Polish Energy Sector 2026: Investment Opportunities for Foreign B2B Companies
50+ billion EUR in investments by 2035, 10 strategic projects, and concrete entry points for international contractors and suppliers.
The Polish energy sector is entering an unprecedented investment cycle: more than 50 billion EUR in announced investments through 2035, covering offshore wind farms, the country’s first nuclear power plant, a fleet of small modular reactors, a regional gas hub, cross-border interconnectors, and grid-scale battery storage. For international B2B companies in construction, engineering, technology, and energy services, this is not just news from Eastern Europe – it is a 15+ year pipeline of tenders, subcontracts, and procurement opportunities.
In this article we break down the 10 key projects shaping the Polish energy sector with one focus: where exactly each project opens business opportunities for foreign companies. Each niche has its own story – certification requirements, tender cycles, budgets, entry points via Tier-1 partners. That level of detail requires individual assessment. In each section we indicate the direction, but going deeper is something we do together with you on a consultation.
This article is addressed to international owners, business development leaders, and sales directors in sectors that naturally fit the Polish energy sector structure: construction and civil engineering, metal fabrication, cable works, electrical installation, anti-corrosion protection, IT and cybersecurity, technical documentation, logistics, service operations.
Polish Energy at Sea: The Largest Pool of New Contracts
By 2030, Poland plans to commission approximately 5.9 GW of offshore wind capacity, and 11 GW by 2040. This creates a contract pool of 18-22 billion EUR in CAPEX for the first phase alone (Baltica 2, Baltic Power, Bałtyk 2/3). Operations and maintenance of these assets will add another ~1 billion EUR per year over 25-30 years. The offshore segment is the most active part of the Polish energy sector right now.
01Baltica 2 – 1.5 GW Under Construction
Under constructionBaltica 2 is a joint venture between Danish Ørsted and Poland’s state-owned PGE. In January 2025 the partners took FID (final investment decision), and in May 2026 offshore installation works began. The scale is industrial: 107 Siemens Gamesa SG 14-222 turbines at 14 MW each, 4 offshore substations on 111 monopiles. The logistics base is the Port of Gdańsk; the O&M base is Ustka. The project has a 25-year, inflation-indexed Contract for Difference (CfD).
02Baltic Power – First Power to the Grid in 2026
Under constructionThis will be the first offshore wind farm to deliver power to the Polish grid – a historic milestone for the entire Polish energy sector. By early 2026, all 78 foundations had been installed, and installation of 15 MW Vestas V236-15.0 turbines was underway – among the first commercial deployments of this turbine class worldwide. The service and coordination base is in Łeba, a coastal town on the Baltic that is gradually becoming the main hub of Polish offshore.
03Bałtyk 2 & Bałtyk 3 – The Norwegian-Polish Pair
Under constructionThe third major offshore project is Bałtyk 2 and Bałtyk 3, a joint venture between Norwegian Equinor and Polish Polenergia. Important not to confuse: Baltica 2 (PGE+Ørsted) and Bałtyk 2 (Equinor+Polenergia) are two distinct projects in different locations of the Polish offshore zone. Combined capacity is 1,440 MW across 100 Siemens Gamesa SG 14-236 DD turbines. Offshore works started in January 2026.
Storage and Grid in the Polish Energy Sector: A Window for IT and Electrical Engineering
The more renewable generation in the grid, the more important flexibility becomes. The Polish energy sector addresses this with two instruments: large-scale battery storage and new cross-border interconnectors. This is the segment with the highest concentration of technology niches: software, OT (operational technology) cybersecurity, systems integration.
04Żarnowiec Battery Storage – One of Europe’s Largest
Under constructionIn September 2025, PGE laid the foundation stone of the Żarnowiec battery storage facility – on the same site where Poland’s first nuclear power plant was once planned during the communist era. The 1.555 billion PLN contract was awarded to LG Energy Solution Wrocław. The facility holds a 17-year capacity market contract starting in 2029.
05Harmony Link – The Poland-Lithuania Interconnector
Design stageHarmony Link is the second electricity interconnector between Poland and Lithuania. The new connection’s capacity is 700 MW, doubling cross-border bidirectional capacity to 1,200 MW. Originally planned as a 330 km submarine HVDC cable, the decision was revised in favor of an overhead 220 kV AC line along the Via Baltica highway. The project has strategic importance for the Baltic-EU grid synchronization after the BRELL exit in February 2025.
The Gas Vector of the Polish Energy Sector: LNG Infrastructure and Services
Poland has fully ended imports of Russian gas and coal: in 2024, the share of Russian resources in Poland’s energy mix was 0%. The infrastructure that enabled this includes the onshore LNG terminal in Świnoujście and the Baltic Pipe pipeline from Norway. The current phase adds a floating terminal in the Gulf of Gdańsk and gradually transforms Poland into a regional gas hub.
