4.1. Results of Assessing the Effectiveness of the Energy Transition in Each Dimension
This section presents the results of the study on the efficiency of Poland’s energy transition from 2004 to 2021 for individual dimensions, representing the first level of the study. It considers the dependence of the determined dimensional indices on the value of Poland’s GDP per capita.
4.1.1. Assessing the Effectiveness of the Energy Transition in the Energy Security Dimension
This section presents the results of the effectiveness of the energy transition in the dimension of energy security in Poland from 2004 to 2021. This dimension was included in the study because energy security is closely linked to the energy transition. In Poland, the main raw materials used in the energy sector are hard coal, lignite, natural gas, and oil, all of which are non-renewable sources. Natural gas and oil are imported, while coal is domestically sourced, making it a primary component of Poland’s energy security. Currently, as part of decarbonization efforts, energy derived from coal is gradually being replaced by renewable sources. However, the transition process is slow due to its high cost and social implications.
In the initial stage of the study, the weights of the criteria for assessing this dimension were established, which are shown in
Appendix A of this paper (in
Figure A1). The indicators with the highest weights for this dimension were final energy consumption per capita and energy self-sufficiency, while energy losses and total primary energy supply per capita had the smallest weights. These weights were utilized in the EDAS method to calculate the energy security index for the energy transition. The changes in its values from 2004 to 2021 are depicted in
Figure 3.
The analysis of the results reveals variations in the energy security index for Poland from 2004 to 2021. Initially, between 2004 and 2007, there was a noticeable decrease in its value from 0.469 to 0.264. This decline was primarily attributed to a significant increase in Poland’s dependence on imported energy sources, coupled with a simultaneous decrease in the country’s energy self-sufficiency. Additionally, there was a relatively high final energy consumption per capita during this period. The share of non-renewable sources in the energy mix decreased slowly, while the increase in the share of renewable energy sources was almost imperceptible (refer to
Appendix A). From 2007 to 2008, Poland’s energy security situation remained stable, with the index value changing marginally from 0.264 to 0.265. This stability was due to a slight decrease in dependence on imported energy sources and an increase in the share of renewable energy sources in the energy mix. Moreover, there was a slight increase in total primary energy supply per capita.
From 2008 to 2013, there was a consistent increase in this index, with a slightly more pronounced rise between 2011 and 2012. This trend was heavily influenced by a slight uptick in dependence on imported energy sources, a decrease in the concentration of conventional energy sources in the energy mix, and most notably, an increase in the share of renewable energy sources (RESs) in the mix. Additionally, there was an increase in final energy consumption per capita and total primary energy supply per capita during this period.
Between 2013 and 2016, there were minor fluctuations in the value of this index, with a significant decrease observed between 2015 and 2017 (from a value of 0.634 to 0.352). This decline was attributed to a nearly 9% year-on-year increase in energy dependence on imported energy sources, a substantial decrease in the country’s energy self-sufficiency, and a stagnation in the growth of the share of energy from renewable sources in the energy mix. It is noteworthy that in 2015, there was a shift in Polish legislation, resulting in a broader promotion of domestic conventional energy sources. This highlights the significant influence of political factors on the transition process.
Since 2018, there has been an improvement in the energy security situation, as reflected in the upward trend of the Energy Security Index until 2020, the onset of the coronavirus pandemic. During this period, Poland increased the share of renewable energy sources (RESs) in the energy mix by nearly 4% and reduced the share of fossil fuels by 4% as well. Energy losses in the transmission and distribution process also decreased. However, in 2021, there was a decrease in the value of the energy security index compared to 2020. This was caused, among other factors, by an increase in final energy consumption per capita compared to the previous (pandemic) year and a decrease in RESs in the energy mix. Nonetheless, the country’s dependence on imported energy sources decreased.
The determined values of the energy security index for the energy transition process were then used to analyze its relationship with the value of Poland’s GDP. The results obtained are summarized in
Table 2.
The results show that there is no correlation between energy security and a country’s GDP. The result, therefore, shows differences from one study [
68,
69], which concluded that there is a relationship between energy security and a country’s GDP.
