What’s Next for Jaguar?

This story first appeared on TheCarCollective.substack.com.

It took six years for Jaguar to bring the new Type 01 to market. But what’s to follow? Will it remain on a path to an all-electric future? The Car Collective spoke to Jaguar Managing Director Rawdon Glover and has this exclusive report.

When Jaguar management made the decision to develop the Type 01 sedan back in 2020 it seemed to be the only logical path to follow. Europe was set to require a 100% shift to battery-electric vehicles by 2035 and China was moving in a similar direction, as was the United States.

This past week, the Type 01 finally made its debut during a well-attended event in Manhattan. The new EV received largely positive reviews as Jaguar opens the order bank and prepares to launch production.

That’s not to say everyone is pleased with the direction the automaker has laid out for itself. As one senior executive with Sonic Automotive, a major dealer group with four Jaguar showrooms, told me at the debut event, “We’d prefer to see them bring out hybrids, rather than remaining all-electric.”

That was one of the questions I had the chance to pose to Jaguar Managing Director Rawdon Glover last week, while also trying to pry loose details about the Type 02, the next model Jaguar is set to launch.

Is This the Right Path?

The Sonic executive, who asked not to be identified by name, wasn’t the only one attending the Tuesday night debut to raise that concern. And for good reason, considering what’s happened in the U.S. market over the past year. After posting spectacular growth for the first half of the decade, EV demand short-circuited in September 2025 as federal tax credits were phased out. Sales fell by roughly half during the final quarter of the year and have only recently begun rebuilding momentum as U.S. buyers respond to the massive surge in fuel prices triggered by Pres. Donald Trump’s war with Iran.

It’s another matter entirely when it comes to hybrids. As recently as 2020, gas-electric models accounted for less than 3% of total U.S. sales. That approached 13% in 2025 and has reached nearly 16% through the end of September 2026. Many analysts believe the technology could reach 20% next year, Sam Abuelsamid, of Telemetry Research, suggesting the only limit is availability, automakers like Toyota, Honda and Hyundai racing to boost production capacity.

When asked whether Jaguar might rethink its all-electric strategy, looking to add alternatives such as hybrids, plug-ins and range-extenders, Glover immediately responded with a simple, “No,” adding that, “I think the range extender question is the answer to a question that nobody’s asked, because if somebody loves the Type 01, great. If they don’t like it because it’s an EV, I’m not sure how giving an extended range solves that particular problem. So, for us, Type 01 has been all about refusal to compromise. We want to make sure we stay focused on what we think makes the best possible Jaguar. So, yeah, it’s EV for us.”

Jaguar Type 02

During a lengthy interview, I pressed Glover for some insight into what comes next. For the moment, he stressed, “We’re being very, very focused on the first car, (the Type 01).” But, “clearly, there needs to be a family of vehicles.”

What’s next, then? Glover isn’t ready to offer specifics beyond acknowledging that the second model is already well under development – and it will use the same basic architecture, or platform, as the Type 01, including its prismatic lithium-ion battery pack and a 950-volt electrical system.

While the Jaguar chief wouldn’t provide more details, however, I spoke to several dealer sources attending the Type 01 launch who were more than happy to provide a bit of insight based on what they saw during a visit to Jaguar in Great Britain last month. The product they saw in near production-ready form was a sleek crossover-utility vehicle bearing more than a slight resemblance to the long-nosed Type 01 sedan. Set to be called the Jaguar Type 02, it also will pick up on the sedan’s curvaceous roofline, albeit raised to permit a higher seating position and far more cargo space.

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Timing

Right or wrong, Jaguar’s rollout plans echo what we’ve seen with a number of other manufacturers, particularly EV start-ups like Tesla and Lucid: launch with your sexiest product line and then shift focus to the products that will deliver the real volume levels you need to make a business case.

Somewhat surprisingly, though, Jaguar is not in a rush to bring out the CUV. “What I don’t want to do is stack (the Types 01 and 02) on top of each other. We’ve seen that in the past with Jaguar where we had too many launches in too short a period,” confusing potential buyers and even losing sales from models that didn’t get a chance to build awareness. That said, “Clearly, we need to expand the portfolio as quickly as we can,” Glover said.

Those briefed on Jaguar’s plans anticipate we won’t get to see the Type 02 until sometime later next year, after production of the original sedan gets underway and Type 01 has a chance to build some momentum. In other words, don’t expect to see it reach U.S. showrooms until late in 2027, and more likely the early part of 2028.

A Major Move Upmarket

Though final pricing has yet to be announced, Jaguar officials have indicated Type 01 will start at somewhere close to $130,000. That gets you a lavishly executed sport sedan with a 3-motor all-electric drivetrain delivering 1,000 horsepower and 1,007 pound-feet of torque. U.S. versions are likely to deliver somewhere between 300 to 350 miles range – with overseas models rated around 400 miles using the looser WLTP test cycle.

The obvious question seemed to be what sort of more affordable variants will follow. Surely, I suggested to Glover, you’ll find more buyers for, say, a 2-motor package priced under $100,000. Yet again, however, the executive answered with a curt, “no.”

“We want to make this the best possible Jaguar we can,” Glover explained. “We’re not going to compromise on the design. We’re not going to compromise on the range. We’re not going to compromise on the dynamic capability, and we think that will give us the best shot at breaking through.”

“From a price point of view,” he added, “all Jaguars will be in broadly the similar price point. $120,000, $130,000. We don’t see ourselves bringing a variant in at 80 or 90 (thousand). That that isn’t going to work. Initially, we’ll come in with 1000 horsepower only. Later on in life, there will be other variants, but….we need to reframe people’s expectations.” The “center of gravity” for Jaguar going forward, Glover concluded, will “be around that $120,000 mark. Now, obviously, with products like limited editions, collection cars, bespoke in time, those sorts of things, great, we might be able to elevate it, but that will be the center of gravity.”