[{"data":1,"prerenderedAt":711},["ShallowReactive",2],{"story-article/polestar-to-be-banned-from-us-market-under-connected-vehicle-rule":3,"ticker-data":177},{"id":4,"uuid":5,"name":6,"slug":7,"full_slug":8,"content":9,"relatedArticles":175,"relatedVideos":176},192670811467535,"68543360-8f50-44f7-bf25-7196240f3445","Polestar to be banned from US market under Connected Vehicle Rule","polestar-to-be-banned-from-us-market-under-connected-vehicle-rule","article/polestar-to-be-banned-from-us-market-under-connected-vehicle-rule",{"_uid":10,"date":11,"tags":12,"editor":28,"content":38,"excerpt":141,"featured":142,"reporter":143,"component":154,"seo_title":6,"categories":155,"visibility":162,"data_vis_image":163,"featured_image":168,"seo_description":172,"formattedDate":173,"formattedArticleDate":174},"e2a8a7c7-a693-44d9-a9e4-fe51ac44d0ac","2026-06-29 00:00",[13,16,19,22,25],{"slug":14,"name":15},"geely","Geely",{"slug":17,"name":18},"polestar","Polestar",{"slug":20,"name":21},"volvo","Volvo",{"slug":23,"name":24},"usa","USA",{"slug":26,"name":27},"data-visualisation","Data Visualisation",[29],{"slug":30,"name":31,"content":32},"benjamin-roche","Benjamin Roche",{"job_title":33,"image":34,"bio":36,"linkedin":37},"Editor – Energy Transition Supply Chains",{"filename":35},"https://a.storyblok.com/f/287943243085208/800x800/66d6674fb8/benjamin-roche.png","Benjamin is Benchmark's Editor for Energy Transition Supply Chains, covering both upstream products like critical minerals and downstream products including energy storage systems and electric vehicles. He has previous experience covering trade flows, tariffs and the effects of geopolitics on supply chains.","https://www.linkedin.com/in/benjaminrochecontent/",{"type":39,"content":40},"doc",[41,61,93,98,110,120,125,130,135],{"type":42,"attrs":43,"content":45},"paragraph",{"textAlign":44},null,[46,49,59],{"text":47,"type":48},"Electric vehicle (EV) manufacturer Polestar is to exit the ","text",{"text":50,"type":48,"marks":51},"US market",[52],{"type":53,"attrs":54},"link",{"href":55,"uuid":56,"anchor":44,"target":57,"linktype":58},"/article/regional-spotlight-united-states","7a2ab405-0e9f-4cae-9566-0cda20e22de2","_blank","story",{"text":60,"type":48}," after the US Department of Commerce said it would not grant the majority-Chinese-owned, Sweden-based company authorisation to sell its vehicles in the country. Only 6% of its retail sales came from the US in Q1 2026, the company has said.",{"type":42,"attrs":62,"content":63},{"textAlign":44},[64,66,73,75,82,84,91],{"text":65,"type":48},"The company is ",{"text":67,"type":48,"marks":68},"majority-owned by Geely",[69],{"type":53,"attrs":70},{"href":71,"uuid":72,"anchor":44,"target":57,"linktype":58},"/article/canada-and-china-strike-deal-to-allow-chinese-made-evs-into-canada","ecfaceba-f3ed-44bb-8177-b73107d3ebc6",{"text":74,"type":48},", and had previously indicated that the Connected Vehicle Rule, proposed under the ",{"text":76,"type":48,"marks":77},"Biden administration",[78],{"type":53,"attrs":79},{"href":80,"uuid":81,"anchor":44,"target":57,"linktype":58},"/article/one-year-on-the-ira-has-changed-the-battery-landscape-in-the-us","210d690e-52c3-4574-ba74-911486f55c1b",{"text":83,"type":48}," to ",{"text":85,"type":48,"marks":86},"restrict import of vehicles using Chinese software and hardware",[87],{"type":53,"attrs":88},{"href":89,"uuid":90,"anchor":44,"target":57,"linktype":58},"/article/what-policy-levers-does-the-us-use-to-limit-chinese-ev-competition","92047bd3-db23-4ef1-a69c-bdccdd756b9e",{"text":92,"type":48},", would largely prevent it from selling in the US. Since being passed, the rule has been upheld by the Trump administration, and the fresh decision to withhold authorisation reflects sustained US efforts across party lines to limit sales of Chinese EVs in the market.",{"type":42,"attrs":94,"content":95},{"textAlign":44},[96],{"text":97,"type":48},"Volvo Cars, also majority-owned by Geely, was granted a specific authorisation under the rules by the Department of Commerce earlier this year. The company had announced additional investments into its sites in South Carolina and, while the reason for the authorisation has not been made public, Volvo may have been able to leverage its greater European production and development infrastructure than Polestar to eradicate ineligible components from its