Mike allen
Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 54 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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mikeallen462220.substack.comLatest Issues
The Automotive Industry Doesn’t Have an EV Problem. It Has A Customer Problem
For the past five years, almost every debate about the automotive industry has centred on electrification.
Will governments hit their ZEV targets?
Will charging infrastructure keep pace?
Will battery costs continue to fall?
Will Chinese...
The UK Automotive Market Isn’t Weak. It’s Becoming Less Forgiving
One report landed on my desk this week that is worth everyone’s time.
Philip Nothard and the team at Cox Automotive have produced another excellent overview of where the UK automotive market really stands. Rather than focusing on one headl...
Europe Is Looking for EV Demand in the Wrong Place
For most of the past decade, the debate around electric vehicles has focused on consumers.
Will people buy them? Is the charging network extensive enough? Will battery prices continue to fall? Is range sufficient?
They’re reasonable quest...
If Britain Is Growing, Why Does It Still Feel Stuck?
The economy is proving more resilient than many expected. The problem is that resilience alone will not make the country richer.
The UK economy keeps refusing to collapse.
After Brexit, Covid, an energy crisis, double-digit inflation, rap...
The UK’s Automotive Transition…..
Is Running Into Economic Reality
June’s numbers look like a turning point. New car registrations were up 11.4% — the best June since 2019. Battery electric vehicles reached 30% market share, the highest of the year. Vans were up 12.2%.
Af...
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Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
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