In a regulatory filing late Tuesday, Orlen said QatarEnergy could no longer meet its contractual supply obligations. The contract was signed in 2009, deliveries began in 2016, and its term was set to end in 2034, The National reported.

QatarEnergy extended its force majeure status at the end of last month through year-end. Shipping through the Strait of Hormuz remains risky: Iranian forces attacked tankers 37 times in October, a monthly record since March.

LNG exports through the strait nevertheless rose to 31 tankers last month, the highest total since February, according to Kpler. That was up from 23 in September. Most of the cargoes were loaded at Qatar’s Ras Laffan hub, which remains under force majeure. Kpler said two shipments were transferred to other tankers after their original vessels passed through the strait.

Qatar’s LNG exports remain well below pre-war levels: 2.7 million tons last month, compared with nearly 6.2 million tons in February. QatarEnergy said in March that Iranian attacks on U.S. allies in the Gulf had taken out 17% of Qatar’s export capacity, causing an estimated $20 billion in lost annual revenue. The company has sought to meet its contracts despite the force majeure, including by contracting significant volumes from U.S. producer Cheniere Energy.