Polestar is being forced out of the US, and Europe is the winner

Denied authorization under America's Connected Vehicle Rule, Polestar will leave the US after 2027 and pour its energy into Europe, where it already sells most of its cars.

newsarticle.written_by Beau Ackx

25/06/2026

A China-focused trade rule just cost the US one of its more interesting EV brands

Polestar is pulling out of the United States. The Geely-owned, Swedish-rooted EV brand announced it will leave the American market after the 2027 model year, having been denied authorization under a US rule that restricts the sale of cars with Chinese connections. For Europe, where Polestar already does most of its business, it is quietly good news.

Polestar is being forced out of the US, and Europe is the winner

The rule that did it

The trigger is the Connected Vehicle Rule, a US Department of Commerce policy that restricts the sale of connected vehicles made by manufacturers owned by, controlled by or subject to the jurisdiction of China or Russia. Polestar is based in Europe but owned by Chinese giant Geely, and it had flagged concerns about the rule ever since it was first proposed in 2024. When the Commerce Department reviewed the brand, it declined to grant an exception, and that is effectively the end of Polestar's American chapter.

Volvo got through, Polestar did not

The most striking detail is that Volvo, which shares the same Geely parent, was granted authorization to keep selling connected cars in the US back in May. Polestar was not. The distinction matters: the Polestar 3 is actually assembled in the United States, at Volvo's plant in Charleston, South Carolina, while the Polestar 4 is built in Busan, South Korea. Despite that, the brand's Chinese ownership was enough to fall foul of the rule where Volvo did not.

What happens to the cars and owners

Polestar will sell off its remaining US stock of the Polestar 3 SUV and Polestar 4 crossover, and existing owners will keep full access to service stations and customer support. But from model year 2027, marketing and sales of new cars in the US will stop. The previously announced Polestar 5 grand tourer and Polestar 6 roadster will now never officially reach American buyers, a real loss given how good both promised to be.

Europe is the real focus now

Polestar is framing the exit as a strategic pivot rather than a defeat, and the numbers back it up. Close to 80 percent of its sales already happen in Europe, and that figure rose to 94 percent of first-quarter sales once all non-US markets were counted. CEO Michael Lohscheller put it plainly: "The automotive industry is entering a new phase, based on regional dynamics. Our strategy reflects that, with Europe being our largest growth engine, and our plan to manufacture Polestar 7 in Europe." He added that Polestar will keep investing in markets like Southeast Asia, Eastern Europe, Latin America and Canada.

AutoNext Take

This is a clear case of geopolitics deciding what cars people can buy, and American enthusiasts are the ones who lose out, losing access to a genuinely distinctive EV brand and the gorgeous Polestar 5 and 6 along with it. For Europe, though, the silver lining is real: Polestar is now an EV maker pouring almost all of its focus into our market, building the Polestar 7 here and treating Europe as its growth engine rather than a side project. We would rather Polestar did not have to choose, but if a brand this stylish is going to commit hard to anywhere, European buyers will happily take it.

Follow us on Google News

Set AutoNext as your preferred source on Google Discover

Brabus built the open four-door G 63 before Mercedes revealed its own
Performance & Supercars
23/09/2026

Brabus built the open four-door G 63 before Mercedes revealed its own

Tuner Brabus has turned the Mercedes-AMG G 63 into the 900 Rocket Edition Cabrio, a four-door convertible limited to ten cars worldwide. The soft top uses more than 500 newly developed components and every car spends over ten hours in a climate chamber before delivery. Mercedes has been teasing its own open four-door G since December 2025 and has yet to show one.

review.read_more
Porsche patented a manual gearbox with nothing behind the clutch pedal
Performance & Supercars
22/09/2026

Porsche patented a manual gearbox with nothing behind the clutch pedal

Porsche has patented a dual-clutch gearbox that switches between full automatic, paddle-shift sequential and a real H-pattern with a working clutch pedal, none of it mechanically connected. Published at the European Patent Office on 20 September, the filing covers combustion and hybrid cars, which is the 911 architecture Porsche said in August could not take a manual.

review.read_more
EU diesel hit €2.159, its highest since 2005, and October looks worse
Automotive Industry
22/09/2026

