Indeed, on all counts. Yes American public never really understood that Jaguar had it's own plant inside a Ford plant. They were tenants.
While Jaguar benefited enormously from Ford manufacturing prowess. Ford too benefited enourmously from Jaguar design and engineering. In fact, not only does Ford still pay for licensing Jaguar technology, you can see several of Jaguar's core competencies make it into Ford, such as all Aluminium construction on their trucks.

Oddly, if Ford could have kept JLR they would have solved one of their biggest problems- not having a competitive offering in the SUV market, the most lucrative.

The new Defender is going to be a huge hit for JLR- especially when they come out with the smaller even more affordable models suitable for all countries, many of them where Land Rover Defender is a household name, such as Italy where the police and armed forces still use them. While Ford explorer failed even even domestically- twice now! They are banking on the new Bronco- but what legacy does it have in places like Africa and Middle-East.

Yes JLR is more poised to come out of this with the help of govt subsidies and their strong financial backers than many of the bigger counterparts.

 

There are Ford stamps around the F-Type, but probably not enough for any significant support. Its questionable how long Ford will be producing vehicles/parts as well as they lobbying for supplemental work from the gov.

We'll get our first indication if Jag understands market conditions for luxury cars/suvs on April 20, the date they targeted for restart. If they don't restart, its hard to imagine any large company maintaining payroll with no clear resumption date.

I do think we'll see intense commercial pressure to lift some restrictions and get back to work. But in the medium term, I think the salient change will be a shift by the consumer away from 2019ish peak extravagance, and to reel in leverage and debt as far as the eye can see.

 

New car sales would certainly be adversely affected.

 

Its funny, Jaguar has become much stronger than Ford, since Ford sold them. Hear me out on that outlandish claim.
They now have one of the largest stamping facilities in the world. The F-type hood is a modern marvel of stamping. For good reason, in a bizarre twist, JLR is now the largest steel and aluminum producer- they are part of Tata Steel.
JLR has conquered the market in several categories. Premium SUV, Luxury and Electric. (in some countries JLR electrics outsells Tesla)
Ford execs say "they are 10 years away from producing a luxury car" (that was 2 years ago). Ford is behind every EV manufacturer. Ford has all but got out of the car business, just makes trucks and mustangs. Ford shut down the plant where our engine was made- in Bridgend. Jaguar has opened new plants. Get this; The new ingenium engines made Ward's 10 best engine- the first time ever in J/LR history.

JLR is building factories

Ford is demolishing legendary ones like Bridgend and Daghenam.

 

Ironically, the failing water pump is a (very expensive!) Ford part.

 

Not to get political, but its obviously critical to the econominc side of this crises. Trump just tweeted in all caps that "we cannot let the cure be worse than the disease" so is revisting the policy at the end of the so called 15 day period.

That would give people hope that economically we aren't riding this thing to zero, but I still think luxury sportcars, or high priced vehicles in general, are impaired from this point forward. It was hard enough for the F-Type under normal market conditions and future. From here on people are not likely to be extravagant.

On the good side, oil price cut in half.
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