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Poland’s Orlen terminated a QatarEnergy LNG contract for 1 million tonnes per year, citing prolonged force majeure that has prevented deliveries amid the Iran war and disruption in the Strait of Hormuz. The agreement was due to run through 2034; Orlen will retain a second Qatari contract and says it has secured alternative US LNG supplies.
The lost Qatari supply tightens available LNG cargoes and may increase competition for replacement volumes, supporting global gas prices and potentially raising feed-production energy costs. The shift toward US supply also redirects trade flows.
thenationalnews.comJennifer GnanaNov 11, 2026After 136 past bullish geopolitics events, Natural Gas moved a median +2.7% over 5 sessions (63% higher; middle half -1.8% to +8.8%), and +4.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
