The EV retreat just saw its biggest charge yet — a $26 billion write-down from Jeep-maker Stellantis

Impact · against what's priced in

Stellantis faces a severe devaluation as a $26 billion EV write-down reveals massive capital misallocation and a failed transition strategy. While Ford, GM, and Volkswagen have already signaled similar retreats, the scale of the Stellantis charge highlights a systemic overestimation of EV adoption across the sector.

STLA−1.00

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