ORLEN has terminated one of the two long-term contracts for liquefied natural gas (LNG) supplies signed with QatarEnergy LNG. The decision was taken on 10 November 2026 due to the continuing force majeure situation, which has made deliveries impossible. The contract being terminated covered the supply of one million tonnes of LNG per year and was due to remain in force until 2034.

The agreement provided for annual deliveries of approximately 15.3 TWh of gas, with a pricing formula linked to crude oil quotations. ORLEN estimated its annual value in 2026 at around €570 million, or PLN 2.5 billion.

The contract was signed on 29 June 2009 by Polish Oil and Gas Company (PGNiG), ORLEN’s predecessor. Deliveries began in 2016. Following the notice of termination, the agreement will remain in force for a further 60 days.

Second contract with Qatar remains in force

The termination applies to only one of the two agreements signed with QatarEnergy. ORLEN will continue to fulfil the second contract, which is also due to remain in force until 2034. It provides for deliveries of up to one million tonnes of LNG per year, with a pricing formula based on gas prices rather than crude oil quotations.

The company says the decision will not affect the security of gas supplies. The ORLEN Group’s demand is expected to be covered by its own production and its remaining long-term contracts.

The termination follows the continuing force majeure situation, which has prevented deliveries from being made. ORLEN did not provide details in its report on the reasons behind the force majeure or how the situation is expected to develop.