Volvo EX60 shortfall delays U.S. Dealerships until 2027

Volvo’s new electric SUV, the EX60, was expected to reach a production rate of 2,000 units a week at its Torslanda plant in Sweden. In reality, only about 10 % of that target has been met, leaving the factory far below its planned output.

Production Slowdown

Sales data mirror the production slowdown. GlobalData estimates that Volvo sold about 500 EX60s worldwide in July, but the figure dropped to roughly 250 units in August. The sharp decline shows how the shortage is already hurting demand.

Because of the bottleneck, Volvo has shifted its delivery priorities to Europe, where electric‑vehicle adoption is higher. The company said it will not allocate any additional EX60s to U.S. dealers for the rest of this year, and that significant volume is not expected until the second half of 2027.

Dealers are already feeling the impact. A representative told Automotive News that they will have to write off 2026 and possibly the first half of 2027 for the EX60, and that Volvo has had to scrap its 2026 volume and cash‑flow outlook. Volvo’s spokesperson explained that the new megacasting and cell‑to‑body construction—industry firsts—require a longer ramp‑up period than initially planned.

The production crunch has also forced Volvo to abandon its short‑term guidance for 2026, leaving the company in a state of uncertainty. While the automaker acknowledges that some of the already‑allocated EX60s will reach U.S. customers in early 2027, the delay is likely to push buyers toward competitors until the vehicle becomes available. This shortage may also affect Volvo’s brand perception in the U.S., where the company has struggled with past software issues.