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  • William Maley
    William Maley

    Jaguar's Big Gamble: All-Electric By 2025

      Land Rover is planning six electric vehicles within the next five years

    Jaguar Land Rover hasn't been doing very well for the past few years. Numerous issues such as poor sales in China, demand for diesel powered vehicles dropping, and the pandemic have put the automaker in a difficult place. This morning in the United Kingdom, Jaguar Land Rover CEO Thierry Bolloré announced plans to make Jaguar an electric only brand by 2025; Land Rover to launch six electric models; and to become a net-zero-carbon business by 2039.

    "We are harnessing those ingredients today to reimagine the business, the two brands and the customer experience of tomorrow. The Reimagine strategy allows us to enhance and celebrate that uniqueness like never before. Together, we can design an even more sustainable and positive impact on the world around us," Bolloré said in a statement.

    Jaguar

    JAGUAR_SILK_IMAGE .jpg

    Out of the two brands, Jaguar is hurting the most. Sales have dropped like a rock due to people stepping away from sedans and diesel powertrains. Bolloré's plan has the brand moving to an all-electric lineup by 2025. Not many details were released or talked about during the press conference this morning. What we do know is,

    • Future models will utilize a new modular electric platform, known as the Electric Modular Architecture (EMA).
    • The planned XJ replacement, rumored to go electric has been canceled.
      • Likely reason for the cancelation is the platform that was going to be used for this model likely didn't scale to other models.
      • Jaguar did say the XJ name could appear again on a future model.
    • Automotive News (Subscription Required) reports that Jaguar will also move away from SUV-styled vehicles, likely meaning the end of the E and F-Pace.

    Land Rover

    LR_SILKS_IMAGE.jpg

    Land Rover isn't going to dive in quickly as Jaguar into EVs. The plan is to continue offering a mix of powertrains, but with a heavy focus on electrification. Six all-electric models are planned to be launched by 2030, with the first model coming out in 2024. No word on what that model would be, but our guess is possibly a Range Rover EV. Land Rover will use Electric Modular Architecture for EVs, alongside the Modular Longitudinal Architecture (MLA) for hybrids. The goal is to have 60 percent of Land Rover sales be for electrics by 2030.

    Other Details

    Jaguar Land Rover said that it would keep all three of its U.K. plans open, but the Castle Bromwich plant(home to Jaguar XE, XF, and F-Type production) has a unclear future.

    “First we will continue production of our existing nameplates built there to the end of their lifecycle. Then we will explore opportunities to refurbish the plant, which could benefit from the consolidation of businesses scattered across the Midlands,” said Bolloré.

    Jaguar Land Rover is also planning on moving their executive team and other major management positions to a centralized location in Gaydon, and work more closely with their parent company, Tata Group.

    Source: Jaguar Land Rover

    Jaguar Land Rover reimagines the future of modern luxury by design

    • New global strategy – Reimagine – announced for the British company under the leadership of Chief Executive Officer, Thierry Bolloré
    • A sustainability-rich reimagination of modern luxury, unique customer experiences, and positive societal impact
    • Start of journey to become a net zero carbon business by 2039
    • Reimagination of Jaguar as an all-electric luxury brand from 2025 to ‘realise its unique potential’
    • In the next five years, Land Rover will welcome six pure electric variants as it continues to be the world leader of luxury SUVs
    • All Jaguar and Land Rover nameplates to be available in pure electric form by end of the decade; first all-electric Land Rover model in 2024
    • Clean-hydrogen fuel-cell power being developed in preparation for future demand
    • Streamlined structure to deliver greater agility and promote an efficiency of focus
    • Global manufacturing and assembly footprint to be retained, rightsized, repurposed and reorganised
    • Collaborations and knowledge-sharing with industry leaders, in particular from within the wider Tata Group will allow the company to explore potential synergies on clean energy, connected services, data and software development leadership
    • On a path towards double-digit EBIT margin and positive cash flow, with an ambition to achieve positive cash net-of-debt by 2025 with a value creation approach delivering quality and profit-over-volume

    Gaydon, UK - Monday 15th February 2021:

    A vision of modern luxury by design
    Jaguar Land Rover will reimagine the future of modern luxury by design through its two distinct, British brands.

    Set against a canvas of true sustainability, Jaguar Land Rover will become a more agile creator of the world’s most desirable luxury vehicles and services for the most discerning of customers. A strategy that is designed to create a new benchmark in environmental, societal and community impact for a luxury business.

    “Jaguar Land Rover is unique in the global automotive industry. Designers of peerless models, an unrivalled understanding of the future luxury needs of its customers, emotionally rich brand equity, a spirit of Britishness and unrivalled access to leading global players in technology and sustainability within the wider Tata Group.

    “We are harnessing those ingredients today to reimagine the business, the two brands and the customer experience of tomorrow. The Reimagine strategy allows us to enhance and celebrate that uniqueness like never before. Together, we can design an even more sustainable and positive impact on the world around us,” said Mr Bolloré.

    Two distinct modern luxury brands with sustainability at the centre
    At the heart of its Reimagine plan will be the electrification of both Land Rover and Jaguar brands on separate architectures with two clear, unique personalities.

    In a Land Rover, vehicle and driver are united by adventure. By breaking new ground, confronting new challenges and not being content with the expected, Land Rover truly helps people to go ‘Above and Beyond’. In the next five years, Land Rover will welcome six pure electric variants as it continues to be the world leader of luxury SUVs through its three families of Range Rover, Discovery and Defender. The first all-electric variant will arrive in 2024.

    By the middle of the decade, Jaguar will have undergone a renaissance to emerge as a pure electric luxury brand with a dramatically beautiful new portfolio of emotionally engaging designs and pioneering next-generation technologies. Jaguar will exist to make life extraordinary by creating dramatically beautiful automotive experiences that leave its customers feeling unique and rewarded. Although the nameplate may be retained, the planned Jaguar XJ replacement will not form part of the line-up, as the brand looks to realise its unique potential.

