Tesla Production Now Approximately Twice As High As Jaguar Production | CleanTechnica Ok, Jaguar, you've got a serious back order on your iPace. What comes next? Will Jag jump into producing the volume of batteries they need to meet demand for iPace? Are they willing to burn cash like an Elon to be a serious EV maker? I hope they go for it. I also wish they would just partner with Tesla on the Supercharger network. I've always wished that Jaguar would step into the Tesla ecosystem. They can keep making classy cars and delivery the best EV experience along with Tesla. We've been chatting about the possibility of Tesla supplying packs to other OEMs. One way to approach this is for an OEM like Jag to participate in a Gigafactory JV along with Panasonic and Tesla. So they bring their own capital to the party, but benefit from the economy of scale that a GF provides. This could become more attractive to Tesla if it includes a commitment to share in the Supercharger Network. So Tesla benefits from better utilization of shared infrastructure as well as brand enhancement through association. Part of my thesis about coming consolidation in the auto industry is that I think we will see a lot of alliances and eventual mergers. Basically, the cash burn required in R&D, scale up of battery production and charging and other EV service networks it a tall order for any automaker. Just look at how Tesla is punished for attempting this. Shall a smaller OEM take on all these risks to get to the scale that makes this all work. Basically, a small but classy OEM like Jaguar could participate within the Tesla ecosystem (or some other EV alliance) and not have to triple or quintuple their existing scale to get to some profitable scale. Jag could eventually make some 200k EVs per year and exit the ICE business. If that is the extent of their aspiration, then hooking up with a solid EV ecosystem could take a lot of risk out of this transition. Another alternative to getting into the Tesla ecosystem would be to get into an alliance with other OEMs trying to make the same transition from ICE to EVs. But because Tesla has done so much of the hard work already, it seems that one could move much more directly into the EV market in alliance with Tesla. I recall that several years ago there was some suggestion that BMW was in conversation with Tesla. There was definitely the notion that BMW could share in the Supercharger network and perhaps share in battery tech as well. But then BMW pulled away from that in a hurry as if their pride was hurt that they might do well to work with Tesla. So where are they now? Tesla is still eating their lunch. One wonders where they would be today had they cooperated with Tesla. So I think all of these OEMs are going to need to weigh the pros and cons of a go it alone EV strategy. It seems that if you are not committed to massive cash burn like Tesla, you need to be in an alliance. But why be in an alliance that is not really competent in end-to-end EV experience yet?