Kpler LNG Interesting Moves (Released on 17 November 2016)

Weekly Highlights 

We observe the increasing activity at the Idku terminal:

  • Shell’s Gaslog Greece lifted a cargo on 12-November, and is now headed toward S.America with no clear destination.
  • Trafigura’s Golar Penguin loaded a FOB cargo from Engie on 13-November, and is currently entering the Red Sea.
  • Also, the terminal expects a loading operation on board Engie’s Bw Gdf Suez Paris, ETA 27-November.

Mitsui & Co. delivered the first cargo at Cartagena (COL) on board BP’s British Innovator. The site is fully operational now, and it expects to receive from six to twelve cargoes in 2017.

Please Note: We changed names of installations for the convenience. Cartagena (COL) for the terminal located in Columbia, and Cartagena (ESP) for the terminal located in Spain. 

Statoil’s Arctic Voyager loaded a cargo at Snohvit on 12-November, and is expected to discharge it at Cove Point, ETA 24-November. This is the second delivery to Cove Point in 2016.

Reloads of the Week

Shell’s Corcovado LNG re-exported a cargo at SLNG on 27-October, and is now floating in the Yellow Sea.

Trafigura’s Energy Atlantic reloaded a cargo at Sines on 5-November, and is expected to deliver it to India. The vessel is currently crossing the Red Sea.

Arwa Spirit is expected to reload at Fos Cavaou on 22-November.

Kpler analysts expect one reload operation at Grain by Centrica in the next few weeks.

Interesting Moves 

SK Corp and GS Caltex new Boryeong terminal is coming online. Their first cargo, sourced by SK Corp via a tender in May, is being delivered aboard Sinopec’s BW Pavilion Vanda, ETA 26-November.

Cubal lifted a tender cargo at Soyo on 14-November, and is currently headed toward the Indian Ocean. Her potential destinations are in the Middle East and India.

BP’s Golar Glacier loaded at Atlantic LNG on 15-November, and is scheduled to discharge at Andres, ETA 19-November. The vessel is then expected to lift a cargo by Cheniere at Sabine Pass, ETA 26-November.

There are three vessels which are currently crossing the N.Pacific: Shell’s Gaslog Glasgow, Cheniere’s Stena Clear Sky, and Palu LNG. Feel free to add them to your Watchlist.

There are several newbuild vessels loading this week: Shell’s Gaslog Gibraltar is now at the QCLNG berth, and SINOPEC’s Cesi Gladstone is expected at APLNG on 19-November. Also, LNG Mars lifted a cargo at Qalhat on 12-November, and is now delivering her maiden cargo to  Sakaisenboku, ETA 28-November.

Newbuild Christophe De Margerie is signalling for the SGP area, and is currently crossing the East China Sea.

Ras Laffan Export Flows

Weekly exports from Ras Laffan dropped to 0.28 million tonnes in the previous week. This is an indication of suspected maintenance end of October. Please find the overview of Qatargas maintenance for 2016 here below:

QG1 planned shutdowns were completed Jan-Feb of Train 1 and Train 2
QG3 planned shutdown was completed 1-25th of March of Train 6
QG1 planned shutdown was completed April of Train 3

Panama Canal TransitThere are three vessels loaded at Sabine Pass and expected to cross the Panama Canal this week: Cheniere’ s Creole Spirit, ETA 17-November, Shell’s Galea, ETA 19-November, and Shell’s Methane Julia Louise, ETA 22-November. Their destinations are not yet clear.

We observe the increased activity of LNG vessels crossing the Panama Canal this month:

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