ORLEN’s largest capital investment programme to date
A record sum of PLN 380 billion – equivalent to PLN 1,013 per capita of the Polish population, invested annually over a ten-year time horizon – will be channelled into building a modern, secure energy system and ensuring Poland’s access to the most affordable energy possible. The first year of this strategy’s implementation is now complete, with the initial construction works already under way across multiple sites.
'Over the past year, we secured new gas reserves in Norway and Poland, sufficient to meet Warsaw’s demand for 14 years. We launched the construction of Poland’s first offshore wind farm in the Baltic Sea. We commenced three projects to develop modern gas-fired power plants. We upgraded transmission infrastructure with a total length equivalent to the entire perimeter of Poland’s borders. On a per capita basis, we are investing PLN 1,013 annually over the next decade – all to ensure that Polish citizens have access to secure and affordable energy,’ stressed Ireneusz Fąfara, CEO and President of the Management Board of ORLEN.
Strengthening gas security
Over the past year, ORLEN strongly solidified its position in the global LNG market. By fully deploying its own fleet of LNG carriers, it received a record 81 deliveries, of which 12 were handled using Group-owned vessels. In total, more than 8 bcm of gas was delivered to Poland, reinforcing the country’s resilience to geopolitical turbulence.
At the same time, ORLEN continues to expand its resource base. In Poland, intensive exploration activities resulted in 2.4 bcm of newly added gas reserves confirmed through geological documentation. Further volumes were secured through increased production on the Norwegian Continental Shelf, where advanced technologies – including those deployed at the Ormen Lange field – and targeted asset acquisitions delivered 7.2 bcm of additional resources. Altogether, this represents nearly 10 bcm of new reserves, equivalent to several years of consumption in Poland’s largest cities.
ORLEN’s cooperation with Naftogaz further strengthens the regional dimension of energy security – as Polish gas is already providing tangible support to the energy stability of Ukraine. As part of this strategic partnership, ORLEN has supplied 700 mcm of gas to Ukraine, with the potential to increase deliveries to as much as 1 bcm in 2026.
This strengthened resource base is essential not only for the security of supply, but also for balancing the power system amid the rapid buildout of renewable energy. Accordingly, ORLEN is developing state-of-the-art combined cycle gas turbine (CCGT) units, offering high efficiency and operational flexibility. Preparations are under way to commission power plants in Grudziądz and Ostrołęka, while capital projects in Gdańsk and Grudziądz II are progressing in parallel. These units will provide stable capacity back-up and ensure system reliability during periods when renewable output is lower.
New energy: renewables and system modernisation
ORLEN is accelerating investment in zero-emission energy, with a particular focus on offshore wind. Baltic Power has moved decisively from the construction phase to becoming fully tangible infrastructure in the Baltic Sea, now entering final testing and pre-operational stages. The now completed monopile installation work has opened the way to the final phase of preparations. Once commissioned, the wind farm will generate clean electricity for 1.5 million households.
The Baltic East and Baltic West projects further reinforce this trajectory, establishing a long-term foundation of domestic zero-emission capacity and demonstrating that Poland’s energy transition is advancing from strategic planning to concrete systemic transformation.
As renewable capacity expands, so too does the local content within the supply chains for ORLEN’s flagship projects. Companies from across Poland – ranging from engineering and construction firms to specialised technology providers – are engaged in offshore, gas, nuclear and grid projects. This strengthens domestic industrial capabilities, enhances expertise and stimulates innovation, while creating new jobs. The energy transition is becoming a powerful driver of Poland’s economic development.
A central pillar of the programme remains the modernisation and expansion of power grids. Energa, part of the ORLEN Group, is intensively upgrading this infrastructure, leveraging funds from the National Recovery and Resilience Plan and systematically increasing network capacity. Over the past year, 62 thousand new customers were connected to the grid, alongside 1 GW of renewable installations. Connection decisions for a further 2.5 GW provide a stable platform for continued RES growth and additional generation capacity. Modernised grids are becoming the backbone of the transition – enabling offshore wind integration, future SMR deployment and the efficient operation of modern gas-fired assets.
Nuclear power – a stable pillar of the transition
The small modular reactor (SMR) programme is progressing steadily. A renegotiated agreement with the technology partner enables the launch of preparations for the construction of Europe’s first BWRX-300 reactor, to be located in Włocławek. SMRs are set to become a stable complement to the energy mix and one of the cornerstones of a low-emission energy system of the future.
Electricity generated from new sources, large-scale grid investments and the deployment of future technologies – combined with the growing involvement of Polish companies in strategic projects – are making the energy transition tangible across the country. ORLEN will continue to advance these initiatives to ensure secure, clean and competitively priced energy for Poland over many years to come.
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