AGP Executive Report

Infrastructure: Poland’s CPK airport and transport hub faces an estimated PLN 20 billion funding gap, putting its planned 2032 opening in doubt. Energy: The country has approved its first fast-track renewable energy zones, which could cut project preparation from three or four years to one or two. Meanwhile, rising gas prices could push household bills up by as much as 35% next year, experts warn. Manufacturing: Polish automotive supplier Brose Sitech plans its first U.S. factory in South Carolina, with nearly 330 jobs to produce vehicle seating systems. Agriculture: Polish oyster mushroom growers are expanding production while tomato imports have risen over the past decade. Defence Industry: Poland’s selection to host Europe’s only Patriot PAC-3 missile maintenance centre outside the U.S. could bring a major new role in allied defence supply chains. Retail: Żabka reported a 14.3% rise in nine-month revenue.

Defence Industry: Poland will host Europe’s first Patriot PAC-3 missile maintenance centre outside the US, aiming to cut repair and recertification delays that can exceed a year. Warsaw also plans to send Ukraine two MiG-29s and ammunition in a €50 million aid package. Energy: Poland expects to set a schedule for releasing oil reserves by the end of November, but sees no immediate need; a coal supply crisis in Kazakhstan could also put pressure on Polish supplies. Retail & Logistics: Żabka’s nine-month revenue rose 14.3%, while Rhenus opened a major AutoStore facility in Poland. Investment: Greenvolt agreed to sell a 1.6GWh Polish battery portfolio for $438 million, and Pratt & Whitney is investing $100 million at its Rzeszów plant. Trade: Pesa and India’s Jupiter Wagons plan to cooperate on bringing Polish rail technology to India.

Energy Costs: Poland joined 12 other EU countries opposing a Brussels plan to tax electricity less than gas, arguing the proposal exceeds EU powers. The debate comes as high energy costs pressure households and manufacturers. Defence Industry: Poland was selected to host Europe’s first PAC-3 missile maintenance hub. The facility is expected to cost about 1 billion zlotys and take roughly a year to open, bringing repair and refurbishment work closer to NATO’s eastern flank. Automotive Expansion: Poland-headquartered Brose Sitech will invest $29.5 million in its first US factory, creating 330 jobs and supplying seats to Scout Motors. The move gives the supplier a production base closer to a major customer and expands its North American presence.

Trade and Investment: Poland is looking to deepen business ties with India as the EU-India trade agreement moves toward signature. Warsaw sees the deal as a route to more trade and investment, with both countries targeting a doubling of bilateral trade by 2030. Defence Industry: Poland will host Europe’s only Patriot PAC-3 missile maintenance centre, a €227 million project expected to strengthen the local defence supply chain. A new three-year pact with the UK also aims to advance missile and ammunition cooperation. Energy Storage: Polish battery projects are attracting fresh investment: Greenvolt agreed to sell a 1.6GWh storage portfolio, while PGE broke ground on a 400MW battery project. Agriculture: Farmers protested in Warsaw over conditions in the sector, adding to pressure on an industry facing rising costs and market uncertainty.

Defence Manufacturing: Poland will host Europe’s first PAC-3 Patriot missile maintenance hub outside the US, bringing repairs closer to NATO forces. The UK and Poland also agreed to deepen cooperation on missiles and ammunition. Energy Investment: PGE and Ørsted added BGB Group to the Baltica 2 offshore wind project, while PGE broke ground on a 400 MW project with battery storage supplied by Fluence. Industrial Capacity: Pratt & Whitney has begun construction of a $100 million fighter-engine factory in Poland. Logistics group Rhenus also opened a major AutoStore facility in the country. Digital Infrastructure: AI data-centre group 3C Datalec plans to open a Warsaw facility as it expands operations and hiring.

Defence Manufacturing: Poland will host Lockheed Martin’s first PAC-3 missile maintenance centre outside the US, bringing repair and refurbishment closer to European operators and supporting NATO readiness. Pratt & Whitney has also broken ground on a $100 million fighter-engine factory in Rzeszów. Energy Investment: PGE and Fluence have begun work on a 400 MW battery-storage project, while PGE and Ørsted added BGB Group to the supply team for the Baltica 2 offshore wind farm. Trade: Donald Tusk’s Vietnam visit established a strategic partnership, with both countries targeting $6 billion in bilateral trade. Logistics: Rhenus has opened a major AutoStore facility in Poland, adding automated capacity for warehouse operations.

