RosUkrEnergo halted gas deliveries to Poland on October 2, Interfax was told by Tomasz Fill, press secretary of the Polish gas monopolist PGNiG. According to the company they are working on this issue and the supplies will soon be retained.
Our view: The consumption of natural gas is still not as high in October, therefore we do not expect the gas supply shortage to influence the refineries like PKN or Lotos as it happened in January this year. However we hope that the deliveries could be resumed before cold breaks out. We see the news as neutral.