    Jaguar and Land Rover will offer pure electric power, nameplate by nameplate, by 2030. By this time, in addition to 100% of Jaguar sales, it is anticipated that around 60% of Land Rovers sold will be equipped with zero tailpipe powertrains.

    Jaguar Land Rover’s aim is to achieve net zero carbon emissions across its supply chain, products and operations by 2039. As part of this ambition, the company is also preparing for the expected adoption of clean fuel-cell power in line with a maturing of the hydrogen economy. Development is already underway with prototypes arriving on UK roads within the next 12 months as part of the long-term investment programme.

    Sustainability that delivers a new benchmark in environmental and societal impact for the luxury sector is fundamental to the success of Reimagine. A new centralised team will be empowered to build on and accelerate pioneering innovations in materiality, engineering, manufacturing, services and circular economy investments. 

    Annual commitments of circa £2.5bn will include investments in electrification technologies and the development of connected services to enhance the journey and experiences of customers, alongside data-centric technologies that will further improve their ownership ecosystem.

    Proven services like the flexible PIVOTAL subscription model (which has grown 750% during the fiscal year), born out of Jaguar Land Rover’s incubator and investor arm, InMotion, will now be rolled out to other markets following a successful launch in the UK.

    Quality and efficiency
    Reimagine will see Jaguar Land Rover establish new benchmark standards in quality and efficiency for the luxury sector by rightsizing, repurposing and reorganising.

    Central to that journey, and in order to establish different personalities for the two brands, is the new architecture strategy. 

    Land Rover will use the forthcoming flex Modular Longitudinal Architecture (MLA). It will deliver electrified internal combustion engines (ICE) and full electric variants as the company evolves its product line-up in the future. In addition, Land Rover will also use pure electric biased Electric Modular Architecture (EMA) which will also support advanced electrified ICE.

    Future Jaguar models will be built exclusively on a pure electric architecture.

    Reimagine is designed to deliver simplification too. By consolidating the number of platforms and models being produced per plant, the company will be able to establish new benchmark standards in efficient scale and quality for the luxury sector. Such an approach will help rationalise sourcing and accelerate investments in local circular economy supply chains.

    From a core manufacturing perspective that means Jaguar Land Rover will retain its plant and assembly facilities in the home UK market and around the world. As well as being the manufacturer of the MLA architecture, Solihull, West Midlands will also be the home to the future advanced Jaguar pure electric platform. 

    Key partners including Trade Unions, retailers and those in the supply chain will continue to play a vital part of the extended new Jaguar Land Rover ecosystem and its journey towards reimagining the future of modern luxury.

    ReFocus to a more agile operation
    As evidenced with the latest financial results, Jaguar Land Rover has a strong foundation on which to build a sustainable and resilient business for its customers and their communities, partners, employees, shareholders and the environment.

    Driving this transformation is the recently launched Refocus programme, by consolidating existing initiatives like Charge+ with new cross-functional activities.

    Reimagine will see Jaguar Land Rover right-size, repurpose and reorganise into a more agile operation. The creation of a flatter structure is designed to empower employees to create and deliver at speed and with clear purpose.

    To accelerate this efficiency of focus, the company will substantially reduce and rationalise its non-manufacturing infrastructure in the UK. Gaydon will become the symbol of this effort – the ‘reactor’ of the business - with the Executive Team and other management functions moving into the one location to aid frictionless cooperation and agile decision-making.  

    Leapfrog to leadership with Tata Group
    In order to realise its vision of modern luxury mobility with confidence, the company will curate closer collaboration and knowledge-sharing with Tata Group companies to enhance sustainability and reduce emissions as well as sharing best practice in next-generation technology, data and software development leadership. Jaguar Land Rover has been a wholly-owned subsidiary of Tata Motors, in which Tata Sons is the largest shareholder, since 2008.

    “We have so many ingredients from within. It is a unique opportunity,” said Mr Bolloré. “Others have to rely solely on external partnerships and compromise, but we have frictionless access that will allow us to lean forward with confidence and at speed.”

    Bringing all these ingredients together, Jaguar Land Rover is on a path towards double-digit EBIT margins and positive cash flow, with an ambition to achieve positive cash net-of-debt by 2025. 

    Ultimately, Jaguar Land Rover aims to be one of the most profitable luxury manufacturers in the world.

    Mr N Chandrasekaran, Chairman of Tata Sons, Tata Motors and Jaguar Land Rover Automotive plc commented: “The Reimagine strategy takes Jaguar Land Rover on a significant path of acceleration in harmony with the vision and sustainability priorities of the wider Tata Group. Together, we will help Jaguar realise its potential, reinforce Land Rover’s timeless appeal and collectively become a symbol of a truly responsible business for its customers, society and the planet.”

    Mr Bolloré concluded: “As a human-centred company, we can, and will, move much faster and with clear purpose of not just reimagining modern luxury but defining it for two distinct brands. Brands that present emotionally unique designs, pieces of art if you like, but all with connected technologies and responsible materials that collectively set new standards in ownership. We are reimagining a new modern luxury by design.”

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    Jaguar might as well go all electric because the sales of the gas powered cars stink.  Also it would be a waste of money to further develop their gas engines or to spend hundreds of millions on another XF or XJ or whatever.  Better to put 100% of their money into EV's and I suspect the gas power Land Rovers still on sale in 2029 will look a lot like the ones they have now, and will be ancient by then.

    Also investors want to see EV's.  Investors are seeing gas cars as a negative.  Also why Tesla is worth more than the 7 largest car companies combined. If you don't do EV's you can't sell stock or get your stock price up, and that is what these CEO's care about.

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    Like a domino effect.

    GM announces the shift to become  all out EV by a set date, and the rest of the industry follows suit.

