# Poland’s Orlen becomes first buyer to cancel QatarEnergy LNG contract

> 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.

- Date: 2026-11-11 · published 2026-11-11T06:12:17.862Z
- Category: geopolitics · region Global · magnitude medium
- Page: https://feedsoft.ai/events/93016-poland-s-orlen-becomes-first-buyer-to-cancel-qatarenergy-lng-contract
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

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.

## Read by commodity

- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2026-10-28 | [QatarEnergy Extends LNG Force Majeure to End of 2026 \| OilPrice.com](https://feedsoft.ai/events/266-qatarenergy-extends-lng-force-majeure-to-end-of-2026-oilprice-com.md) | +0.7% | — |
| NATGAS | 2026-07-31 | [Italy Becomes EU’s Top LNG Importer as Purchases Elsewhere Lag](https://feedsoft.ai/events/18540-italy-becomes-eu-s-top-lng-importer-as-purchases-elsewhere-lag.md) | -3.1% | +7.2% |
| NATGAS | 2026-03-02 | [Why QatarEnergy’s LNG production halt could shake up global gas markets \| Explainer News \| Al Jazeera](https://feedsoft.ai/events/20369-why-qatarenergy-s-lng-production-halt-could-shake-up-global-gas-markets.md) | +7.5% | +4.0% |
| NATGAS | 2026-08-28 | [Gas Prices in Asia and Europe Jump as Qatar Extends LNG Force Majeure \| OilPrice.com](https://feedsoft.ai/events/18063-gas-prices-in-asia-and-europe-jump-as-qatar-extends-lng-force-majeure-oilprice.md) | +1.1% | +10.5% |
| NATGAS | 2022-04-27 | [Rocketing fertiliser prices forecast to continue amid war and surging cost of fuel](https://feedsoft.ai/events/6218-rocketing-fertiliser-prices-forecast-to-continue-amid-war-and-surging-cost-of.md) | +14.9% | +28.6% |

## Sources

- thenationalnews.com: https://www.thenationalnews.com/business/energy/2026/11/11/polands-orlen-becomes-first-buyer-to-cancel-qatarenergy-lng-contract/

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