06Floating LNG Terminal in the Gulf of Gdańsk
Under constructionThe Polish FSRU vessel was launched in May 2026 at the HD Hyundai Heavy Industries shipyard in South Korea. By end of 2027 it will arrive in the Gulf of Gdańsk. The vessel is owned by Japan’s MOL through its subsidiary White Eagle Energy; the charterer is Gaz-System on a 15-year contract with buyout option. The entire 6.1 bcm/year regasification capacity is already booked by ORLEN. In March 2026, Gaz-System launched an “open season” for a second FSRU at the same location – with interest expressed by Hungary, Czechia, and Slovakia.
The Industrial Backbone of the Polish Energy Sector: Partnership with Anchor Investors
Infrastructure projects are just the tip of the iceberg. The real story is that Poland has become the manufacturing base for wind energy and EV components at EU scale. Two key clusters – the battery cluster in Lower Silesia and the wind cluster in West Pomerania. For foreign B2B, this is not “the market,” but concrete anchor investors through which you can become part of the European supply chain.
07LG Energy Solution Wrocław – The EU’s Largest Li-ion Producer
OperationalThe factory in Biskupice Podgórne, near Wrocław, is often mistakenly called “LG Chem.” In fact, since 2020 it has been a separate company – LG Energy Solution, spun off from LG Chem specifically for the battery business. The 100-hectare technology park hosts the EU’s largest lithium-ion battery factory for electric vehicles (Audi, BMW, Porsche, Volkswagen, Ford, Fiat). In 2025-2026, the plant launched a separate ESS production line – this is where LFP batteries for the Żarnowiec storage facility are being supplied.
08Vestas in Szczecin and Goleniów – The Heart of Polish Offshore
OperationalDenmark’s Vestas – the global wind energy leader – has built two industrial sites in Poland that have become key to the entire European offshore industry. In Szczecin, a nacelle factory for V236-15.0 MW (these are the nacelles for Baltic Power). In Goleniów, blades for onshore V172-7.2 MW turbines. In September 2025, Vestas acquired the Goleniów plant from LM Wind Power. In October 2025, the second offshore facility in Szczecin was paused – a reminder that even anchor investor plans can change.
Onshore Wind: An Open Segment of the Polish Energy Sector After the 2023 Reform
Onshore wind in the Polish energy sector long developed slowly due to the so-called “10H rule” – a restriction prohibiting turbine installation closer than 10 times turbine height from nearby buildings. In 2023, the rule was relaxed to a 700-meter minimum distance, opening the door to a new wave of projects. This is a segment with a lower entry barrier than offshore – and a good first entry point for foreign companies.
09Miejska Górka Wind Farm – Tauron’s Flagship Project
Under constructionThe Miejska Górka wind farm in the Greater Poland Voivodeship is one of the two largest onshore projects in Poland and the largest investment in Tauron Zielona Energia’s portfolio. The project was originally developed by Germany’s VSB; in 2024 the project rights were acquired by Poland’s state-owned Tauron. The budget is approximately 2 billion PLN, the operational life is at least 30 years, with technical service contracted to Nordex.
The Nuclear Direction of the Polish Energy Sector: Long Horizon, High Standards, Big Budgets
The Polish energy sector is deploying nuclear from scratch – and along two vectors simultaneously. First, a large NPP at Choczewo. Second, a fleet of small modular reactors (SMR) across various industrial locations. Both directions rely on American technology, reflecting the strategic course of Polish-US energy cooperation. This is the longest investment horizon, but it also offers the largest budgets and the most powerful vertical supply chains. For foreign companies with relevant experience, this is a strategic – not tactical – opportunity.
10First Large NPP at Lubiatowo-Kopalino (Choczewo Commune)
Permitting and site preparationAfter more than 50 years of discussion, Poland is finally preparing to build its first large nuclear power plant. The location is Lubiatowo-Kopalino in the Choczewo commune of the Pomeranian Voivodeship. The technology partner is the American Westinghouse + Bechtel consortium, selected in 2022. The plan: 3 AP1000 reactors with combined capacity of 3,750 MW. In March 2026, PEJ submitted its construction license application to the State Atomic Energy Agency (PAA). First concrete pour is expected in Q4 2028, with the first reactor commissioning in 2033.
Bonus: SMR BWRX-300 at Włocławek – The First in Europe
Design adaptation phaseIn parallel with the large NPP, the Polish energy sector is developing a fleet of small modular reactors (SMR). The first location is Włocławek, where ORLEN together with Synthos Green Energy (via their joint venture OSGE) plans to install a 300 MW BWRX-300 reactor from GE Vernova Hitachi Nuclear Energy. This is expected to become Europe’s first commercial BWRX-300.
