Polestar delivered 30,423 vehicles in the first half of 2026, a marginal 0.4% increase from a year earlier, as the Swedish-Chinese electric vehicle maker navigates an impending exclusion from the US market. Second-quarter volumes fell 4% to 17,296 units, the company reported on July 9.
The US Commerce Department denied Polestar authorization under the Connected Vehicles Rule in June, barring the Geely Holding-backed automaker from selling new models in the US from the 2027 model year. Polestar will continue selling existing Polestar 3 and Polestar 4 inventory there.
Growth was driven by network expansion, with retail points rising 39% to 235 locations, and a 58% sales surge in Italy. Production of the Polestar 4 SUV has begun with deliveries due in the fourth quarter, while first customer deliveries of the Polestar 5 are set to start.