vehicles.",{"type":99,"attrs":100},"blok",{"id":101,"body":102},"e23d584a-0749-4b9c-a896-b253c1879a31",[103],{"id":104,"_uid":105,"type":106,"component":107,"fixed_height":108,"use_fixed_height":109,"fixed_height_mobile":108,"fixed_height_tablet":108},"29511726","i-c3155539-cde1-426a-b16e-8c67f1be7ab3","visualisation","ContentFlourish","",false,{"type":111,"attrs":112,"content":114},"heading",{"level":113,"textAlign":44},2,[115],{"text":116,"type":48,"marks":117},"An indication of US approach to Chinese OEMs",[118],{"type":119},"bold",{"type":42,"attrs":121,"content":122},{"textAlign":44},[123],{"text":124,"type":48},"Will Roberts, automotive research lead at Benchmark, said that the Connected Vehicle Rule has “loomed for some time now as highly restrictive for a select few OEMs who both operate in the US and have links to China”.",{"type":42,"attrs":126,"content":127},{"textAlign":44},[128],{"text":129,"type":48},"“It also supports the ongoing expectation that any major incursion into the US domestic car market from Chinese manufacturers would likely be met with similar-strength measures to halt it,” he added. “Polestar’s loss of US market access may not be a major setback in terms of the company’s global sales, but serves as an indicator of the seriousness of this policy.”",{"type":42,"attrs":131,"content":132},{"textAlign":44},[133],{"text":134,"type":48},"It is notable that the Polestar 3 is covered by the ban despite the vehicle being manufactured within the US, in South Carolina. Polestar has said that it will continue to sell remaining inventory of both it and the Polestar 4. The company has also indicated that it is renewing its focus on the European market, which it says already accounts for almost 80% of its retail sales.",{"type":99,"attrs":136},{"id":101,"body":137},[138],{"id":139,"_uid":140,"type":106,"component":107,"fixed_height":108,"use_fixed_height":109,"fixed_height_mobile":108,"fixed_height_tablet":108},"29508427","i-8b9223e3-13e9-46e0-8585-4f1b555e9a31","Electric vehicle (EV) manufacturer Polestar is to exit the US market after the US Department of Commerce said it would not grant the majority-Chinese-owned, Sweden-based company authorisation to sell its vehicles in the country. Only 6% of its retail sales came from the US in Q1 2026, the company has said.\n\nThe company is majority-owned by Geely, and had previously indicated that the Connected Vehicle Rule, proposed under the Biden administration to restrict import of vehicles using Chinese software and hardware, would largely prevent it from selling in the US. Since being passed, the rule has been upheld by the Trump administration, and the fresh decision to withhold authorisation reflects sustained US efforts across party lines to limit sales of Chinese EVs in the market.",true,[144],{"slug":145,"name":146,"content":147},"will-roberts","Will Roberts",{"job_title":148,"image":149,"bio":151,"linkedin":152,"markets_covered":153},"Automotive Research Lead",{"filename":150},"https://a.storyblok.com/f/287943243085208/852x854/474a3cfca2/will-r.png","Will is part of the EV & Battery research team. As Automotive Research Lead, he manages all aspects of the team's view on global vehicle markets. Will leads forecasting for both the total vehicle market globally as well as electrified vehicles and works extensively on electric vehicle and battery market analysis, with a particular focus on the effects of legislation in the North American & European markets and, auto OEM strategy in the transition to EV. In addition, Will is also leading research in EV motors, vehicle platforms and systems. Will graduated from the University of Exeter, with a BSc in Physics and MSc in Mechanical Engineering.","https://www.linkedin.com/in/willroberts227/","EV and Battery","article",[156,159],{"slug":157,"name":158},"ev","EV",{"slug":160,"name":161},"geopolitics","Geopolitics","private",{"id":164,"alt":108,"name":108,"focus":108,"title":108,"source":108,"filename":165,"copyright":108,"fieldtype":166,"meta_data":167,"is_external_url":109},192676235125713,"https://a.storyblok.com/f/287943243085208/710x502/f10e7341a6/screenshot-2026-06-29-114121.png","asset",{},{"id":169,"alt":108,"name":108,"focus":108,"title":108,"source":108,"filename":170,"copyright":108,"fieldtype":166,"meta_data":171,"is_external_url":109},192675984479179,"https://a.storyblok.com/f/287943243085208/1500x1125/00902f49a6/small-polestar-pic.jpg",{},"Electric vehicle (EV) manufacturer Polestar is to exit the US market after the US Department of Commerce said it would not grant the majority-Chinese-owned, Sweden-based company 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