The Polestar brand is dead in the United States. This is due to a decision by the U.S. Department of Commerce’s Bureau of Industry and Security not to authorize the brand to sell vehicles from 2027 onwards. The Connected Vehicle Rule restricts automakers from importing or selling vehicles with connected software and hardware from China or Russia. That begins next year. In 2030, the rule expands further, banning the import of vehicle connectivity systems by companies subject to the jurisdiction or direction of China or Russia. Unfortunately, Polestar falls under both categories as a company owned by Geely.
Curiously, Polestar’s sister brand, Volvo, received an exemption. They managed to acquire the necessary authorization, allowing them to continue their growth plans in the U.S., which include the introduction of the EX60. Following that, the second-generation EX40 joins the lineup next year and will share the same SPA3 architecture. Polestar’s recent product release announcement in February outlined the introduction of 4 new cars. At least three of those were U.S.-bound. They include a wagon variant of the 4, the second-generation 2 sports sedan, and the 7, a compact SUV and sibling to the next EX40. Both the EX40 and 7 are going to be built at Volvo’s new Kosice, Slovakia plant.
So, what happens now? Polestar revealed that it will continue to sell off remaining stock of the 3 and 4 across the U.S. It will also provide customer support and access to its service network, many of which are Volvo retailers. The company noted that 94% of its sales volume originated outside of the U.S for the first quarter of 2026. More than 80 percent of that comes from Europe, its home market, where it continues to expand its sales network.
Will Polestars become collectibles? Only time will tell.
Source: Polestar