EU diesel hit €2.159, its highest since 2005, and October looks worse

EU fuel set a record in the week of 14 September: €2.063 a litre for petrol and €2.159 for diesel, the highest in a European Commission series that begins in 2005. ECB experts expect diesel refining margins to peak in October. France's 16 percent of stations short of a fuel is 91 percent one company's price cap, not a supply failure.

review.read_more
Renault's 1,500-car Rafale hypnotic adds €3,600 of options for €3,300
New Models
22/09/2026

Renault's 1,500-car Rafale hypnotic adds €3,600 of options for €3,300

Renault has built a 1,500-unit limited edition of the Rafale called hypnotic, priced at €63,550 in France against €60,250 for the Atelier Alpine it is based on. The four options it makes standard cost €3,600 on that car, so the exclusive paint, wheels and numbered plate effectively cost nothing. Orders open on 1 October in 14 countries.

review.read_more
Mercedes will close two German plants if labour costs do not fall
Automotive Industry
22/09/2026

Mercedes will close two German plants if labour costs do not fall

Mercedes will close one German assembly plant and one German powertrain plant if it cannot agree cost cuts with its workforce, production board member Michael Schiebe told staff in Sindelfingen. The demand is a 40-hour week at 35 hours' pay. Kecskemét in Hungary has just doubled to 400,000 cars, where an hour of labour costs €15.60 against €49.50 in Germany.

review.read_more
Why the 2026 Azerbaijan Grand Prix is on Saturday, not Sunday
Motorsport
22/09/2026

Why the 2026 Azerbaijan Grand Prix is on Saturday, not Sunday

The 2026 Azerbaijan Grand Prix will be run on Saturday 26 September rather than the usual Sunday. Formula 1 agreed to move the Baku weekend forward 24 hours at the request of local organisers, so the race does not clash with Azerbaijan's Remembrance Day on 27 September, which honours the roughly 2,900 soldiers killed in the Second Nagorno-Karabakh War.

review.read_more
Nissan brings e-Power to America in a 225 hp, dual-motor Rogue Hybrid
New Models
22/09/2026

Nissan brings e-Power to America in a 225 hp, dual-motor Rogue Hybrid

Nissan brings its e-Power series hybrid to the United States in the 2027 Rogue Hybrid: two motors, 225 hp, all-wheel drive, from $35,490 plus delivery. Nissan quotes 40/36/38 mpg, yet the petrol Rogue already returns 36 mpg on the highway, and a RAV4 Hybrid does 42 for $2,315 less. Europe's next X-Trail gets the same system in 2027.

review.read_more
McLaren's new logo is the sign above Bruce's parents' petrol station
Automotive Industry
22/09/2026

McLaren's new logo is the sign above Bruce's parents' petrol station

McLaren has replaced its wordmark with lettering adapted from the sign above Les and Ruth McLaren's Remuera service station, where their son Bruce restored his first Austin 7. The McL 6GT is the first car to wear it. The Speedmark is separated and demoted, Papaya moves towards the racing team, and McLaren Automotive adopts a dark Midnight palette, days after L'IMAD's £500 million plan.

review.read_more
Alonso weighs quitting F1 for a WEC return with Aston Martin
Motorsport
21/09/2026

Alonso weighs quitting F1 for a WEC return with Aston Martin

Fernando Alonso is reportedly weighing retirement from Formula 1 at the end of 2026 to join the World Endurance Championship in 2027, where he would race Aston Martin's Valkyrie hypercar. It would return the 45-year-old to a series he already conquered with Toyota, winning the title and the 24 Hours of Le Mans twice, and reunite him with a manufacturer whose F1 team is fighting near the bottom of the grid.

review.read_more
Rolls-Royce opens the Nightingale's boot 15,000 times before delivery
Performance & Supercars
22/09/2026

Rolls-Royce opens the Nightingale's boot 15,000 times before delivery

Rolls-Royce has started the global test programme for Project Nightingale, the 100-car electric roadster it revealed in April. Prototypes will cover 350 collective weeks from southern France to the Arctic Circle and the Arabian Peninsula, run to 250 km/h and open the sideways Piano Boot 15,000 times. Deliveries start in 2028, the year the Spectre was once meant to be 70 percent of the brand's sales.

