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Electric / TDCN ORIGINAL

Volkswagen will halve its model range by 2035 through EV transition, says CEO Thomas Schäfer

The brand boss says the cut comes from aligning Volkswagen, Skoda and Cupra portfolios, not axing cars, with synergy groups deciding which brand leads each segment.

Image from the source coverage.

Volkswagen will shrink its model range by around half by 2035, and chief executive Thomas Schäfer says the reduction will happen through a "natural transition" to electric cars rather than a cull of specific nameplates.

Speaking at the Paris motor show, Schäfer pointed to Europe's 2035 end of combustion engines: once petrol and diesel sales stop, pairs like the Polo and ID Polo or T-Cross and ID Cross will collapse into one car each. He said the group has mapped its ideal 2035 line-up for Volkswagen, then repeated the exercise for Skoda and Cupra, and the combined result is a portfolio half its current size, focused on the most profitable products.

How the brands will share the remaining cars

The halving is a group-wide pledge across Volkswagen Group's brands, and Schäfer heads the Core group that contains Volkswagen, Skoda and Cupra, which is where the collaboration is concentrated.

Going forward, models will be run in "synergy groups" so the brands are not, in his words, "all fishing in the same spot at the same time". That does not mean only one brand per segment: the ID Polo, ID Cross, Cupra Raval and Skoda Epiq small EVs will all exist alongside each other. In overlapping cases, though, the project will be clustered and a single brand assigned to lead it.

The production version of the ID Every1 city car concept is the first example. It rides a cut-down version of the ID Polo's platform, and Volkswagen will be the only brand offering a car in that class, which Schäfer attributes to the small size of that market segment.

The logic is straightforward: engineering one city car and selling it under one badge costs far less than four brands each fielding a rival, and the savings can fund the electric transition. The trade-off for buyers is less choice within Volkswagen's own showrooms as overlapping petrol and electric twins are merged into single successors.

Sources & reporting notes +

Written with AI assistance and checked against the source material. Our editorial standards.

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Industry / TDCN ORIGINAL

Polestar's last 150 US cars are nearly gone as the 2027 connected-car ban nears

CEO Michael Lohscheller says the clearance run has been good for business, with Q3 US sales more than doubling to 2,160 units ahead of the Connected Vehicle Rule cutoff.

Image from the source coverage.

Polestar is down to roughly 150 unsold model-year 2026 cars across the United States, the last of its current lineup that can be sold before the Commerce Department's Connected Vehicle Rule cuts off new sales from the 2027 model year.

The brand won't fight the ban. Instead it has spent the quarter clearing stock, and CEO Michael Lohscheller says the sell-down has been good for business: US deliveries hit 2,160 vehicles in the third quarter, more than double the 966 units sold a year earlier.

The clearance is nearly complete. Reports tracking dealer listings put the nationwide count at about 150 vehicles at the time of publication, a thin remnant of the stock Polestar once carried, and Lohscheller confirmed US sales were strong in the quarter "as we are now selling the last model year 26 cars".

What's driving the deadline is the Connected Vehicle Rule, which targets vehicle software and hardware tied to China or Russia. Polestar is majority owned by Geely and built on Volvo underpinnings with Chinese manufacturing ties, which puts it squarely in the rule's scope.

What happens to owners after the last sale

Polestar says it will keep its US service network and certified pre-owned program running once most new-car sales stop, so existing owners aren't left without support. The company has also reiterated that it won't contest the ban, even as it presses regulators for clarity on enforcement.

There is a possible reprieve. Regulators are still weighing compliance options, including a Polestar 2 that uses updated connectivity hardware, which could let at least one model stay on sale.

Globally, the picture is flatter

Worldwide third-quarter volume reached 14,371 units, up just 1 percent from 14,222 a year earlier, and the company credits the US clearance run with American buyers driving demand ahead of the coming limits.

The softer international demand has consequences. Polestar lowered its full-year volume growth target in September after demand outside the US came in below earlier expectations.

Lohscheller pointed to brighter spots abroad, saying the Polestar 5 "is seeing strong interest in the UK, with Germany and Scandinavia also showing demand." First customer deliveries of that car began earlier this year, while Polestar 4 SUVs have been arriving in European markets for months.

What comes next

Production plans continue regardless of the US situation: Volvo and Polestar intend to build the upcoming Polestar 7 compact SUV at Volvo's future plant in Slovakia once that facility comes online.

The company reports full third-quarter financial results on November 5, which should clarify how the clearance affected margins against that softer international backdrop. Until then, the profitability question is open: the sources confirm the clearance lifted volumes but don't yet say what it did to Polestar's margins, and the company hasn't published those figures ahead of the November 5 report.

For now, the end of most new-car sales doesn't end Polestar's US presence entirely, just its ability to put another new Polestar 3 or 4 in a driveway.

Sources & reporting notes +

Written with AI assistance and checked against the source material. Our editorial standards.

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