4.1.2. Assessing the Effectiveness of the Energy Transition in Economic Terms
The economic dimension of the energy transition process encompasses several critical aspects that directly impact the efficiency and success of the transition. This dimension was analyzed in the study through indicators such as GDP, research and development (R&D) spending, energy prices, energy tax, and economic productivity. GDP serves as a fundamental indicator reflecting the overall economic performance and growth of a country, and its inclusion in the analysis facilitates an understanding of the relationship between economic growth and the energy transition process. Moreover, R&D spending plays a crucial role in fostering innovation within the energy sector, which is essential for advancing renewable energy technologies and enhancing energy efficiency. Energy prices are also a significant factor, as they influence consumer behavior, investment decisions, and overall market dynamics within the energy sector. Additionally, energy taxes can serve as policy instruments to incentivize energy efficiency, promote renewable energy adoption, and contribute to environmental objectives. By considering these economic indicators, the study aims to evaluate how the energy transition process interacts with and impacts the broader economic landscape of the country. It also provides insights into the effectiveness of policy measures and investments aimed at driving sustainable economic growth while transitioning towards a more sustainable energy system. In the first stage of the research, the weights of the criteria for evaluating this dimension were determined. The values of the weights are shown in
Appendix A (
Figure A2). The highest weight was given to the GDP per capita index, while the lowest was given to the energy intensity index. The determined weights were used to determine the economic index for the energy transition, the values of which are shown in
Figure 4.
The analysis reveals a significant upward trend in the economic dimension of the energy transition process throughout the studied period. From 2004 to 2021, the economic index increased substantially, rising from 0.171 in 2004 to 0.853 in 2021. However, it is worth noting two notable declines in this index: in 2007 compared to 2006, and in 2020 compared to 2019. These downturns coincided with two global crises: the economic crisis of 2007 and the SARS-CoV-2 coronavirus pandemic in 2020.
Over the analyzed period, Poland’s GDP per capita nearly tripled, increasing from EUR 5400 to EUR 15100, while R&D spending per capita surged over seven-fold, rising from EUR 29.82 to EUR 218.1. These substantial increases in GDP and R&D expenditures contributed to accelerated economic growth and the emergence of the “greening the economy” phenomenon. Indeed, the development of renewable energy sources is closely intertwined with innovation and the competitiveness of the economy, which are increasingly associated with enhancing resource efficiency and mitigating the adverse impacts of human activities on the environment.
The analysis also highlights notable improvements in energy productivity and energy intensity during the studied period. Energy productivity, a measure of economic output per unit of energy consumed, increased from EUR 3017 to 4779 per kilogram of oil equivalent, representing a 1.58-fold increase. Conversely, energy intensity, reflecting the energy inefficiency of the economy, declined from 331.41 to 209.25 kg of oil equivalent per thousand euros, marking a decrease of approximately 37%.
These advancements in energy productivity and reductions in energy intensity are highly favorable outcomes of the energy transition process. They signify enhanced efficiency in resource utilization, indicating that the economy is generating more output with less energy consumption.
Moreover, energy prices for businesses experienced a moderate increase of over 65% per kWh during the review period. Despite this rise, it did not significantly disrupt the pace of economic growth or contribute significantly to increased energy poverty, suggesting that the economy was resilient to these changes.
4.1.3. Assessing the Effectiveness of the Energy Transition in the Environmental Dimension
Another dimension that was included in the research was the environmental dimension. This is an extremely important dimension related to the energy transition process and the development of a sustainable economy. Environmental and climate issues are currently one of the most important problems of the global economy. Formally, the beginning of action on this issue is determined by the obligations arising from the signing of the Kyoto Protocol [
6]. Its goal was to combat climate change through the implementation of policies and measures to decarbonize the economy.
Based on the determined values of the weights (
Appendix A Figure A3), it can be concluded that the most important evaluation criteria for this dimension were the indicators of total GHG per capita and RES share in gross final energy consumption.
The values of these weights were used to determine a climate index for the energy transition, the values of which for each year studied are shown in
Figure 5.