    I expect others to start announcing their roll out plans to end their ICE vehicles by a set date and become all EV in the next weeks...

     

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    33 minutes ago, oldshurst442 said:

    Like a domino effect.

    GM announces the shift to become  all out EV by a set date, and the rest of the industry follows suit.

    I expect others to start announcing their roll out plans to end their ICE vehicles by a set date and become all EV in the next weeks...

     

    Everyone has announced that.  They all have to do it because investors want it.   And there is probably some fear about being late to the party, because if you miss out on the EV train your company is basically out of business.

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    EQC, but that was kind of half baked I think anyway.  EQS and EQE are made on a Tesla like chassis while EQA EQB and EQC are batteries put in an ICE platform.  They have an EQE SUV in the works but these Mercedes Electric vehicles better be good and have 1,000 hp AMG versions, otherwise Tesla will surpass them like they just surpassed Audi last year (in the USA).

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    Why are they still half-assing it? Don't they realize that

    2 hours ago, smk4565 said:

    if you miss out on the EV train your company is basically out of business.


     

    55 minutes ago, smk4565 said:

    otherwise Tesla will surpass them

    It's Mercedes that MUST surpass Tesla, not the other way around.

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    10 hours ago, balthazar said:

    Topically : it was just announced that Daimler’s not going to sell the EQE in the US.

    I think you mean the EQC, the electric crossover. I was considering writing up that story, but the JLR story I felt was more pressing. 

    I don't know why this model was canned for the U.S. for the time being, sales not doing so well in other parts?

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    3 hours ago, William Maley said:

    I think you mean the EQC, the electric crossover. I was considering writing up that story, but the JLR story I felt was more pressing. 

    I don't know why this model was canned for the U.S. for the time being, sales not doing so well in other parts?

    As SMK said... it's just batteries in what used to be an ICE vehicle.  They're probably looking to move it to a dedicated EV platform instead.  Huge cost efficiencies in doing that. Huge.

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    13 hours ago, balthazar said:

    Why are they still half-assing it? Don't they realize that


     

    It's Mercedes that MUST surpass Tesla, not the other way around.

    Sales wise I mean.  Tesla is #4 in sales for premium brands in the USA.

    The EQE and EQS aren’t half assed, they even built a new factory just for them and the S-class.  EQC was half assed.

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    Not if they can engineer and produce an EV that rivals and surpasses Tesla. Quality and tech wise. As of now, Jag's quality is better than Tesla's? 

    And even of their EVs wont surpass those of Tesla, all they have to do is make better EVs and prettier ones than the rest of the OEMs and they will be fine. 

    EVs are the future whether we like that scenario or not....

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    As far as prettier EV cars go, Jaguar wins over Tesla, Porsche, Mercedes, BMW.  The Taycan is cool and all, but its styling lends itself to be outdated shortly.  The EV Macan is ugly. The iPace is waaaay prettier. 

    Audi EVs, closely resemble their Porsche counterparts, and are prettier IMO. 

    Mercedes and BMWs are ugly AF. Uglier than what some Tesla haterz considers Tesla EVs as ugly. 

    Ford's Mach E surpasses anything anybody out there is doing with EVs styling wise.

    The Lucid Air is awesome looking. 

    GM has some nice renderings of their future EVs and Buick's EVs in China look smashing!

    GM IMO has the tech to rival and surpass Tesla. GM and what it seems even Ford. 

    Jaguar has to up their EV tech game.  The Germans are waaaay behind Tesla. 

    Jag has a chance to not only survive, but to excel in this new age.

    But to answer your question:

    The last time Jag led in those departments were in the 1960s.  A loooong time ago. Before I was born.   Maybe not so much in the reliability department...ever. 

    The German's reliability hasnt hurt them though.  THAT means Jag has a chance in the EV future...

     

    Edited by oldshurst442
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    I think I saw they sold 5400 I-paces globally in the first half of ‘20. That was like 40% lower than '19, but : 2020.

    I can see a case for a major conglomerate to hedge it's bet and intro some well-done EVs, because they have the fall-back of successful/profitable ICs doing all the heavy (financial) lifting. But when you barely eek out any volume and you dive head-first into a segment that's 2-4% of the global sales, you're going to funnel your volume thru that same constricted portal.

    Sure, I expect EV market share to grow. Maybe 2% a year into the foreseeable future. So by 2035 (14 years), the natural current of the consumer market should be around a 30% take rate on EVs. By extrapolation, that'd be a 70% reduction in a brand's current volume. Some brands will not survive that.

    Edited by balthazar
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    4 hours ago, balthazar said:

    Jag is going to cut it's sales by 90%.

    Moving to EV won't cause a drop in sales, building bad cars will.  

    Electric propulsion is superior to a gasoline drivetrain.  Going EV is the right move, but all their competitors will also, so I don't see what changes for Jaguar.  The Germans will still build better cars than them.

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    2 hours ago, balthazar said:

    I think I saw they sold 5400 I-paces globally in the first half of ‘20. That was like 40% lower than '19, but : 2020.

    I can see a case for a major conglomerate to hedge it's bet and intro some well-done EVs, because they have the fall-back of successful/profitable ICs doing all the heavy (financial) lifting. But when you barely eek out any volume and you dive head-first into a segment that's 2-4% of the global sales, you're going to funnel your volume thru that same constricted portal.

    Sure, I expect EV market share to grow. Maybe 2% a year into the foreseeable future. So by 2035 (14 years), the natural current of the consumer market should be around a 30% take rate on EVs. By extrapolation, that'd be a 70% reduction in a brand's current volume. Some brands will not survive that.

    But JLR can't spend R&D dollars on ICE and EV at the same time, they don't have the money to do that.  

