US Commerce Department denies Polestar connected-vehicle authorization from model year 2027
The BIS denial severs Polestar's future US market access under connected-vehicle rules, prompting an explicit shift to European sales and production. Shared plants with Volvo Cars transmit volume risk across Geely entities while fitting documented US policy of restricting Chinese-linked vehicle technologies. The move prioritizes supply-chain control over incremental revenue exposure estimated at five percent of group sales.
Next steps center on whether BIS extends similar restrictions to additional Geely platforms or grants limited waivers for non-connected components. European tariff regimes on Chinese-built EVs may absorb redirected Polestar 4 volumes, while US assembly investments at Charleston remain unchanged per Volvo statements.
BIS: At least two additional Geely-affiliated brands receive full or partial connected-vehicle denials by March 2027.
Sources (2)
- [1]Primary Source(https://www.commerce.gov/news/press-release/bis-connected-vehicle-rule-authorization-decisions-2026)
- [2]Supporting Source(https://www.reuters.com/business/autos-transportation/polestar-denied-us-sales-authorization-2026-06-12/)