Polestar U.S. Sales Block Starts With 2027 Models
The Commerce Department denied Polestar authorization under the Connected Vehicle Rule, blocking new U.S. model-year 2027 sales while existing Polestar 3 and 4 inventory and service support remain in place.
2027 Sales Door Closes
Polestar will no longer be able to market or sell new model-year 2027 vehicles in the United States after the U.S. Department of Commerce declined to authorize the EV brand under the Connected Vehicle Rule.
The Swedish brand, owned by China-based Geely, said it will keep selling existing U.S. stock of the Polestar 3 and Polestar 4. It also said current owners and lease customers will continue to have access to the company's service network.
Why The Rule Matters
The Connected Vehicle Rule, finalized in January 2025, targets vehicles with a sufficient nexus to China or Russia. Software restrictions begin with model year 2027, while hardware restrictions follow in 2030.
The rule covers connected-vehicle systems that fleet buyers now treat as standard equipment, including telematics, cameras, microphones, GPS, Bluetooth, cellular modules, and automated-driving software. Automotive Fleet noted that factory location alone is not enough if the software or control chain falls under the rule.
Fleet Takeaway
For fleets, the immediate effect is a narrower EV procurement list in the U.S. starting with 2027 model-year planning. Existing Polestar units should remain serviceable, but new replacement orders will need a different path unless the regulatory picture changes.
The decision also gives procurement teams another due-diligence item: connected-vehicle compliance is now part of evaluating total vehicle availability, not just cybersecurity policy.
