# ORLEN Could Save Up to $2 Billion by Ending Qatar LNG Deal, Analysts Estimate

> Analysts cited by Reuters estimate that Poland's ORLEN could save up to $2 billion through 2034 after giving notice to terminate a long-term LNG supply contract with QatarEnergy. The contract, signed in 2009, linked gas prices to Brent crude, making it more expensive than some alternatives. ORLEN has not confirmed the savings calculations.

- Date: 2026-11-14 · published 2026-11-15T00:26:17.987Z
- Category: macro · region Europe · magnitude low
- Page: https://feedsoft.ai/events/100440-orlen-could-save-up-to-2-billion-by-ending-qatar-lng-deal-analysts-estimate
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

The contract exit shifts Polish LNG demand toward replacement supply such as US LNG or the European spot market, with savings depending on replacement gas prices. This is an energy-market story with little direct effect on feed commodity prices.

## Read by commodity

- NATGAS: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2020-07-30 | [Analysis: First Chinese gas contracts linked to international LNG prices signal oil-gas decoupling continues \| S&P Global](https://feedsoft.ai/events/52294-analysis-first-chinese-gas-contracts-linked-to-international-lng-prices-signal.md) | +22.0% | +37.5% |
| NATGAS | 2024-04-26 | [Equinor Expects Asia, LNG Competition to Drive European Natural Gas Prices](https://feedsoft.ai/events/30924-equinor-expects-asia-lng-competition-to-drive-european-natural-gas-prices.md) | +18.9% | +71.3% |
| NATGAS | 2023-03-22 | [U.S. Natural Gas Demand Exceeds Supply As LNG Exports Jump \| OilPrice.com](https://feedsoft.ai/events/37039-u-s-natural-gas-demand-exceeds-supply-as-lng-exports-jump-oilprice-com.md) | -4.9% | +3.9% |
| NATGAS | 2023-05-01 | [World’s Top LNG Buyer Sees Risk of Another Price Spike This Year](https://feedsoft.ai/events/36590-world-s-top-lng-buyer-sees-risk-of-another-price-spike-this-year.md) | -15.0% | -13.4% |
| NATGAS | 2025-02-19 | [LNG markets poised for rollercoaster year ahead - Rystad Energy’s Gas and LNG Special Market Update \| Air Freight News](https://feedsoft.ai/events/26217-lng-markets-poised-for-rollercoaster-year-ahead-rystad-energy-s-gas-and-lng.md) | -20.5% | -18.8% |

## Sources

- ceo.com.pl: https://ceo.com.pl/en/orlen-qatar-lng-contract-savings-2-billion-14294/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.