Land Rover Global Model Deliveries : 2025-26 Q1

Q1 2026 deliveries were well up on Q4 2025. However, they were down 11% when compared with Q1 2025. Sales are rebounding after a series of negative situations impacting on the company. Quoting JLR, "...Volumes impacted by US tariffs, China market challenges....in addition to production stoppages following the cyber incident". 

All models were down but not by as much as they could have been. I assume that as production recovers, shipments to more distant countries are still trying to sate latent demand.

The next quarter may confirm that, with the regional data below seemingly doing just so. Of course, there could be still more disruptive problems to affect the movement of goods and distort data.   

Data & photo source: JLR. (Velar & RR Sport).

If we go regional and include Jaguar's rapidly reducing contribution, then deliveries were down 14%. China and MENA (Middle East & North Africa) suffered the most. The two regions that did best (UK and Europe) in terms of limiting the sales fall are the two closest to the manufacturing plants. 

Jaguar Global Model Deliveries : 2025-26 Q1

Jaguar stopped making cars in December 2024, although some were still made in China after that date. In addition, some importers built up stock so they could sell through much of 2025. 

I for one thought that by now the sales volume would sufficiently emaciated to not be worth the bother of publishing. Yet here we are with sales having enough substance to still have a story to tell  in Q1 2026. 

What did surprise was the XF actually going up 145% over the corresponding period of 2025. Of the 1,946 cars delivered, 1,681 were in China and 265 elsewhere. All the other models had decreases, the F-Type only down by 21%. 166 lucky owners. 

I would like to break it down by region but that isn't supplied by JLR anymore. Jaguar by region is now combined with Land Rover. 

Data & photo source: JLR (XF & F-Pace). 

NZ Passenger Car EV Sales : 2025-26 Q1.

                                                               Dongfeng

With petrol prices going up, some car buyers suddenly go for EVs. Prices will fall again so a short term fossil fuel hike gets consumers in a tizz. If they did the maths, surely there isn't justification to do so costwise.

Passenger car EV registrations in New Zealand are up 114% YOY, compared to 12% for the total. EV market share has gone from 7.2% to 13.9%. I doubt that percentage will hold for the full year. 

BYD leads the way with 784 sales, gradually pulling away from Tesla. Dongfeng has recently arrived and is already third. 

It's interesting to note that Polestar, BMW, M-B, Lexus and Porsche have all taken substantial hits. Chinese brands are certainly making their mark.

With stock levels of EVs reduced with a buying splurge, stock levels will be affected. How long it takes for a Chinese car firm to get vehicles down here will determine if a dip in EV sales will result in April due to limited availability. 

Data Source: NZTA.