The fluctuations in this index stem from alterations in the composition of energy production, marked by a decline in fossil fuel usage and a rise in renewable energy source (RES) utilization. Consequently, this shift has led to a reduction in overall greenhouse gas (GHG) emissions, alongside a steady uptick in the RES portion of the gross final energy consumption. Simultaneously, the GHG intensity of energy and total GHG–GDP intensity have seen declines.
The trajectory of this index generally aligns with the identified trend, showing an upward trajectory from 2004 to 2015 and again from 2017 to 2020. However, there were short-lived setbacks during 2015–2017 and 2020–2021, marked by a temporary rise in total GHG emissions attributed to a decrease in the share of renewable energy sources (RESs) in the gross final energy consumption. Consequently, it can be inferred that there was no significant reduction in GHG emissions during the review period; rather, emissions experienced a slight increase. This can be attributed to Poland’s rapid development post-EU accession, where climate protection held relatively less prominence. Conversely, during the period analyzed, the share of energy derived from RESs more than doubled, from 7% to 16%.
The climate index values for the energy transition were used to determine their relationship with the value of Poland’s GDP.
Table 3 shows the results of this analysis, which indicate that there is a very strong, positive statistical relationship between the climate index and the country’s GDP. As the value of GDP increases, so does the value of the index.
4.1.4. Assessing the Effectiveness of the Energy Transition in the Social Dimension
Including the social dimension in the assessment is essential because the effectiveness of any transformational measures should not adversely affect society, which may bear the costs of the process. Therefore, it is crucial to consider indicators such as energy poverty (
Table 1). Energy poverty is not necessarily synonymous with economic poverty. While these phenomena often overlap, they do not always align perfectly. In Polish legislation, energy poverty is not explicitly defined. However, it is generally understood that a household is considered energy poor if it spends more than 10% of its disposable income on meeting energy needs [
71].
Energy poverty causes many adverse effects, and among them are also negative environmental impacts and a generally negative attitude towards any transformational change. Indeed, the consumption of large amounts of energy for heating old, energy-intensive houses carries serious environmental consequences and contributes to climate change [
72,
73,
74]. Thus, it can be assumed that the social dimension is very much related to the other dimensions considered in the study.
The impact of energy transition on the labor market is substantial and ongoing. Therefore, in addition to indicators such as adjusted gross disposable income of households per capita and the population unable to adequately heat their homes due to poverty, an indicator reflecting the unemployment rate is included in this dimension (
Table 1). The inclusion of the unemployment rate indicator is important because certain regions in Poland, particularly mining areas, rely heavily on employment in mining and related industries. For instance, in the Belchatow region, nearly 80% of residents are concerned that the energy transition will lead to increased unemployment [
75,
76]. However, the transition also presents an opportunity to reallocate labor resources from inefficient and low-innovation industries. Nonetheless, the process sparks significant debate and emotion regarding its legitimacy.
The results obtained (
Appendix A Figure A4) reveal that the indicator with the highest weight was the one representing the unemployment rate, while the lowest weight was assigned to the indicator reflecting the population unable to adequately heat their homes due to poverty. Additionally, it is noteworthy that the disparity between the weights of the indicators representing the population unable to keep their homes adequately warm due to poverty and the adjusted gross disposable income of households per capita was minimal, amounting to only 0.004 (
Appendix A Figure A4).
The determined weights were used to determine a social index for assessing the effectiveness of the energy transition, the values of which are shown in
Figure 6.
When analyzing the results obtained, it can be observed that there is an increasing trend in this index over the period under study. This trend is directly influenced by the steady growth in the adjusted gross disposable income of households per capita, along with a decrease in the population at risk of energy poverty and unemployment.
The most significant increase in the value of this index occurred in 2005–2006, immediately after Poland’s accession to the EU. During the first two years of EU membership, unemployment in Poland declined by 4.2%, and energy poverty decreased by 5.2%. Moreover, the adjusted gross disposable income of households per capita also experienced a notable increase of 15% during this period (
Appendix A Table A1).
