and a reported cost proxy exceeding revenue is consistent with a difficult 2024, 2025 operating stretch rather than a data error; confirm current-year margin detail in Stellantis’s own filings.

Material transition focus

The practical entry point is plant- and platform-specific: recycled polymer or metal content for a named vehicle platform, PFAS-free coating qualification for a named paint shop, or battery-material recovery tied to a specific EV platform, each evaluated against the brand-level engineering and procurement owner who actually controls that BOM.

Products leaving the plants

Publicly described vehicle segments across Stellantis’s 14-brand portfolio, sharing platforms and powertrains as part of the post-merger consolidation strategy.

Company described

Jeep & Ram (North America)

SUVs and pickup trucks; Jeep is Stellantis’s largest global-volume off-road/SUV brand, Ram its pickup-truck brand.

North American light-truck and SUV market

Dodge & Chrysler (North America)

Performance and mainstream passenger vehicles under two legacy American nameplates.

North American passenger and performance vehicles

Peugeot, Citroën, DS (Europe)

Mainstream and premium passenger vehicles under the former PSA brand family.

European passenger vehicle market

Opel & Vauxhall (Europe)

Mainstream passenger vehicles, acquired by PSA from General Motors in 2017, now under Stellantis.

European (Opel) and UK (Vauxhall) markets

Fiat, Alfa Romeo, Lancia, Abarth (Italy)

Mainstream, sport, and performance passenger vehicles under Stellantis’s Italian brand family.

European and Latin American markets

Maserati (luxury)

Stellantis’s luxury and performance brand.

Global luxury vehicle market

Shared EV platforms

STLA Small, STLA Medium, STLA Large, and STLA Frame are Stellantis’s publicly described dedicated EV platform architectures, shared across multiple brands to reduce per-brand engineering cost, a genuine post-merger consolidation strategy rather than a single-brand initiative.

Product and application signal

Brand and platform descriptions are public. Plant-level output volume by brand and platform-specific material specification are not publicly disclosed. Treat any specific tonnage or BOM claim as directional unless sourced to a named Stellantis filing or supplier specification.

Reported residual & listed-chemical signals

2024 TRI data gives a facility-level, U.S.-only view of Stellantis’s (via FCA US) listed-chemical reporting, concentrated at the Kokomo, IN transmission-casting plant.

Parent-name TRI match

Top named U.S. TRI facility lead (parent-name match, unresolved)

Facility	TRI ID	Top chemical	Note	Status
FCA US Kokomo Casting Plant, Kokomo, IN	46904KKMCS1001E	Copper	Top-reported facility lead	Unknown until validated

This is a candidate facility lead from parent-name matching against 2024 U.S. TRI records under the FCA US legal-entity name, excluded from any owned/operated plant count until ownership and operating control are verified.

National TRI footprint (2024, aggregate across 12 matched facilities)

Facilities matched to Stellantis-affiliated (FCA US) parent name12

Total listed chemicals reported (aggregate)4,110,624 lb

Recycled on- or off-site (aggregate)2,279,408 lb

Treated (aggregate)574,874 lb

Energy recovery (aggregate)25,863 lb

On-site release (aggregate)708,016 lb

Off-site transfer (aggregate)598,490 lb

PFAS-listed forms reported0

Recycling is the largest single management category, consistent with copper- and metal-bearing scrap recovery common at powertrain-casting and machining plants. Components are shown as reported and may not sum exactly to the published total due to EPA rounding or categorization conventions. This is a relatively small aggregate volume compared to upstream chemicals or primary-metals accounts in this universe, consistent with an assembler/fabricator profile.

Assembler-profile signal

A copper-dominated, relatively low-volume TRI profile is consistent with a powertrain-casting and vehicle-assembly operation rather than a primary-metals or chemicals producer. The transition opportunity at this class of facility centers on paint-shop chemistry, wiring-harness copper recovery, and machining-fluid management, not bulk-material substitution.

Global-footprint caveat

Stellantis’s European manufacturing footprint (former PSA and Opel/Vauxhall plants) sits outside U.S. TRI reporting entirely. EU frameworks including the End-of-Life Vehicles Directive and the 2023 EU battery regulation govern that footprint’s material-recovery obligations; see the Regulatory tab.

Scope limitation

TRI parent-name matching only reaches U.S. facilities filed under an FCA US/Stellantis-affiliated corporate name and only covers the specific listed chemicals tracked in this source set. It is not a complete emissions or waste inventory for Stellantis’s full global footprint, and it says nothing about the majority-European Peugeot, Citroën, Opel, Vauxhall, Fiat, Alfa Romeo, Lancia, and Abarth manufacturing base.

Highest-leverage public opportunities

Each hypothesis connects a public TRI, brand, or platform signal to a specific transition pathway, ranked by fit given Stellantis’s 14-brand, multi-platform structure.

Copper & wiring-harness scrap recovery

Screening candidate

Copper as the top-reported TRI chemical at Kokomo points to a concrete, named-facility recovery opportunity in wiring-harness and electrical-system scrap, an easier entry point than a platform-wide material substitution.

