updated
ORLEN Unipetrol a.s., CCGT Gdansk Sp. z o.o., CCGT Ostroleka Sp. z o.o., CCGT Grudziadz Sp. z o.o., Elektrownia Ostroleka SA, Energa SA, ENERGA Finance AB, PGNIG TERMIKA Energetyka Przemyslowa SA, PGNiG Termika SA
| Coal Industry Sector: | Power |
| Coal Share of Revenue: |
>03% |
Coal Expansion Plans:
|
No |
Listed on the Global Coal Exit List 2023
| Oil and Gas Production in 2022: | 17 mmboe |
| Upstream Expansion:
The upstream expansion figure shows how much oil and gas resources a company is extremely likely to add to its production portfolio in the short term (approx. 1-7 years).
|
361 mmboe |
| Midstream Expansion:
“Pipeline” means a company is developing ≥100km of oil or gas pipelines. “LNG” means a company is developing LNG terminals with ≥1Mt of annual gas liquefaction capacity.
|
No |
| Gas-fired Power Expansion:
“Yes” for all companies that are developing ≥100 MW of gas-fired power capacity.
|
Yes |
Listed on the Global Oil & Gas Exit List 2023
199 results Total investment of current selection: $ 3,217 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ORLEN SA | Goldman Sachs | investment | United States | Poland | North America | Europe (EU) | $ 1,060 M | $ 1,060 M | ||||||
| 2 | ORLEN SA | BlackRock | investment | United States | Poland | North America | Europe (EU) | $ 387 M | $ 13 M | $ 401 M | |||||
| 3 | ORLEN SA | Vanguard | investment | United States | Poland | North America | Europe (EU) | $ 297 M | $ 8 M | $ 306 M | |||||
| 4 | ORLEN SA | Dimensional Fund Advisors | investment | United States | Poland | North America | Europe (EU) | $ 126 M | $ 126 M | ||||||
| 5 | ORLEN SA | PKO Bank Polski | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 35 M | $ 55 M | $ 89 M | |||||
| 6 | ORLEN SA | Government Pension Fund Global (GPFG) | investment | Norway | Poland | Europe (non EU) | Europe (EU) | $ 78 M | $ 78 M | ||||||
| 7 | ORLEN SA | Aviva | investment | United Kingdom | Poland | Europe (non EU) | Europe (EU) | $ 16 M | $ 55 M | $ 71 M | |||||
| 8 | ORLEN SA | Geode Capital Holdings | investment | United States | Poland | North America | Europe (EU) | $ 71 M | $ 71 M | ||||||
| 9 | ORLEN SA | Government Pension Investment Fund (GPIF) | investment | Japan | Poland | East Asia | Europe (EU) | $ 55 M | $ <1 M | $ 55 M | |||||
| 10 | ORLEN SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 37 M | $ 16 M | $ 53 M | |||||
| 11 | ORLEN SA | Bank of New York Mellon | investment | United States | Poland | North America | Europe (EU) | $ 42 M | $ 1 M | $ 43 M | |||||
| 12 | ORLEN SA | Schroders | investment | United Kingdom | Poland | Europe (non EU) | Europe (EU) | $ 40 M | $ 40 M | ||||||
| 13 | ORLEN SA | Deutsche Bank (incl. DWS) | investment | Germany | Poland | Europe (EU) | Europe (EU) | $ 35 M | $ 4 M | $ 39 M | |||||
| 14 | ORLEN SA | Assicurazioni Generali | investment | Italy | Poland | Europe (EU) | Europe (EU) | $ 24 M | $ 11 M | $ 34 M | |||||
| 15 | ORLEN SA | State Street | investment | United States | Poland | North America | Europe (EU) | $ 30 M | $ 3 M | $ 33 M | |||||
| 16 | ORLEN SA | Crédit Agricole (incl. Amundi) | investment | France | Poland | Europe (EU) | Europe (EU) | $ 33 M | $ <1 M | $ 33 M | |||||
| 17 | ORLEN SA | UBS | investment | Switzerland | Poland | Europe (non EU) | Europe (EU) | $ 30 M | $ 3 M | $ 33 M | |||||
| 18 | ORLEN SA | Charles Schwab | investment | United States | Poland | North America | Europe (EU) | $ 31 M | $ 31 M | ||||||
| 19 | ORLEN SA | Grantham Mayo Van Otterloo & Co | investment | United States | Poland | North America | Europe (EU) | $ 22 M | $ 22 M | ||||||
| 20 | ORLEN SA | DZ Bank (incl. Union Investment) | investment | Germany | Poland | Europe (EU) | Europe (EU) | $ <1 M | $ 20 M | $ 21 M | |||||
| 21 | ORLEN SA | TIAA | investment | United States | Poland | North America | Europe (EU) | $ 21 M | $ 21 M | ||||||
| 22 | ORLEN SA | Sjunde AP-fonden (AP-7) | investment | Sweden | Poland | Europe (EU) | Europe (EU) | $ 20 M | $ 20 M | ||||||
| 23 | ORLEN SA | Pacer Advisors | investment | United States | Poland | North America | Europe (EU) | $ 20 M | $ 20 M | ||||||
| 24 | ORLEN SA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 19 M | $ 19 M | ||||||
| 25 | ORLEN SA | Algemeen Burgerlijk Pensioenfonds (ABP) | investment | Netherlands | Poland | Europe (EU) | Europe (EU) | $ 19 M | $ 19 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!