    I have also seen estimates that EV will be over 50% market share by 2030.  I suspect there won't be a gas powered luxury car in 2030, unless it is like an Acura/Lincoln badge job car.  The gas engine can't match the NVH and silent operation off an EV.  Also on performance take any V12 super car and it can't match a Tesla.  And EV technology is only getting better while emissions restrictions and CAFE are killing V12s and V8s.

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    BE's take a LOT less R&D, right? 

    30 minutes ago, smk4565 said:

    have also seen estimates that EV will be over 50% market share by 2030.

    Reality disconnect / wishful thinking; we're halfway thru the '21 MY already.

    Market share now is below 2% in the U.S., 4% globally, and peaked in 2018. Never see that kind of market penetration that quickly (8.5 years).

    Consumers aren't interested in suddenly paying 50%more for their next vehicle. That's FAR more significant & real than a drag strip time.
     

    Edited by balthazar
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    2 hours ago, balthazar said:

    BE's take a LOT less R&D, right? 

    Reality disconnect / wishful thinking; we're halfway thru the '21 MY already.

    Market share now is below 2% in the U.S., 4% globally, and peaked in 2018. Never see that kind of market penetration that quickly (8.5 years).

    Consumers aren't interested in suddenly paying 50%more for their next vehicle. That's FAR more significant & real than a drag strip time.
     

    Not 50% more, prices will level off and be pretty similar.  

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    ^ What's your evidence for that theory?

    2021 Kona EV MSRP is 82% higher than the IC version.
    EQS is expected to be 35% higher than the GLS.

    IMO, "pretty similar" had better be no more than around 7% higher than IC to be legitimately 'pretty similar'.

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    16 hours ago, balthazar said:

    BE's take a LOT less R&D, right? 

     

    BEs take a lot more R&D investment, I would think..esp. for the batteries...  ICE R&D should be pretty low since they have been around forever...

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    13 hours ago, balthazar said:

    ^ What's your evidence for that theory?

    2021 Kona EV MSRP is 82% higher than the IC version.
    EQS is expected to be 35% higher than the GLS.

    IMO, "pretty similar" had better be no more than around 7% higher than IC to be legitimately 'pretty similar'.

    The Bolt just had a price drop.  Tesla cut prices too.  Battery tech improvements will help get battery cost down.  There will be R&D and production cost savings when there is a scalable EV platform that can be used for everything from a Corvette to a Suburban, you just modify the size of the same design.  In 2030 EV’s won’t have as bad as a price gap to ICE.  And for luxury cars it won’t be noticeable.  Jaguars cost Tesla money right now and offer less performance.

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    Bolt did have a significant price drop; now it's $32K whereas the car it most closely approximates, the Sonic, was $18K. Not close.

    Tesla didn't lower prices; it shifted a grand from the base model to the performance trim Model 3. Base is still above the 6-month-only $35K offering last year. Model S is up about $12 grand from its debut. 

    Rivian is coming in at a start of $70 or $75K, whereas the big 4 start in the upper $30s.

    We've been hearing about 'cheaper battery costs' for years. The gaps are still huge. Remember, we need price parity with similar IC vehicles to see mass change-over, not dribs & drabs.

    The 'scalable BE platform' is exactly what many folk have railed against vehemently with "too much parts sharing" and "model A is the same as model B" - that's only going to denigrate future BE's as 'rebadges' in many folk's minds.

    As far as luxury brands go- all the growth there is in the cheap entry-level models; the limited take upper models won't be affected much... but they don't have nearly the volume.

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    4 minutes ago, balthazar said:

     
    The 'scalable BE platform' is exactly what many folk have railed against vehemently with "too much parts sharing" and "model A is the same as model B" - that's only going to denigrate future BE's as 'rebadges' in many folk's minds. 

    That's no different from the approach used for decades by companies like GM (or any major automaker, for that matter) that have a broad range of ICE models, though.  Platform and component sharing is not necessarily 'rebadging'...

    Edited by Robert Hall
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    ^ No, it's not... but the same folk who railed against such economical practices will likely have the same issue with a 'one-size fits all models' platform under BE's. Just pointing that out; I don't have a problem with it, per say.

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    Im excited to see these platforms come to life. Im excited to see what new forms of vehicles engineers and car designers could come up with.  IF the new generation of "drivers" are as enthusiastic about cars as we are and WANT different cars to DRIVE and NOT be what I think they will be...just mindless dolts not caring about what they are driving and be seen driven in...to which these new platforms will just be shytty isolation pods...

    Like SMK just said.  From Corvettes to panel trucks ALL on the same scalable platform. The sheet metal changes. There will NOT be ANY confinement due to an engine and transmission and all that "old" tech that comes with ICE taking up that space.  The electric motors and batteries are all tucked away from the passenger compartment freeing up all the real estate in the cabin, and the exterior dimensions, well, the designers could go wild...

    But...like I said...all the space gained in the cabin, and the mindless dolts would probably prefer to brush their teeth and brew their coffee in that shytty isolation pod  on the way to work...

    GM's Hy-Wire  at the turn of this century

    Image result for gm hy-wire interior

    Image result for gm hy-wire interior

     

    To what Peugeot took to the next level 20 years later.   On a skate platform.  With today's tech and vision

     

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    BEVs still require huge R & D costs. I'm all for electric drive trains. However, BEVs are not ready for prime time for most that aren't early adopters without heavy mandates or incentives.

    In the real world thru 2030, we are just going to get plug in hybrids with some dedicated all-electric BEVs for compliance markets like California or Norway. Jaguar is niche enough to make this full BEV gamble with a bigger upside in the short run. We'll see if Toyota, Honda, & Hyundai's gamble with fuel cell EVs is wiser. 

    We still haven't seen the Oil & Gas Industry's play to decarbonize transportation and energy. My money in on ammonia fuel cell EVs. Hydronitrogen fuels like ammonia are going to replace every single hydrocarbon fuel in our energy system in a potentially rapid timescale. With large scale national infrastructure and Ammonia prices per gallon on par with gasoline and diesel, it's just a matter of when. 