These results suggest that the effects of the energy transition have not negatively impacted social aspects in Poland. On the contrary, there is evidence of a positive impact. A decreasing percentage of the population is experiencing difficulties in covering the costs of basic energy services such as lighting, heating, cooling, mobility, and electricity. Additionally, there has been an increase in disposable income despite the steady, albeit slow, rise in energy prices.
Based on the determined values of the social index, its relationship with the value of Poland’s GDP was assessed. The obtained result (
Table 4) indicates a very strong and significant positive relationship between these variables. This confirms that the country’s economic growth contributes to improving the living conditions of its citizens (
Figure 6).
4.3. Results of the Evaluation of the Efficiency of Poland’s Energy Transition in Comparison with Other EU Countries
In the subsequent stage of the research (Stage IX in
Figure 1), Poland’s position regarding energy transition was evaluated relative to other EU member states. To accomplish this, calculations were conducted for EU countries for the years 2004 and 2021, employing the established research methodology outlined in
Section 3. The evaluation criteria utilized were consistent with those employed for Poland’s assessment.
Figure 8 shows the index values of the dimensions adopted for the EU countries.
Upon analyzing the results, it is evident that Poland ranked 10th in terms of energy security among EU countries in 2004, whereas by 2021, it had fallen to 16th place. Over this period, Poland’s security index declined from 0.606 to 0.520. In 2004, Denmark, Latvia, Sweden, and Finland exhibited the most favorable situation in this dimension, while Greece, Luxembourg, Malta, and Cyprus had the least favorable conditions. By 2021, Sweden had risen to the top position, with Denmark and Latvia dropping to second and third place, respectively. Conversely, Ireland, Luxembourg, Malta, and Cyprus consistently remained at the bottom. Estonia notably climbed from 13th place in 2004 to 8th in 2021, marking a significant promotion of five positions. Estonia’s index value surged from 0.590 in 2004 to 0.670 in 2021. This is attributed to Estonia’s reliance on indigenous oil shale, deemed a stimulating factor in the study, which renders the country virtually energy self-sufficient. Furthermore, Estonia imports negligible amounts of energy, with imports accounting for only 1.4% in 2021, compared to over 22% for Sweden, the second-lowest energy importer. During the same period, the EU-27 average import dependency stood at 55%. Notably, Estonia’s dependence on imported energy sources exceeded 30% in 2004. Moreover, Estonia exhibited lower-than-average final energy consumption per capita in both periods analyzed, alongside significant total primary energy supply per capita. Estonia’s high rating in 2021 is also attributed to its 30% share of renewable energy sources in the energy mix.
In terms of the economic dimension included in the study, Poland ranked 23rd among other EU countries in 2004, and by 2021, it had moved up slightly to 22nd place. The economic index value increased from 0.239 to 0.285 over this period. This modest promotion can be attributed to the overall dynamic development observed across all EU countries during this time. Additionally, it is worth noting that the emerging and developing economies within the EU experienced more rapid growth compared to the “old” EU countries. However, the gap between these groups of countries remained substantial and practically insurmountable during the research period. In 2004, countries such as Lithuania, Romania, Slovakia, and Belgium ranked lower than Poland, while in 2021, Slovakia, Latvia, Romania, Malta, and Belgium were positioned below Poland, respectively.
In economic terms, Luxembourg continues to lead as the EU’s most prosperous country, boasting the highest GDP per capita among EU nations and one of the highest in the world. This achievement is influenced not only by its GDP per capita but also by its remarkably favorable energy productivity index, which ranks among the highest in the entire EU, along with substantial revenues from energy taxes. Conversely, Bulgaria consistently ranks lowest among EU countries in terms of economic indicators, remaining the poorest nation in the community in both years compared. This economic disparity undoubtedly poses challenges for Bulgaria’s energy sector transformation efforts.
After examining the outcomes of the climate dimension ranking, it is evident that Poland’s performance in this aspect is notably poor in both 2004 and 2021, securing the 26th position. Only Bulgaria fares worse in this regard. Conversely, Estonia surpasses Poland, despite predominantly utilizing high-emission oil shale for energy production. Estonia exhibits lower greenhouse gas emissions per capita, resulting in reduced GHG intensity of energy and total GHG–GDP intensity.
