The New Global Auto Race | Why Hybrids Won, China Rose and Europe Slipped Down The Ladder

Why are hybrids outperforming expectations while so many automakers went all-in on EVs? In this episode of Disrupted Factory, we unpack the biggest shifts reshaping the global automotive industry, from China’s rise and Europe’s growing pressure to India’s emergence as the next major automotive force. We explore why market value is increasingly driven by strategy, positioning, and narrative, not just production volume. My conversation with Dan Mottram covers Tesla, Toyota, BYD, Ferrari, Ford, and the legacy players trying to navigate one of the biggest industrial transitions in decades. We also dive into why hybrids have become the practical winner in the short term, what China got right, and why some traditional automakers are now being forced to rethink their bets. If you work in manufacturing, automotive, strategy, or industrial leadership, this episode will give you a sharper view of where the market is heading. Dan Mottram is a mechanical engineer turned business strategy consultant with deep experience across automotive, industrial, retail, and technology sectors. Over time, his work shifted from engineering and transformation programs into board-level strategy, with a strong focus on helping organisations align vision, capital allocation, and execution. Dan is known for simplifying complex business stories into clear visual frameworks and data-led insights, particularly for industrial and automotive companies. His current work focuses on strategy, branding, and helping leadership teams think more clearly about the future.Subscribe to our YouTube channel to watch all our episodes, plus bonus weekly video contentConnect with our host, Yanesh Naidoo, on LinkedInBecome a Facebook fan of the podcastFind us on TikTokFollow us on InstagramLearn more about Jendamark