Poland's biggest fuel company pivots to EV charging as market heats up

Markets 2025-11-18 10:55

Poland’s biggest fuel company is moving fast to build electric car charging spots. The country just became Europe’s hottest place for electric vehicles.

Orlen SA runs those red-and-white gas stations you see all over Eastern Europe. It just opened its first electric vehicle charging hub in Poland. It has eight super-fast charging stations made by Kempower Oyj. The company wants to add more than 10 of these setups this year. Then it’ll build another 50 over the next two years. That’s what Krzysztof Kaczynski told Bloomberg News. He’s Orlen’s electromobility executive director.

EVs get hot in Poland

Electric car sales in Poland have more than doubled during the first nine months of 2025. That’s the fastest growth in the European Union. But electric vehicles still make up just 9% of all new car sales in Poland. The EU average is 16%. Until a few weeks ago, Orlen only had slower charging stations in Poland.

“The number of electric cars will grow rapidly in Poland,” Kaczynski said. “Today, there are about 120,000 such vehicles but next year there could be twice as many and by 2030 this number could be close to one million.”

Orlen wants to triple its Polish charging network to about 3,700 charging points in 2030. Five years after that, they want 6,000 points. The company also plans to install another 4,000 points in other countries. This includes the Czech Republic, Slovakia and Germany.

Orlen pushes ahead despite tough competition

Poland’s government thinks the total number of charging points will hit 87,000 in 2030. Right now, Orlen is fourth in Poland’s EV charging market. It has an 8% share. GreenWay Polska, Lidl Stiftung & Co. KG and PowerDot Poland Sp zoo are ahead of it. That comes from F5A New Mobility Research and Consulting.

Orlen is a $33-billion company. It runs about 3,500 gas stations across seven countries. This puts it ahead of international rivals, getting ready for Poland’s EV switch. Big players like BP Plc and Shell Plc don’t have large EV charging networks in the country yet.

The move comes as the broader electric vehicle industry faces headwinds globally. American EV manufacturer Rivian recently cut 600 jobs, marking its second round of layoffs in two months as companies struggle with rising production costs and weak market conditions.

Orlen plans to use its gas station network to fight off competitors and keep costs down. Kaczynski said smart locations might lead to higher usage. Some competitors just “grab up land” and build EV chargers without thinking much about infrastructure or charging speeds.

“We don’t build the network just for statistics,” he said. “We are interested in how much electricity we can sell, and therefore whether a point is actually useful for travelers.”

Kaczynski said chargers need to be used about 9% of the time to make money. That’s a little more than two hours a day.

“No charging network in Poland has broken even yet,” he said. “Orlen’s electromobility business is on the right track to reach positive Ebitda within two years.”

Get up to $30,050 in trading rewards when you join Bybit today

Share to:

This content is for informational purposes only and does not constitute investment advice.

ipo

Curated Series

SuperEx Popular Science Articles Column

SuperEx Popular Science Articles Column

This collection features informative articles about SuperEx, aiming to simplify complex cryptocurrency concepts for a wider audience. It covers the basics of trading, blockchain technology, and the features of the SuperEx platform. Through easy-to-understand content, it helps users navigate the world of digital assets with confidence and clarity.

Unstaked related news and market dynamics research

Unstaked related news and market dynamics research

Unstaked (UNSD) is a blockchain platform integrating AI agents for automated community engagement and social media interactions. Its native token supports governance, staking, and ecosystem features. This special feature explores Unstaked’s market updates, token dynamics, and platform development.

XRP News and Research

XRP News and Research

This series focuses on XRP, covering the latest news, market dynamics, and in-depth research. Featured analysis includes price trends, regulatory developments, and ecosystem growth, providing a clear overview of XRP's position and potential in the cryptocurrency market.

How do beginners trade options?How does option trading work?

How do beginners trade options?How does option trading work?

This special feature introduces the fundamentals of options trading for beginners, explaining how options work, their main types, and the mechanics behind trading them. It also explores key strategies, potential risks, and practical tips, helping readers build a clear foundation to approach the options market with confidence.

What are the risks of investing in cryptocurrency?

What are the risks of investing in cryptocurrency?

This special feature covers the risks of investing in cryptocurrency, explaining common challenges such as market volatility, security vulnerabilities, regulatory uncertainties, and potential scams. It also provides analysis of risk management strategies and mitigation techniques, helping readers gain a clear understanding of how to navigate the crypto market safely.