Polish Energy Sector Investment Potential

Our report offers an in-depth analysis of the Polish energy sector, focusing on investment potential, development trends, and regulatory frameworks. It outlines the growing importance of renewable energy sources (RES), especially wind and photovoltaic power, and emphasizes the role of natural gas as a transitional fuel.

The report also highlights the critical need for new infrastructure to stabilize the energy grid and ensure efficient use of renewables, with significant investments planned in nuclear power, energy storage, and hydrogen technologies.

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Key Information

Investment Projections

 

• Total required investments in Poland’s energy sector could reach USD 420 billion (PLN 1.6 trillion) by 2040.
  
  
• USD 84-89 billion (PLN 320-340 billion) is expected for electricity generation alone, with 80% of that allocated to emission-free sources (RES and nuclear power). 

Nuclear Power Expansion

 

• Poland's first nuclear power plant, developed with Westinghouse-Bechtel, is planned for 2035, with a cost exceeding USD 40 billion.
  
  
• Small Modular Reactors (SMRs) are being planned by ORLEN Synthos Green Energy, with a vision to build 7 SMRs for industrial and district heating purposes.

Offshore Wind Potential

 

• Poland’s offshore wind energy potential is estimated at 33 GW, with 6 GW of installed capacity already in progress.
  
  
• By 2040, offshore wind could provide 57% of Poland’s electricity demand.

Renewable Energy Growth

 

• By 2030, RES installations are expected to comprise 57% of Poland’s electricity generation capacity, up from 44% in 2023.
  
  
• Photovoltaic installations are projected to increase from 19.6 GW in 2024 to 29.3 GW by 2030.

Energy Storage

 

• Energy storage facilities will play a pivotal role in stabilizing the grid, with 2.5 GW of storage capacity planned by 2028 and a budget of USD 1.1 billion allocated to support their development.

District Heating Sector

 

• Poland is the largest district heating market in the EU, with 40% of consumers connected. Investments to transition to low- and zero-emission sources are estimated at USD 79-105 billion.