Stellantis CEO on Earnings, Chips, Jeep Plant Closure in China

The transcript discusses the slow improvement in chip supply, highlighting reduced troublemakers and a forecast for normalization by 2023. It explores the competitive landscape at the Tier 1 supplier level and the importance of selecting the right partners. The conversation shifts to economic factors affecting demand and pricing, including cost inflation and potential recession impacts. Strategies for managing the energy crisis in Europe are outlined, emphasizing the company's robust manufacturing footprint. Finally, the decision to exit a joint venture in China is explained, citing political interference and a focus on profitable niches.

What improvements have been observed in the production planning process over the past year?

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What are the main factors contributing to the delays in the supply chain?

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What is the expected impact of the economic slowdown on consumer behavior?

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How has the semiconductor supply crisis affected transaction prices?

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What strategies is the company implementing to manage through the energy crisis in Europe?

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Why did the company decide to pull out of the joint venture in China?

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How does the company plan to address potential geopolitical tensions affecting its operations?

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