Under the signed letter of intent, Orlen will supply three LNG cargoes, equivalent to over 300 billion cubic feet (bcf) of gas, from the US in the first quarter of 2026.
Orlen said it will deliver the shipments to one of the two terminals where the company holds capacity reservations, where the supplies will be regasified and transmitted via pipeline to Ukraine.
According to Orlen, the two firms have declared their intention to “promptly agree” on the final commercial terms and execute the definitive contract.
As a result of the agreement, the total volume of gas supplied under all contracts with Naftogaz will reach nearly one billion cubic metres, Orlen said.
In March, the two firms signed a cooperation deal under which Orlen delivered LNG cargoes to the FSRU-based terminal in Lithuania’s Klaipeda and the Swinoujscie terminal in Poland.
Under this deal, more than 600 million cubic metres of gas will be delivered to Ukraine this year.
Ukraine has no LNG import facilities.
Orlen has secured long-term regasification capacity at the FSRU-based facility in Klipaeda, reserved until 2032, allowing it to import via the terminal over 0.5 billion cubic meters of natural gas annually.
It also uses KN Energies’ small-scale LNG terminal in Lithuania’s Klaipeda.
In Poland, Orlen imports LNG via the Gaz-System-operated import facility in Swinoujscie, which was expanded to about 8.3 bcm per year.
In addition, Orlen booked 6.1 bcm per year of regasification capacity at Gaz-System’s planned FSRU-based LNG import facility in Gdansk.
Gaz-System also plans to launch a binding open season for regasification capacity at the planned second FSRU as part of the LNG import project in Gdansk Bay in the first quarter of 2026.