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    On 2/20/2021 at 1:40 PM, balthazar said:

    I think I saw they sold 5400 I-paces globally in the first half of ‘20. That was like 40% lower than '19, but : 2020.

    I can see a case for a major conglomerate to hedge it's bet and intro some well-done EVs, because they have the fall-back of successful/profitable ICs doing all the heavy (financial) lifting. But when you barely eek out any volume and you dive head-first into a segment that's 2-4% of the global sales, you're going to funnel your volume thru that same constricted portal.

    Sure, I expect EV market share to grow. Maybe 2% a year into the foreseeable future. So by 2035 (14 years), the natural current of the consumer market should be around a 30% take rate on EVs. By extrapolation, that'd be a 70% reduction in a brand's current volume. Some brands will not survive that.

    It's a rapidly growing segment but, EVs are still largely cannibalizing hybrid sales and performance luxury sales. Many Tesla owners are would be Prius, Lexus hybrid,MB AMG,or BMW M buyers.

    I think 30% EV market share may be pushing it without seeing how the market reacts to the diversification of the EV market. If the new entries build sales for the segment 30% could be right on target. I'm thinking more like 10% with half of the new cars being hybrids or BEVs in 2035. 

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    • Tired of the Voom, Voom, Voom of a performance Borla exhaust, the wife asked for a new ride. This is my journey of what I experienced in working to buy/lease an EV in 2024. Let me first start off by saying that I am in no way a normal sized human. At 6 foot 6 inches 300 lbs with a 40 inch long legs, I am much larger and big bone than most Americans. My wife being of Korean descent is also larger than most at 5 foot 8 inches compared to the average female height of 5 foot in Korea. The USA census has the average female at 5 foot 4 inches tall and the average male at 5 foot 9 inches tall. With this knowledge of size, subcompacts, compacts are totally out of the question. I know mid-size to full-size is where our EV choices will be. My journey started with me asking myself, what are the Pro's and Cons of buying versus leasing an Electric Vehicle (EV). This image above pretty much wraps up what I came up with for leasing versus buying an EV and there was just one last thing to consider, technology. Battery Technology, controller boards and software are all in their infancy and as such will be probably changing greatly over the next few years. Do I take on the risk of buying and having the OEM stop updates to my EV or do I lease and go with trading it in and getting current technology in a new EV two or three years later? 2023 was an explosive year for auto companies as everyone was pushing to get an EV on the marketplace. Some made it with less than stellar results and others delivered. Trucks, SUVs and cars pretty much allowed one to have a selection of what style of EV they wanted. For my wife and I we had already decided to ignore the cars and focus on the SUVs and Trucks. With that in mind we made up the following list of EV companies to consider. BMW Cadillac Ford Genesis Hyundai Kia Mercedes Rivian Tesla A busy weekend ensued and the experiences of driving so many different EVs showed where some succeeded and others fell short. Clearly some are still holding onto ICE (internal combustion engine) legacy engineering approach and others delivered on what is called a clean sheet design. Here was our weekend experience with the following brands: BMW - iX was a nice drive, interface experience was fine, it actually had plenty of room in the front, a little tighter in the back but for short drives, another person my size could sit behind me and would be fine. Exterior is a styling love / hate experience. Wife is not a fan of the huge kidney bean grill; she said it looked like a pig nose on steroids. The side profile was fine, and the back end looked like it was pinched in molding the design. Android Auto / Apple Carplay supported, overall, it would still be considered. Salesperson was polite and not pushy. Cadillac - Lyriq was the quietest drive of the day, Cadillac has nailed it, fast, solid and overall, a luxury EV ride. Interior over all was good, a little tight on head space with the sky roof, but the seat goes down far enough to adjust for that, interface of the dash was good. Android Auto / Apple Carplay is supported for the 2024 model year but is supposedly going away for the 2025 model year being replaced with the GM play store. Exterior styling my wife was fine with, better front end looks than the BMW. Would be on the consideration list. Salesperson was polite and not pushy. Nice balance of buttons to touch screen. Ford - Test drove an F150 Lighting and the Mach e, interior was fine, she liked the space and comfort. Was hoping for a midsize pickup truck, so ruled out the Lighting. Mach e she liked, both fit comfortably and clearly anyone could sit behind me my size and smaller. Android Auto / Apple Carplay supported. Major dislike was the salesperson who was very pushy and made comments that told my wife he was a male chauvinistic pig. He actually told me to man up as the wife would drive whatever I decided since I was the man. Big mistake as we do everything in equal partnership, so his approach failed to work. Mach e is still in consideration, we will go with another salesperson, maybe even another dealership. Genesis - GV60 / GV70, exterior was fine, though the GV60 she did say reminded her of a jellybean. Interior was very luxurious, but no one could sit behind me in the GV60, would be fine for short trips in the GV70. Android Auto / Apple Carplay supported. Interface was easy to use. She loved the interior but had reservations on the exterior but could not put her finger on it. GV70 would be in consideration. Nice balance of buttons to touch screen. Hyundai - Ioniq 5 SUV. She was not wowed by the exterior, felt it was sitting a bit low, bunker style, yet interior had plenty of room, Android Auto / Apple Carplay supported. Solid candidate to consider. Salesperson was nice, normal pushy attempts to have us make a decision, but as we told him, we still had others to test drive. Nice balance of buttons to touch screen. Kia - EV6 / EV9 - Exterior was not bad, was clearly different than many of the other EVs we had seen. EV6 is super tight inside for me, was fine for the wife as was the interface of their dashboard. No one could sit behind me. EV6 was out she said. EV9 was great, more room inside than our Escalade. Anyone could sit behind me, spacious for both of us and would transport anyone in comfort. Liked the exterior styling much more than many of the others we had test drove to date. Android Auto / Apple Carplay supported. Salesperson super nice and not pushy. Solid candidate. Nice balance of buttons to touch screen. Mercedes - EQS, interior was nice, driving was the second quietest behind the Cadillac. Interface was fine, but lower menus seemed cluttered. We liked the interior