What happens when geopolitics suddenly shifts demand overnight?

As oil prices surge due to conflict in the Middle East, EV demand across Europe is rising faster than expected. But this shift raises much bigger questions around global competition, supply chains, and long-term strategy.

From China’s growing dominance to uncertainty around legislation and consumer behaviour, this episode breaks down how external forces - not just policy - are driving the transition to electric vehicles.

What’s in this episode:

• How the Iran war is impacting EV demand
• Why rising oil prices are accelerating adoption
• China’s dominance across EV supply chains
• The growing risk to UK & European manufacturers
• Why demand isn’t being driven by policy alone
• How geopolitics is shaping automotive strategy
• The future role of hybrids and ICE vehicles
• Where capital should be heading next

Chapters:

00:00 Intro & Iran war impact on EVs

00:46 Oil prices surge & EV demand rises

02:00 Who benefits from the EV shift?

02:56 Global market split (EU vs US vs China)

03:04 China’s supply chain advantage

03:49 ICE vs EV vs hybrid – what happens next?

04:32 Pressure on policy & net zero targets

04:52 Risk to UK & European automotive

05:09 Where should investment go?

05:43 Final thoughts

About Future Engineering Bets:

Future Engineering Bets is for CEOs, board members, and private equity investors making high-stakes decisions in electrification, energy transition, and advanced engineering strategy. Get a boardroom-level view of the engineering decisions shaping billions in capital investment and defining the future of automotive and mobility. Each episode breaks down the engineering, commercial, and strategic realities behind topics such as:

• Electric vehicles and the global EV transition
• Hybrid powertrains and the future of internal combustion
• Hydrogen, sustainable fuels, and emerging propulsion systems
• Product strategy and R&D investment at OEM and Tier 1 level
• Market dynamics across Europe, the US, and China
• The impact of regulation versus real consumer demand

If you are responsible for product direction, capital allocation, or technology strategy, this series will help you think more clearly about where to place your next bet.

About Fred Warner:

Fred Warner, Founder of 7Q Ltd (https://7q.ltd/), is a specialist partner and Chartered Engineer connecting capital investment with no nonsense value creation. With a background spanning motorsport, aerospace, automotive, clean tech, rail, and electronics - including experience across F1, Honeywell, GE, and Meggitt - Fred works with CEOs, boards, and investors on high stakes engineering and R&D programmes. Connect with Fred on LinkedIn: https://www.linkedin.com/in/fred-warner/

Why we’re great at innovation… but struggle to scale.

From £4bn of funding and EV strategy to global competition with China, this conversation breaks down the reality of industrial strategy, electrification, and where capital should be heading next.

If you're a CEO, investor, OEM, or Tier 1/2 supplier trying to understand where the market is heading, this episode will give you a grounded, insider perspective.

In this episode:

• Why the UK struggles to scale innovation beyond R&D
• How £4bn of APC funding is being deployed across the industry
• The reality of EV demand vs policy (and impact on OEMs like Honda)
• How companies like BYD are reshaping the global automotive market
• The truth about battery overcapacity and gigafactories (Nissan, JLR)
• Net zero vs practical engineering decisions in real-world applications
• Where the UK can compete (motorsport, high-performance, niche vehicles)
• Where investment is going: software-defined vehicles, automation & connectivity

Chapters:

00:00 Intro & Dan Fung (APC)

02:30 £4bn funding & Drive35 explained

03:40 The UK’s innovation vs scale problem

06:00 Does funding actually deliver results?

10:00 Why the UK struggles to scale

13:30 UK vs China & global competition

16:20 Net zero vs practical engineering

21:00 EV demand vs reality

24:15 China’s speed & innovation model

28:45 Battery overcapacity & gigafactories

31:40 Manufacturing & scaling challenges

34:00 Where to invest next

39:00 Final thoughts

About Future Engineering Bets:

Future Engineering Bets is for CEOs, board members, and private equity investors making high-stakes decisions in electrification, energy transition, and advanced engineering strategy. Get a boardroom-level view of the engineering decisions shaping billions in capital investment and defining the future of automotive and mobility. Each episode breaks down the engineering, commercial, and strategic realities behind topics such as:

• Electric vehicles and the global EV transition
• Hybrid powertrains and the future of internal combustion
• Hydrogen, sustainable fuels, and emerging propulsion systems
• Product strategy and R&D investment at OEM and Tier 1 level
• Market dynamics across Europe, the US, and China
• The impact of regulation versus real consumer demand

If you are responsible for product direction, capital allocation, or technology strategy, this series will help you think more clearly about where to place your next bet.

