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Poland's Orlen terminated one of its two long-term LNG supply contracts with QatarEnergy after a force majeure left the supplier unable to deliver. The 1 million tonne-per-year contract was due to run until 2034 and terminates after a 60-day notice period.
The first known termination of a long-term Qatari LNG contract signals prolonged supply disruption, supporting European gas and energy prices that feed into fertilizer and processing costs.
cnbctv18.comReutersNov 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.