Defence Manufacturing: Poland will host Europe’s only Patriot PAC-3 missile maintenance centre outside the US. The roughly 1 billion-zloty facility could cut servicing delays from more than a year to months. UK Partnership: Warsaw and London signed a three-year defence plan covering missile development, drones, anti-drone systems and joint exercises. Energy Storage: PGE has begun work on a 400 MW battery project with Fluence, while Greenvolt agreed to sell a 1.6 GWh Polish battery portfolio. Aerospace: Pratt & Whitney is investing $100 million in a fighter-engine factory in Rzeszów. Logistics and Trade: Rhenus opened a major AutoStore facility in Poland, and Poland and Vietnam set a $6 billion bilateral trade target.

Energy Storage: LG Energy Solution signed an agreement to supply Energix with 2 GWh of storage systems across Europe and North America over two years. The partnership builds on a Polish project delivered in 2024. Battery Investment: Greenvolt agreed to sell a 1.6 GWh portfolio of Polish battery projects for $438 million, highlighting investor demand for grid-scale storage. Aerospace Manufacturing: Pratt & Whitney is investing $100 million in its Rzeszów plant, which will make engine components from 2028 and add more than 120 jobs. Rail Exports: Poland’s rail exports approached $2 billion in 2024, and manufacturers are looking to Africa for growth. Pesa is also exploring passenger-train manufacturing in India with Jupiter Wagons. Trade: Poland and Vietnam have launched a strategic partnership, with both sides seeking to expand trade and business cooperation.

Aerospace Manufacturing: Poland’s PZL Mielec will make components for Lockheed Martin’s F-35 fighters and Black Hawk helicopters, adding to a growing role in global defence supply chains. Pratt & Whitney is also investing $100 million in its Rzeszów plant. Energy Storage: Greenvolt has agreed to sell a 1.6GWh portfolio of Polish battery projects for $438 million, underscoring investor demand for grid-scale storage. Trade and Investment: Poland and Vietnam upgraded ties to a strategic partnership during Donald Tusk’s visit to Hanoi, with both governments pledging closer cooperation in trade, investment, technology and defence. Winter Energy: Europe’s gas storage is at its lowest level for this point in 15 years; wood already supplies 32% of household heating in Poland, highlighting the country’s exposure to fuel-market pressures.

Trade and Industry: Prime Minister Donald Tusk’s Vietnam visit comes as bilateral trade reached nearly $2.3 billion in the first half of 2026, up 19% year on year. Poland and India are also targeting a doubling of trade by 2030, with defence and technology cooperation in focus. Defence Manufacturing: Poland’s WB Group plans to invest $100 million in India over five years to produce unmanned systems, while Polish companies have demonstrated a 5G-assisted drone detection system. Energy: Polish households face winter coal-buying difficulties, while new rules allow solar owners to pair panels with larger batteries if exports remain capped. Food Prices: Sugar prices could rise in Polish shops next year as lower European production tightens supply. Business Climate: A new report lists 100 examples of added national requirements in Poland’s implementation of EU law, renewing debate over red tape and costs for firms.

Defence and Trade: Poland’s WB Group plans to invest $100 million in India over five years, building manufacturing and R&D capacity for unmanned systems. The move follows a new India–Poland push to double bilateral trade by 2030 and deepen defence-industry cooperation. Logistics: Ukraine is seeking to move grain customs checks into Poland or Slovakia to protect truck traffic from Russian attacks on border infrastructure. Manufacturing and Energy: Pratt & Whitney has broken ground in Poland as Airbus warns engine shortages will persist through 2026. The EU has also selected Polish projects for support to build lithium iron phosphate battery-cell factories. Exports: Poland recorded a €10 billion trade surplus with Ukraine, while Polish poultry and egg exporters are gaining ground beyond Europe. Transport: Ryanair has begun adding winter routes linking Poland with Italy, including new services from Warsaw, Gdańsk and Kraków.

