# Latest Reports and Analysis

> ORLEN, Poland's largest energy company, gave notice on 10 November 2026 to end a 1 mtpa LNG contract with QatarEnergy that was due to run until 2034, citing QatarEnergy's force majeure in place since March 2026. The page is a research portal teaser with the full report behind a subscription.

- Date: 2026-11-12 · published 2026-11-12T15:09:50.583Z
- Category: geopolitics · region Poland · magnitude low
- Page: https://feedsoft.ai/events/95672-latest-reports-and-analysis
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

Contract exits from Qatari LNG underline supply reliability risks in Europe, supporting gas and fertiliser cost pressure that feeds into European feed and nitrogen prices.

## Read by commodity

- NATGAS: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2025-06-12 | [Latest Oil Market News and Analysis for June 13 - Bloomberg](https://feedsoft.ai/events/11152-latest-oil-market-news-and-analysis-for-june-13-bloomberg.md) | +19.5% | +4.1% |
| NATGAS | 2022-01-31 | [Grain exports likely disrupted in a Russian, Ukraine conflict, analyst says](https://feedsoft.ai/events/14517-grain-exports-likely-disrupted-in-a-russian-ukraine-conflict-analyst-says.md) | -3.8% | -13.8% |
| NATGAS | 2026-08-24 | [US LNG exports set for endurance test as high gas prices bite \| Reuters](https://feedsoft.ai/events/18057-us-lng-exports-set-for-endurance-test-as-high-gas-prices-bite-reuters.md) | +2.1% | +3.1% |
| NATGAS | 2024-03-25 | [Fertilizer industry weighs up war impacts \| Latest Market News](https://feedsoft.ai/events/31147-fertilizer-industry-weighs-up-war-impacts-latest-market-news.md) | +10.0% | +8.6% |
| NATGAS | 2021-11-03 | [Explainer: Why Russian exports hold sway over European and British gas prices](https://feedsoft.ai/events/44229-explainer-why-russian-exports-hold-sway-over-european-and-british-gas-prices.md) | -7.5% | -21.2% |

## Sources

- hswh.fgenergy.com: https://hswh.fgenergy.com/latest-reports-and-analysis/Gas-LNG+Alert+-+ORLEN%e2%80%99s+Qatar+LNG+exit+highlights+price+and+reliability+risks+in+legacy+contracts+-+12+November+2026-28878.aspx

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