Chinese Tech Rule Blocks Future Polestar U.S. Models
Bloomberg Intelligence analysts said the ban could put about $250 million in 2027 revenue at risk, or 5% of group sales.
- Polestar Automotive Holding was denied U.S. authorization to sell future models starting with the 2027 model year under federal connected-vehicle rules targeting Chinese technology.
- Federal rules adopted by the Biden administration in January 2025 block connected vehicles with Chinese software, hardware, or ownership ties on national security grounds; the Trump administration upholds them.
- Bloomberg Intelligence analysts Michael Dean and Giacomo Reghelin noted about $250 million of 2027 revenue is at risk, equal to about 5% of group sales. New Jersey dealer Matthew Haiken expressed disbelief over disparate treatment versus Volvo Car AB.
- Polestar will continue selling existing Polestar 3 and Polestar 4 inventory while servicing customers, accelerating a strategic pivot toward Europe to mitigate the loss of U.S. market access.
- Although Volvo secured U.S. authorization last month despite shared control by Geely founder Li Shufu, Zhejiang Geely Holding Group said it remains confident in its portfolio companies' management.
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New U.S. restrictions will force Polestar to stop the sale of new vehicles from model 2027
Polestar Has Been Forced Out Of The US Market
The US government cites connected car security concerns around Polestar vehicles for the ban. Polestar has officially announced that the Trump administration is forcing the premium EV maker to completely halt all vehicle sales in the United States starting from the 2027 model year. The decision comes after the U.S. Commerce Department officially denied Polestar authorization to sell its cars under the strict Connected Vehicles Rule. First adopte…
US bans Polestar but not Volvo in baffling EV ruling — data security fears force exit for premium brand, while its sister company gets a green light
Connected Car ruling will come into effect in 2027 Anything with a link to China or Russia is in the spotlight Volvo has managed to avoid the same fate North American fans of beautifully minimal Scandinavian design will no longer be able to purchase one of Polestar's innovative and stylish EVs as of next year, as a new Connected Vehicle Rule can prohibit the sale of items with a "sufficient nexus" to China or Russia in the US. The final decision…
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Polestar Dealers ‘Devastated’ As Trump Administration Forces Brand Out of U.S. Over Chinese TechPolestar says the Trump administration is barring U.S. sales of its electric vehicles after the current model year as part of a prohibition on Chinese-linked connected technology. The June 25 announcement hit dealers hard. Matthew Haiken, whose outlet was one of Polestar’s earliest and largest in the U.S., said he was “absolutely devastated.”“I’m real…
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