for the most part, the hard part of this EV was the exterior lack of any real styling. The worst Jellybean style around. Android Auto / Apple Carplay supported, Salesperson was super nice and not pushy, but as we told him when we thanked him for his time, the auto needs an identity. Wife said for her daily driver, this was a hard pass. Rivian - R1T / R1S - Exterior was a win for the wife right up there with the EV9 from Kia. Interior was also a big win as it was spacious and comfortable front and back. Interface was easy to use, over all a nice balance of buttons to touch screen. Sadly, Rivian is off the list as she asked the counselor about Android Auto / Apple Carplay, no support, no plan to support it. Must buy your apps from the Rivian store, failure big time we felt. Bummer as Rivian was a leading candidate for us. Tesla - Due to friends who have Tesla, even with her knowing my dislike for the Tesla CEO, she wanted to check out the Y / X. Overall the experience in talking with their counselor was good, good people skills, they went over the interface with the wife, in the meantime she saw that while I could fit in the Y, no one could sit behind me. in the X I could also fit, but only about 2 inches of space from the back of the seat to the back seat. Wife asked about Android Auto and Apple Carplay, they told her no plans, they offered her a test drive and she passed. Told me it was a bit weird in how you used the single interface in the center of the dash and a few other things, minimalist failure to her. Pass on Tesla. Now that we had spent a long weekend driving so many EVs, I asked her what her thoughts were on what she was leaning towards. She told me give her a few weeks to digest the information and she would let me know. While the wife digested the EV overload of info, I moved onto researching the EV technology of these auto makers. Auto EV Platform Info 2024.pdf One key item is that I do not want to be behind the 8 ball of technology standards. In this case, I am talking about companies that are on 400V platforms versus 800V platforms. in this case, this brings us down to the following, Cadillac, Genesis, Hyundai and Kia as everyone else is on 400V platforms and already have announced that 2025 and 2026 model years will be the conversion to new 800V platforms. Knowing my wife, one does not rush her, when she is ready, she will let me know, weeks passed by and finally one day at breakfast, she said I have an answer for you. I like the Cadillac Lyriq and the Kia EV9 the best. I want heated seats, steering wheel and AWD, otherwise I could care less about other features. In looking on the websites for my local dealerships, the Cadillac dealership that I have bought from before was sold during the pandemic to Brotherton Cadillac of Renton. So Brotherton Cadillac NW is the dealership near me, and the wife and I reviewed all the Lyriqs and settled on the following:  Cadillac Lyriq Sport 2 AWD Celestial Metallic. This paint color is a color shifting paint that covers purple to silver / grey spectrum depending on the light of the day and especially as I discovered sun versus rain. In the sun it is a radiant purplish color and under dark raining weather a serious silver/dark grey.     Chuck Olson Kia which is less than a mile away from Brotherton Cadillac NW on HWY 99 here in the greater Seattle area had a nice assortment EV9s in Wind, Land and GT versions. They had the traditional blue GT and an Ice Green that the wife really liked. So I settled on the Ice Green to test drive and see what the final price would be. Again, like the Lyriq, the ICE Green metallic paint job has a dominant blueness but turns various shades of lite green to greenish blue depending on the light of the day. At this point we get to the nitty gritty of the dealing, Price paid, rebates, final pricing to determine what the deal ends up being. Over dinner, the wife and I discussed the options of buying versus leasing and to both of us, it made sense at this early stage to lease rather than buy an EV. The addition of the IRA $7,500 rebate also played into our decision. For Cadillac the Lyriq qualifies again for the full $7,500 rebate whether you buy or lease, in the case of the Kia, due to manufacturing in Korea, the EV9 only qualifies for the rebate if you lease. This fall, Kia and Hyundai start manufacturing in the US allowing their EVs to get the full $7,500 rebate if buying. For me, I wanted to see what a zero down Lease deal would be as a starting point before paying down. Depending on credit rating, most auto leases require anywhere from $3,000 to $10,000 down and of course the more you pay down, the lower your monthly payment is. The nature of my work allows me flexibility and as such, I was able to go on a Friday morning at 10am to the Brotherton Cadillac NW to test drive the Lyriq Sport 2 edition. In fact the EV is still on the lot now almost two weeks later. New 2024 Blue Cadillac 4dr Sport w/1SJ LYRIQ for Sale North of Seattle, VIN = 1GYKPVRL1RZ127387 (brothertoncadillacnw.com) Upon driving onto the lot, I parked and saw the Lyriq as it shinned in the morning sun giving that purplish glow that my wife liked. I walked up and checked it out externally and it looked great. After about 10 minutes of checking the Lyriq out, I was still not approached by anyone, so I went into the sales floor and asked if I could talk with someone about a Lyriq. First salesperson said I needed to talk to their EV specialist and walked away, a second person came out of a side hallway and asked if I was being taken care of and I told them what just happened, and I was still standing here. He did apologize and asked me to wait just a moment and he would get the specialist.  A young man came out, introduced himself and asked me if I had any special model in mind and if I wanted to take a test drive. I took him out to show him the one I was interested in. He took down their special code and left to get the keys. At this point, over all experience with the dealership was not bad, neutral for me as it is nothing personal, just business and some do it better than others. The sales rep returned with the keys, he opened up the Lyriq and took me on a tour of the auto pointing out many of the features and explaining the functional differences between how it works on the EV versus an ICE auto. This I have to say was very welcomed as it showed me the man had knowledge of the auto and could show / explain to me how it was to be used. I appreciate this as my wife is not a tech person but show her how to do it and she it set, so this was a good start. We did the traditional driver's license and insurance validation, signed on the dotted line and I then took off for a road trip in the Lyriq. Android auto works as expected, over all interface was easy to understand and use with a nice balance of common used items in physical form right under the screen. Steering wheel had all the expected buttons and dials for using the auto. The Noise canceling of the auto gave it a quiet ride that I have never experienced before and still to this day is the best yet of all the EVs I have test driven.  