Industrial Technology: Polish companies demonstrated a 5G-assisted drone detection system, while plans to turn 18,000 cell towers into a nationwide detection network point to growing demand for security technology. Trade & Partnerships: Prime Minister Donald Tusk’s India visit brought nearly 100 Polish firms into talks on trade, defence and technology, with both countries aiming to double bilateral trade by 2030. Poland’s PESA and India’s Jupiter Wagons are also exploring passenger-train manufacturing. Manufacturing & Energy: Pratt & Whitney has broken ground on a Polish facility as Airbus warns engine shortages will continue through 2026. Greenvolt Power is also preparing to sell battery-storage projects in Poland with 400 megawatts of capacity. Agriculture & Trade: Polish poultry and egg exports are gaining ground beyond Europe, while the country recorded a €10 billion trade surplus with Ukraine. A Polish apple exporter, meanwhile, is calling for greater market stability amid a smaller harvest.

India–Poland Business: Donald Tusk’s visit to India put trade and industrial ties in focus, with both countries aiming to double bilateral trade by 2030 and expand cooperation in technology, defence, space and nuclear energy. Karnataka also invited Poland to join its 2027 Global Investors Meet, while Polish agency NASK and OpenAI agreed to collaborate on AI safety. Industry: Polish industrial production growth improved, but producer-price inflation reached its highest level since April 2023. Rail maker PESA and India’s Jupiter Wagons plan to explore passenger-train manufacturing, while Pratt & Whitney has broken ground on a Polish facility as engine supply constraints persist. Energy: Investment in storage and grid infrastructure is advancing, including PGE’s tender for 22 distributed battery installations and plans to sell 400 MW of Polish battery-storage projects. Agriculture: Poland’s poultry and egg exports are gaining ground beyond Europe, while apple exporters are calling for greater market stability after a smaller harvest.

India Partnership: Donald Tusk’s visit produced a push to double Poland–India trade by 2030 and deepen cooperation in defence, space and nuclear energy. Karnataka also invited Poland to partner at its 2027 investment summit; Polish company TZMO plans a healthcare-products plant expected to create about 1,000 jobs. Defence Industry: Poland plans a $3.8 billion investment in a US military base, while Kongsberg won a contract to equip Polish armoured vehicles and P&W broke ground in Poland amid continuing engine-supply constraints. Energy Storage: PGE is seeking suppliers for 22 distributed battery installations, as Greenvolt prepares to divest Polish battery-storage projects with 400 MW of capacity. Trade Policy: Poland says the EU’s new trade discussions with China should look beyond cars to sectors such as chemicals and machinery, as the bloc seeks stronger tools to counter import pressure.

Industrial Property: Chinese firms have committed 695,000 sq m of industrial and logistics space in Poland since 2024, second only to the UK in Europe, driven by demand from EV, battery, renewables and e-commerce businesses. Logistics: Qatar Airways Cargo will restart Warsaw freighter service on Oct. 26, adding a weekly direct link to Chicago and more capacity for Polish exporters. Agrifood: Poland is pushing poultry and egg sales beyond the EU. Exports to the Philippines rose 21% to €81 million, with poultry meat shipments up 72%; agrifood exports to Egypt reached €104 million. India Partnerships: Warsaw and New Delhi aim to double bilateral trade by 2030 and deepen cooperation in defence, space, nuclear energy and technology, including joint production and a startup bridge. Energy Storage: Greenvolt plans to divest 400 MW of Polish battery-storage projects, while PGE has tendered 22 distributed battery installations. Ukraine Trade: Poland’s goods-trade surplus with Ukraine reached a record €9.7 billion in May, as exports grew faster than imports.

India–Poland Business: Prime Minister Donald Tusk’s visit to Bengaluru with about 100 business leaders is aimed at opening investment and technology opportunities. India and Poland agreed to double trade to more than $12 billion by 2030, launch a Startup Bridge and deepen cooperation in defence, space, nuclear energy and clean technology. AI Safety: OpenAI and Poland’s NASK research institute will work on evaluating advanced AI systems, finding vulnerabilities and strengthening safeguards. Defence Manufacturing: Kongsberg won a roughly NOK 700 million contract to supply remote weapon stations for Poland’s K2 tanks and support vehicles, with initial deliveries for integration due in spring 2027. Drone Detection: Ericsson, Play and Asseco demonstrated a system combining mobile-network signals and acoustic sensors to detect low-flying drones near sensitive sites in Poland.