Polestar will be unable to sell its cars in the US next year
Polestar, majority-owned by China's Geely, will be effectively shut out of the US market starting in 2027 because it has not received authorization from the US Commerce Department under the Connected Vehicle Rule.
Polestar, an electric vehicle manufacturer majority-owned by Chinese brand Geely, will be effectively barred from selling new cars in the US next year. Despite producing the Polestar 3 SUV in South Carolina, the US Department of Commerce's Bureau of Industry and Security will not permit the brand to sell new models in the country starting in 2027, according to Carscoops. The decision falls under the Connected Vehicle Rule, which prohibits selling cars with software or hardware from China or Russia due to national security concerns. Unless manufacturers acquire authorization to sell stateside, the software block begins in 2027 and hardware will be banned starting in 2030. Polestar has not been granted that clearance. This is a tough break, particularly since the company moved production of its Polestar 3 to South Carolina in 2024 to avoid tariffs on EVs imported from China. Those EVs began deliveries in the US that same year. It remains unclear whether Polestar will continue production in the US or relocate elsewhere in response to the regulatory change. Interestingly, sister brand Volvo, which shares the same owner, did receive authorization for US sales.
