The old signs hold true. The Q2 rally will start on Monday, or by Wednesday at the latest.
There have been plenty of order depots and LinkedIn posts from long-time customers throughout the summer.
"..Q2/2026 (Uneven recovery): The market recovered from the Q1 dip, but growth was regionally uneven. Europe recovered strongly and set a new record in June with 530,000 electric vehicles sold. In the United States, however, demand remained modest..
…Q2/2026 (Strong recovery): In the second quarter, deliveries of heavy electric vehicles turned to a sharp rise again compared to Q1. Daimler’s electric vehicle deliveries jumped to 1,405 units. This meant an 89 percent leap compared to Q1 figures and showed that consumer market uncertainty has not slowed down the electrification of heavy transport.
Summary: Although the consumer electric vehicle market suffered from a slump in demand in Q1, and still in Q2 in the United States, both segments – both passenger cars and heavy vehicles – have shown clear signs of recovery in the second quarter compared to the figures from the beginning of the year."
The order backlog record will be smashed in 12 days. That’s for sure. 
Edit.
Adding a few more specific figures.
