Recent 26 August 2026 owner-group catalyst, newly surfaced in this pass: ERBUD announced withdrawal from the modular segment and actions to sell fixed assets associated with MOD21. The primary announcement…
Read the full contextMOD21 Ostaszewo production estate
Ostaszewo 57, 87-148 Łysomice, Toruń County, Kuyavian-Pomeranian Voivodeship, Poland
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Public marketing found. 4 cited sources.
Review power evidenceTrack formal ERBUD disposal particulars and any appointed mandate; reconcile the 2021 acquisition with current land-register/cadastral titles, actual MOD21 perimeter and the specific assets or shares being…
Open the full actionOpen issues
Public owner-group asset monetisation is already announced, so this is a marketed/disposal watch rather than a new off-market investigation. The announcement does not establish that the whole estate, rather than selected machinery, real estate or corporate interests, is currently available on agreed terms; no broker/tender particulars were verified. Current title, released boundary, closure timing, retained obligations, financing/security discharge and any PSSE/pre-emption restrictions need reconciliation. The arable component is not assumed to have industrial/DC consent. Site planning, remediation, flood/access, cooling, fibre diversity and demand gates remain open.
Overview
Recent 26 August 2026 owner-group catalyst, newly surfaced in this pass: ERBUD announced withdrawal from the modular segment and actions to sell fixed assets associated with MOD21. The primary announcement describes a 21,000 m² production hall and machinery with two production lines. Existing projects and warranty obligations are to be fulfilled, so neither vacancy nor an immediately released estate is established. The 2021 land acquisition is historical boundary evidence, not a new transaction.
Next action
Track formal ERBUD disposal particulars and any appointed mandate; reconcile the 2021 acquisition with current land-register/cadastral titles, actual MOD21 perimeter and the specific assets or shares being sold. Establish release timetable, retained obligations, encumbrances and PSSE conditions. For a bounded independently controllable parcel, obtain the actual electricity connection and import entitlement before testing Energa/Polenergia network routes. Review the adopted local plan, environmental condition and diverse fibre. No approach made.
Research only. Independent development control and an actionable off-market opportunity have not been established.
POWER STUDY
Power
What the power evidence establishes
The site-specific connection scope has not been established for this record.
No same-scope, dated import-MVA rung has document-seen or better verification. Nearby infrastructure, IT MW and marketing claims cannot upgrade the class.
The class describes published documentary evidence at its stated date. It does not prove current contractual rights, transferability or an energisation date.
Class describes evidence maturity. Public records do not prove current contractual rights, transferable capacity or an energisation date. This record has not received a complete power study review.
Read the rules and verification levelsCapacity ladder and evidence
Each rung is a separate MVA claim for its stated site or phase. A missing rung is unknown.
Applied
Not established from the public records reviewed.
What applied mva is evidenced for the assessed site scope?Offered
Not established from the public records reviewed.
What offered mva is evidenced for the assessed site scope?Accepted / contracted
Not established from the public records reviewed.
What accepted or contracted mva is evidenced for the assessed site scope?Energised
Not established from the public records reviewed.
What energised mva is evidenced for the assessed site scope?Conflicts and scope comparisons
No conflicting pair is recorded. This does not establish that all public statements have been reconciled.
Poland grid context
Network publications frame the claim. They do not allocate capacity to this site.
No country context entries have been linked to this site. Applicable policy, capacity information and reinforcement dependencies need review.
Country coverage: prepared sources; site-level research not extended. View all country sources and refresh schedules.
Derived energisation window
The observed inputs do not establish a bounded delivery range. Open bounds stay unknown.
Rule
Use only a same-scope, dated, document-verified capacity rung and an applicable duration to energisation published by the observed site operator. The named process operator and a named source publisher must match that operator. Earliest year is the maximum of stage date plus minimum duration and each evidenced readiness constraint. Latest year is the maximum of stage date plus maximum duration and each published upper constraint only when every required input is bounded. An offer-processing duration is excluded. A missing required input leaves the affected bound unknown; no padding or contractual delivery promise is inferred.
No observed inputs establish this result.
Dependencies driving the range
- Connection-dependent reinforcement scope and completion dates: unknown.
- Grid-works planning status and programme: unknown.
- Applicable connection-policy conditions and programme: unknown.
What the earliest case requires
- Connection-dependent reinforcement scope and completion dates introduces no later constraint than the earliest case; this remains unverified.
- Grid-works planning status and programme introduces no later constraint than the earliest case; this remains unverified.
