Geely eyes US market entry within 2-3 years
Geely announced at CES 2026 it is “actively evaluating” a U.S. launch, with a decision expected within 2-3 years. The move shifts industry rumors to concrete strategy, signaling major Chinese automakers’ impending U.S. arrival. Ford CEO Jim Farley warned Chinese rivals could “put us all out of business.” Geely, which owns Volvo, Polestar, and Lotus, is exploring local production — potentially at Volvo’s South Carolina plant — to navigate trade barriers. Brand candidates include Zeekr and Lynk & Co. While acknowledging political and data-security challenges, Geely is laying groundwork for deliberate entry, betting quality and value will win over U.S. consumers.