A New Political Climate – Will Poland Maintain Its Renewable Energy Momentum?

This news is provided by our media partner Energetski Portal.

In recent months, Poland held presidential elections in which Karol Navrocki, a conservative candidate skeptical of the EU’s climate policy, emerged as the winner. His rise to power has raised questions among analysts about the continuity of Poland’s support for the green transition. Emphasizing a vision of a maximally sovereign and energy-independent Poland, Navrocki’s stance could imply a renewed reliance on already entrenched energy sources such as coal, given that the climate agenda is often perceived domestically as externally imposed. Energy and environmental policy are not insulated from political decisions, and the country’s currently favorable techno-economic conditions are now intersecting with growing political uncertainty and the possibility of policy reversal.

Until recently, Poland was regarded as one of the most attractive renewable energy markets in the region. National auctions allocated gigawatts of capacity, and by the end of 2024, an additional 1.6 GW of new solar projects had been secured. Regulatory frameworks allowed for complex hybrid configurations – linking solar plants with battery storage and wind farms – making Poland a reliable destination for investors seeking long-term returns.

The key question now is whether the new administration will sustain this trajectory. Early signals of a potential re-evaluation of renewables support have already triggered concerns about a possible wave of disinvestment. Investors are reassessing regulatory risk more carefully, and some are choosing to sell projects while the market remains buoyant.

One such move was announced by R.Power, one of the largest independent solar power producers in Poland, according to international media. The company, which manages a portfolio exceeding 1 GW, has confirmed the sale of a 440 MW package of shovel-ready projects, including options for battery storage and wind farms.

Unlike Serbia, which has only recently introduced renewable energy auctions and continues to attract foreign companies despite burdensome administrative procedures, Poland established its auction system back in 2016 and gained access to European funding. The challenge, therefore, is not a lack of instruments, but rather the uncertainty over whether the previous pace and scale of support will continue.

Adding to this uncertainty, the newly elected president recently announced that he would not sign a law designed to ease onshore wind development and freeze electricity prices until the end of the year. The government insists the law is crucial for advancing renewables and lowering power costs, while the president, aligned with the conservative party, has promised to introduce his own proposal for freezing prices. This deepens the conflict between the presidency and the government, leaving the future direction of Poland’s energy sector unclear.

In other words, while Poland remains fundamentally attractive – thanks to auctions, EU funds, demand, and geographic advantages – the investment climate is increasingly uncertain and is now frequently described as unstable. This growing perception of risk is becoming a decisive factor for the future of renewable energy projects in the country.

Source: Nova politička klima – da li će Poljska zadržati investicioni zamah u OIE? – Energetski Portal

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