Polestar Banned from US Sales in 2027 Despite Domestic Production

Executive Briefing

• Bars Polestar from selling new models in the US starting 2027 under the Connected Vehicle Rule
• Prohibits vehicles containing Chinese or Russian software and hardware due to national security concerns
• Affects even the Polestar 3 SUV, which moved production to South Carolina in 2024 to avoid tariffs
• Exempts sister brand Volvo, which shares owner Geely but received US sales authorization
• Leaves Polestar's US manufacturing future uncertain as hardware restrictions tighten further in 2030