0:42 20 March 2026
Poland gas supply outlook
Rising tensions in the Middle East are pushing up global gas and oil prices, heightening inflation concerns in Poland. Market jitters intensified after Iran’s March strikes on Qatar’s Ras Laffan gas complex, followed by further attacks linked to earlier US and Israeli actions on Iran’s South Pars fields.
Despite volatility, Orlen says Poland’s gas supply remains secure. The company relies on a diversified portfolio, including domestic production, Norwegian output, the Baltic Pipe and LNG imports—mainly from the US. Qatari LNG accounts for about 10% of demand, limiting exposure to disruption.
Orlen adds that flexible contracts, global spot market access and a fleet of eight LNG carriers allow rapid supply adjustments. In 2025, it handled a record 81 LNG deliveries via Świnoujście, totaling nearly 6 million tons.
Meanwhile, European gas prices surged sharply, reflecting ongoing geopolitical risk.
