Stellantis N.V. (parent of Szentgotthárd engine plant)

Battery-cell joint venture, Stellantis 33% stake alongside Mercedes-Benz and TotalEnergies/Saft; ACC's Douvrin (FR) gigafactory is Stellantis's first inaugurated EV battery-cell production source. Related party via the ownership stake.

50/50 Stellantis/CATL joint venture (binding agreement Dec-2024, prior Nov-2023 MOU) building a 50 GWh LFP battery gigafactory at Zaragoza, Spain, EUR 4.1bn investment; construction broke ground Nov-2025, targeted operational end-2026, supplying B/B-SUV/C-segment BEVs. Related party via the 50% ownership stake.

50/50 Stellantis/Samsung SDI joint venture, Kokomo, Indiana; USD 2.5bn+ investment, binding agreement May-2022, initial 23 GWh capacity target. Related party via the 50% ownership stake.

2026-02-11: Samsung SDI and Stellantis reported in talks to liquidate StarPlus Energy amid a broader unwind of Korean-US battery-JV alliances (softening EV demand cited as the driver); no stake changes or wind-down terms disclosed. Second vintage of the same counterparty — the 2022 row is the JV formation, this row is the current wind-down status, not a percentage delta so not R164-joined.

2026-03-30 (Reuters wire, via TradingView): Samsung SDI extended the maturity of its existing USD 1.05bn (KRW 1.6tn) loan to StarPlus Energy — first advanced April 2024 to fund capex — from 2026-03-31 to 2026-06-30, even as the Feb-2026 liquidation talks (prior vintage) remained unresolved. Third vintage of the same counterparty per R164: formation (2022) -> liquidation talks (2026-02) -> loan-maturity extension (2026-03) — continued financial entanglement rather than a clean wind-down. No Stellantis/Samsung SDI primary release found for this specific event, so recorded secondary.

Binding 5-year offtake (announced 2021-11-29) for battery-grade lithium hydroxide from Vulcan's Zero Carbon Lithium Project (Upper Rhine Valley, Germany geothermal brine) — min 81,000 / max 99,000 metric tons over the term, shipments to begin 2026. Arm's-length at signing, no equity stake. Cross-dossier link: Vulcan has its own dossier (vulcan-energy.md). This is the first raw-material (as opposed to cell-JV) counterparty found for Stellantis — closes part of the gap logged 2026-09-11/12.

2022-06-24: original 5-year offtake extended to 10 years; Stellantis took a EUR 50m equity investment (secondary sources report ~8%, second-largest shareholder — not stated in this primary release) to fund Vulcan's production-expansion drilling. An 8% stake does not confer control, so this stays arm's-length rather than joining the related_party:true captive-JV rows above (ACC/Contemporary Star/StarPlus). Second vintage of the same counterparty per R164 (duration change, not a percentage share, so no delta computed).

Binding 10-year offtake (announced 2022-06-02) for battery-grade lithium hydroxide from CTR's Hell's Kitchen geothermal-brine project, Imperial County, California (Salton Sea) — up to 25,000 metric tons/year. No equity stake at signing. Second raw-material counterparty found this tick, alongside Vulcan Energy — both close part of the no-upstream-raw-material-supplier gap shared with vow3-de/mercedes-benz-group.

2023-08-17: Stellantis invested over USD 100m in CTR and expanded its contracted volume from 25,000 to up to 65,000 metric tons/year of battery-grade lithium hydroxide monohydrate, supply commencing 2027. Ownership percentage from the equity injection not stated in any source checked — recorded as an equity investment, not asserted as a related-party stake. Second vintage of the same counterparty per R164 (volume change, not a percentage share, so no delta computed).

