auto-industry trade press
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Automotive News · United States · US bans Polestar from selling new vehicles, first market exit under Connected Vehicles Rule
Trade analysis of the commercial impact: Polestar generated 94% of Q1 2026 deliveries outside the US, making the ban painful but not existential. Focus on Europe, which accounts for roughly 80% of volume. Frames the Volvo approval as demonstrating that the Rule turns on manufacturing location and supply-chain software traceability, not headline parent ownership, establishing a compliance template for other at-risk brands.
“Polestar, with 94% of Q1 2026 revenue outside the US, will focus on Europe; the Rule turns on manufacturing and software chain, not who owns you.”