ShockAtlas.

ORGANISATION · PL · NACE D35.23 Trade of gas through mains; C19.20 Manufacture of refined petroleum products

ORLEN S.A.

www.orlen.pl · 1 documented exposure in the atlas.

Hormuz disruption, Qatari LNG and European gas and power, January–October 2026

Exposed · Supply chain · evidenced · Supply shock, 2026-09-24

“Poland has received no Qatari LNG since April 2026, although Orlen says missing volumes are being replaced mainly by U.S. supplies, domestic and Norwegian production, and gas imported through Baltic Pipe.” — source, 2026-10-23

The quote shows Orlen has lost its Qatari LNG since April 2026 and is replacing it from US LNG, Norway and domestic output. The extra cost of the replacement volumes is inferred, not shown; Orlen's own statement was not found on orlen.pl.

Series concerned: hormuz-transits-total hormuz-transits-tanker eu-gas-storage-twh · read the edition →

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