Industrial Policy & Trade Monitor· 2665 actions· ✨ 90 recent

Presidential Decree No. 1012 of 31 December 2025 amends the standing Decree No. 302 (25 April 2023) list of foreign-owned assets under "temporary management," adding 100 percent of the shares in Can-Pak LLC (owned by Poland's Canpack S.A.) and Can-Pak Packaging Plant LLC (owned by Tapon France) — the two Russian operating subsidiaries of the CANPACK Group's aluminium-beverage-can business — and transferring control to StalElement LLC, a newly formed Russian administrator. The decree entered into force on its date of official publication (13 January 2026) despite being signed two weeks earlier, and covers Can-Pak's Volokolamsk (Moscow region) and Novocherkassk plants, which together hold an estimated 25-35% share of Russia's aluminium-can market. It is one of a running series of company-specific amendments to Decree 302, Russia's mechanism for placing Russian assets of "unfriendly state" companies under state administration in reciprocal response to Western sanctions and asset freezes.

The European Investment Bank signed a EUR 146 million (USD 171 million) loan with Kronospan, a leading European producer of wood-based panels, on 19 December 2025. The financing backs deployment of rooftop and ground-mounted solar photovoltaic installations, battery energy storage, and electric-vehicle infrastructure across Kronospan's manufacturing sites in Poland, Czechia and Slovakia, aimed at cutting emissions and boosting energy independence. Global Trade Alert logs the loan as a "red" state-loan intervention on grounds that below-market EIB financing to a named commercial manufacturer is a trade- and competition-distorting subsidy.

ECOFIN on 12 December 2025 adopted a Council Implementing Decision approving the 4th amendment to Poland's National Recovery and Resilience Plan (Krajowy Plan Odbudowy, KPO), following Commission proposal C(2025) 7998 final of 19 November 2025. The amendment modifies 80 measures within the plan while keeping Poland's total financial contribution under the EU Recovery and Resilience Facility (RRF) unchanged at EUR 25,276,853,716 in grants, alongside an estimated EUR 20.6 bn REPowerEU chapter envelope. Adopted in parallel with amendments for Austria, Cyprus, Czechia, France, Greece, Latvia, Malta, Portugal and Slovenia, this amendment continues the structural pivot — first opened by the May 2025 third amendment — that allows Poland to redirect post-COVID recovery funds toward defence-industrial and dual-use spending given the NATO eastern-flank context.

Poland's Centre for EU Transport Projects (CUPT), acting under State aid scheme SA.114259 cleared by the European Commission on 8 October 2024, signed co-financing agreements worth EUR 47.2 million (part of a PLN 482 million / ~85%-intensity aid envelope) to install ERTMS Baseline 3 Release 2-or-higher train-control equipment on new and modernised railway rolling stock. The scheme is financed under Poland's National Recovery and Resilience Plan (KPO) and covers up to 85% of eligible ERTMS equipment and retrofit costs for rail vehicle owners/operators bringing rolling stock into line with EU rail-interoperability rules.

Poland's Sejm adopted on 25 July 2025 — and the President signed on 5 August 2025 (Dz.U. 2025 poz. 1080, in force 7 September 2025) — a Special Act on Strategic Investments in the Field of National Defence and Public Security that creates an accelerated authorisation track for defence and public- security infrastructure projects: a single combined administrative decision issued within 90 days of application, simplified notification regime inside closed military zones, replacement of full environmental and water-law assessments with targeted mitigation, and an exemption from the Public Procurement Law for Ministry-of-National-Defence-cleared unmanned aerial vehicles, unmanned weapon platforms and counter-drone systems. The statute is the procedural backbone for Poland's PLN 187bn 2025 defence budget (≈4.7% of GDP, the highest share in NATO) and dovetails with Poland's €43.7bn EU SAFE defence-loan allocation signed in May 2026.

The Polish Sejm passed the Act of 9 July 2025 amending the Act of 24 July 2015 on the Control of Certain Investments, signed by the President on 21 July 2025 and effective 24 July 2025. The amendment removes the time-limited "Specialised Rules" tier (introduced in 2020 under the Anti-COVID Shield) and makes Poland's FDI screening regime permanent. Review competence is transferred from the President of UOKiK (the competition authority) to the minister responsible for economic affairs (currently the Minister of Finance and Economy), and a new trigger covering "an international situation distorting the market or competition" is added alongside the existing public-order, security and health grounds.

On 3 July 2025 the EIB Group (European Investment Bank and European Investment Fund) announced backing for a cash securitisation of auto leases originated by Polish platform VEHIS. The EIB will invest PLN 637 million (EUR 150 million) in senior notes, while the EIF will provide bilateral guarantees enabling a third-party institutional investor to purchase a similarly sized tranche of notes. The operation is designed to generate a new portfolio of SME and Mid-Cap auto leases totalling PLN 2.6 billion, with at least 30% earmarked for women-led businesses and at least 10% for climate action including electric-vehicle leasing.

