NFOŚiGW has become the majority shareholder of ElectroMobility Poland. 4.5 billion zlotys. Let’s not ruin this.
The National Fund for Environmental Protection and Water Management allocated 4.5 billion zlotys from the National Recovery Plan to ElectroMobility Poland. This funding serves as an investment that allows NFOŚiGW to acquire a controlling stake in EMP. It’s a positive move, as long as it doesn’t end up like with Aleksander Grad, who earned hundreds of thousands of zlotys monthly preparing Poland’s first nuclear power plant and… did nothing. Especially since the temptation will be great, with ten times more money available than was allocated to nuclear energy at that time (0.45 billion in 2010–2018).
ElectroMobility Poland. If everyone rushes to get involved there, it won’t succeed because there isn’t enough money.
Table of Contents
ElectroMobility Poland. If everyone rushes to get involved there, it won’t succeed because there isn’t enough money.
Comment
First, the facts: 4.5 billion zlotys is set to be spent on establishing a modern facility for producing electric vehicles, along with engineering and R&D capabilities for software, data processing, and digital solutions for mobility. Production is scheduled to begin in 2029, but according to Elektrowozu’s editorial team, actual sales won’t start until 2030 at the earliest. In addition, the budget certainly includes licensing costs, namely purchasing solutions from Foxtron and adapting them to our local needs (though this should be straightforward).
Foxtron Bria. The model profile is also visible in the cover illustration (c) Foxtron / Foxconn
Montownia-z-czasem-fabryka is set to be built in Jaworzno. It’s well known that those losing their jobs in the mines will receive offers to work there, as this represents a large (and demanding) group of voters. 4.5 billion zlotys is an enormous amount of money for the average person—with a reasonable salary of 20,000 zlotys, that would equate to 225,000 salaries or 18,750 years of earnings. However, in the context of mining, this budget doesn’t seem that large at all; the government has already planned to spend 6 billion zlotys in 2027 to support the coal mining sector.
Opinion
Under the previous government, we were skeptical about the Polish Electric Car project. Fortunately, the scoundrel and criminal Zbigniew Z. brought the project to collapse through his actions, just so Mateusz Morawiecki wouldn’t succeed. The situation here is slightly different. If the members of the ruling party don’t turn ElectroMobility Poland into a joke, we have a chance at a highly strategic product.
A view of the ElectroMobility Poland factory during the rule of Law and Justice Party
Let’s look at the geopolitical backdrop: China is sharpening its claws on Taiwan. ElectroMobility Poland has a chance to attract Taiwan’s industrial sector to Poland, which possesses the expertise (and supply chains) for producing Li-ion batteries, electric motors, and inverters. These three components can be used to build electric cars, but they can also be used for drones. Drones that have become an unexpected ally for the Ukrainian army in defending against Russian attacks, though Russia is also getting better at using them.
This isn’t the end: Taiwan is one of the few countries that possess technology for solid electrolyte cells. It’s a company different from Foxconn (see: ProLogium), and it’s also known that these cells are relatively expensive to produce and degrade quite quickly at the current stage. However, in military applications, this second factor becomes less important when it’s possible to bomb enemy positions that are twice as far away using conventional Li-ion cells with liquid electrolytes. Additionally, ProLogium is continuously developing the product, with mass production of these cells planned for 2030.
ProLogium cell in large format, with ceramic electrolyte (c) ProLogium
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