About Fred Warner:

Fred Warner, Founder of 7Q Ltd (https://7q.ltd/), is a specialist partner and Chartered Engineer connecting capital investment with no nonsense value creation. With a background spanning motorsport, aerospace, automotive, clean tech, rail, and electronics - including experience across F1, Honeywell, GE, and Meggitt - Fred works with CEOs, boards, and investors on high stakes engineering and R&D programmes. Connect with Fred on LinkedIn: https://www.linkedin.com/in/fred-warner/

In this episode of Future Engineering Bets, Fred Warner examines whether hydrogen is still a viable long‑term bet for automotive, or whether the market has already moved on. Drawing on direct experience in hydrogen fuel cell programmes across aerospace and automotive, the episode looks at why the technology has struggled to scale - and why capital, in many cases, is starting to pull back.

From infrastructure challenges and cost barriers to competition from battery electric vehicles and shifting OEM strategies, this episode unpacks where hydrogen may still have a role - and where it likely doesn’t.

In this episode:

• Why hydrogen fuel cells were once seen as the successor to EVs
• The “chicken and egg” problem holding infrastructure back
• Why hydrogen struggles to compete with battery technology today
• Logistics, cost, and energy density challenges
• Why hydrogen may still have a role in heavy‑duty transport
• How capital markets and OEMs are repositioning around hydrogen
• BMW, Toyota, Stellantis and Honda’s current hydrogen strategies
• Where hydrogen still has credibility - and where it doesn’t

Chapters:

00:00 – Hydrogen Fuel Cells: A Viable Bet?

00:58 – The Infrastructure Problem Holding Hydrogen Back

02:01 – Why Hydrogen Struggles Against EVs

05:43 – Capital Pullback Across the Industry

06:11 – BMW & Toyota Keep Hydrogen Alive

09:09 – The One Area Hydrogen Still Works: Heavy Trucks

About Future Engineering Bets:

Future Engineering Bets is for CEOs, board members, and private equity investors making high-stakes decisions in electrification, energy transition, and advanced engineering strategy. Get a boardroom-level view of the engineering decisions shaping billions in capital investment and defining the future of automotive and mobility. Each episode breaks down the engineering, commercial, and strategic realities behind topics such as:

• Electric vehicles and the global EV transition
• Hybrid powertrains and the future of internal combustion
• Hydrogen, sustainable fuels, and emerging propulsion systems
• Product strategy and R&D investment at OEM and Tier 1 level
• Market dynamics across Europe, the US, and China
• The impact of regulation versus real consumer demand

If you are responsible for product direction, capital allocation, or technology strategy, this series will help you think more clearly about where to place your next bet.

About Fred Warner:

Fred Warner, Founder of 7Q Ltd (https://7q.ltd/), is a specialist partner and Chartered Engineer connecting capital investment with no nonsense value creation. With a background spanning motorsport, aerospace, automotive, clean tech, rail, and electronics - including experience across F1, Honeywell, GE, and Meggitt - Fred works with CEOs, boards, and investors on high stakes engineering and R&D programmes. Connect with Fred on LinkedIn: https://www.linkedin.com/in/fred-warner/

In this episode of Future Engineering Bets, Fred Warner (Founder, 7Q) examines why many EV‑led strategies are being reassessed. As adoption slows outside of fleet and incentive‑driven buyers, OEMs are being forced to refocus on cash protection, flexibility, and survivability - not just compliance.

Looking at real examples across established automotive players, the episode explores why hybrid and flexible powertrain strategies are back at the centre of planning, how investor pressure is reshaping decision‑making, and what this reset means for future capital allocation.

In this episode:

• Why the EV market is undergoing a reset

• Shifting board incentives and capital priorities

• The financial impact of EV write‑downs and paused programmes

• Why powertrain flexibility and hybrids are returning

• Consumer demand, depreciation, and value anxiety

• The growing influence of Chinese manufacturer

For anyone involved in automotive strategy, engineering leadership, or long‑term investment decisions, this episode highlights where earlier assumptions are being tested - and where risk is now concentrating.