- Applicable connection-policy conditions and programme introduces no later constraint than the earliest case; this remains unverified.
Missing inputs leave the range open
- A dated, document-verified import-MVA rung for the assessed scope.
- An applicable duration from the evidenced stage to energisation, published by and matched to the observed site operator, rather than an offer-processing target.
- Connection-dependent reinforcement scope and completion dates
- Grid-works planning status and programme
- Applicable connection-policy conditions and programme
Indicative HV and connection capex
Unknown
Rule and scope
Sum each published complete scope quantity multiplied by the matching published benchmark minimum and maximum. Configuration, voltage, route type, unit, country applicability, currency and explicit price base year must match. No assumed route length, transformer count, exchange rate, inflation, fee uplift or partial index is inserted. The result is an indicative benchmark band, not an operator quotation or contractual connection charge.
No observed inputs establish this result.
Scope questions
- Obtain a published complete connection scope with voltage, configuration and measured quantities.
- Establish that every necessary connection-work component is included in the published scope.
- Identify network and customer works, upstream reinforcement, land and wayleaves, taxes, fees, securities, contingency and the price base.
Alternatives and policy exposure
Behind-the-meter generation
Not established from the public records reviewed.
What behind-the-meter generation is evidenced, and at what scope?Planning / policy requirement
Not established from the public records reviewed.
Does the applicable planning or connection policy require behind-the-meter generation?Battery storage
Not established from the public records reviewed.
What battery storage is evidenced, and at what scope?Planning / policy requirement
Not established from the public records reviewed.
Does the applicable planning or connection policy require battery storage?Private wire
Not established from the public records reviewed.
What a private wire is evidenced, and at what scope?Planning / policy requirement
Not established from the public records reviewed.
Does the applicable planning or connection policy require a private wire?Gas
Not established from the public records reviewed.
What gas supply or generation is evidenced, and at what scope?Planning / policy requirement
Not established from the public records reviewed.
Does the applicable planning or connection policy require gas supply or generation?Connection claim against current policy
Not established from the public records reviewed.
Does the published connection claim meet the policy applicable to its application date, location and agreement status?Open questions for a Reality Check
Generated from unknown fields, missing derivation inputs and unresolved evidence. The questions identify the documents or specialist checks needed next.
60 questions to resolve
- Which TSO or DSO is responsible for this demand connection?
Not established from the public records reviewed.
- What is the operator-confirmed connection substation or circuit?
Not established from the public records reviewed.
- What voltage level is specified for the demand connection?
Not established from the public records reviewed.
- What are the evidenced site and connection-point coordinates, and their calculated straight-line distance?
Not established from the public records reviewed.
- What grid route length is published, and for which circuit?
Not established from the public records reviewed.
- What applied mva is evidenced for the assessed site scope?
Not established from the public records reviewed.
- What is the effective date of the applied connection evidence?
Not established from the public records reviewed.
- Which buildings or phases does the applied connection evidence cover?
Not established from the public records reviewed.
- What evidence level can be supported for capacityLadder.applied?
Verification has not been established.
- What offered mva is evidenced for the assessed site scope?
Not established from the public records reviewed.
- What is the effective date of the offered connection evidence?
Not established from the public records reviewed.
- Which buildings or phases does the offered connection evidence cover?
Not established from the public records reviewed.
- What evidence level can be supported for capacityLadder.offered?
Verification has not been established.
- What accepted or contracted mva is evidenced for the assessed site scope?
Not established from the public records reviewed.
- What is the effective date of the accepted connection evidence?
Not established from the public records reviewed.
- Which buildings or phases does the accepted connection evidence cover?
Not established from the public records reviewed.
- What evidence level can be supported for capacityLadder.accepted?
Verification has not been established.
- What energised mva is evidenced for the assessed site scope?
Not established from the public records reviewed.
- What is the effective date of the energised connection evidence?
Not established from the public records reviewed.
- Which buildings or phases does the energised connection evidence cover?
Not established from the public records reviewed.
- What evidence level can be supported for capacityLadder.energised?
Verification has not been established.
- What connection agreement type and current status are documented?
Not established from the public records reviewed.
- Does the agreement impose phased import-capacity limits?
Not established from the public records reviewed.
- What flexibility or curtailment obligations apply?
Not established from the public records reviewed.
- What on-site generation obligations apply?
Not established from the public records reviewed.
- What securities are required, posted and still valid?
Not established from the public records reviewed.
