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BMI View: The diversification of Poland's coal-dependent capacity mix has been slow, despite an uptick in gas-fired and renewables capacity over recent years - as the country moves grudgingly towards meeting its EU carbon reduction targets. Yet, with Prime Minister Donald Tusk recently mooting plans to expand the role of hard coal in the country's power mix and the government pressuring national utility PGE into pursuing the previously cancelled Opole coal-fired power plant, the future direction of Poland's power generation mix - and the health of its power sector more broadly - continues to be beset by uncertainty. We have revised down our forecasts for electricity generation and consumption this quarter. This revision is based largely on a reassessment of our growth projections for the broader P ...
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