Chapters:

00:00 – The EV Reset Begins

00:40 – Ford’s EV Write‑Downs and Strategic Retreat

01:17 – China’s Advantage from EV‑First Policy

03:33 – EV Adoption Stalls Outside Fleets

05:41 – Investors Force a Shift to Cash Discipline

07:55 – Honda, Porsche and Mercedes Rethink EV‑Only Bets

10:02 – Europe Softens the 2035 ICE Ban

15:06 – Jaguar’s All‑EV Bet Stands Alone

About Future Engineering Bets:

Future Engineering Bets is for CEOs, board members, and private equity investors making high-stakes decisions in electrification, energy transition, and advanced engineering strategy. Get a boardroom-level view of the engineering decisions shaping billions in capital investment and defining the future of automotive and mobility. Each episode breaks down the engineering, commercial, and strategic realities behind topics such as:

• Electric vehicles and the global EV transition

• Hybrid powertrains and the future of internal combustion

• Hydrogen, sustainable fuels, and emerging propulsion systems

• Product strategy and R&D investment at OEM and Tier 1 level

• Market dynamics across Europe, the US, and China

• The impact of regulation versus real consumer demand

If you are responsible for product direction, capital allocation, or technology strategy, this series will help you think more clearly about where to place your next bet.

About Fred Warner:

Fred Warner, Founder of 7Q Ltd (https://7q.ltd/), is a specialist partner and Chartered Engineer connecting capital investment with no nonsense value creation. With a background spanning motorsport, aerospace, automotive, clean tech, rail, and electronics - including experience across F1, Honeywell, GE, and Meggitt - Fred works with CEOs, boards, and investors on high stakes engineering and R&D programmes. Connect with Fred on LinkedIn: https://www.linkedin.com/in/fred-warner/

In this episode of Future Engineering Bets, Fred Warner is joined by Mark Preston - Lola Yamaha ABT Team Principal and one of the most experienced engineering leaders in modern motorsport - to explore how competitive racing environments shape real‑world engineering strategy. Drawing on Mark’s journey through Formula One, Formula E, and now Lola Cars, the discussion focuses on how performance, energy management, and innovation are governed at the highest level.

The conversation looks at how technologies developed under racing conditions transfer into automotive and advanced engineering - from energy management and AI to predictive tools, driver discipline, and system optimisation.

Key topics include:

• Mark Preston’s motorsport journey
• The technical and strategic challenges of Formula E
• Technology transfer from motorsport to automotive
• Competitive engineering under regulatory pressure
• AI, data, and predictive technology in racing
• Energy management as a performance differentiator
• Driver discipline and decision‑making
• Lola Cars and the future of sustainable innovation
  

For leaders involved in advanced engineering, product development, or technology strategy, this episode offers an inside view of how high‑performance engineering organisations operate when margins are tight and decisions matter.

Chapters:

00:00 Introduction to Future Engineering Bets

04:30 Mark Preston's Motorsport Journey

07:22 Challenges in Formula E Racing

09:59 Technology Transfer from Motorsport to Automotive

12:46 Competitive Engineering in Motorsport

15:12 The Role of AI in Racing

18:07 Energy Management in Formula E

24:34 Energy Management in Motorsport

28:49 Driver Discipline and Strategy

32:25 The Future of Energy Management

37:30 Predictive Technology in Racing

39:25 Lola Cars and Sustainable Innovation

About Future Engineering Bets:

Future Engineering Bets is for CEOs, board members, and private equity investors making high-stakes decisions in electrification, energy transition, and advanced engineering strategy. Get a boardroom-level view of the engineering decisions shaping billions in capital investment and defining the future of automotive and mobility. Each episode breaks down the engineering, commercial, and strategic realities behind topics such as:

• Electric vehicles and the global EV transition
• Hybrid powertrains and the future of internal combustion  
• Hydrogen, sustainable fuels, and emerging propulsion systems
• Product strategy and R&D investment at OEM and Tier 1 level
• Market dynamics across Europe, the US, and China
• The impact of regulation versus real consumer demand

If you are responsible for product direction, capital allocation, or technology strategy, this series will help you think more clearly about where to place your next bet.

About Fred Warner:

Fred Warner, Founder of 7Q Ltd (https://7q.ltd), is a specialist partner and Chartered Engineer connecting capital investment with no‑nonsense value creation. With a background spanning motorsport, aerospace, automotive, clean tech, rail, and electronics, Fred works with CEOs, boards, and investors on high‑stakes engineering and R&D programmes. Connect with Fred on LinkedIn: https://www.linkedin.com/in/fred-warner/

In this episode, Fred Warner (Founder, 7Q) looks beyond headlines to examine electrification, powertrain strategy, and sustainability from the perspective of leaders making major capital and R&D decisions. 