- What connection longstop or milestone dates apply?
Not established from the public records reviewed.
- What is the published IT load in MW?
Not established from the public records reviewed.
- On what electrical basis is the IT load in MW stated?
Not established from the public records reviewed.
- Which phase or campus does the IT load in MW cover?
Not established from the public records reviewed.
- What is the published facility load in MW?
Not established from the public records reviewed.
- On what electrical basis is the facility load in MW stated?
Not established from the public records reviewed.
- Which phase or campus does the facility load in MW cover?
Not established from the public records reviewed.
- What is the published import capacity in MVA?
Not established from the public records reviewed.
- On what electrical basis is the import capacity in MVA stated?
Not established from the public records reviewed.
- Which phase or campus does the import capacity in MVA cover?
Not established from the public records reviewed.
- What operator-published connection-to-energisation duration applies to this site and connection stage?
An application-to-offer processing target is not an energisation duration.
- Which reinforcements does the connection depend on, and what dates are published?
Not established from the public records reviewed.
- Which grid works require planning, and what is their current consent status and dated programme?
Not established from the public records reviewed.
- Which connection-policy conditions apply, and when could they be satisfied?
Not established from the public records reviewed.
- What complete connection scope is published: bays, stations, voltage, circuits, route lengths and underground or overhead configuration?
Not established from the public records reviewed.
- Is the published connection scope complete enough to match every component to a sourced benchmark?
Not established from the public records reviewed.
- What behind-the-meter generation is evidenced, and at what scope?
Not established from the public records reviewed.
- Does the applicable planning or connection policy require behind-the-meter generation?
Not established from the public records reviewed.
- What battery storage is evidenced, and at what scope?
Not established from the public records reviewed.
- Does the applicable planning or connection policy require battery storage?
Not established from the public records reviewed.
- What a private wire is evidenced, and at what scope?
Not established from the public records reviewed.
- Does the applicable planning or connection policy require a private wire?
Not established from the public records reviewed.
- What gas supply or generation is evidenced, and at what scope?
Not established from the public records reviewed.
- Does the applicable planning or connection policy require gas supply or generation?
Not established from the public records reviewed.
- Does the published connection claim meet the policy applicable to its application date, location and agreement status?
Not established from the public records reviewed.
- Which checked country-grid sources and location-specific constraints apply to this connection?
No country-context relationship has been established for this record.
- Identify network and customer works, upstream reinforcement, land and wayleaves, taxes, fees, securities, contingency and the price base.
Connection-cost scope question.
- Resolve the energisation input: A dated, document-verified import-MVA rung for the assessed scope.
This missing input leaves an energisation bound unknown.
- Resolve the energisation input: An applicable duration from the evidenced stage to energisation, published by and matched to the observed site operator, rather than an offer-processing target.
This missing input leaves an energisation bound unknown.
- Resolve the energisation input: Connection-dependent reinforcement scope and completion dates
This missing input leaves an energisation bound unknown.
- Resolve the energisation input: Grid-works planning status and programme
This missing input leaves an energisation bound unknown.
- Resolve the energisation input: Applicable connection-policy conditions and programme
This missing input leaves an energisation bound unknown.
- Obtain a published complete connection scope with voltage, configuration and measured quantities.
This scope or reference gap prevents a complete indicative connection capex band.
- Establish that every necessary connection-work component is included in the published scope.
This scope or reference gap prevents a complete indicative connection capex band.
Request an assessment of this record and the evidence needed next. Share only public information or documents you are authorised to provide.
Request a Reality CheckEarlier power notes and source context
Unverified. Łysomice's 2020 municipal energy plan identifies regional Energa-Operator infrastructure and a GPZ Łysomice owned by Polenergia. This is an older regional network-routing clue only: the factory's actual DSO and connection, contracted import rights, voltage, available import capacity, headroom, reinforcement costs and energisation date have not been established. No transformer rating or generation export scheme is assigned to the site as usable data-centre power.
Demand MVA not published. A site-specific demand connection or evidenced supply assessment is still needed.
Historic generation and industrial use do not establish transferable demand rights. Published capacities retain their original units and scope.
Opportunity Score · Withheld: assessment incomplete
A sourced scenario assessment has not passed every gate. Existing record evidence is retained; missing assessments are not scored as zero.
- Power (30%): Not assessed
No sourced scenario assessment recorded.
Source references: Not supplied - Land (20%): Not assessed
No sourced scenario assessment recorded.
