You’ve got the timeline and numbers right — Poland is essentially building its way to gas independence from Russian pipeline supply.
*What’s happening:*
*1. The new FSRU*
- HD Hyundai floated the hull in Ulsan this May. It’s a 170,000 m³ FSRU for Gaz-System, due in Gdańsk end-2027, online Q1 2028.
- *6.1 bcm/year* regas capacity. That’s on top of Świnoujście’s 8.3 bcm/year expansion that finished in 2024.
*2. The math by 2028*
- Świnoujście: 8.3 bcm/year
- Gdańsk FSRU 1: 6.1 bcm/year
- *Total: 14.4 bcm/year* regas capacity vs ∼20 bcm/year domestic consumption.
- Add a second Gdańsk FSRU later in the 2030s and you hit ∼19 bcm/year — basically import coverage for all of Poland.
*3. The hub strategy*
Poland isn’t just covering domestic demand. With Baltic Pipe online and interconnectors to CZ, SK, UA, LT, DE, Gdańsk becomes an entry point for US, Qatari, and West African LNG into Central/Eastern Europe.
That’s the play: import LNG at scale, then use pipelines to displace Russian gas in the region. It mirrors what Germany’s trying with Brunsbüttel and Stade, but Poland started earlier and has fewer political headaches.
*4. Timing matters*
The FSRU lands right as the 2025-2028 US LNG wave hits — Corpus Christi Stage 3, Plaquemines, Golden Pass all ramping. That’s ∼60+ mtpa of new US supply looking for buyers. Poland’s infrastructure will be ready to absorb it.