Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure
Published . Updated .
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This report is about natural gas and Poland.
Directly affected
- No company is named in this report.
Indirectly affected
- UNG United States Natural Gas Fund-13.5% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- XLE Energy Select Sector SPDR+6.9% 30d
Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story.
- EPOL iShares MSCI Poland ETF
iShares MSCI Poland ETF holds stocks listed in Poland, which this story is about (“poland”).
- LNG Cheniere Energy+6.7% 30d
Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- EQT Eqt-4.9% 30d
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- KMI Kinder Morgan
Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
- WMB The Williams Companies
The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| UNG | -10.81% | -10.24% | base | after close | after close | after close | after close |
| XLE | +2.11% | -0.95% | base | after close | after close | after close | after close |
| EPOL | +0.69% | -2.17% | base | after close | after close | after close | after close |
| LNG | -0.51% | -5.27% | base | after close | after close | after close | after close |
| EQT | +0.99% | -5.04% | base | after close | after close | after close | after close |
| KMI | +1.06% | -3.97% | base | after close | after close | after close | after close |
| WMB | +0.59% | -5.03% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure Reuters
Source: Reuters
Cheniere Energy (LNG) compared with energy stocks (XLE) since 10 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Ishares Tr (EPOL) | three days earlier | -2.17% | final price |
| Ishares Tr (EPOL) | five days earlier | +0.69% | final price |
| Eqt (EQT) | three days earlier | -5.04% | final price |
| Eqt (EQT) | five days earlier | +0.99% | final price |
| Kinder Morgan (KMI) | three days earlier | -3.97% | final price |
| Kinder Morgan (KMI) | five days earlier | +1.06% | final price |
| Cheniere Energy (LNG) | three days earlier | -5.27% | final price |
| Cheniere Energy (LNG) | five days earlier | -0.51% | final price |
| United States Natural Gas Fund (UNG) | three days earlier | -10.24% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | -10.81% | final price |
| Williams Companies (WMB) | three days earlier | -5.03% | final price |
| Williams Companies (WMB) | five days earlier | +0.59% | final price |
| Select Sector Spdr Tr (XLE) | three days earlier | -0.95% | final price |
| Select Sector Spdr Tr (XLE) | five days earlier | +2.11% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 75 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Eqt (EQT), worth $1,001 - $15,000 on 17 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Eqt (EQT) (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 88 days before publication. Filed 14 Oct 2026. View the filing.
- Sen. Alan Armstrong sold Williams Companies (WMB) (jointly held), worth $250,001 - $500,000 on 8 Sep 2026. That is 63 days before publication. Filed 22 Oct 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $15,001 - $50,000 on 20 Aug 2026. That is 82 days before publication. Filed 17 Sep 2026. View the filing.
- Sen. Alan Armstrong bought Williams Companies (WMB) (jointly held), worth $1,001 - $15,000 on 19 Aug 2026. That is 83 days before publication. Filed 17 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Cheniere Energy (LNG)
Companies tied to this story
- LNG Cheniere Energy
For “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure,” Cheniere Energy (LNG) is linked, with no stored direction, medium confidence. Reason on file: Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- EQT Eqt
In “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure,” Eqt (EQT) is linked, with no stored direction, medium confidence. Reason on file: Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- KMI Kinder Morgan
In “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure,” Kinder Morgan (KMI) is linked, with no stored direction, medium confidence. Reason on file: Kinder Morgan (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- WMB Williams Companies
Williams Companies (WMB) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure.” Reason on file: The Williams Companies (natural gas transmission): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
- UNG United States Natural Gas Fund
In “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- XLE Select Sector Spdr Tr
In “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure,” Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence. Reason on file: Energy Select Sector SPDR: it follows natural-gas prices. Linked by “lng” (natural gas) in this story
- EPOL Ishares Tr
In “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure,” Ishares Tr (EPOL) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Poland ETF holds stocks listed in Poland, which this story is about (“poland”)
Cheniere Energy (LNG) and the energy link
The 10 Nov 2026 story “Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure” names Cheniere Energy (LNG) because of Energy.
For Cheniere Energy (LNG), the reason on file says Cheniere Energy (natural gas distribution): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
Also listed, Eqt (EQT): Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “lng” (natural gas) in this story
The price range for Cheniere Energy (LNG), and the dates in the story
EQT traded between 49.31 and 57.30 across 20 sessions. The latest close on file is 49.91. KMI traded between 31.12 and 32.43 across 3 sessions. The latest close on file is 32.27. LNG traded between 274.17 and 330.66 across 20 sessions. The latest close on file is 285.09.
A simple score for Cheniere Energy (LNG)
46 out of 100
“Poland's Orlen ends long-term QatarEnergy LNG contract over delivery failure” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.