Poland Offshore Wind Energy Manufacturing Supply Chain Infrastructure Feasibility Study with Renewable Energy Outlook

Executive Viability Abstract

This feasibility study evaluates the establishment of a comprehensive offshore wind manufacturing and logistics hub in Poland, focusing on the Baltic Sea expansion. With a national target of 11 GW by 2040, Poland represents the most significant emerging offshore wind market in Europe. The study confirms that localizing the supply chain—specifically foundations, towers, and cable manufacturing in the Szczecin-Swinoujscie and Gdansk-Gdynia regions—is economically viable and strategically essential to mitigate logistics costs and meet local content requirements.

## Market Analysis Poland's Offshore Wind Act provides a robust legal framework for the first 5.9 GW of capacity. The Baltic Sea offers high wind speeds and relatively shallow waters, making it ideal for fixed-bottom foundations. Currently, the market is characterized by a high reliance on foreign OEMs (Siemens Gamesa, Vestas), but there is a significant opportunity for Polish steel manufacturers and shipyards to pivot into the wind sector. Competition from Danish and German ports is a factor, but Poland's lower labor costs and proximity to projects provide a competitive edge. ## Technical Feasibility The technical requirement focuses on upgrading port infrastructure to support heavy-lift operations (cranes > 1,500 tons) and deepening access channels to 12.5 meters. Manufacturing facilities must be capable of producing 'XXL' monopiles and jackets. The study identifies the Gryfia Brdowski Island and the Port of Gdynia as primary candidates for installation terminals and manufacturing bases. ## Financial Projections Total CAPEX is estimated at €1.8 Billion, covering port redevelopment and the construction of three major manufacturing plants (Towers, Foundations, Cables). Revenue models are based on long-term supply agreements with Tier-1 developers (Orlen, PGE, Equinor). Expected annual revenue at full capacity exceeds €550 Million. ## Risk Assessment Key risks include regulatory bottlenecks in the grid connection process (PSE), potential delays in port dredging projects, and the fluctuation of global steel prices. Mitigations include securing state-backed guarantees and establishing long-term power purchase agreements (PPAs).