Polestar faces US sales ban from 2027 over Chinese connected systems, pivots to Europe
By Eve
The Trump administration will bar Polestar from selling vehicles in the United States beyond model year 2027, citing legislation that targets Chinese connected systems and personal data management. The Swedish brand, owned by Geely, now finds itself shut out of the two largest global markets and is concentrating its commercial strategy on Europe. The US measure relies on rules initiated under the Biden administration rather than tariffs.
Why it matters: A major OEM retreating to a single continent will reshape charging infrastructure demand and partnership priorities in Europe, while US site developers lose a premium EV marque from their forecasts. Procurement teams should watch whether Polestar's European focus accelerates depot and destination charger tenders.