• Why the EV transition is uneven and, in places, stalling 

• Consumer demand versus legislative targets 

• Depreciation, repairability, and lifetime vehicle cost 

• Regional differences across Europe, China, and the US 

• The unresolved powertrain question

• Sustainability trade‑offs beyond emissions headlines 

• China’s growing influence

• Jaguar’s all‑EV bet and lessons for product strategy 

• What Formula One’s 2026 regulations may reveal about future powertrains 

For anyone involved in shaping product direction, engineering strategy, or long‑term capital allocation, this episode highlights where assumptions may be fragile - and where risk is building.

Chapters: 

00:00 - The EV Transition: Challenges and Consumer Readiness

05:30 - Powertrains of the Future: Hybrids vs. EVs

10:18 - Sustainability in Automotive: A Holistic View

15:02 - The Chinese Market: A Game Changer for EVs

16:54 - Jaguar's Bold Move: All-Electric Strategy

18:21 - Formula One: The Future of Powertrains and Sustainability

About Future Engineering Bets:

Future Engineering Bets is for CEOs, board members, and private equity investors making high-stakes decisions in electrification, energy transition, and advanced engineering strategy. Get a boardroom-level view of the engineering decisions shaping billions in capital investment and defining the future of automotive and mobility. Each episode breaks down the engineering, commercial, and strategic realities behind topics such as:

• Electric vehicles and the global EV transition

• Hybrid powertrains and the future of internal combustion  

• Hydrogen, sustainable fuels, and emerging propulsion systems

• Product strategy and R&D investment at OEM and Tier 1 level

• Market dynamics across Europe, the US, and China

• The impact of regulation versus real consumer demand

If you are responsible for product direction, capital allocation, or technology strategy, this series will help you think more clearly about where to place your next bet.

About Fred Warner

Fred Warner, Founder of 7Q Ltd (https://7q.ltd/), is a specialist partner and Chartered Engineer connecting capital investment with no‑nonsense value creation. With a background spanning motorsport, aerospace, automotive, clean tech, rail, and electronics, Fred works with CEOs, boards, and investors on high‑stakes engineering and R&D programmes. Connect with Fred on LinkedIn: https://www.linkedin.com/in/fred-warner/

Using the programme as a live case study, the episode examines how capital investment, engineering strategy, and organisational reality collide when complex programmes are not governed as truly integrated systems.

Using Aston Martin’s pursuit of full “works team” status ahead of the 2026 regulations, Fred breaks down where the bet went wrong - from siloed development across continents to late visibility of fundamental power unit issues - and what CEOs, boards, and investors should be paying attention to long before programmes fail in public.

For anyone involved in steering major engineering programmes or approving large R&D investment, this episode shows how failure develops - long before it appears on a balance sheet.

In this episode:

• Why Aston Martin bet on a full works team - and why that assumption was flawed
• How poor programme governance masked risk until it was too late
• The cost of running car and power unit development as disconnected silos
• Resourcing realities inside Honda - and why Aston Martin should have known
• Culture, accountability, and why “finding out in November” is already a failure
• What this tells us about R&D investment decisions under hard regulatory deadlines

Chapters

00:00 – The Aston Martin & Honda partnership
03:55 – Integration and development challenges
06:58 – Governance and management failures
10:54 – Accountability and future implications

About Future Engineering Bets

Future Engineering Bets is for CEOs, board members, and private equity investors making high-stakes decisions in electrification, energy transition, and advanced engineering strategy.

Get a boardroom-level view of the engineering decisions shaping billions in capital investment and defining the future of automotive and mobility.

Each episode breaks down the engineering, commercial, and strategic realities behind topics such as:

• Electric vehicles and the global EV transition
• Hybrid powertrains and the future of internal combustion
• Hydrogen, sustainable fuels, and emerging propulsion systems
• Product strategy and R&D investment at OEM and Tier 1 level
• Market dynamics across Europe, the US, and China
• The impact of regulation versus real consumer demand

If you are responsible for product direction, capital allocation, or technology strategy, this series will help you think more clearly about where to place your next bet.

About Fred Warner

Fred Warner, Founder of 7Q Ltd (https://7q.ltd/), is a specialist partner and Chartered Engineer connecting capital investment with no‑nonsense value creation. With a background spanning motorsport, aerospace, automotive, clean tech, rail, and electronics - including experience across F1, Honeywell, GE, and Meggitt - Fred works with CEOs, boards, and investors on high‑stakes engineering and R&D programmes. Connect with Fred on LinkedIn: https://www.linkedin.com/in/fred-warner/.