Kpler LNG Interesting Moves (Released on 24 November 2016)

Weekly Highlights 

Engie’s FSRU Neptune is expected to arrive at Montoir in the next few weeks for a cool down or full cargo reload for her new position as the Botas FSRU. The vessel has been undergoing maintenance at Marseille since October 2016.

We observe ongoing activity at the Idku terminal:

  • Shell’s Gaslog Greece lifted a cargo on 12-November, and is now signalling for Singapore, ETA 14-December.
  • Trafigura’s Golar Penguin loaded a FOB cargo from Engie on 13-November, and is currently crossing the Arabian Sea with no clear destination.
  • Engie’s Bw Gdf Suez Paris is expected to lift a cargo on 24-November.

Angola LNG’s Cubal lifted a tender cargo at Soyo on 14-November, and is currently headed toward India, ETA 3-December. Another tender cargo on board Sonangol Benguela is expected at Sagunto, ETA 1-December.

Reloads of the Week

Shell’s Corcovado LNG re-exported a cargo at SLNG on 27-October, and is about to discharge it at Caofeidian.

Trafigura’s Energy Atlantic is now discharging her Sines-sourced cargo at Dabhol.

Express is scheduled for a reload at Zeebrugge on 28-November.

Total’s Arwa Spirit reloaded a cargo at Fos Cavaou on 21-November, and is headed toward Japan via Cape Town, ETA 18-December. Another reload at the terminal will take place on 7-December.

Kpler analysts still expect one reload operation at Grain by Centrica in the next few weeks, with  Golar Bear as a potential vessel.

Interesting Moves 

Diversion: Shell’s Gaslog Sydney was expected to load at Atlantic LNG on 26-November, but then changed her route and is now signalling for Bonny, ETA 28-November:

Petronas’ Trinity Arrow loaded a tender cargo at Bonny on 16-November, and is now headed toward Bilbao, ETA 4-December.

ExxonMobil’s Gaslog Savannah is scheduled to load a tender cargo at Gorgon in the next few days. The vessel is now floating off of the terminal.

Gazprom’s Pskov is about to deliver a Ras Laffan-sourced cargo to Ain Sokhna, and then she is expected to load at Snohvit by Engie.

There are several newbuild vessels loading this week:

  • Shell’s Gaslog Gibraltar loaded at QCLNG, and is now signalling for the Pacific Ocean, ETA 28-November.
  • SINOPEC’s Cesi Gladstone loaded at APLNG on 19-November, and is currently making her maiden voyage toward Qingdao, ETA 5-December.

Spanish FlowsThe graph below includes three terminals with the biggest flows. Overall in 2017, the highest number of cargoes will be delivered to Barcelona (79 total), and Bilbao expects to reload a record 20 cargoes. In total, there are 35 re-export cargoes planned. Cartagena will import only 4 cargoes in 2017, with 0 reloads scheduled.

Source: Enagas

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