The trend of electric vehicle and the strategic dilemma of Stellantis
Mar 11, 2026
By Yang Shuichu
Reading time: 17 mins.
The global automotive industry is undergoing an irreversible shift toward electrification, propelled by stringent carbon emission regulations, battery technology advancements, and evolving consumer demand. While the global market is projected to reach a penetration rate of 40%–50% by 2030, Stellantis Group has encountered a profound strategic dilemma, resulting in a €22.3 billion net loss for 2025.
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The Double Pareto Dilemma
Oct 8, 2025
By Bedis Mzali
Reading time: 9 mins.
Recent developments confirm that capital continues to flow into critical minerals despite a subdued price environment. The Trump Administration’s decision to acquire a 10% stake in Lithium Americas underscores the growing focus on national security and resource sovereignty. For long-term investors, this reinforces the strategic case for holding exposure to critical minerals, as geopolitical and nationalist drivers are set to outweigh short-term market weakness.