Polestar
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Polestar Q3 sales rise 1% globally as US buyers rush ahead of 2027 model year ban
Polestar delivered 14,371 vehicles in Q3, up 1% year on year, but sales outside the US fell 8% to 12,211 units. US deliveries more than doubled to 2,160 vehicles (up 124%) as buyers purchased inventory before a Department of Commerce rule bans new Chinese connected and driver assistance technology from model year 2027. For the first nine months, global sales reached 44,790 units, up 0.6%, with US volumes rising 13% to 4,017 while non US markets dipped 0.5%.
Why it matters
The surge in US sales ahead of the regulatory ban highlights short term demand volatility that OEMs and charge point operators must plan around, particularly as Polestar will need new models and markets to replace American volume. The shift underscores how geopolitical trade rules are reshaping EV sales geography and the infrastructure investment priorities that follow fleet deployment.