Ukraine’s Naftogaz Group and Polish energy company ORLEN have signed a finalized agreement to supply 300 million cubic meters of US liquefied natural gas (LNG) to Ukraine in the first quarter of 2026. This contract follows a preliminary memorandum of intent signed on November 7 during the P-TEC energy conference in Greece.
The deal is part of Naftogaz’s broader strategy to diversify both energy sources and supply routes amid ongoing regional energy challenges.
“We are consistently diversifying our gas supply sources and routes to strengthen our energy resilience. This year, under our agreements with ORLEN, Ukraine will receive 600 million cubic meters of US LNG. In total, we expect 1 billion cubic meters of US LNG imports in 2026. I thank our Polish partners for their trust,” said Naftogaz CEO Serhiy Koretsky.
Under the agreement, the gas will be regasified at Poland’s Świnoujście terminal before being transported across the Polish-Ukrainian border.
Notably, only a few days passed between the signing of the letter of intent and the completion of the final contract—a pace both sides attribute to strong mutual understanding and trust.
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“We finalized all contract terms and received the necessary corporate approvals in just a few days. This speed would not have been possible without mutual trust and a clear understanding of each side’s needs and goals. Our cooperation strengthens regional energy security and creates opportunities for further business growth and market presence on both sides,” said Robert Soszyński, Vice President of ORLEN for Operations.
In addition, Ukraine is working on an alternative southern supply corridor via Greece. A recently signed agreement outlines plans to deliver American LNG through the port of Alexandroupolis, with transit through Romania, Bulgaria, and Moldova before reaching Ukraine.
Deliveries via this route are expected to begin in January 2026, covering the winter period from December 2025 to March 2026, according to Greek gas company DEPA. The route is being positioned as a contribution to broader regional energy cooperation and European energy security.
Previously, it was reported that China is quietly assembling a “shadow fleet” of tankers to import US-sanctioned LNG, a move that could help Moscow evade Western restrictions while deepening Beijing’s energy and political ties with the Kremlin.
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