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Could Jaguar become an EV-only brand?

Just yesterday we wrote about the Heisenbergian uncertainty surrounding the future of the Jaguar F-Type. A new report in Autocar prompts us to consider extending that ambiguity to the entire Jaguar brand. The UK magazine reports the automaker's product planners have devised a ten-year plan to switch to a pure EV lineup of cars and crossovers. According to Autocar's sources this is a planning exercise and doesn't have the green light, but it's "fairly advanced" and has adherents inside the company. The first shot fired would be an all-electric XJ replacement. That sedan, a "no-holds-barred luxury car" to challenge the Tesla Model S and Porsche Taycan, would provide emissions-free motoring before the Mercedes-Benz S-Class and BMW 7 Series come with their EV propositions. Around 2023, an EV crossover a touch larger than the full-sized Audi E-tron would replace both the XF and XE sedans. Two years later, a new mid-sized I-Pace would debut as both the F-Pace and E-Pace fade out. And two years after that, around 2027, the J-Pace luxury crossover would sigh its last ICE gasp. And what about the F-Type? The report says "with no replacement for F-Type in the works," an electric sports car "is also a possibility." There's no mention of the XK revival. Right now, Jaguar sells seven models - four sedans and three crossovers. As the Autocar article's written, come 2027 Jaguar would have an electric XJ sedan, a full-sized EV crossover, the I-Pace, and perhaps an electric sports car. That's a brave new world - one we're not sure Jaguar dealers could survive in. Problem is that Jaguar and its dealers are having plenty of problems now. Chinese-market volatility, the cloud around diesels, and Brexit uncertainty have contributed to a sales slump so dire that Jaguar's Castle Bromwich plant is going to a three-day week for the rest of the year. The sales flu has spread to Land Rover, too, the brand's Solihull plant closing for two weeks to realign dealer inventory. Considering all that, and with no easy relief in sight, the product planners are apparently debating whether a new, traditional three-model sedan range is worth the investment. The upside of going all-electric is said to be higher sales, with internal estimates supposing 300,000 units annually. Last year Jaguar sold 178,500 units. The marque could rake in larger profit margins on those sales, too, thanks to premium buyers being ready to shell out big ducats for EVs.

U.S. issues new tariff threat, this time against British-built cars

WASHINGTON — Britain is the United States' closest ally but their long friendship may be sorely tested as the two countries try to forge a new trade agreement after Britain's exit from the European Union. U.S. Treasury Secretary Steven Mnuchin said on Saturday in London that he was optimistic that a bilateral deal with Britain could be reached as soon as this year. But Mnuchin gave up no ground after a second meeting with his UK counterpart, Sajid Javid. Javid has insisted that Britain will proceed with a unilateral digital services tax, despite a U.S. threat to levy retaliatory tariffs on British-made autos. Mnuchin told reporters after Saturday's meeting that such taxes would discriminate against big U.S. tech companies like Alphabet Inc's Google, Apple, Facebook and Amazon. The UK Treasury declined to comment on the private meeting. The divide highlights the challenges ahead as the Trump administration seeks a new bilateral agreement with Britain, part of a broader push to rebalance relations with nearly all its major trading partners. The stakes are high — British Prime Minister Boris Johnson has pegged the trade deal with United States as a way to ease the pain of breaking with Europe, Britain's largest trade partner. U.S. President Donald Trump, has promised a "massive" trade deal to support Brexit, the product of a populist movement similar to his "America First" agenda. The goodwill and special relationship the two countries have enjoyed for decades may not count for much, experts say. "Trump is not going to be doing Johnson any favors," said Amanda Sloat, a senior fellow with the Brookings Institution in Washington. "He's not going to give him a trade deal without major concessions." Even before the digital tax issue arose, the Trump administration threatened to tax foreign car imports, which could hit British-made Jaguar, Land Rover, Mini, and Honda Civic hatchback cars. Stiff U.S. trade demands include increased access for U.S. farm goods, concessions that will be difficult for Britain's entrenched natural food culture to swallow. The United States also wants Britain to change the way its National Health Service prices drugs and allow in more U.S. pharmaceuticals, which could prove politically unpopular for Johnson's government. Washington's demand that London block Chinese telecoms equipment maker Huawei Technologies Co Ltd for national security reasons could also cloud talks.

All-electric Jaguar XJ coming soon on platform shared with 'Road Rover'

We've been posting on the likelihood of electric Jaguars for a while now, especially the XJ leading the charge as a new EV flagship. Rumors at the beginning of 2018 predicted an XJ EV on our doorstep by the end of 2018, the 50th anniversary year of the XJ. By April this year, it was looking like the battery-powered XJ would use the I-Pace platform and make an appearance sometime in 2019. Now, Automotive News Europe reports that during Jaguar Land Rover's Investor's Day presentations, the automaker said it would debut a "large SUV and a large premium sedan" on its Modular Longitudinal Architecture (MLA) suitable for EVs, hybrids and traditional ICE-powered cars. The sedan in question is the next-gen XJ. Nick Rogers, JLR's product engineering boss, said electric MLA vehicles will get 90.2-kWh batteries that return range of up to 400 kilometers (292 miles) on the European cycle. That would effectively be the same size battery as the I-Pace, which rides on its own one-off platform, and the same range; in the U.S., the I-Pace is rated at 234 miles. It's said the XJ's design, produced by former Jaguar design chief Ian Callum and his team, has already been cleared. It swaps the four-door body for a five-door, a la the Audi A7, and introduces a new design language for the car and the carmaker. Car and Driver says the new statement sedan aims to be "a cutting-edge alternative to the BMW 7 Series and Mercedes-Benz S-Class," and Autocar saying it will "remain Jaguar's flagship in preference to a large SUV, such as the rumored J-Pace." The point of introducing the EV first is to establish the car's technology and sporting credentials — hopefully before the Porsche Taycan and Audi E-Tron GT arrive. Eventually, an ICE version of the XJ powered by an Ingenium inline-six should come; that will welcome buyers not ready to make the all-EV switch, a necessary move in keeping with the XJ's competition for global sales with the S-Class and 7 Series. However, leaving room in the design for a conventional drivetrain will force compromises that the all-electric competition doesn't face. Production of the current XJ ends at the Castle Bromwich facility on July 5. The new sedan is slated to be "announced in the near future" and built at JLR's plant in Solihull, which assembles Land Rover products. The same MLA platform will support a road-focused Land Rover as a sibling to the XJ, dubbed the "Road Rover" internally.