Post by Marcin Tomaszewski

A lot of people roll their eyes at the "green transition" and call it ideology. I get it, but for me it comes down to money, risk and whether our companies can keep up. Three things I talk about in the interview: ⚡ AI is the future, but it eats electricity. Without cheap, clean power, Poland won't build much of an AI economy. 🔋 Poland already builds solar faster than the grid can use it. On sunny days clean power gets thrown away, even sold at negative prices. Panels are the easy part now, the real job is grids, storage and flexibility. 💰 The big question is who pays. The bill runs into trillions, far more than banks can cover, while Polish savings just sit in the bank. Poland needs stronger capital markets in this part of Europe. And to those blaming Brussels, note the irony. ETS itself puts billions into Poland's own budget to pay for the switch. The rules aren't what hold the country back. Spending that money elsewhere is. Full conversation with Robert Sroka and Stec Andrzej for Bankier.pl below. Judging by the comments, it struck a chord. https://lnkd.in/gEQ8BvFG That's what we work on at EBRD, three things that move together. The green shift, institutions solid enough for private capital to flow and the skilled people to pull it off. Drop one and the other two stall. Andreea Moraru Konrad Wilczak Anna Chmielewska Melis Ekmen Tabojer Gianpiero Nacci Barbara Rambousek Sonia Jordan-Kirwan Thanks to Robert Adamczyk and Wojciech Lewandowski Ph.D. for the push and for sharpening my thinking along the way.