Orlen to Ship Three LNG Cargoes to Naftogaz, Fuel Worth $500M to Ukrnafta
Naftogaz says Orlen will deliver three LNG cargoes in early 2027 and supply Ukrnafta with fuel worth up to $500 million, as Ukraine heads into a hard heating season.
Poland's Orlen will deliver three cargoes of liquefied natural gas to Ukraine's state-owned Naftogaz in the first quarter of 2027, under agreements announced by the Ukrainian company on Monday. Naftogaz did not specify the volume of gas involved, which is intended to arrive during the height of a heating season that officials expect to be among the toughest in nearly five years of war, with Russian strikes on Ukraine's energy system continuing.
Naftogaz has bought US-origin LNG from Orlen before.
Alongside the gas, Naftogaz said its subsidiary Ukrnafta will receive motor fuel from Orlen valued at up to $500 million. The company said the arrangement would help reinforce the stability of fuel supplies at a time when global oil markets are unsettled by events in the Middle East.
Fuel prices worldwide have been pushed up by disruption linked to the US-Israeli war on Iran. In Ukraine, retail motor fuel prices have climbed 8% to 10% since the start of the month, mirroring increases in Europe, with diesel approaching the 100 hryvnias ($2.24) per litre mark.
Ukraine relies entirely on imported fuel, as Russian missile attacks have destroyed the country's oil-refining capacity.
Even so, Ukraine continues to produce crude oil. Naftogaz said the agreements with Orlen will let Ukrnafta, the country's largest oil producer, have that crude processed at refineries abroad. According to the company, the document opens the possibility of supplying Ukrainian crude for processing at refineries in Central Europe.
Ukraine no longer publishes figures on its crude output. Before Russia's full-scale invasion in 2022, it produced roughly 1.5 million metric tons of crude and gas condensates in 2021.
The country operates the southern branch of the Soviet-era Druzhba oil pipeline, which carries Russian crude to refineries in Hungary and Slovakia. Kyiv has also used the route to move its own oil to Eastern Europe. In January 2026, a Russian drone damaged equipment on the pipeline at the Ukrainian town of Brody, halting flows for several months. Hungary and Slovakia protested, accusing Kyiv of deliberately holding up the pipeline's restart, an allegation Ukraine has denied. Operations resumed in April.