Source references: Not supplied - Fibre (15%): Not assessed
No sourced scenario assessment recorded.
Source references: Not supplied - Planning (20%): Not assessed
No sourced scenario assessment recorded.
Source references: Not supplied - Demand (15%): Not assessed
No sourced scenario assessment recorded.
Source references: Not supplied
Source references are supplied by the analyst. IDs are not resolved or verified by this display; their evidence and relevance still require review.
Why the score is withheld
- power: assessment missing or invalid
- power: explanation and source IDs required
- land: assessment missing or invalid
- land: explanation and source IDs required
- fibre: assessment missing or invalid
- fibre: explanation and source IDs required
- planning: assessment missing or invalid
- planning: explanation and source IDs required
- demand: assessment missing or invalid
- demand: explanation and source IDs required
- control gate: unknown
- import gate: unknown
- planning gate: unknown
- marketing gate: blocked
- Power class D or unverified: score withheld
Land control, import rights, planning and marketing must each be at least partially evidenced for the scenario. A named owner, a planning record or nearby infrastructure does not by itself pass these gates.
Power class D: no score is issued. Only Category A, B or an evidenced strong C route can be assessed.
Public marketing is recorded. This is not an off-market opportunity.
Scenario fit is an analyst assessment, not a probability, qualification, investment recommendation or proof of financeability. Partial gates still require diligence.
Read the scoring methodLand control
- Identified owner / counterparty
- Legal landowner not verified
ERBUD's Q1 2021 management report states that on 30 April 2021 ERBUD S.A. became owner of an Ostaszewo industrial property of 5.2018 ha with a production/warehouse hall and a separate 9.9643 ha arable property. These historical areas must not be treated as a confirmed current 15.1661 ha sale perimeter or wholly developable industrial land. The current MOD21 address is Ostaszewo 57. Current registered titles, intra-group transfers, parcel boundaries, lender releases and special-economic-zone conditions remain unverified. ERBUD's board/asset-disposal function is the decision-maker route; vice-president Agnieszka Głowacka publicly described asset-sale actions, without being established as an appointed property sales agent.
Planning & utilities
0 of 10 categories contain evidence. Status applies to the specific claim, not the whole site.
Not assessed
Evidence still needed
- Planning & decisions
A current planning decision, conditions and any appeal or court proceedings still need to be checked.
- Land-use zoning
The site boundary has not been matched to the current adopted zoning map and data-centre use policy.
- Grid & import rights
Site-specific import rights, available MVA, connection milestones and any transfer restrictions remain unverified.
- Fibre & dark fibre
No verified site entry, dark-fibre offer or physically diverse route assessment is recorded. Regional coverage alone is insufficient.
- Ownership & development control
Legal title, land-owning entity, development-control route and restrictions need verification. A named developer does not establish availability.
- Land, footprint & access
Gross and net developable area, boundaries, access rights, easements, setbacks and expansion space need site-specific evidence.
- Flood, ground & environment
Flood risk, ground conditions, contamination, ecology, heritage, noise and air-quality constraints have not been fully assessed here.
- Water, cooling & heat
Water availability and discharge, cooling technology, peak demand, heat reuse and utility agreements remain to be verified.
- Demand & location fit
Customer geography, latency, cloud or exchange nodes and a supported use case need project-specific evidence; national growth alone is insufficient.
- Programme & delivery
Permission expiry, commencement, energisation, enabling works, long-lead procurement and phase handovers need a reconciled programme.
Project team
Each appointment retains its evidenced planning, feasibility or construction scope.
ERBUD management board vice-president
Quoted in the 26 August 2026 corporate announcement describing fixed-asset sale actions; research route to the group's disposal function, not verified sale mandate or land title authority.
Unlisted roles have no project-specific appointment recorded.
Sources
Publication dates remain as supplied in the source title or note. A review date does not establish a permission, transaction or connection date.
- ERBUD primary announcement, 26 August 2026 — modular-segment exit and fixed-asset sale actionsmedia.erbud-group.com
- ERBUD Q1 2021 management report — completed 30 April 2021 Ostaszewo land acquisition and historical areaserbud.pl
- MOD21 ISO certificates — Ostaszewo 57 operating addressmod21.com
- Łysomice municipal energy-plan resolution XVI/98/2020 — regional Energa and GPZ Łysomice/Polenergia network context, not site capacitybip.lysomice.pl
Original documents and imagery retain their rights. Linking does not grant commercial redistribution rights.