review.read_more
Ceer's 1,100 hp Exobot is Saudi Arabia's first car, two years late
New Models
21/09/2026

Ceer's 1,100 hp Exobot is Saudi Arabia's first car, two years late

Ceer has revealed the Exobot sedan and SUV, the first cars from Saudi Arabia's PIF and Foxconn joint venture. Top versions claim more than 1,100 hp and 0-100 km/h in 2.1 seconds, with a Rimac rear drive, Hyundai Transys front motors and a BMW technology licence. Production starts in January 2027 and deliveries in March, two years after the date set at the brand's launch.

review.read_more
Antoine Arnault buys into Delage and its unkept Nürburgring promise
Performance & Supercars
21/09/2026

Antoine Arnault buys into Delage and its unkept Nürburgring promise

Delage Automobiles has a new shareholder in Antoine Arnault, who invests through Marbeuf Capital alongside the Pinault family and Xavier Niel. The €2 million D12 hypercar has reached three customers since December 2025, with about six firm orders against a run of 30. The Nürburgring record attempt planned for 2020, then 2023, then spring 2025, still has no date.

review.read_more
Hyundai's bigger Tucson arrives with its home market down 15%
New Models
21/09/2026

Hyundai's bigger Tucson arrives with its home market down 15%

Hyundai has shown the finished fifth-generation Tucson in Korea: 4,700 mm long on a 2,785 mm wheelbase, a 245 hp 1.6 turbo hybrid, a 193 hp petrol with an eight-speed automatic, and Pleos Connect with the Gleo AI assistant. Korean sales start in October, global markets follow in the fourth quarter. Hyundai's home sales are down 15% this year, and the Tucson is the car meant to fix that.

review.read_more
Tesla's Model 3 airbag recall is a download, not a workshop visit
Electric Cars & Technology
20/09/2026

Tesla's Model 3 airbag recall is a download, not a workshop visit

Tesla is recalling the Model 3 Premium across the EU and the Gulf because its far-side airbag logic can push a front occupant's shoulder past the 3.0 kN limit of the UN R135 pole test. The Netherlands alone counts 10,787 cars, Saudi Arabia 182, and the fix is a software update that needs no workshop.

review.read_more
Porsche's millionth car in China arrives as its sales there fall 32%
Automotive Industry
20/09/2026

Porsche's millionth car in China arrives as its sales there fall 32%

Porsche has delivered its one millionth new car in mainland China, a 911 GT3 Touring handed over in Shanghai on 13 September, 25 years after the brand's first Beijing dealership. The milestone comes as China deliveries fall for a fifth year: 41,938 in 2025 and 14,501 in the first half of 2026, fewer than Germany, while the dealer network shrinks to about 80 outlets.

review.read_more
Toyota's GR GT3 shares 80% of its parts with the road car
Performance & Supercars
21/09/2026

Toyota's GR GT3 shares 80% of its parts with the road car

Toyota Gazoo Racing has revealed that its GR GT3 customer racer, built for IMSA competition, shares more than 80 percent of its components with the road-going GR GT supercar. The figure dwarfs the roughly 25 percent the outgoing Lexus RC F GT3 shared with its own road car. Toyota says the race car's needs shaped the road car's design, and testing continues at the Nürburgring ahead of a 2027 arrival.

review.read_more
McLaren retires its entire range by 2028 with no successor confirmed
Performance & Supercars
20/09/2026

McLaren retires its entire range by 2028 with no successor confirmed

McLaren will retire the GTS, Artura and 750S by the end of 2028, according to Autocar. The GTS goes first in 2027 and the Artura follows in 2028, while the 750S is in its final stages behind the 200-car 788HS. McLaren has confirmed a front-engined SUV and two in-house hybrid engines, but has not announced a single replacement for the three cars it sells today.

review.read_more
Volvo hires Škoda's Klaus Zellmer as CEO, then waits a year
Automotive Industry
20/09/2026

