Poland’s Orlen SA has terminated one of two long-term LNG contracts with
QatarEnergy, saying the exporter has been unable to meet delivery obligations
amid ongoing conflict. Orlen said the decision affects an 18-year contract due
to run to 2034 and cited continued "force majeure", while it retains the other
supply agreement. QatarEnergy, a major global LNG supplier, has faced
disruptions since an Iran-related conflict earlier this year that affected
roughly 20% of global LNG output; Orlen is the first customer to formally
terminate a contract.