This work is an attempt to determine the scale of threats to the mineral security of Poland in the area of non-energy raw materials resulting from Russia’s invasion of Ukraine. In particular, it aims to identify those industries whose proper functioning may be threatened in the face of the limited supply of raw materials from three directions – Russia, Belarus and Ukraine. An element of the analysis was also the indication of possible alternative sources of the supply of these raw materials. For this purpose, the directions of imports to Poland of about 140 non-energy raw materials in 2011–2020 were analyzed. As a result, about thirty raw materials were selected, the supplies of which came from, among others, at least one of the three mentioned countries. To determine the raw materials for which the disruption of supplies may have the most serious impact on the functioning of the Polish economy, the following criteria were adopted: a minimum 20% share of these countries in covering the domestic demand in 2020, and a minimum value of these imports in 2020 of 20 million PLN. These threshold conditions were met by eight raw materials: iron ores and concentrates, carbon black, potash, aluminum, ferroalloys, nickel, ball clays and refractory clays, and synthetic corundum. Among these, the need to change the directions of supplies applies to the greatest extent to iron ores and concentrates, aluminum and nickel, while in the case of non-metallic raw materials, it applies most to ball clays and refractory clays and potassium salts. These are among the most important raw materials necessary for the proper functioning of the national economy, but their shortage or disruptions in the continuity of their supplies pose a real threat to the mineral security of Poland.

Russia’s use of one of its energy resources as a tool of political pressure in 2021 destabilized the economies of many European countries. The energy crisis was exacerbated by the outbreak of Russia’s war with Ukraine in February 2022, when many countries, including those of the EU, responded by imposing sanctions on energy resources from Russia. The situation also affected Polish households. Until then, Russia had been Poland’s main supplier of coal and natural gas. It is estimated that 3.8 million households were threatened by the uncertainty of hard-coal supplies for the 2022/2023 heating season. The article presents an analysis of the supply and demand of the main fossil energy resources consumed by Polish households for heating purposes. Discussing the supply of a given raw material, both domestic production and imports are presented. The inability to increase domestic coal production for households in the short term (it is a long-term process) resulted in the introduction of intervention imports. In the case of imports, attention was paid to the need to change suppliers as well as import routes. The article also analyzes the prices of major energy carriers for domestic households from January 2018 to March 2023. Rapidly rising prices of hard coal at fuel depots in the third and fourth quarters of 2022 were higher than natural gas prices for households by PLN 13–16/GJ and amounted to PLN 81–101/GJ. By comparison, natural gas prices were then in the range of 65–88 PLN/GJ. In the first quarter of 2023, the prices of these two energy carriers had already reached a similar level (in the order of 80 PLN/GJ).