Polestar’s US future ended today when the US Commerce Department denied authorization for any new Polestar vehicles beginning model year 2027. The ban stems from a rule that blocks connected cars from manufacturers with Chinese ties. Polestar will still honor existing Polestar 3 and Polestar 4 inventory, but the Polestar 5 sedan, Polestar 6 roadster, and later models are out.

The decision follows a broader push by domestic auto interests to curb Chinese‑linked EVs, even as Polestar’s parent, Zhejiang Geely Holding, also owns Volvo, Lynk & Co, and Zeekr. Volvo secured clearance for its MY27 models just weeks earlier, highlighting the narrow regulatory margin Polestar faces. Production of the Polestar 3 SUV occurs at Volvo’s South Carolina plant, while Polestar 4 units destined for the US were built in South Korea, though much of the brand’s supply chain remains in China.

CEO Michael Lohscheller said the company will shift focus to Europe, Southeast Asia, and other growth markets, noting strong 2025 sales and upcoming launches. With US access cut off, Polestar must rely on its existing service network for current owners and accelerate its European manufacturing plans, including the upcoming Polestar 7.