2030 na horyzoncie – co dalej z dekarbonizacją gospodarki? Najnowszy raport Baker Tilly TPA

There's no peace in the Polish power industry. The beginning of 2026 is no exception. Wojciech Sztuba (TPA Poland) talks with Krzysztof Horodko (Baker Tilly TPA), one of the authors of "2030 on the Horizon: EU Climate Goals and the Polish Realities of Transition," about what the data and the draft NECP reveal when "optimistic" assumptions about energy demand and the pace of electrification are removed. The conversation covers, among other things: 🔋 whether Europe (and Poland) is seeing the same increase in electricity consumption as has been "prescribed" in many transformation paths, 🔋 what this means for prices, peak-hour cannibalization of PV, project bankability, and PPA structures, 🔋 how the NECP project shapes the mix by 2030: PV, onshore and offshore wind, gas capacity, storage, and the role of the grid, 🔋 where the risk of missing targets increases (transport, buildings/heating, industry) and what can "unlock" demand, as it were, 🔋 economic competitiveness vs. system costs: what are the real constraints today. 📥 Download the publication "2030 on the Horizon" (PDF): https://www.bakertilly-tpa.pl/insight... Chapters: 00:00 – Context: energy market, volatility, new risks 00:55 – The "New Normal" in Renewable Energy: Profile Optimization, Storage Colocation, Active Demand Management 02:06 – Assumptions about Demand and Electrification 03:03 – Fit for 55: EU Targets and Consequences for Poland 07:33 – Assuming Increased Electricity Consumption vs. Practice 08:00 – Why energy consumption isn't growing (EU and Poland) 15:52 – The 2030 mix: gas as "controllability" and the place of renewable energy 16:27 – Energy storage: scale and importance for the system 19:54 – Hydrogen/electromobility: pace, barriers, regulatory adjustments 23:14 – NECP update: what changes and does it address new phenomena 29:10 – What does this mean for PV and onshore wind (2026+ perspective) #energy #energytransformation #RES #NECP This material is for informational purposes only and does not constitute investment advice.