Negative of the Lyriq is that it is not a true SUV, you sit lower more car like and headroom while I would be fine, required me to drop the seat to the bottom of it's settings which makes my driving position even lower. Knowing that this is the wife's auto, I returned to the dealership to talk price. Here is where things started to go south and why people hate dealerships. I tried my best to negotiate in good faith for a fair price on the EV. The dealership replied that it was the hottest ride available and as such no discounts, you paid the price they had on the auto which was MSRP plus $5,000. I informed them that no I was not going to pay over MSRP for an auto that shows over 300 are available in the greater Seattle area.  The Dealership then said fine, they would sell it at MSRP to me. Knowing that I get $7,500 off I was not put off by this but also not happy that they would not go down on the price. I told them at this point I was interested in leasing and wanted to see what the lease rate would be for 15,000 miles a year for three years. Here is where it got ugly.  The sales rep came back to me and had a handwritten piece of paper with a TRD (Total after Rebates and Discounts) price, Lease money factor number, Residual price and monthly payment including tax. The monthly payment was a little over $1,200 a month. I asked to see firm numbers showing the selling price minus the IRA rebate, tax, etc. all lined up so that I can understand the numbers. I was informed this is how leases are done, your rebate is figured into the residual amount and that this is all the accurate info they provide the buyer. If I agree to this, they can then process and sell me the Lyriq. I told the man that this handwritten paper did not explain any of what I asked to verify and see, so they would need to properly print out or hand write all details in order for me to make a decision. The rep left and was gone for about 10 minutes and then came back with another salesperson who reminded me of a traditional wild west snake oil salesman who tried to use the same paper I was shown and yet tell me I was not able to understand the complexities of leases and should trust him on this awesome monthly cost. When I told him I would not accept that vague random info, he then moved into the terrible game of "What can you afford a month?" Here is where many people either give up and accept or leave as they feel overwhelmed, I on the other hand laughed and told him that I would not play his game. Show me the valid real numbers with a final price on the Lyriq before processing for the Lease monthly amount.  My wife always told me I was a very frustrating person when it came to buying an auto as I would push for facts and have on more than one occasion made salespeople cry when they could not get their way playing their monthly afford game. This is how people get ripped off and taken advantage of. The two folks left and came back with the sales manager who tried again with the paper to spin a different tale. At this point, I said fine, I would consider this as I needed to talk with the wife, and she would need to drive the auto anyway before we would buy.  Leaving the Cadillac dealership, I drove south to Chuck Olson Kia, figured I would see how the EV9 drove again and see what kind of deal I could get. Arriving at the dealership, I saw the EV9 I was interested in on the lot, looked it over and turned around to see if I can get some help and a young man greeted me and said he was with another customer, but would let another salesperson know I was looking at that EV9. Only a few minutes later, the sales rep came out, greeted me and had the keys so he opened up the EV and showed me the SUV.  Here the experience was similar in that we took the EV9 in Ice Green for a drive. As I drove it, I was informed about the various features and how they all worked. An overview that was enjoyable as I drove the near silent EV locally. I did notice that it was not as quiet as the Lyriq, but most would not really notice the difference, everything else on the road was far louder. We returned to the dealership and sat down; I asked the rep for the best price on this EV9 he could give me. He left to talk to his manager. Now I was comparing the price of the Lyriq Sport level 2 to this EV9 AWD Land edition and the MSRP price between the two was within a hundred dollars of each other. The EV9 had a number of features that the Lyriq did not have unless I paid substantially more and go to the top end Sport Level 3. At this point the Kia was winning on features giving it a better value due to the two being priced nearly the same. The sales rep came back to the table with a price that was $5,000 off MSRP. I felt based on internet searching that this was a fair price and felt it was good. I asked him then at this price with my IRA rebate of $7,500 what would a three-year lease with 15,000 miles a year cost me per month. The rep said give him a few minutes to have the manager put this in the system and he would come back with a detailed price for me. The salesperson returned about 10 minutes later with a Deal Sheet for me to review. Here is where the difference became clear between this Kia Dealership and the Cadillac Dealership. The Deal Sheet had all the numbers listed out clearly. Any person could walk through this in full understanding. The lease deal, started off with the Stock number for the EV9, had the MSRP listed, discount, then Selling price of the EV9. This was followed by a blank field for accessories or add on sales items as the sales rep explained. The rebate for $7,500 was clearly listed, blank space for Trade, cash cap reduction, license fee, doc fee ending in a final price of the EV that was then broken down by 36 months @ 15,000 miles a year for a Base monthly rental cost and then the sales tax on the whole deal which was broken down into monthly tax rate added to the monthly lease amount. Residual value at the end of the lease, a residual money factor that is a decimal number used to figure out the monthly lease rate. All in all, a very clear understandable deal and the monthly price for the EV9 was $837 per month compared to $1,200 plus for the Cadillac. I told the salesperson that I would need to talk to my wife when she got home tonight and would give him a call back. As I was getting ready to leave, I realized I had forgotten to ask an important question. Could the front driver and passenger windows be tinted to match the rest of the auto. Due to having had skin cancer, blocking out UV plus just having it darker is what I prefer. The sales rep said he believed so but would have to check with his manager and could call me if I gave him my number later. I left him my cell number and headed home. Sitting at home, I was thinking about the experience at the Cadillac dealership and wondering, can it really be that bad at any other dealership? So, I did a search and found the identical Cadillac Lyriq Sport 2 AWD Celestial Metallic at the Bellevue Cadillac dealership and much farther away at Larson Cadillac of Fife. Off to Bellevue