Japan Bank for International Cooperation (JBIC), Japan's state export-credit and outbound-investment finance institution, signed a loan agreement on 2025-06-27 providing USD 252 million toward a syndicated facility for White Eagle Energy Limited, a Cyprus-registered special-purpose vehicle wholly owned by Mitsui O.S.K. Lines (MOL). Co-lenders are Sumitomo Mitsui Banking Corporation and Crédit Agricole Corporate and Investment Bank. The facility finances White Eagle's acquisition of a newly built floating storage and regasification unit (FSRU) — Poland's first — which will be chartered to Operator Gazociągów Przesyłowych GAZ-SYSTEM S.A., Poland's state-owned gas transmission operator, under a leasing/operation/maintenance arrangement.

On 23 May 2025, the European Investment Bank (EIB) signed an agreement to provide EUR 700 million (EUR 350 million per project) for the construction of the Bałtyk 2 and Bałtyk 3 offshore wind farms in the Polish Baltic Sea, developed by a joint venture between Norway's Equinor and Poland's Polenergia. The twin fixed-bottom farms, located roughly 30 km off Ustka and Łeba, will have a combined capacity of 1.44 GW (100 turbines of 14.4 MW each) and are expected online in 2028, producing enough power for two million households. The EIB is the largest of roughly 30 lenders in the financing package and describes it as its third major renewables investment in Poland in 2025 and third Baltic Sea offshore-wind financing overall. Global Trade Alert logs the loan as a "red" state-loan intervention on the grounds that EIB multilateral financing to a named commercial joint venture constitutes below-market state-linked support.

On 2 May 2025, the European Investment Bank (EIB) signed a loan of up to PLN 2,580 million (approximately EUR 605 million) with Polish state long-distance rail operator PKP Intercity to finance the "PKP Intercity Fleet Renewal and Expansion II" project, against a total project cost of roughly PLN 5,160 million (EUR 1.21 billion). The financing covers new electric and bi-mode locomotives, bi-mode multiple units, passenger coaches, and coach modernisation, predominantly for Public Service Contract long-distance services within Poland and limited cross-border routes. Global Trade Alert logs the agreement as a "red" state-loan intervention on the grounds that EIB financing to a state-owned rail operator constitutes below-market state-linked support.

Poland's Ministry of Climate and Environment published draft Act UC83 on 14 April 2025, the national implementing legislation for EU Regulation 2024/1252 (Critical Raw Materials Act). The draft establishes a single contact point for strategic projects, a registry of strategic projects, a National Programme for Searching Critical Raw Materials, and a supply-chain risk monitoring system obligating the Council of Ministers to maintain and update a State Raw Materials Policy. As of March 2026 the act remains in pre-adoption draft status (version 3.0 published 4 March 2026); planned Council of Ministers adoption was Q4 2025 and has slipped.

On 25 March 2025 the European Commission adopted the first list of 47 Strategic Projects inside the EU under Article 7 of the Critical Raw Materials Act (Regulation (EU) 2024/1252), followed on 4 June 2025 by 13 Strategic Projects located in third countries — 60 designations in total. The 47 EU projects span 13 Member States and 14 strategic raw materials, with an expected EUR 22.5bn capital-investment envelope; the 13 third-country projects require a further EUR 5.5bn. Designation triggers fast-track permitting (max 27 months for extraction, 15 months for processing/recycling), preferential access to EU/EIB/EBRD finance, and Member State priority status, operationalising the CRMA's 2030 benchmarks (≥10% extraction, ≥40% processing, ≥25% recycling, ≤65% single-country dependence).

Poland's Ministry of Digital Affairs published the final "Polska w grze o przyszłość — polityka dla sektora półprzewodników 2025+" (Poland in the Game for the Future — Semiconductor Sector Policy 2025+) in mid-June 2025 following public consultations (6 February – 4 March 2025, 38 entities, 356 proposals reviewed). The seven-pillar national strategic framework targets 2–3 large industrial semiconductor investments by 2030 with added value €300–600 M each, focused on back-end production (assembly, test, packaging) and materials. Three specialised semiconductor parks are proposed: Mazovia (chip design), Lower Silesia (materials manufacturing), and Pomerania (sensor technologies). The policy operationalises Poland's positioning as a back-end semiconductor destination and materials-supply hub within the EU Chips Act ecosystem, sitting inside the broader "National Framework for Supporting Strategic Semiconductor Investments" programme (>PLN 7 bn through 2026, adopted December 2023).