Edited by Peter Hillerberg2 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
The Atlas EV Hub's Colorado registration series recorded a fourth consecutive monthly rise in July 2026. Battery-electric vehicle registrations reached 160,820 that month. Total plug-in vehicle registrations, which include plug-in hybrids, also extended their winning streak to four straight months, reaching 215,105. Both series track state-level registration filings and cover all brands active in the Colorado market. The sustained run suggests steady consumer uptake rather than a one-month blip.
Austria adds a separate data point on the demand side. New car registrations there rose 13% year on year in September 2026, reaching 28,968 units against 25,745 a year earlier, according to Austrian new-car registration data. That is a brisk pace for a market that had been flat for much of 2025.
The picture is less encouraging in US residential finance. VA loans guaranteed across all lenders fell for a third straight month in September 2026, dropping to 43,072 loans. Dollar volume fell alongside it, landing at $17.2bn, also a third consecutive monthly decline, according to the VA lender volume series. The streak covers the full summer lending season and into early autumn, a period that normally benefits from seasonal housing activity.
Three consecutive monthly drops in both loan count and dollar volume together suggest underlying demand has cooled, not merely shifted between periods.
GM reports its third quarter on 20 October 2026. The ORTEX German car registration dataset has a measured, out-of-sample lead on GM revenue by around 15 days, with a strong statistical fit. That series is running 133% above the same quarter a year earlier, with all three months of the quarter now in. As a measured leading indicator, this is where the German registration data points for the quarter being reported. It is not a revenue forecast or a share-price signal. GM's short interest sits at 2.3% of free float as of 12 October 2026, suggesting the market is not positioned heavily against the name ahead of the print.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data and reviewed by the ORTEX team. Content is informational only and does not constitute investment advice.