I went. Arriving at the Bellevue Cadillac dealership, I was promptly greeted and professionally questioned on the auto I was interested in. The young man was always polite and more than happy to help me. This dealership is one of the newly built from the ground up dealerships that truly echo's Luxury and what I would expect from a luxury dealership. Due to the knowledge of the salesperson like the other dealership, it started off positive, went out to check and see if the auto their website stated they had on hand was actually there. It was, Identical to the one at Brotherton Cadillac NW in Shoreline Washington. At this point, I gave him the same info I had given the other person to see what the pricing would be. Ten minutes later he returned with a printed sheet of paper, that was better than handwritten. Had a set sale price that was a couple thousand off the MSRP, had a rebate of $1,000 showing a reduced price, document fee, licensing and a theft engraving that he said they do on all autos sold there so nothing I could do about not wanting it. The total at the end showed a lease money factor, term, mileage and residual with a base payment of $1,042 dollars. with no money down.  Now two things I noticed, one was that the IRA rebate was not showing anywhere on the paperwork and the second item was that at least their price was over $200 less than the other dealership. I inquired about the $7,500 rebate and he said he did not know and would go ask. Upon returning he said it was factored into the residual value of the Lyriq when I traded it back in. I pointed out that the rebate does not go into a value of the vehicle but is paid to the dealership and so comes off the price of the auto. Things continued to go downhill from here as I was told by him that I did not understand how leasing worked. His sales manager stopped by, and I pointed this out, same response, I do not understand how leasing works. I informed them that I would need to present this to my wife and discuss it with her. They attempted the pressure response of get her on the phone, we can explain it and you can drive home in your new EV. They were not happy with me and would not let me have the paperwork. When they stepped out to talk, I snapped a quick picture of the printed paperwork. Two Cadillac dealerships, two different lease prices on the identically spec / priced Lyriq Sport 2 and no honest showing of where the rebate would end up at.  Heading home this made me wonder about Cadillac and their EV focus which we have since learned in the news has changed to having ICE and EV through 2030 and beyond. At home, I explained my day of EV shopping to the wife, she was disappointed that Cadillac was not forthcoming with their pricing. She liked the looks of the Lyriq as much as the looks of the Kia EV9. At this point the phone rang, and it was the sales rep for Kia. He informed me that yes, the doors could be tinted and that his sales manager if we were willing to move forward with the deal would throw in the front window tinting. We setup an appointment for Saturday morning to go and test drive the EV9 with the wife to ensure she would be happy driving it. For full details on our EV9 Purchase read this story: Now at this point, I figured I would relax for the evening, but I got another phone call from a sales rep at Larson Cadillac who informed me that the Lyriq I was interested was already sold at their dealership, but he could make me another deal on a like existing Lyriq, different color. I informed him that my wife liked the 800V Lyriq in the Celestial Metallic. The man on the other end of the phone said he could see if they could do a trade to get what we were interested in, but he wanted me to understand that the Lyriq was not a true 800V EV. I was surprised by his comment and asked him why it was not a true 800V EV. I learned and have verified that the only EV GM makes that truly can handle 350 kW fast charging is the Hummers, the Lyriq has an 800V electrical system, but the battery packs are first generation and as such only rated at 400V meaning they have a top charging speed of 150 kW. GM is planning to roll out 800V battery packs starting with the Chevrolet and GMC full size pickups. All other EVs will continue to use the 400V battery packs for now. At this point, I thanked the man for his time and would think on it and get back to him. As a person wanting to be current, this takes me to the Kia EV9 only. I did not say anything to my wife about the tech and hoped she would be happy with how it drove. Luckily that was a success the next day. I have spent half my life on the sales side and in training new sales folks there is a pretty basic 5 step process in sales: 1) Greet the customer inquiring what brought them in today 2) Qualify the person on what they want 3) Trial close to see if they are ready 4) Clarify questions and overcome concerns 5) Close the Sale. To accomplish this basic 5 steps, you first have to fully train the individual in what they are selling. Here Cadillac clearly is not or possibly the dealerships are not wanting to ensure everyone know how to sell an EV. Recap of this whole shopping experience is that Kia is nailing it with a professional sales experience, knowledgeable people on their products and a sales / lease process that is clear hiding nothing from allowing you to commit to buying or leasing a new auto. Cadillac on the other hand has left me with the feeling of snake oil salespersons at both dealerships with vague pricing, vague rebates and me wondering just how much they really want to earn my repeat business as I would love to replace my current Escalade with an Escalade IQ, but at this point, Genesis the luxury brand for Hyundai / Kia will reveal their Full Size GV90 ICE/Hybrid/Electric SUV summer of 2024 and I might just be replacing it with a Genesis. Any questions, ask away.   View full article
    • Rivian? Value? That's hilarious.🤣
    • Let me put it this way, The amount of money I saved with the interior having more room inside than my current Escalade and the silent comfort, It is a win to me with not having to deal with any of the ICE maintenance or gas trips. My leasing / buying story should help enlighten you on why leasing an EV is a good thing right now. I am also putting in a Level 2 charger at the house that will be another story on the research, cost, etc. So you can follow up on that story too.
    • I stumbled upon a small meetup this weekend. There's a new custom/restoration shop about two blocks from my home and I was walking to a Casey's to grab a cake donut for my wife (hahaha) and this is right next to the Casey's.  This grey Chevelle was perfect, absolutely perfect. The plate is the name of the shop, Xtreme (restoration, bodywork, modification). I'm sure this is their show piece, and what a piece of work/art it is! I believe the van is theirs as well.  Later that day we ran to Aldi and came across the International Scout. it was far from mint condition, but it was "pretty good" but even cooler to see it just out and about. 
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