Polish State Treasury companies with new guidelines. Local content is supposed to drive development
The first to go will be energy companies that will take part in the pilot project scheduled for six months.
The inauguration of the “Local Content. For the benefit of Poland” project took place on Thursday near Toruń at the headquarters of Apator, which produces, among others, remote electricity reading meters, as well as drones. A contract worth approximately PLN 300 million for the supply of over PLN 750,000. these devices were signed by Enea. Apator is therefore an example of a Polish company that benefits from re-Polonization. The event was originally planned for March 2 in Szczecin, but this date was postponed.
The rest of the article is below the video:
“We will enforce these rules.”
The event was attended by Prime Minister Donald Tusk, the management of the Ministry of State Assets and the presidents of the largest companies with State Treasury participation.
— Wherever the Polish government has anything to say – in the case of companies with State Treasury participation, state institutions, we will enforce these rules when placing orders – said Prime Minister Donald Tusk during the event.
And he added: – I will not lack determination, just like Minister Balczun.
— The idea of local content is becoming our common responsibility, Tusk emphasized. In this context, he mentioned not only companies with State Treasury shareholding, but also state institutions and local governments.
“Repolonization is called local content”
He emphasized that today we all probably understand well that “the need for re-Polonization, which in this case is called local content” constitutes an absolutely key issue in today's uncertain world, i.e. sovereignty.
According to Tusk, these actions are intended to make the Polish economy “not autarkic, but sovereign.”
He also admitted that disseminating local content is not a simple process, because Poland belongs to the EU. — We want and will respect the principles that are the foundation of the EU, but we will do everything possible to do so Poland was always the first choice – he emphasized.
He talked about striving to disseminate the approach that “red and white is by definition better.” – Firstly, Polish, secondly, European, thirdly, countries with which we cooperate closely – he pointed out. In this third group he mentioned, among others: USA, South Korea, Japan, Norway etc.
– It is worth choosing Polish and not foreign ones – we are saying this not only because we believe that investing in Polish enterprises is the real driving force of the Polish economy – concluded the head of government. He added that local content also contributes to the development of Polish technological thought and security.
The government promotes local content to strengthen domestic companies, which is expected to translate into economic growth, strengthening Poland's strategic autonomy and economic security. As Wojciech Balczun, the head of the Ministry of State Assets responsible for the project, emphasized, these activities are of particular importance in the current geopolitical situation.
Polonization of supply chains is intended to achieve these goals, especially in investments carried out by companies with State Treasury participation. As a result, the participation of Polish companies in the ongoing modernization of the Polish army, energy, infrastructure and digitalization of the country is to increase.
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— Over the next decade, investments in the energy sector will amount to one trillion zlotys, and in railway, road and maritime infrastructure – several hundred billion zlotys. Similar expenditures are planned in the areas of defense, digitalization and IT. Our goal is for as much of this amount to go to domestic companies as possible. This will be a flywheel that will change our economy for many years – Balczun pointed out.
How has the government defined local content?
According to the definition presented “domestic component” is the value of goods or services produced or provided by a domestic entity.
The criteria specified in the Code of Good Practices will be used to determine the level of “nationality” of individual entities with which companies with State Treasury shareholding will cooperate.
These criteria are assigned the following percentage weights, which can be compared to the score.
Weight 25 percent refers to the criterion relating to the ultimate parent entity based in Poland. This means a premium for domestic capital.
The same weight, at the level of 25%, is to apply if the main activity of a given company is carried out in Poland.
A smaller weight, 15%, will cover tax residence in Poland.
The same weight, at the level of 15%, will be due for employing more than 50%. employees who are citizens of the Republic of Poland or live in Poland, paying taxes and ZUS contributions here.
Weight 10 percent will be granted for a registered office in Poland (KRS/CEIDG) and uninterrupted activity for at least three years.
Also 10 percent will be given to a company that has more than 50 percent generates annual turnover on the Vistula River.
The definition of local content was prepared by the MAP team for the participation of the national component in key investment processes.
As we wrote last week, tools supporting the development of local content are the definition and methodology for calculating the national component – the Central Statistical Office will measure the value of the national contribution to investments. As well as the Code of Good Practices, which will allow companies with State Treasury shareholding to equalize the chances of domestic companies competing for orders. This package also includes key performance indicators (KPIs) – in companies with State Treasury shareholding, supervisory boards will hold management boards accountable for the implementation of the MAP priority. The last element is the State Purchasing Policy, which the government adopted at the end of March.
