Orlen has terminated one of its two long-term LNG contracts with QatarEnergy, citing continuing force majeure that it said had resulted in no deliveries. The move changes one part of Orlen’s supply portfolio; it does not end the company’s contractual relationship with the Qatari supplier.
Orlen said on 10 November that the terminated contract covered 1 million tonnes of LNG a year, or about 15.3 TWh, and had been due to run until 2034. The agreement was signed by PGNiG in 2009 and deliveries began in 2016. Under Orlen’s account, the contract will remain in force for 60 days after the termination notice.
The distinction with the second contract matters. Orlen said it will continue performing that agreement with QatarEnergy, which provides for deliveries of up to 1 million tonnes of LNG a year until 2034. Unlike the terminated deal, its price formula is linked to gas prices rather than oil quotations. The company also said its own gas production and other long-term contracts fully cover the needs of the Orlen Group, so the termination will not affect gas-supply security.
That statement sets out Orlen’s position, but it does not resolve the commercial background. TVN24’s report does not identify the event treated as force majeure, when the delivery interruption began, or the volume of LNG that was not supplied. It also contains no response from QatarEnergy and no information on a possible dispute, arbitration or compensation.
The evidence therefore supports a narrower conclusion than a broad claim about energy security: Orlen has used a contractual exit route for one agreement it says was not being performed, while keeping the other QatarEnergy contract in place. Whether this remains a contained portfolio adjustment will depend on the undisclosed force-majeure circumstances and the terms on which the parties separate.
Source: TVN24, reporting Orlen’s statement.
Sources
- TVN24 · Source date: 2026-11-10
Independent editorial content. WUA is not affiliated with any political party. 2026-11-10