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Obviously JLR made a huge mistake by not fitting the XE-type DPF to 16MY and later DS, Ewok and F-Pace. But instead of redesigning it for PTA in 20MY and beyond, they tried to hide it by increasing diesel dilution to 10%. As word spreads about diesel dilution and DPF failures fewer people will want diesels and overall sales of the affected cars will drop. Halewood went from 3 to 2 shifts 18 months ago and a further 7,000 cut in L550/551 production is being negotiated with Unite.
JLR's warranty provision has risen to 4% of sales and tme will tell if this is just a 'blip' or part of a longer trend : the total set aside for warranty work is now £2 bn and counting. Two law firms are running group legal claims on behalf of 44,000 owners affected by the emissions recall for mis-stated CO2 emissions. They are assessing the level of demand for additional claims for the cost of extra servicing, DPF work and other failures connected to the faulty exhaust architecture. Once all the dots have been joined up, JLR might finally be forced to face the music.
Edited by Ta-Ta JLR on 24/09/2019 at 11:26
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