Jeep goes east, and maybe India

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Jeep Australia isn’t hiding anything. The US off-road giant is fully committed, they say, but the source of those commitments is shifting. Hard to the east.

Expect vehicles from China. And India. Again.

This month, the brand confirmed a deal with Dongfeng, a Chinese partner its parent Stellantis knows well. Two new energy vehicles coming. That’s Chinese talk for plug-ins, EVs, and range-extended hybrids. They roll out in 2027. Production starts in China, exports go everywhere else.

Stellantis has a history with these deals. Remember Fiat India? They split it fifty-fifty with Tata. FIAPL makes Jeeps now.

Australia will get them. It’s that simple.

“We’re excited about the opportunities,” said the local spokesperson. APAC is the focus. These moves are part of a bigger global plan, they insist, with more details to come.

Commitment remains, they said. Money is still being spent globally.

Look at the Compass. Until 2024 it came from India. Then Italy took over. You got a mild hybrid or PHEV choice. You also got a $5,000 price hike. No thanks.

India still builds more. The Meridian exists, a boxy three-row thing based on the Compass. Then there is the Wrangler. And the Grand Cherokee.

Jeep put India at the heart of its Asia strategy back in January. Design. Development. Manufacturing. All there.

Exports will flow to Africa and North America too.

Right now Australia looks to Poland for the Avenger. Italy for the Compass. The US for the Gladiator and Wrangler. That dynamic is about to break.

The architecture question is messy. Will the Chinese Jeeps sit on Stellantis platforms? Or Dongfeng’s? Dongfeng is building cars for Peugeot too, including a large shooting brake. The total bill is ¥8 billion ($1.65 billion AUD). Stellantis pays €130 million into the pot.

Should Jeep bring in Chinese-built iron here, it’s joining a crowd. Why isn’t it surprising?

Hyundai uses BAIC. Mazda partners with Changan. Ford has JMC in its sights. Nissan looks at Dongfeng. Everyone is going where the volume is.

This isn’t new for Jeep. FCA used to have a JV with GAC. Started in 2016, they made Renegades. Compasses. Cherokees. Even the Grand Commander, a three-row SUV for local taste only.

Money was lost. So they quit. By 2021 it was over, imports only.

Now the circle closes, sort of.

The brand relies less on the States now. The new Cherokee? Left-hand drive only. The Grand Wagoneer? Same story.

Remember Christian Meunier promising the electric Wagoneer and Recon for Australia back in 2022? Still waiting. When pressed, the spokesperson offered the usual silence. We are assessing opportunities. Vague enough to keep anyone happy, or bored, depending on your perspective.

The Grand Cherokee got the boot last year. A “pause,” they called it. RHD production is dead. The new facelift runs a tiny 2.0-liter turbo, and only drives on the right side of the world. Not ours.

It’s unavailable, the spokesperson admitted. We are focusing on segments with relevance.

The third-gen Compass hits 2026. Still built in Italy. North America won’t see it initially. The first EV generation is exclusive for a while.

Sales are the real issue. In 2014 Jeep moved 30,000 units. High life. Then the drop. 2019 hit rock bottom with 5,500 units. A little rebound. Then slide to 4,600 in 2023. Last year it was 1,600.

One thousand six hundred vehicles.

The Avenger, their newest hope, is dead in the water. Thirty-one sold this year. Thirty-one. Deep discounts couldn’t save it.

The future looks eastern. The past was American. The present? A little bit empty.