Overview
- Late June the U.S. Department of Commerce declined to grant Polestar an exemption under the Connected Vehicle Rule, a decision that blocks the sale of Polestar’s connected vehicles beginning with the 2027 model year.
- Polestar is selling remaining Polestar 3 and Polestar 4 units in the U.S. with deep, limited‑time discounts of up to $25,000 and aggressive lease and finance offers that outlets report expire on July 31.
- The company says it will continue to support existing U.S. customers through a service network and will sell existing inventory but will not introduce new 2027‑model connected cars in the U.S.
- U.S. demand has already weakened, with Motor Intelligence estimating a roughly 42% drop in Polestar U.S. sales in H1 2026 to about 1,895 units, while the firm is reporting widening losses and falling cash balances.
- Dealers and buyers face immediate uncertainty over investment, resale values, and service patterns as Polestar winds down U.S. sales, and the move reduces the number of premium EV choices available to American buyers.