Binding offtake agreement (2023-04-28) for 170,000t nickel sulphate + 12,000t cobalt sulphate over an initial 5-year term — approximately 40% of forecast annual production from the NiWest Nickel-Cobalt Project, Western Australia; pricing linked to index prices. Paired with a EUR 9.2m (AUD 15m) equity investment for an 11.5% Alliance Nickel stake plus the right to nominate one board director. First named counterparty carrying BOTH nickel and cobalt for Stellantis — closes part of the gap flagged 2026-09-11/12/18. Arm's-length: 11.5% sits below the control threshold used elsewhere in this dossier for Vulcan/CTR, so not related_party.

Stellantis terminated the offtake agreement effective 2025-12-03 (announced ~2025-11-06/07), citing unfulfilled contractual milestone dates tied to challenging nickel-market conditions and NiWest project-financing constraints; Stellantis reportedly remains open to renegotiating terms aligned with NiWest's revised development timeline. Second vintage of the same counterparty per R164 — a status/termination change, not a percentage share, so no delta computed. Source swapped 2026-09-23: the original electrive.com citation now returns HTTP 403; miningweekly.com reports the same termination.

Long-term strategic supply agreement (announced 2022-04-27) for high-nickel cathode active materials from Umicore's greenfield plant in Nysa, Poland — initial 13 GWh/yr offtake (first commercial volumes early 2024), ambition to grow to 46 GWh/yr by 2030. Supplies Automotive Cells Company (ACC), Stellantis's 33%-owned battery-cell JV, not Stellantis directly — a nickel raw-material-adjacent supplier feeding a Stellantis-owned cell JV rather than Stellantis itself. No cancellation or status change found in a 2026-09-20 check.

MOU (announced 2023-10-24, Stellantis's own release dated 2023-10-30) to form a joint venture recycling end-of-life EV batteries and gigafactory scrap from Stellantis's European and North American plants, recovering cobalt, nickel and lithium at >90% claimed recovery rates via Orano's hydrometallurgical plant under construction at Dunkirk, France; production targeted for early 2026. Ownership split of the JV is not disclosed in any source checked, so related_party is recorded false rather than inferred as a captive JV like ACC/Contemporary Star/StarPlus. Closes part of the cobalt/nickel gap via the recycling-recovery channel — the same angle that worked for mercedes-benz-group's Circulor/Brunp rows — rather than a mined-material offtake.

Binding offtake agreement (announced 2024-11-26) for a minimum 86,250t / target 115,000t of high-performance synthetic graphite anode material over a 6-year term, supply starting 2026, to 'Stellantis' cell manufacturing partners in North America' — the specific cell JV/maker is not named in this filing. First named graphite raw-material counterparty found for Stellantis, closing part of the gap flagged 2026-09-11/12/18.

Terminated by Stellantis effective 2025-11-04, per Novonix's own account relayed by trade press: the parties could not agree on battery-cell product specifications and mass-production-qualification milestones. Second vintage of the same counterparty per R164 — a status/termination change, not a percentage share, so no delta computed. Source swapped 2026-09-23: the original electrive.com citation now returns HTTP 403; clubalfa.it reports the same three-agreement termination round (Alliance Nickel, Novonix, Westwater).

Binding offtake agreement (announced 2024-07-18) with FCA US LLC (Stellantis's US operating subsidiary) for natural graphite anode material from the Kellyton Graphite Plant, Alabama; FCA obligated to purchase an annual quantity equal to a percentage of its forecast volume (percentage not stated in this filing). Second named graphite counterparty found for Stellantis, and the first tied to the FCA US LLC entity specifically rather than the Stellantis N.V. parent.

FCA US LLC terminated the binding offtake agreement effective 2025-11-03 (announced 2025-11-07), described by Westwater as an unexpected termination with no cause specified in the notice; Westwater states the termination paused its debt-syndication process. Second vintage of the same counterparty per R164 — a status/termination change, not a percentage share, so no delta computed. Source swapped 2026-09-23: the original electrive.com citation now returns HTTP 403; clubalfa.it reports the same three-agreement termination round (Alliance Nickel, Novonix, Westwater).

