He himself takes his prediction with a grain of salt. Nevertheless, the Danish industry analyst can see a merger of Renault and the Stellantis group for himself.
Both brands have seen better days. And right now, Stellantis actually lacks a director after the dismissal of one of the world's best-paid car executives on Monday night. Perhaps this could be the reason for the merger between Renault and Stellantis.
In any case, the notion of the two groups under the same roof is one of '10 wild predictions' from the Danish car industry analyst Rene Tonder.
He writes this himself on the social media LinkedIn .
The industry analyst himself admits that 'it probably won't happen'. But if nothing else, he makes a number of suggestions on where it is still interesting to put Renault under Stellantis or vice versa.
– Renault is working on the core plan out of the Nissan/Mitsubishi alliance. It creates clarity, but also means smaller scale. Renault may therefore become too small in the future competition, writes Rene Tonder.
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At the same time, he points out that the whole idea with Stellantis is to grow through mergers. First there was the merger of Fiat-Chrysler, which then swallowed the PSA group. So Peugeot, Citroën and Opel.
However, Renault's director Luca de Meo has rejected the idea of sitting in the director's chair for 'a bigger Stellantis'. At least officially.
However, the Danish industry analyst is not the only one who believes that some car brands will become part of a much larger enterprise. The now-fired Stellantis boss Carlos Tavares already said the same back in January.
At the time, it was a concern about the erosion of the economy by electric cars that prompted Tavares to make the prediction.
– If you lower prices without taking into account your costs, you will have a bloodbath. I try to avoid a race to the bottom.
– I know of a company that has brutally lowered prices and their profitability has collapsed, said Tavares, who did not want to name the car brand back at the beginning of the year.
