Jaguar discontinues all models except F-Pace
Bad luck for Jaguar: The I-Pace was supposed to build the bridge to the electric future. XE, XF, E-Pace, and I-Pace were expected to generate brisk figures in the fleet business. An electric XJ was already finished but was stopped shortly before production began—technically, it would not have been "state of the art" anymore, according to insiders. The new plan: From 2025, Jaguar is to become a pure electric brand, with a new luxury GT that could truly elevate the brand to a new level, according to the aforementioned insiders who have already seen it. But…
All Jaguars except the F-Pace will be phased out
To become fully electric, the already somewhat outdated program needs to be retired, which is happening now, especially since it is hardly expected to generate any profitability besides little volume. CEO Adrian Mardell explained to investors that the five models being discontinued by the end of 2024 "would show almost no profitability." These models include the XE and XF sedans, as well as the F-Type, the E-Pace, and the electric I-Pace. Only the mid-sized SUV F-Pace will continue to be built, both as a combustion engine and plug-in hybrid.
Alongside the new luxury GT, two more new electric Jaguars were planned, but given the waning electric boom, Jaguar is now somewhat backed into a corner. Nonetheless, Jaguar remains optimistic: Initially, two electric Jaguar models are planned, which will be based on the BEV architecture JEA (Jaguar Electrified Architecture). No technical details are available yet. However, the Chief Creative Officer, i.e., the chief designer of the group, of JLR, Gerry McGovern, reportedly announced at the Investor Day:
"Imagine something you've never seen before that looks like it fell from the sky—and multiply that by five. That's how different these Jaguars will be."
Thus confirming and even heightening the claims made by our sources. So we can be excited.
The electric era restarts at JLR with Range Rover and Range Rover Sport
The renewal at JLR will begin with the all-electric Range Rover Electric and the electric Range Rover Sport. Both will be built on the well-known MLA platform, which can accommodate combustion engines, hybrids, and battery-electric drives. There are no technical data available for these models either.
In China, Chery platforms will be used for cheaper models
To produce cheaper models, JLR is at least leaning on partner Chery in China: They plan to use the M3X platform, designed for models with combustion engines and plug-in hybrid drives. And since purely electric vehicles are still being sold in China, JLR will also use the E0X platform. This platform, developed by Chery and Huawei, covers the A to C segment and can be used for pure battery-electric vehicles and EREVs (Extended-Range Electric Vehicles). The latter are electric models with small combustion engines that act as range extenders, generating electricity. JLR models could be built on these platforms, at least for the Asian market, which could generate volume. Whether they will come to Europe is still open. Because "made in China" currently means high tariffs…
What does this mean?
JLR has completely miscalculated. They wanted to reinvent everything—purely electric, without a Plan B. As early as 2021, they announced that by the end of the 2020s, they would offer a fully electric variant for all JLR model ranges. Jaguar was supposed to be converted into a purely electric brand by 2025, but the sales of purely electric cars are lagging. This plan also included phasing out the "compact" Jaguars, which in better times were sought for volume. Now Jaguar is up against the wall and, apart from a luxury GT and another luxury electric vehicle, they don't really have anything else in the pipeline. And Land Rover needs volume and is therefore leaning on Geely platforms. This dilutes the brand completely in Europe. Smart is currently having similar experiences, now seen more as a Chinese brand than a Mercedes-Benz subsidiary. It remains to be seen which Jaguar will fall from the sky – but right now, the only phrase that comes to mind is: "Heaven, help!"
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