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4 days ago
Why Poland Matters Now
Poland’s economic success is set to continue for another decade or more. It will be supported by three key factors. First, Poland will be at the centre of Europe’s rebuilding of its defence capabilities. Second, it is Europe’s largest energy construction site, which puts it in a strong position in the race to attract AI data centres. Third, Poland will benefit from Europe’s new industrial policy, aimed at containing China. We discuss all of this in a report prepared for the Pekao & BofA Capital Markets Conference in London on 15–16 June 2026.