China has detected a gap in the European market for its vehicle manufacturers: electric vans. This segment faces no additional tariffs, opening a door for brands like Chery, Geely, and Foton. In 2025, electric vans already represent 11% of the total market, although combustion still dominates, with Stellantis as the leader and its key plant in Vigo. Chery, through its subsidiary Delivan, plans to assemble models in Barcelona.
Delivan and the local assembly strategy in Barcelona 🚐
Chery will use its base in Barcelona, where it already operates with the OMODA and JAECOO brands, to assemble Delivan electric vans. The plant will focus on light commercial models, leveraging the local supply chain and avoiding tariffs due to EU assembly. The goal is to compete with Stellantis, Ford, and Volkswagen in a sector where electrification is advancing slowly. Delivan aims to offer lower costs and flexible logistics, although charging infrastructure remains a challenge.
Stellantis, the king of Vigo, keeps an eye on Barcelona ⚡
While Stellantis boasts of its dominance in combustion vans from Vigo, the Chinese arrive with their batteries and promises of zero emissions. All very nice, except that in Europe there are still more charging points than electric vans on the road. Chery plans to assemble in Barcelona, but perhaps it should first ask if there are enough plugs on delivery routes. Meanwhile, Stellantis rubs its hands: if they fail, it keeps selling diesel.