Named plant and copper-scrap volume
Recovery-processor relationship
Economics vs. current scrap handling

Recycled & bio-based interior polymers

Qualification open

Interior trim, seating foam, and textile content across the 14-brand portfolio is a large-volume, relatively substitution-friendly material category compared to structural components.

Named platform and trim specification
Recycled or bio-based supplier qualification
Cross-brand platform reuse potential

Circular-economy unit expansion (recovered plastics, glass, metals)

Qualification open

Stellantis’s existing Turin-based circular-economy business is a genuine foundation to extend into new material streams or plant locations rather than building a program from scratch.

Current circular-economy unit scope and volume
Named plant or platform expansion target
Offtake or reuse-loop partner

EV battery-material recovery

Qualification open

The STLA EV platforms create a growing base of lithium-ion battery material for eventual second-life or recycling recovery, an emerging rather than mature opportunity tied to EU battery-regulation compliance timelines.

Named EV platform and battery-pack volume
Recycling or second-life partner qualification
EU battery regulation compliance timeline fit

S7 · 2025 Expanded Sustainability Statement

Stellantis describes a closed loop for aluminum and iron recovered from post-consumer engines, plus dismantling and remanufacturing activity at Mirafiori.

Open source →

Priority opportunity

Start with one brand, one plant, and one platform, not the Stellantis enterprise logo. A 14-brand, multi-platform structure formed by a 2021 merger means the materials-engineering and procurement owner for a Jeep decision is very unlikely to be the same person who owns a Peugeot decision. Recommendation: pilot after evidence closure. Name one brand, one plant, and one BOM-level decision before proceeding, and account for the current leadership transition when sequencing outreach.

Regulatory watchlist, certifications & innovation signals

Stellantis’s regulatory exposure spans two major jurisdictions given its transatlantic brand portfolio: EU battery and end-of-life-vehicle rules for its European brands, and U.S. fuel-economy/emissions standards for its North American brands.

Jurisdiction	Framework	Trigger / status
European Union	Battery Regulation (EU) 2023/1542	Carbon-footprint declaration, recycled-content minimums, and collection/recycling targets for EV and other batteries placed on the EU market
European Union	End-of-Life Vehicles Directive	Recyclability and recovery-rate requirements for vehicles sold in the EU, covering Stellantis’s European brand family
United States (federal)	EPA / NHTSA fuel-economy & emissions standards	Corporate average fuel economy (CAFE) and tailpipe-emissions standards applicable to Jeep, Ram, Dodge, and Chrysler U.S. product lines
United States (federal)	TRI (Toxics Release Inventory)	Facility-level listed-chemical release and management reporting for matched FCA US sites

Regulatory applicability has not been adjudicated per site or brand here. This is a watchlist, not a legal conclusion.

Certification & reporting families in play

IATF 16949 ISO 14001 (site-level, where in place) Company sustainability/ESG reporting

Certificate scope and current status are not verified here. Certification-family relevance does not prove an active, in-scope certificate at any named plant.

Innovation & capacity signals

Platform consolidationSTLA Small, Medium, Large, and Frame EV platforms shared across brands, a genuine post-merger cost and engineering consolidation

Circular-economy unitTurin-based recovered-parts, plastics, glass, and metals business, historically referenced as B-Parts/SUSTAINera

Leadership transitionNew CEO Antonio Filosa (2025) following Carlos Tavares’s December 2024 departure amid a difficult operating stretch

Evidence register. The sources below are the public record used for this brief. Company claims, facility matches, directional hypotheses and unresolved qualification questions are kept separate. A source does not establish ownership, operating control, customer status or a supply agreement by itself.

Public source trail

Every fact in this brief traces to one of these sources, labeled by evidence strength and scope.

S1 · SEC XBRL company facts

FY2025 revenue (€153,508,000,000) and reported cost proxy (€155,627,000,000), period ended 2025-12-31, and CIK 0001605484.

Open source →

S2 · U.S. EPA TRI

2024 U.S. TRI Basic Data Files. Facility, parent, chemical, and management quantities across 12 matched FCA US facilities, including the Kokomo, IN lead.

Open source →

S3 · Stellantis N.V. investor relations

Company description of the 14-brand portfolio, EV platform architecture, and circular-economy business unit.

Open source →

S4 · EU Battery Regulation 2023/1542

Recycled-content, carbon-footprint, and collection/recycling requirements for batteries placed on the EU market, for regulatory verification.

Open source →

S5 · EU End-of-Life Vehicles Directive

Recyclability and recovery-rate requirements for vehicles sold in the EU, for regulatory verification.

Open source →

S6 · U.S. EPA/NHTSA fuel-economy standards

Corporate average fuel economy and emissions standards applicable to Stellantis’s North American brands, for regulatory verification.

Open source →

Source boundary

Scope: public company, SEC, and 2024 TRI sources, read against Stellantis’s 14-brand, post-2021-merger structure. FY2025 revenue and cost proxy are SEC XBRL sourced in euros; TRI is a facility-level U.S. view against a 12-facility national aggregate under the FCA US legal-entity name and does not cover the majority-European brand footprint; and every opportunity is a directional hypothesis pending brand-, platform-, and plant-level evidence.