Important to understand the current status correctly: SMR at Włocławek is not yet under construction. In August 2025, ORLEN and Synthos finalized JV terms. In February 2026, OSGE and GE Vernova Hitachi signed the Poland Generic Design Agreement (PGDA). The technical design phase will take several years. According to current OSGE plans, the first unit is scheduled for approximately 2032. The world’s first BWRX-300 is currently under construction in Canada at the Darlington site. In the long-term plan, OSGE considers up to 24 BWRX-300 reactors across six locations: Włocławek, Ostrołęka, Stawy Monowskie, Dąbrowa Górnicza, Nowa Huta, and Stalowa Wola-Tarnobrzeg.
What we verified before publishing. All figures in this article are based on official communications from Ørsted, PGE, ORLEN, Gaz-System, PSE, Polskie Elektrownie Jądrowe, OSGE, LG Energy Solution, Vestas, as well as analytical reports from Ember, Forum Energii, and Fraunhofer Society as of May 2026.
Key clarifications: the Wrocław factory is LG Energy Solution Wrocław (spun off from LG Chem in 2020). Harmony Link capacity is 700 MW. Combined capacity of the three NPP units at Choczewo is 3,750 MW (3× AP1000 at 1,250 MW each). Żarnowiec storage is 262 MW / 981 MWh. Gdańsk FSRU is 6.1 bcm/year regasification capacity. Neither the Choczewo NPP nor the Włocławek SMR is physically under construction as of May 2026 – both are in permitting and design adaptation phases respectively.
FAQ on the Polish Energy Sector for International Business
Can foreign companies become contractors in the Polish energy sector?
Yes. The Polish energy sector is open to foreign contractors, provided that key requirements are met: registration of an EU-based entity (typically a Polish Sp. z o.o. limited liability company), certification against relevant standards (ISO 9001, 14001, 45001 as minimum; ISO 19443 additionally for nuclear supply), Polish jurisdiction of contracts, and familiarity with Polish tender procedures.
The most realistic entry path for new players is via Tier-2 and Tier-3 subcontractors of large EPC consortia.
Which niches in the Polish energy sector are most accessible for foreign B2B companies?
It depends on your specifics. The Polish energy sector offers standard entry niches: civil construction and site preparation, metal structures and anti-corrosion protection, cable works and electrical installation, IT and operational technology cybersecurity, technical documentation, service operations (O&M), logistics.
At the nech, we conduct individual niche mapping for each client profile – there is no single right answer here.
How long does it take to enter the Polish energy supply chain?
Based on the nech practice: 12-18 months from the decision to enter to the first stable contracts, provided structured work. Without it – 3+ years.
The exact timeline depends on industry specifics, existing certifications, and geographic scope of operations.
Who are the main customers in the Polish energy sector?
Major Polish energy state-owned groups: PGE, ORLEN, Tauron, Energa. Specialized operators: Gaz-System (gas infrastructure), PSE (transmission grid), Polskie Elektrownie Jądrowe (large NPP), Orlen Synthos Green Energy (SMR).
Large EPC consortia: Westinghouse+Bechtel, Siemens Energy, Hitachi Energy, GE Vernova.
What budgets are allocated for major Polish energy projects?
The first large NPP at Choczewo – approximately 100 billion PLN (~24 billion EUR). First-phase offshore wind (Baltica 2, Baltic Power, Bałtyk 2/3 – combined ~4.1 GW) – 18-22 billion EUR CAPEX. The OSGE SMR program (up to 24 reactors) – estimated 50+ billion PLN over 15-20 years. PGE energy storage program (through 2035) – 14 billion PLN.
Overall, the Polish energy sector will see over 50 billion EUR in announced projects by 2035.
What is local content and is it mandatory?
Local content is the share of works, materials, and services that must be performed/supplied by entities under Polish jurisdiction. In offshore wind, the target is minimum 20-30% of total project value; in nuclear – up to 40% in specific segments.
For foreign companies, this means that registering a Polish Sp. z o.o. and executing works through it qualifies as local content. It is not a barrier – it is the path.
Is expansion into Poland justified given current geopolitical context?
From a business logic perspective – yes, for many companies. Poland is a NATO and EU member with strong institutions and predictable regulation. Polish energy projects have 10-20 year investment horizons, allowing planning beyond short-term geopolitical cycles. Polish economy has shown resilience and continued GDP growth even amid regional instability.
That said, it is not an easy decision – it requires resources, time, and expertise. Whether justified for your specific business is a separate conversation.
How does the nech work with companies entering Poland?
We start with a free consultation, evaluating company profile, competencies, and realistic entry niches. Then – full supply chain mapping, positioning development, Tier-1 partnership search, and support through first contracts.
We work in English, Polish, and Ukrainian.