First, a pilot for the energy industry
The project will begin with a pilot for the energy industry. It will involve the ordering party, suppliers and sub-suppliers completing a form for the Central Statistical Office. They will reveal the structure of the supply chain in a given project.
The form will be sent to the Central Statistical Office after signing the contract, and subsequent forms, for subsequent years of the contract implementation, will be submitted to the Central Statistical Office after the end of a given year. Thanks to this, contracting entities will be able to determine the share of the domestic component in their investments.
— The experience and conclusions from the pilot in the energy industry will constitute the basis for the comprehensive implementation of local content reporting in other strategic sectors of the economy. – announces the Ministry of Assets.
Wojciech Balczun explained: – Thanks to the Central Statistical Office, we will know how many Polish government investments are actually implemented by Polish companies. We also encourage Polish private companies to join the local content program.
Re-Polonization is one of the priorities of Donald Tusk's government
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Jacek Szydłowski / Forum / Forum Polish Photographers Agency
Despite the declarations and actions of the government and companies with State Treasury participation, the chances of Polish companies for contracts in the largest investments carried out on the Vistula River are still questionable.
In a recent conversation with Business Insider, Wojciech Balczun announced that the ministry will monitor how these solutions work and modify them if necessary.
Read also: Who will be the new president of Orlen? Behind the scenes of the game for influence in companies
MAP assures that it does not discriminate, but promotes
Responding to the concerns of foreign capital, the Minister of Assets states that “Poland has been benefiting from free trade in Europe and the world for 20 years and does not intend to undermine it.”
— We don't discriminate, we only promote. We support Polish companies, but also international businesses that decide to settle deeper in our country: set up a branch, employ people, create research centers, work with Polish suppliers or reinvest profits in Poland – emphasizes the head of MAP.
The Ministry of Assets hopes that thanks to the promotion of local content, there will be a shift from the “we buy the cheapest” model to the “we buy the most sensibly” approach. He points out that this is how the largest and technologically advanced EU economies – from Germany and France to Denmark – approach investment, protecting and developing their strategic industrial sectors.
Prime Minister Donald Tusk called for re-Polonization, understood as the promotion of local content, less than a year ago – on April 15, 2025, during the spring edition of the European Forum for New Ideas organized by the Lewiatan Confederation in Warsaw.
MAP emphasizes that since then, this slogan has been reflected in a number of investments carried out with the participation of State Treasury companies.
As an example from recent months, the ministry cites, among others: an agreement signed at the end of 2025 by Orlen Kolej, the second largest railway carrier in Poland, for the purchase of 40 modern locomotives (20 304E Gama locomotives and 20 E6ACTadnb Dragon 2 locomotives) manufactured by two Polish companies: Pesa and Newag. PKO Leasing was also involved in the transaction worth PLN 800 million.
Another example given is Orlen Termika's investment in the largest heat accumulator in Europe at the Żerań Heat and Power Plant. It will be used to heat 75,000. apartments in winter. The investment, which will be put into operation in autumn 2027, is being built by the Polish company Inżynieria Rzeszów in consortium with Energy Solution.
In turn, as indicated by the Ministry of Assets, the leader of the consortium building the gas and steam unit for Orlen in Gdańsk is the Polish company Polimex-Mostostal. 80 percent expenditure in the project will go to the Polish market.
Polimex-Mostostal is also the leader of the consortium that modernizes units in Rybnik for PGE (investment worth PLN 3–4 billion) and builds new gas units in Gryfino in the Lower Oder region. The investment value is approximately PLN 3.7 billion.
Moreover, PGE signed an agreement with the Doraco construction corporation to build an operational and service base in Ustka. It will be a base supporting offshore wind farms in the Baltic Sea.
Read also: Will Polish companies benefit from large investments carried out on the Vistula River? “It won't work without change”
MAP also mentions the investments of PGZ, which locates the entire technological process related to the development of the production of 155 mm ammunition and unmanned systems in Poland.
The ministry cites the SAFE program as a flagship example of local content on the scale of the entire economy. He calculates that it means approximately PLN 180 billion of EU support for Poland, of which 89 percent the funds are to go to domestic companies, and approximately 12,000 are to be involved in the supply chains. enterprises.
Another example concerns the Baltic industrial group, which in a contract with the German company Vensys (onshore wind) provided approximately 80 percent. local content by purchasing materials and components from Polish suppliers. This mainly concerns the supply of wind tower components.
