Stellantis to Reintroduce Diesel on Seven Models and Record €22.2 Billion EV Charge

STLASTLA

Stellantis plans to restore diesel options on at least seven European models, including the Peugeot 308 hatchback and Citroën Berlingo van, from late 2025, reversing its previous all-EV sales targets. The group disclosed €22.2 billion of charges linked to reduced EV ambitions after European sales fell 3.9% in 2025.

1. Diesel Lineup Revived

Stellantis will restore diesel variants on at least seven European passenger cars and vans from late 2025, including the Peugeot 308 hatchback, DS No. 4 hatchback, Opel Combo van and Citroën Berlingo passenger van that had been discontinued.

2. Strategic Pivot from EV Targets

The decision marks a reversal of earlier targets for fully electric European sales by 2030 and half US EV sales, reflecting slower-than-expected EV adoption and relaxed regional emissions standards.

3. Financial Impact of EV Scale-Back

The group disclosed €22.2 billion in charges tied to reducing its EV ambitions, reflecting investment writedowns and portfolio adjustments as combustion-engine models regain commercial viability.

4. Market and Competitive Context

Diesel now accounts for just 11% of the West European car market, down from over 50% in 2015, but offers Stellantis a lower-cost niche to counter Chinese EV competitors under current margin pressures. European sales declined 3.9% in 2025.

Sources

FF