Is it an inflated or punctured balloon of green transformation plans? Again, because of the election? Poland’s green transition is moving at an electoral rhythm. When it fits, it accelerates and swells like a balloon; when it’s inconvenient, it begins to deflate. We have entered a phase of bipartisanship again – something different to Brussels, something different with the blink of an eye – to […]
CO2 certificate prices are falling – Finance Minister dismayed! The year 2024 suddenly and basically unexpectedly brings a reduction in the price of CO2 certificates – emission fees. What was first skyrocketed (even temporary prices of more than 100 Eur/ton) is now going down by almost 50% (recent EUA – certificate rates are 50-55 Eur). As always, it’s a combination of many factors, but most […]
Bad as the price of energy is high, but as cheap… it’s even worse. Politicians are used to making us worry about energy prices. This is a standard topic of dispute and discussion, and every government necessarily takes protective measures for the public – most recently another “energy price freeze” on our bills (actually, its part – the component for energy consumption) – until the […]
Atomic game of hide and seek (giant atom) or old bear (SMR) … After a great (marketing) acceleration, the nuclear project is back on the old beaten path (i.e., decisions in the next quarter). Large nuclear projects have stalled and, as always, have the problem of financing—we know we want to build, and it’s more or less clear how much we want to develop; it’s […]
In anticipation of the merry-go-round of managerial changes (late January and February) … The inevitable managerial change in all energy-related SOEs is quietly getting underway. Slowly, for now, in the form of the first names dismissed from the Supervisory Boards, to accelerate in January and eventually, with the force of a waterfall, resulting in a complete change of personnel over the coming months (Supervisory Boards, […]