Sweden emerged as the frontrunner in this dimension during the analyzed years. Despite being an industrialized nation, Sweden maintains notably low greenhouse gas emissions, not only compared to EU countries but also on a global scale [
77]. This achievement can be attributed, in part, to the composition of its energy production and consumption, with renewable energy sources (RESs) comprising the largest share of total consumption. Moreover, Sweden’s extensive tree planting initiatives contribute significantly to diminishing carbon dioxide emissions into the atmosphere [
78]. Furthermore, the country has set forth ambitious objectives aimed at achieving complete climate neutrality by 2045 [
79].
In the social dimension, which addresses concerns such as energy poverty among EU residents, average disposable income per capita, and unemployment rates, Poland experienced significant advancement in 2021 compared to the base year of 2004, rising from the 26th position to the 7th position. Over this period, the Social Energy Transformation Index surged from 0.154 to 0.848. This notable progress is primarily attributed to effective measures aimed at alleviating energy poverty and the country’s economic development, which led to a more than ten-fold reduction in energy poverty levels (refer to
Appendix A). In 2004, Poland had the highest unemployment rate, nearly 19%, which decreased to one of the lowest rates in the entire EU by 2021. Similarly, in both 2004 and 2021, Luxembourg emerged as the leader in this dimension, boasting the highest per capita disposable income and the lowest percentage of the population experiencing energy poverty. However, Luxembourg witnessed a nearly three-fold increase in the issue of energy poverty over the study period, rising from 0.9% to 2.5%.
Based on the determined values of the dimensional indices, the Energy Transformation Efficiency Index (ETEI) was computed for every EU country in both 2004 (baseline) and 2021. This index served as the cornerstone for ranking these countries from the most efficient to the least efficient regarding their energy transformation processes (
Figure 9).
Sweden remained the undisputed leader in the rankings for both 2004 and 2021, while Bulgaria consistently held the last position in this ranking. Estonia experienced the most significant advancement during the period under review, climbing from the 18th to the 12th position. Conversely, Spain suffered the most substantial decline, plummeting from the 11th to the 21st position. Denmark, Finland, Austria, and Slovenia maintained their positions unchanged in the rankings, alongside Sweden and Bulgaria.
Between 2004 and 2021, Poland progressed from the 26th position, with an index value of 0.123, to the 23rd position, with an index value of 0.291. This signifies a modest yet noteworthy advancement compared to other EU countries that are also vigorously pursuing energy transition and climate neutrality. Considering Poland’s circumstances, including its heavy reliance on conventional energy sources like indigenous fossil fuels (such as hard coal and lignite), an outdated energy system leading to significant transformational and transmission energy losses, as well as a gradual transition from fossil fuels to renewable energy sources (RESs) and relatively modest expenditures on energy transformation, the three-position advancement should be regarded positively. Undoubtedly, Poland possesses greater potential in this domain, and ongoing political changes should foster greater determination in constructing an innovative and environmentally friendly economy, with energy playing a pivotal role in this transformative process.
During the period under review, Sweden emerged as the leading EU nation, owing to its extensive history of transformative change. Sweden embarked on the decarbonization of its economy as early as the 1970s, establishing itself as a pioneer in this field and demonstrating the efficacy of its climate policies. Notably, only two countries, Luxembourg and Finland, consume more primary energy per capita than Sweden. However, Sweden boasts the lowest greenhouse gas (GHG) emissions per capita among the EU-27 countries, primarily attributed to its remarkably green energy mix, characterized by a significant portion of zero-emission energy sources, including renewable energy sources (RESs). Between 2004 and 2021, Sweden achieved substantial reductions in the share of fossil fuels by nearly 20% while simultaneously increasing the share of RESs in its energy mix by over 46%. Remarkably, this energy transition did not adversely impact the country’s economic growth, as evidenced by a GDP per capita increase of more than 50% during the study period. Furthermore, Sweden’s success in this regard has positively influenced the issue of energy poverty, which remains at a very low level in the country. However, there was a slight deterioration in the situation by 2021, with an increase from 1.4% in 2004 to 1.7% in 2021.