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Stellantis

The Same Admission, Two Different Partners

Aug 10, 2026

Stellantis chose Leapmotor. Volkswagen chose Rivian. Two different partners fix similar weaknesses.

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The Retreat Detroit Didn’t Make Alone

Jul 20, 2026

Several of the specific comparisons behind a recent Detroit EV takedown don't hold up against the data.

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The Platform Belongs to Leapmotor. The Brand Belongs to Stellantis. Where Does the Margin Go?

Apr 20, 2026

Stellantis needs Leapmotor's platform. Leapmotor needs Stellantis's European network. Which dependency compounds faster determines who controls the economics.

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Stellantis Soars: The Carlos Tavares Effect

Mar 25, 2024

Business performance is propelled by great leadership.

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Detroit’s Pickup Truck Moat versus Cybertruck’s Arrival

Dec 7, 2023

As Tesla launches its Cybertruck, Detroit automakers (with their all-important full-size pickup truck franchises) should not be concerned.

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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