NFOŚ grant awards
This seems to be a market of few large institutional bets. The rest is scattered.
NFOŚiGW grant awards from December 2025 were widely covered by others a while back. I am looking at them from the projects side as part of my series on how proportional BESS capacity is to potential curtailment risk.
Investors hold 65% of all awarded capacity across just 43 projects out of 183 subsidised. Their median project size of 92 MW (avg 195 MW) dwarfs Sellers at 22 MW (avg 57 MW) and state-owned entities at 37 MW (avg 56 MW).
Investors and Sellers display a divergence across voivodeships.
Self-use is negligible and not included in the charts: 79 MW out of nearly 4.5 GW awarded, 1.8% of the total pipeline. This is almost entirely a commercial and institutional market.