Industry prices of natural gas in Poland 2008-2023

Prices for annual gas consumption for industry in Poland fluctuated slightly between 2008 and 2020. However, prices began to rise from the first half of 2021, reaching their peak in the second half of 2022 at more than 9.3 euro cents per kilowatt hour. The lowest annual price for gas consumption occurred in 2016, at 2.66 euros per kWh. In the second half of 2023, prices dropped to 7.68 euro cents per kilowatt hour. Structure of natural gas supplies to Poland Gas purchases from abroad, in the amount of 154.5 TWh, were supplemented with gas from domestic sources in the amount of 40 TWh. Total gas supplies from abroad in 2022 included imports and intra-Community acquisitions. Imports from the eastern direction, carried out under a long-term contract concluded between PGNiG S.A. and Gazprom, continued to account for a significant part of the total gas supplies from abroad. However, in 2022, the Polish government passed a resolution to terminate the agreement from 1993 with Gazprom on the supply of Russian gas to Poland. The consumption of natural gas in Poland increased between 2005 and 2022. Throughout 2023, PKN ORLEN (former PGNiG) imported approximately 14.1 bn m3 of natural gas to Poland. Domestic production amounted to 3.3 billion cubic meters. Structure of LNG supply to Poland PGNiG has successfully continued its strategy of becoming independent from one dominant supplier. In addition to the expansion of the LNG portfolio, the Company is preparing to start supplying the Polish market with gas produced on the Norwegian Continental Shelf, whose transport via the Baltic Pipe through the North Sea, Denmark, and the Baltic Sea will begin at the end of 2022. The construction of the LNG Terminal in Świnoujście was a positive investment from the standpoint of supply security, enabling gas supplies from global gas markets. This investment has contributed to a fundamental change in the country's gas energy mix, thanks to which currently 1/3 of the country's gas consumption can be satisfied with LNG supplies. Thus, in 2023, imports from the East amounted to approximately 0.4 billion cubic meters, compared to around 10.3 billion m3 in 2016. LNG imports (from Qatar, Norway, and the USA) in 2023 increased and reached 6.5 billion cubic meters (after regasification), compared to 2016 when about one billion cubic meters of LNG was imported (after regasification).

波兰工业年度天然气消费价格在2008年至2020年间略有波动。然而，自2021年上半年起，价格开始上升，并于2022年下半年达到峰值，超过每千瓦时9.3欧分。2016年天然气消费的年度最低价格为每千瓦时2.66欧元。到2023年下半年，价格降至每千瓦时7.68欧分。波兰天然气供应结构包括从国外购买的154.5太瓦时天然气，以及国内40太瓦时的天然气补充。2022年从国外总供应的天然气包括进口和社区内收购。从东方方向的进口，在波兰国家天然气和电力公司（PGNiG S.A.）与俄罗斯天然气工业股份公司（Gazprom）之间签订的长期合同下进行，继续占总国外天然气供应的相当一部分。然而，在2022年，波兰政府通过决议终止了与Gazprom于1993年签订的向波兰供应俄罗斯天然气的协议。波兰天然气消费量在2005年至2022年之间增加。2023年全年，PKN ORLEN（前PGNiG）向波兰进口了约141亿立方米天然气。国内产量为33亿立方米。波兰LNG供应结构包括波兰天然气公司（PGNiG）成功继续其摆脱单一供应商依赖的战略。除了扩大LNG产品组合外，公司正准备开始向波兰市场供应挪威大陆架生产的天然气，该天然气将通过波罗的海管道通过北海、丹麦和波罗的海运输，预计将在2022年底开始。斯维内明德LNG终端的建设从供应安全的角度来看是一项积极的投资，它使全球天然气市场的天然气供应成为可能。这一投资有助于该国天然气能源结构的根本性转变，目前我国三分之一的天然气消费可以通过LNG供应得到满足。因此，到2023年，从东方的进口量约为4亿立方米，而2016年约为103亿立方米。2023年LNG进口（来自卡塔尔、挪威和美国）增加，达到65亿立方米（经再气化后），而2016年约进口了10亿立方米LNG（经再气化后）。