Baltic Towers to Supply Baltica 2 Towers

Why It Matters

Securing domestic tower capacity accelerates Baltica 2’s timeline and strengthens Poland’s role in the rapidly growing European offshore wind market.

Key Takeaways

• Baltic Towers wins biggest tower contract for Baltica 2
• Siemens Gamesa secures Polish manufacturing capacity for offshore turbines
• Baltica 2 to power ~2.5 million homes by 2027
• Project developed by Grupa PGE and Ørsted, turbine install Q2 2027
• Gdańsk plant valued at €200 million expands tower production

Pulse Analysis

Europe’s offshore wind sector is entering a decisive growth phase, with capacity targets set to double by 2030. Poland, traditionally a coal‑dependent market, is pivoting toward renewable infrastructure, and projects like Baltica 2 illustrate that shift. By anchoring tower manufacturing locally, Baltic Towers not only reduces logistical costs but also aligns with EU policy incentives that favor regional supply chains, enhancing project economics and job creation.

The agreement with Siemens Gamesa reflects a broader industry trend of vertical integration and partnership with indigenous manufacturers. Siemens Gamesa’s emphasis on Polish capacity signals confidence in the region’s engineering talent and the Gdańsk plant’s ability to meet the demanding specifications of the largest offshore turbines. This collaboration also mitigates supply‑chain risks that have plagued offshore projects elsewhere, ensuring smoother delivery schedules and potentially lower levelized cost of electricity for Baltica 2.

For investors and stakeholders, the Baltica 2 development offers a clear signal of market maturation. With first power expected in 2027 and an estimated 2.5 million end‑users, the project will generate stable, long‑term revenue streams while supporting Poland’s energy transition goals. The partnership’s success could catalyze further offshore ventures in the Baltic Sea, encouraging additional capital inflows and reinforcing Europe’s leadership in clean energy generation.