Edited by Peter Hillerberg2 min readStories are generated from ORTEX data and reviewed by the ORTEX team. How we publish
UK battery-electric car registrations reached 147,185 in Q2 2026. That is the largest second quarter on record since data collection began in 2015, according to UK vehicle registration data tracked by ORTEX. The figure is up 40% from 104,770 in Q2 2025. The signal is not confined to the UK. Canadian new vehicle sales hit 174,611 in August 2026, the largest August in six years, edging past the previous August best of 172,647 set in August 2020, per Canadian registration data. Together the two datasets point to robust consumer vehicle demand across major English-speaking markets.
New Zealand retail electricity connections reached 2,374,769 in September 2026, per New Zealand electricity regulator filings tracked by ORTEX. That is the highest reading since the series began in 2011. The picture is sharply different at one US nuclear plant. NRC reactor status data show a TLN reactor logging output 10.0 standard deviations below its own history in the week to 9 October. That is an extreme reading by any measure. ORTEX also noted that drug trial completion date slippage ran 1.1 standard deviations below its own history as of 29 September, per clinical trial registry data, while consumer credit delinquencies sat 0.8 standard deviations below peer trusts as of 24 September, per card-trust filings.
Several automakers report within the next seven days, and ORTEX has measured vehicle registration data to lead their revenues out-of-sample.
GM reports on 20 October. German car registrations, which ORTEX has measured to lead GM revenue by 15 days with a strong fit, are running +133% on the same quarter last year, with all three months of the quarter in.
TSLA reports on 21 October. The same German cars dataset, measured to lead Tesla revenue by 43 days with a strong fit, is running +269% on the same quarter last year, three of three months in.
RNO reports on 22 October. Austrian car registrations, measured to lead Renault revenue by 32 days with a moderate fit, are running +6% on the same quarter last year. Dutch car registrations, a separate measured lead with a 43-day lag, are running -19%, both with three months in.
VOLCAR B reports on 23 October. Finnish car registrations, measured to lead its revenue by 22 days with a moderate fit, are running -9% on the same quarter last year. India registrations, measured to lead by 56 days with a moderate fit, are running +9%, both with three months in.
Also reporting on 23 October: MARUTI, where India registrations are measured to lead revenue by 58 days with a weak fit and are running +31% on the same quarter last year, three of three months in. Tata Motors Passenger Vehicles (500570) reports the same day. Japanese car registrations, measured to lead its revenue by 34 days with a strong fit, are running +16%, while Dutch car registrations, a moderate-fit lead with a 38-day lag, are running -48%, both with three months in. These are where the registration data points so far, not a forecast of the reported figures.
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.
