Orlen cancels QatarEnergy LNG contract as Red Sea disruptions bite

Poland's Orlen terminated a long-term LNG supply deal with QatarEnergy, citing delivery failures caused by Middle East conflict disruptions. This marks the first known customer loss for Qatar since the war began, signaling that supply chain disruptions are now materially affecting contractual reliability. The move could prompt other buyers to seek alternative suppliers, potentially reshaping LNG trade flows.

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