While Stellantis faces headwinds with its American electric vehicle lineup, its European division is quietly producing some of the most compelling EVs on the market. The newly unveiled DS Automobiles No4 represents exactly the kind of sophisticated electric crossover that could transform the automaker's fortunes in North America, sparking questions about why this European success story hasn't yet crossed the Atlantic.
Key Highlights
- Strategic Disconnect: Stellantis investing heavily in US EVs that are underperforming while succeeding with European models
- Competitive Pricing: DS No4 positioned at approximately £36,995 (roughly $47,000 USD)
- Market Potential: Electric crossover segment represents one of America's fastest-growing vehicle categories
- Brand Opportunity: Could help rejuvenate Stellantis' premium EV offerings in the US market
The Stellantis EV Paradox: Struggling in America, Thriving in Europe
Stellantis finds itself in an unusual position—the automotive conglomerate is simultaneously experiencing both failure and success in the electric vehicle market, depending on which side of the Atlantic you examine. In the United States, the company has invested billions developing electric versions of iconic American brands like Jeep and Dodge, only to encounter disappointing consumer reception and slowing demand. Meanwhile, across Europe, Stellantis' brands including Peugeot, Citroën, and particularly DS Automobiles have been launching critically acclaimed EVs that combine compelling design, competitive pricing, and impressive performance.
The DS No4: Europe's Answer to the Premium Electric Crossover
The DS Automobiles No4 represents the pinnacle of Stellantis' European EV engineering. Positioned as a premium electric crossover, the vehicle combines French luxury aesthetics with cutting-edge electric technology. Starting at approximately £36,995 (roughly $47,000 USD at current exchange rates), the No4 undercuts many competitors while offering sophisticated styling, a premium interior, and the latest in EV connectivity and driver assistance systems.
Industry analysts note that the No4's specifications place it squarely in competition with vehicles like the Volvo XC40 Recharge, Audi Q4 e-tron, and BMW iX1—all models that have found receptive audiences in the United States. The vehicle's estimated range of 250-300 miles per charge, rapid charging capabilities, and distinctive design language would likely appeal to American consumers seeking alternatives to Tesla and established German luxury brands.
The American EV Market: Perfect Conditions for European Imports
The United States electric vehicle market has evolved significantly in recent years, moving beyond early adopters to mainstream consumers. This transition has created opportunities for vehicles that offer both practical range and distinctive styling—exactly the combination that European automakers have excelled at delivering. The crossover segment specifically has exploded in popularity, accounting for nearly half of all new vehicle sales in the US.
Comparison: Potential US Competitors
| Model | Starting Price | Estimated Range | Market Position |
|---|---|---|---|
| DS No4 (Projected US) | $47,000 | 250-300 miles | Premium Electric Crossover |
| Volvo XC40 Recharge | $52,000 | 223 miles | Premium Electric Crossover |
| Audi Q4 e-tron | $49,800 | 236 miles | Luxury Electric Compact SUV |
| Ford Mustang Mach-E | $42,800 | 250 miles | Mainstream Electric Crossover |
Strategic Implications: Why Stellantis Hesitates
The question of why Stellantis hasn't brought successful European models like the DS No4 to America involves complex strategic considerations. The company may be concerned about cannibalizing sales of its existing American EV offerings or hesitant to invest in the substantial regulatory certification and dealer network development required for a new brand introduction. Additionally, Stellantis might be waiting to gauge the reception of its current US electric models before committing to importing European designs.
However, this cautious approach carries its own risks. The American EV market is evolving rapidly, and consumer preferences are solidifying around certain vehicle types and price points. By delaying the introduction of proven European models, Stellantis risks missing a critical window of opportunity to establish a stronger foothold in the premium electric segment before competitors further entrench their positions.
Conclusion: A Missed Opportunity or Strategic Patience?
The contrast between Stellantis' European EV success and its American challenges represents both a warning and an opportunity. The company's strong portfolio of European electric vehicles, exemplified by the compelling DS No4, demonstrates that Stellantis possesses the technology, design capability, and pricing strategy to compete effectively in the global EV market. The decision to withhold these successful models from American consumers seems increasingly difficult to justify as the US market matures and demonstrates appetite for exactly the type of vehicles Stellantis is already producing successfully elsewhere. Whether this represents strategic patience or a significant missed opportunity may become one of the defining questions of Stellantis' electric transformation in the coming years.