NYSE:F 3 February 2026 - 11 March 2026

Stellantis, Toyota, and Subaru are absent from Tesla’s 2026 carbon-credit pool, according to an EU filing dated Feb. 27, which means they’re not teaming up with other carmakers to jointly meet the bloc’s CO2 limits for that year. Last year, though, all three were in Tesla’s 2025 pool, along with Ford, Mazda, Honda, Suzuki, and Leapmotor—Stellantis’ electric-vehicle partner. Stellantis said it’s “not currently participating” but isn’t ruling out joining down the line. For Toyota, a Europe spokesman said it’s still too soon to say whether pooling will be necessary. Toyota continues to hold a 21% stake in Subaru, adding a layer of complexity. There’s also the question of how Stellantis will factor in Leapmotor’s EV sales for EU targets.