Business Monitor International


Poland Renewables Report

Published 03 March 2014

  • 39 pages
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  • Includes 3 free updated quarterly reports
 
$1,295.00
Poland Renewables Report

BMI View: Poland continues to struggle with the implementation of its Renewable Energy Law, with the most recent version outlining plans to shift to a competitive bidding system. Although, there are certainly benefits of adopting a capacity auction, we warn that yet another proposed change to the regulatory environment will do nothing to improve investor confidence; something that has been battered of late. We believe that the regulatory uncertainty shrouding the industry and the government's questionable commitment towards renewables energy is likely to result in a slowdown of investment, and thus growth over the coming decade - as reflected in our 10-year forecasts for Poland.

Poland's non-hydro renewables segment has expanded rapidly over the past decade, with annual average growth rates in capacity of nearly 60% between 2002 and 2012. This is partially due to base effect, but also on account of continued pressure on Poland from the EU to reduce its carbon dioxide emissions and diversify its coal-heavy electricity mix. Targets adopted by Poland stipulate that electricity generated from renewable energy sources should contribute at least 15% to the total by 2020.

Recent trends and developments within the renewables industry include:

  • In October 2013, the European Bank for Reconstruction and Development (EBRD) stated that it will provide a loan of PLN292mn (US$94mn) to the Polish government, to finance the construction of three new wind farms in the country. The facilities will have a combined production capacity of 103.5MW. They are the 41.4MW Gawlowice, 36.8MW Skurpie and 25.3MW Rajgrod wind farms.

  • CEZ announced in April 2013, that it will focus on expanding its renewable energy portfolio within Poland, as opposed to Romania - as a progressively less attractive regulatory environment in the latter country is warding off investment. That said, in February2013, Iberdrola decided to sell its 75% stake in Renewables Polska for roughly US$268mn.

  • It was...

Table of Contents

BMI Industry View
5
SWOT
7
Industry Forecast
9
Poland Renewables Forecast Scenario
9
Table: Poland Total Electricity Generation Data And Forecasts, 2012 - 2017
9
Table: Poland Total Electricity Generation Long Term Forecasts, 2018 - 2023
10
Table: Poland Electricity Generating Capacity Data And Forecasts, 2012 - 2017
12
Table: Poland Electricity Generating Capacity Long Term Forecasts, 2018 - 2023
14
Poland Renewables Projects Database
23
Table: Poland Key Projects - Renewables
23
Industry Risk Reward Ratings
24
Poland Renewables Risk/Reward Ratings
24
Rewards
24
Risks
24
Market Overview
26
Sustainable Energy Policy and Infrastructure
26
Targets (Renewables and Emissions)
26
Subsidies
28
Infrastructure
29
Competitive Landscape
30
Tauron
30
PGE/PSE
30
ENEA
31
Energa
31
RWE/STOEN
31
Glossary
32
Table: Glossary Of Terms
32
Methodology
33
Methodology and Sources
33
Industry Forecast Methodology
33
Sources
35
Risk/Reward Ratings Methodology
35
Table: Renewables Risk/Reward Rating Indicators
37
Table: Weighting Indicators
39

The Poland Renewables Report researched at source contains Business Monitor International (BMI)'s assessment of the current renewables market in Poland. The report also contains historical data together with forecasts to end-2017 covering electricity generation (TWh) and electricity capacity (MW).

The renewables sectors covered in the report include Wind, Solar, Geothermal, Tidal and Wave, and Biomass (See Table of Contents for exact coverage). The report also features details on government green energy agendas and funding opportunities, as well as presenting a detailed list of key renewables projects currently being planned or undertaken in Poland, their capacity, the timeframe of construction and their current status.

The report discusses the various energy policies currently in force, including targets, subsidies and the relevant infrastructure developments or limitations which might impact on renewables growth, analysing the potential effects of regulatory changes in conjunction with the background macroeconomic outlook. Finally, there is a general overview of the competitive landscape in Poland, together with a detailed summary of the main utilities and manufacturers present and their business operations.

BMI's Poland Renewables Report provides industry professionals and strategists, sector analysts, investors, trade associations and regulatory bodies with unique independent forecasts and competitive intelligence on the Poland renewables industry.

Key Benefits

  • Benchmark BMI's independent renewables industry forecasts for Poland to test other views - a key input for successful budgeting and planning in the renewables market.
  • Target business opportunities and risks in the Poland renewables sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in the country.

Coverage

BMI Industry View

Summary of BMI's key industry forecasts, views and trend analysis covering the renewables market in Poland, regulatory changes, major investments and projects and significant multinational and national company developments.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the renewables sector and within the broader political, economic and business environment.

BMI Industry Forecasts

Historic data series (2010-2012) and forecasts to end-2017 for electricity generation (TWh) and electricity generating capacity (MW) for each individual renewables sector present in the country.

These in turn are broken down into:

Electricity Generation: Overall capacity (TWh), growth % change year-on-year, KWh per capita, % of Total Non-Hydropower renewables generation, % of total electricity generation.

Electricity Capacity: Overall capacity (MW), growth % change year-on-year, % of non-hydroelectric renewables capacity and % of total capacity.

These forecasts are in turn supported by explicit assumptions, in conjunction with analysis of the key risks to the main forecast.

Business Environment Ratings

BMI's Renewables Business Environment Ratings provide fully comparable Risk-Reward Ratings aimed at investors in the regional renewables market.

The ratings methodology makes sophisticated use of various industry, economic and demographic data point.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc