AGP Executive Report

Logistics: Shein plans to invest €500 million in its Polish logistics hub, expanding operations as the company faces EU regulatory scrutiny. Renewable Energy: ORLEN Neptun has launched seabed surveys for its Baltic West offshore wind project, a step toward developing Poland’s Baltic wind resources. Polish AI: Warsaw-based Ingenix says its Thalamus Reasoning model ranked first among 29 systems on a benchmark for cellular aging research and plans to open-source a version. Defense: U.S. forces tested low-cost interceptor drones at Poland’s Ustka range to counter mass drone attacks, while 2,800 troops from 11 countries began a Poland-based exercise to prepare for a possible postwar mission in Ukraine. Local Energy: Biłgoraj has put a wastewater heat-pump system into operation, supplying about one-fifth of the city’s heating network.

Agriculture: Belarus was Poland’s largest non-EU market for pears in October. Poland is also among the EU’s leading cheese producers, as the bloc’s output is forecast to rise 0.3% in 2027 to 11.2 million tonnes. Energy and infrastructure: Poland and Hungary are expanding energy cooperation, while European concern is growing over data centres’ demands on power and other resources. In Biłgoraj, a wastewater heat-pump system is set to supply 20% of the local heating network. Investment: Shein plans to invest €500 million in a Polish logistics hub. Hanwha Aerospace has begun building a guided-rocket plant in western Poland, and R&S Group has opened a transformer factory. Sygnis and Innova Green also plan to establish optical-fibre production in the country.

Regional Energy: Hungary’s expanded energy cooperation now includes Poland and Czechia, with members seeking diversified gas supplies and better-integrated markets. Agriculture & Trade: Poland exported 1,734 tonnes of pears to Belarus in October, up 3.5% from September; Belarus took 80.3% of shipments to five non-EU markets tracked. Transport Transition: Zero-emission trucks account for less than 1% of new registrations in Poland. European manufacturers say charging and other conditions lag and want the 2030 compliance timeline adjusted. Industrial Investment: Hanwha Aerospace has begun building a guided-rocket plant in western Poland, while Shein is investing €500 million in a Polish logistics hub. R&S Group has also opened a transformer factory in the country.

Data-Centre Pushback: Warsaw residents joined protests calling for a pause on large-scale data-centre permits, citing pressure on electricity, water and land as Poland pursues AI investment. Clean Heating: A new wastewater heat-pump system in Biłgoraj is set to supply 20% of the local heating network, offering a way to cut fossil-fuel use. Logistics Investment: Shein plans to invest €500 million in its Polish logistics hub as EU parcel charges reshape its European operations. Defence Manufacturing: South Korea’s Hanwha Aerospace has begun building a Polish plant to produce guided rockets, expanding local defence production. Energy and Trade: Poland has opened its 2026 renewables auction, while recent talks with India explored cooperation in trade, investment, AI, semiconductors and critical minerals.

Digital Infrastructure: Anti-data-centre protests spread to Warsaw, as campaigners called for a halt to large projects over energy, water and environmental concerns. Energy: Biłgoraj has put a wastewater heat-pump system into operation, set to supply 20% of the city’s heating network. Logistics: Shein plans to invest €500 million in a Polish logistics hub, strengthening the country’s role in its European operations. Defence Manufacturing: Polish firms are preparing to produce components for Ukraine’s Bohdana howitzers, while a new Polish-South Korean plant is set to make guided rockets. Trade and Technology: Poland and India are pursuing closer cooperation in trade, investment, AI, semiconductors and critical minerals.

Retail & Logistics: SHEIN plans to invest another €500 million in its Polish hub, with its local workforce expected to reach 10,000, strengthening Poland’s role in the company’s European operations. Energy Infrastructure: Poland has joined the CESEC energy group, which is working to improve cross-border connections and tackle high prices. Separately, Japan’s IHI will supply components for Poland’s first AP1000 nuclear plant, while the project advances toward early works. Defence Manufacturing: Polish companies are preparing to produce components for Ukraine’s Bohdana self-propelled howitzer, adding a new line of defence production in Poland. Industrial Technology: Sygnis and Innova Green plan to establish optical-fibre production, while Poland has also announced €10 million in support for geothermal heating projects.

Energy Security: Poland will provide an additional 8 million zlotys ($1.95 million) for generators to help Ukraine prepare for winter. Logistics Investment: Shein plans to invest €500 million in a Polish logistics hub, adding to the country’s role in European supply chains. Industrial Growth: Hanwha has begun building a guided-missile plant in Gorzów Wielkopolski, while R&S Group has opened a Polish transformer factory. Poland’s manufacturing activity also stabilized in October. Clean Energy: Polenergia secured financing for a 276-megawatt wind portfolio, and Kutno received government funding for geothermal heating.

Logistics Investment: Shein plans to invest €500 million in a Polish logistics hub, expanding its European operations as new EU parcel charges loom. Defence Manufacturing: Hanwha Aerospace has broken ground on its first overseas missile plant in western Poland, bringing guided-rocket production closer to European customers. Energy and Industry: R&S Group has opened a transformer factory in Poland, while Sygnis and Innova Green plan to establish domestic optical-fibre production. Infrastructure: Poland has launched a construction tender for a container terminal in Świnoujście. In energy, Polenergia secured financing for a 276MW wind portfolio, and Kutno received government funding for geothermal heating. Digital Infrastructure: A proposed 3.2GW data-centre campus in Pomerania aims to begin operations in 2028–29. Factory Activity: Polish manufacturing activity stabilized in October.

Logistics: Shein will invest €500 million in a Polish logistics hub, expanding its European operations as new EU parcel charges loom. Defence Manufacturing: Hanwha Aerospace has broken ground on a western Poland plant for Chunmoo guided rockets, adding local production capacity. Industrial Investment: R&S Group has inaugurated a Polish transformer factory, while Sygnis and Innova Green plan a facility to produce optical fibre. Ports and Energy: Poland has opened a tender for construction works at the Świnoujście container terminal and launched its 2026 renewables auction.

Defense Manufacturing: Hanwha Aerospace and Poland’s WB Group have broken ground on a guided-rocket plant in Gorzów Wielkopolski. The facility is due to begin production in 2029, expanding local supply and creating more than 200 jobs. Logistics & Retail: Shein will invest €500 million to expand its Wrocław-area hub, bringing its Poland spending to €1 billion. The expansion will add warehouse capacity and support a workforce of 10,000 by year-end. Trade & Technology: India and Poland are seeking closer cooperation in trade, investment, AI, semiconductors and critical minerals. Energy & Infrastructure: Poland has launched its 2026 renewables auction, taken another step toward its first nuclear plant and tendered marine works at Świnoujście port.

Retail & Logistics: Shein will invest €500 million to expand its Polish logistics hub, adding capacity as EU parcel charges reshape online retail. The site is expected to employ more than 10,000 people and use 6,500 robots by year-end. Advanced Manufacturing: Construction has begun in Gorzów Wielkopolski on a WB Group–Hanwha Aerospace factory for guided rockets, bringing production and technology transfer to Poland. Trade & Technology: India and Poland discussed cooperation in AI, semiconductors, data centres, cybersecurity and agri-tech, with new opportunities expected from the India-EU trade deal. Energy: Poland opened a renewables auction and advanced preliminary work for its first nuclear plant. An AGH University review also warns that national energy-risk models often miss the combined effects on the economy and households. Biotech: Kraków-based Ryvu Therapeutics and Menarini reported initial Phase II results for an experimental lymphoma drug, with clinical activity seen in heavily treated patients.

Trade and Investment: South Korea and Poland are exploring broader cooperation in defence, batteries, energy, infrastructure, space and digital technology, building on existing arms deals and plans for an airport link. Defence Manufacturing: Polish companies are preparing to produce components for Ukraine’s Bohdana howitzer, extending local industry’s role in European defence supply chains. Energy Projects: Poland has applied for a preliminary works permit for its planned nuclear plant, with Japan’s IHI taking a key role in the Westinghouse project. Renewable-energy contractor ONDE has also been selected for two battery construction packages. Business and Technology: Vietnamese IT group FPT opened an office in Gdansk as it expands in Europe. Poland’s manufacturing activity stabilized in October, while electricity costs remain a pressure point for businesses and households.

Space and Defence: Poland is elevating its military satellite agency ARGUS into a Space Operations Command. It now oversees eight satellites, with a broader role in environmental monitoring and disaster response. Polish firms are also joining forces to produce Ukraine’s Bohdana self-propelled howitzers. Energy Investment: Poland is seeking a preliminary works permit for its planned nuclear plant, while renewable-energy company ONDE has won two battery construction packages. Polenergia secured financing for a 276-megawatt wind portfolio. Industry: Poland’s manufacturing activity stabilised in October, suggesting conditions may be levelling off after a difficult stretch. Clean Heating: A new €10 million programme will support geothermal heating projects.

Battery Manufacturing: LG Energy Solution’s third-quarter profit rose 25.7%, with higher output and improved utilization at its Polish plant helping lift results as energy-storage demand grew. Polish Tech Exports: Kraków-based SATIM is testing its AI satellite-imagery software in Germany’s military reconnaissance system, putting a small Polish firm into a major defence technology pipeline. Nuclear Energy: Japan’s IHI has won a key role in Westinghouse’s planned Polish nuclear plant, while state utility PEJ has applied for an early-works permit. Renewables: Polenergia secured financing for a 276-megawatt wind portfolio, and Poland announced €10 million in support for geothermal heating projects. Industry: Poland’s manufacturing activity stabilized in October, offering a tentative sign of steadier factory conditions.

Nuclear Build-out: Japan’s IHI won an order from Westinghouse to supply equipment for Poland’s first nuclear plant. State-owned PEJ has also sought a permit for early site works at Lubiatowo-Kopalino, including cooling-water pipelines and access roads, ahead of plans for three reactors. Renewables: Polenergia secured financing for a 276-megawatt wind portfolio in Poland, advancing another major domestic energy project. Manufacturing: Poland’s factory activity stabilized in October, with S&P Global’s purchasing managers’ index rising to 50 from 49. Output held steady, export orders grew for the first time since November 2025, and employment increased.

Aviation and Jobs: Ryanair is weighing a €50 million maintenance hangar in Poland, with 300 jobs potentially moving from Shannon if planning delays hold up the project. The investment is still under consideration. Defence Manufacturing: Poland has been selected to host a Patriot missile maintenance hub, adding repair capacity as NATO faces interceptor shortages. Construction: Vinci’s Warbud won a €149 million contract for the next phase of Warsaw’s concert hall, a major project for the capital’s building sector. Retail: Żabka reported a 14.3% rise in nine-month revenue, pointing to continued growth at one of Poland’s largest convenience-store chains. Industrial Technology: Brazilian firm ALTAVE says its AI safety tools are used in Poland as part of deployments across six countries, including offshore operations.