Volvo hires Škoda's Klaus Zellmer as CEO, then waits a year

Volvo Cars has appointed Škoda CEO Klaus Zellmer as its next president and chief executive, to start no later than 1 October 2027. He succeeds Håkan Samuelsson, whose two-year contract runs out in April 2027. Zellmer, 59, spent two decades at Porsche and has run Škoda since July 2022, where 2025 brought 1,043,900 deliveries and an 8.3 percent operating margin.

review.read_more
BMW puts Debrecen on 24-hour shifts to clear 50,000 iX3 orders
Electric Cars & Technology
20/09/2026

BMW puts Debrecen on 24-hour shifts to clear 50,000 iX3 orders

BMW has put its Debrecen plant on three shifts to build the iX3 around the clock, after 100,000 European orders in under a year and more than 50,000 cars built. A second Neue Klasse model starts there this autumn. The plant assembles its own battery packs, but the cells still arrive from Asia while CATL's Debrecen cell lines stay halted.

review.read_more
TechArt's 380 hp GTclassic is a Porsche 911 restomod, 17 years late
Performance & Supercars
19/09/2026

TechArt's 380 hp GTclassic is a Porsche 911 restomod, 17 years late

TechArt has revealed the GTclassic, a Porsche 964 reworked into a pre-1974-style backdated 911 with a 380 hp, 3.8-litre air-cooled flat six and 18-inch forged wheels hiding Turbo brakes. It is TechArt's first classic restomod after 39 years spent tuning only modern Porsches. Singer opened this segment in 2009, and TechArt has not announced a price.

review.read_more
Xpeng's G9L heads to Paris from Graz, with its price already cut
New Models
19/09/2026

Xpeng's G9L heads to Paris from Graz, with its price already cut

Xpeng takes the G9L global at the Paris Motor Show on 12 October, with European cars assembled at Magna Steyr in Graz, its fourth model there. The 5,120 mm five-seater comes as an 800-volt EV with up to 755 km CLTC or as a 1,602 km range-extender. Chinese prices start at 231,800 yuan, 10.8% below the August pre-sale price.

review.read_more
Volkswagen's ID. Buzz kept 96% of its battery after 99,767 km
Electric Cars & Technology
19/09/2026

Volkswagen's ID. Buzz kept 96% of its battery after 99,767 km

Volkswagen's ID. Buzz holds a Guinness World Record for the most countries visited on one continuous electric journey: 92, across 99,767 km and 445 days, with Rainer Zietlow driving. TÜV Nord certified the 86 kWh battery at 95.75 percent state of health on its return to Hanover, after more than 300 charging stops. The same MEB platform had 94,031 cars recalled over battery modules in March.

review.read_more
Volkswagen's 1% margin guidance hides a €2.8 billion second-half loss
Automotive Industry
19/09/2026

Volkswagen's 1% margin guidance hides a €2.8 billion second-half loss

Volkswagen now expects an operating margin of at most 1 percent for 2026 after a €6 billion goodwill impairment on Porsche. The group had already earned €5.93 billion in the first half, so the new ceiling implies an operating loss of at least €2.8 billion between July and December. It is the third guidance cut in the last fortnight of September in a row.

review.read_more
Jeremy Clarkson's final Grand Tour Lancia is for sale without reserve
Performance & Supercars
19/09/2026

Jeremy Clarkson's final Grand Tour Lancia is for sale without reserve

Jeremy Clarkson is selling the three cars he kept from The Grand Tour: the Lancia Montecarlo Spider from the final special, the Alfa Romeo GTV6 from the 2019 Scotland trip and the Lincoln Continental Mark V from Lochdown. Iconic Auctioneers offers them without reserve in Birmingham on 14 November. Clarkson says he rarely drives them; the auction house says the reason will be told in the next Clarkson's Farm.

review.read_more
Audi's A4 e-tron slips to 2029 on a platform three years late
Automotive Industry
19/09/2026

Audi's A4 e-tron slips to 2029 on a platform three years late

Audi's electric A4 e-tron will not enter production before March 2029, nine months later than planned, because Volkswagen's SSP platform is running three years behind its 2026 promise. A late switch to a 48-volt electrical system is the technical cause. The electric Golf and T-Roc slip with it, and Audi sits out the electric mid-size segment while Mercedes and BMW sell into it.

review.read_more