Tesla, Tariffs & Taking Opportunities – Polestar’s CEO Tells All! | Fully Charged Show Podcast
The Fully Charged Podcast
The Fully Charged Show
4.8 • 1.4K Ratings
🗓️ 26 May 2025
⏱️ 29 minutes
🧾️ Download transcript
Summary
In this exclusive episode of the Fully Charged Show Podcast, Imogen sits down with Michael Lohscheller, the newly appointed CEO of Polestar Cars. With a rich background spanning legacy giants like VW and Mitsubishi, to EV disruptors like Nikola and VinFast, Lohscheller shares his perspectives on navigating Polestar through a pivotal moment in the automotive industry and working towards profitability.
Imogen and Michael delve into the challenges surrounding ramping up production and preparing for the launch of the Polestar 5 and 7, to tackling the impact of tariffs and global supply chain shifts. They also delve into Polestar’s strategy for sustainability, including its moonshot Polestar 0 project to create a truly climate-neutral vehicle, and what sets Polestar apart from competitors in an increasingly crowded EV market.
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Transcript
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| 0:00.0 | Hello and welcome to another episode of the Fully Charged Show podcast where today we're joined by the CEO of Polestar cars Michael Losheller. |
| 0:10.0 | Now Michael has had an absolutely fascinating career. He's got over 20 years of executive level experience from CFO at Mitsubishi Motors, CFO VW Group USA,, CEO of Opel and Vauxhall and VINFAST and CEO of |
| 0:24.6 | Polestar Cars. He joined the organisation in October 2024 amidst concerns around low sales, |
| 0:33.2 | profitability, transitioning from a one-car brand to a three-car brand, opening a manufacturing |
| 0:38.7 | plant in South Carolina, and with the launch of the Polestar 5 and the Polestar 7 just around |
| 0:44.7 | the corner. |
| 0:46.7 | But these challenges are known challenges and they're perhaps gazumped by the geopolitical |
| 0:50.6 | turmoil that we've seen in recent months thanks to Trump's tariffs and their corresponding impact to the automotive industry worldwide. So we are going to get into all of that. |
| 1:00.6 | But before we do, first, a very quick advert break. |
| 1:04.0 | We've teamed up with DuraCEL Energy to celebrate their brilliant ecosystem of home energy |
| 1:09.0 | products and their platinum home owner offer |
| 1:11.2 | by giving away a juror sale bunny. To win, simply watch the end and answer a question about |
| 1:16.9 | fully charged. Michael, it is so serendipitous to be having this conversation today on Tuesday |
| 1:23.2 | the 13th of May because it was exactly a year ago that I was sat next to your predecessor |
| 1:28.2 | in Madrid having just driven the Polestar three and four for the for the first time. |
| 1:32.6 | So I wonder what we'll be doing on May the 13th, 2026. |
| 1:37.7 | Now you joined the job, I joined Polestar in the role of CEO in October 2024. |
| 1:43.7 | Why do you think you were chosen for the job? Well, that's a good |
| 1:46.8 | question. I guess obviously I have a lot of experience in the industry. I was with Volkswagen, |
| 1:51.6 | but also at Opel, had various CEO roles. But I was also running younger companies, Nicola in the US. |
| 2:03.9 | And maybe all that experience together is a good starting point. And obviously, I also like the cast, right? I like the brand and I'm happy to be |
| 2:09.9 | with Polestar. Looking at your CV, it made complete sense that of course you were going to be |
... |
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