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Polestar posts record first-half sales ahead of U.S. sales ban
Polestar reported a record first half of 2026, delivering 30,423 vehicles globally, a 0.4% increase over 2025. However, second-quarter deliveries fell 4.0% year-over-year. The company faces an upcoming ban on new vehicle sales in the U.S. due to the Connected Vehicle Rule, which prohibits Chinese hardware and software in new cars. Since Polestar relies on Chinese manufacturing and technology, it will cease new vehicle sales in the U.S. starting with the 2027 model year. Outside the U.S., sales grew 3.1%, and the retail network expanded 39% to 235 locations worldwide.
- 30,423 vehicles delivered globally in first six months of 2026
- Sales outside U.S. grew 3.1% to 28,562 units
- Second quarter deliveries declined 4.0% to 17,296 vehicles
🔎 Why it matters: The Connected Vehicle Rule directly impacts Polestar’s ability to sell new vehicles in the U.S. starting with the 2027 model year, affecting its global strategy.
📈 Upside: The 3.1% sales growth outside the U.S. and 39% expansion in retail locations strengthen its international presence.
📉 Risk: The U.S. sales ban limits access to a key market and may affect future profitability.
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