Kpler LNG 2017 Mid-Year Report

January

The year started with the first import at Turkey’s Etki FSRU.

The terminal Delimara received its commissioning cargo aboard Shell’s Galea on 11-Jan.

Cheniere’s Oak Spirit delivered a Sabine Pass cargo to Joetsu Chubu for Jera on 6-January. This is the first delivery from Sabine Pass to Japan.

Botas’ Ereglisi Terminal expanded their max ship size from 135.000 to 180.000 m3, with the first upper conventional sized cargo delivered aboard NLNG’s LNG Bonny II on 15-Jan.

February

The first Japanese re-export took place at Shizuoka Gas’ Sodeshi terminal on 5-Feb. Shell’s Gaslog Sydney delivered the cargo to Yung An on 13-Feb.

The first reload at Andres happen on 11-Feb onboard Iberdola’s Cadiz Knutsen. The cargo was delivered to Grain on 24-Feb.

March

FSRU Golar Igloo arrived at MAAGP on 27-February to start operations there. The first cargo in 2017 delivered to MAAGP was aboard Maran Gas Delphi, 28-Feb.

We observed an influx of vessels discharged at Milford Haven in March, after the absence of cargoes in February:

Petronas’s PFLNG 1 terminal offshore of Sarawak is now loaded a cargo aboard Seri Camellia on 25-March. This is the first FLNG facility starting operations.

April

Argentina’s new tender delivery season started ramping up with five cargoes arrived to Escobar and Bahia Blanca in April.

The STS operation took place at Subic Bay, Philippines between Koch’s Polar Spirit and Jovo’s Seri Bakti. Two partial cargoes then were delivered to Jovo aboard Polar Spirit on 8 and 22-May.

 

May

Planned maintenance on Tangguh Train 2 (3.8 mtpa) took place from 1-Apr until 31-May. Six cargoes were loaded in April, and seven – in May.

The scheduled maintenance at Snohvit from 12-May until 18-June led to a drop in May exports. The fleet has been reallocated accordingly:

  • Arctic Lady loaded at Bethioua and delivered her cargo to SLNG on 24-May
  • Arctic Discoverer lifted a cargo at Sabine Pass and discharged at Gate on 8-June
  • Arctic Aurora loaded at Sabine Pass and delivered to Toscana on 26-June. This is a delivery for DufEnergy against their won OLT Toscana tender

Gorgon Train 1 came to a halt due to unplanned maintenance on 15-May, which took place for about a month. Number of other regular checks were also done during this period.

Idku was experiencing a high activity with three cargoes lifted in May.

June

The June 2017 Qatar diplomatic crisis resulted in several LNG market moves we witnessed:

  • Two Qatargas vessels (Al Mafyar and Zarga) were delivering from Ras Laffan to South Hook, and they diverted their route on 8-June, from initally indicated Suez Canal to the Cape of Good Hope
  • Another Qatari vessel, Rasgas’ Al Aamriya, also took the longer route via the Cape of Good Hope to deliver her cargo to Barcelona, ETA 16-July
  • We also observed that Qatari vessels were repositioned from Fujairah anchorage to the Ras Laffan achorage, following the official statement from the Fujairah Port on 5-June

Aqaba received their first Algerian cargo aboard Sonatrach’s Ougarta on 13-June. The trade have been executed by BB Energy.

Two US LNG cargoes found their home in NWE in June:

  • Statoil’s Arctic Discoverer delivered her Sabine Pass cargo to Gate on 8-June. This is the first loaded cargo from Sabine Pass to NWE.
  • Cheniere’s Clean Ocean discharged her cargo at Swinoujscie on 8-June.

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