Stellantis Ventures put USD 5m into Niron's USD 33m Series C (announced 2023-11-08; GM's own venture arm put in USD 7m alongside), an equity stake with no offtake volume or supply-start date disclosed. Niron makes iron-nitride permanent magnets engineered to need NO rare-earth (Nd/Pr/Dy/Tb) content — this is a hedge investment against the magnet exposure, not a resolution of the still-open 'Nd/Pr/Dy/Tb magnet supplier not found' gap logged below, since a successful Niron product would substitute for rare-earth magnets rather than supply them. Stake size not disclosed as a percentage in any source checked, so not recorded as related_party.

Binding 5-year offtake (announced 2023-01-09) for up to 45,000t of battery-grade high-purity manganese sulphate monohydrate, sourced from Element 25's Butcherbird Manganese Project (Western Australia) and processed at a planned US (Louisiana) facility; shipments originally slated to begin 2026. Paired with a USD 15m equity investment (22,569,967 shares at A$1.00/share, completed Jul-2023 per investingnews.com/proactiveinvestors.com corroboration) — percentage stake not disclosed in any source checked, so related_party stays false, same arm's-length convention as Vulcan/CTR. First named manganese raw-material counterparty found for Stellantis — closes the manganese leg of the disclosed-category-not-named-supplier gap (lithium/nickel/cobalt/graphite already closed 2026-09-18/20; the Nd/Pr/Dy/Tb magnet leg stays open).

Element 25 announced (reported 2026-05-26, updated 2026-07-06) a review of its Louisiana HPMSM facility execution plan, citing shifting EV demand and battery-chemistry trends, stating 'parallel discussions are also underway with Stellantis to realign their procurement arrangements' — no volume, percentage or termination disclosed. NOT a confirmed cancellation: Element 25 is absent from the electrive.com/clubalfa.it 2025-11 three-contract termination round-up that named Alliance Nickel, Novonix and Westwater, so this reads as an open renegotiation rather than a fourth cull casualty. Second vintage of the same counterparty per R164 — a status change, not a percentage share, so no delta computed.

Second-largest disclosed customer, FY2025 10-K; $989M (13%) in 2025, including sales via a directed supply relationship.

Same sentence as GM above; named as one of Aptiv's largest customers in the FY2025 10-K risk factors.

Stellantis share of FORVIA Group sales fell to ~10% in FY2024 (from 12.4%/EUR3,391.6m in FY2023) as Stellantis volumes declined ~20% organically year-on-year, per FORVIA's FY2024 Results press release (28 Feb 2025).

Forvia's FY2024 results (28 Feb 2025) state Stellantis's share of Group sales fell from 12% to 10% between 2023 and 2024, with sales to Stellantis down 20% organic. Rank among customers not confirmed this pass.

Terrafame's own press release (2023-01-18): a five-year nickel sulphate supply agreement with Stellantis beginning 2025, described as covering 'a significant portion of the needs for sustainable regionally sourced nickel' for EV batteries. No volume or percentage figure disclosed.

Stellantis contributed EUR 15m as a future battery customer per ESS News (2025-04-25); also a named investor/strategic backer.

Binding offtake agreement announced 2021-11-29 (81,000-99,000 t battery-grade lithium hydroxide, initial five-year term from 2026, for three Stellantis battery plants: Termoli, Italy; ACC JV plants in Kaiserslautern, Germany and Douvrin, France); the original stellantis.com press release for that announcement now returns 403, so cited here via the 2022-06-24 follow-up instead. That follow-up (primary, company-issued, GlobeNewswire) confirms Stellantis made a EUR50m equity investment in Vulcan, becoming its second-largest shareholder, and extended the offtake agreement to a 10-year term -- which is why related_party is now true. Source gives a tonnage range and a term length, not a percentage of Vulcan's total sales -- share_pct omitted rather than estimated.