Kpler LNG (Torben Spirit’s Diversion)

 

Originally released on 12 October 2017

DIVERSIONS OF THE WEEK

Torben Spirit was intially heading into the Atlantic Ocean carrying a Sabine Pass-sourced cargo. She diverted on 8-October south after Cuba and has now crossed the Panama Canal:

Angola LNG’s Sonangol Sambizanga was heading towards South America with her Soyo-sourced cargo. She diverted on 9-October towards the Cape of Good Hope.

Initially expected to deliver her Skikda cargo to Sines, SONATRACH’s Cheikh Bouamama returned after crossing Gibraltar and delivered her cargo at Cartagena instead. According to the Port Authority sources, her next Algerian cargo will be delivered to Barcelona on 21-October.

 

RELOADS OF THE WEEK

Statoil’s Arctic Discoverer loaded at Snohvit on 1-October and is now making her laden voyage towards Gate, ETA 12-October. Trafigura’s Hoegh Giant has now arrived at the terminal for reload. Meanwhile, Adam LNG is currently ballasting towards Gate for another re-export, ETA 24-October.

Total’s Arctic Lady re-exported a cargo at Fos Cavaou on 5-October. She completed her crossing of Suez Canal and is expected to deliver her cargo to Jebel Ali, ETA 18 October.

Engie’s Bw Gdf Suez Paris has completed her reload at Montoir on 11-October and is now headed towards Gibraltar with no clear destination.

Wilforce is now headed towards Cartagena, Spain to reload 140.000 m3, ETA 12-October. This will be the first reload from Spain this year.

At Grain, the second October cargo is expected to arrive aboard Qatargas’ Al Bahiya, ETA 14-October. Kpler analysts expect a reload at the terminal aboard Centrica’s Cool Voyager in the near future.

 

MAIN HIGHLIGHTS

After floating in Greece for 2 months loaded with Idku cargo, Engie’s Gaselys is expected to discharge in Dahej on 24-October.

According to AIS, Adgas’ Umm Al Ashtan is expected to deliver her cargo at Ruwais, ETA 15-October. This will be the second cargo delivered there this year.

BP’s Express loaded Ras Laffan on 8-October and is signaling Gwangyang as her destination, ETA 25-October. This would be the first Qatari cargo to land in Gwangyang.

NLNG’s LNG Abuja Ii lifted her first Bethioua cargo on 10-October and is now signalling for the Suez Canal.

BW GDF Suez Everett loaded at Atlantic LNG on 28-September and then was floating in the Caribbean Sea for 2 weeks. She has left and is now headed towards Gibraltar.

Expected to be stationed as a long-term FSRU in Argentina, newbuild vessel GNL Del Plata is coming out of the shipyard. She is currently heading towards Singapore.

 

CHINA IMPORTS

China has seen a 45% YoY increase of LNG imports for the months January to September 2017:

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Kpler EU Gas (Increased Liftings from Ras Laffan)

Originally Released on 5 October 2017

EUROPEAN MARKET

NORTHWEST EUROPE SUMMARY

SPAIN SUMMARY
EUROPEAN LINE-UP
South Hook
We received the confirmation that these vessels are expected to arrive at South Hook:Qatargas’ Al Karaana is confirmed by the Port Authority, ETA 10-October
Qatargas’ Al Samriya is confirmed by sources and supported by AIS and vessel position, ETA 22-October.
Qatargas’ Aamira is confirmed by sources, ETA 26-October. Qatargas’ Umm Slal is also confirmed by sources, ETA 31-October. Since the vessels are not loading yet, they may be swapped for another vessel, but the slots are booked.

 

Swinoujscie

Qatargas’ Al Ruwais is confirmed to discharge her Ras Laffan-sourced cargo, ETA 18-October.

Gate
Statoil’s Arctic Discoverer loaded at Snohvit on 1-October and is now making her laden voyage towards the terminal, ETA 13-October.

Fos Cavaou

Total’s Arctic Lady is currently reloading at Fos Cavaou. Kpler analysts expect her to discharge at Jebel Ali, ETA 19-October.

Montoir

Petrobras’ Cool Runner reloaded on 27-September and is now delivering to Brazil, ETA 17-October.

Engie’s Bw Gdf Suez Paris is signalling for Montoir where she will reload, ETA 11-October. The vessel is currently anchored at Cadiz.

 

Sines
Sines imports have reached record levels in the past couple of months with a high level of contracted cargoes from Nigeria and spot cargoes from other locations like USA and Qatar. According to the terminal operator, up to 5 vessels are expected in October, which indicates that this pattern will continue.LNG Lagos Ii loaded at Bonny on 28-September and will discharge a cargo on 10-October.

Barcelona

Currently, three vessels are expected to arrive in the next few days:

Gas Natural’s Catalunya Spirit lifted a cargo at Atlantic LNG on 1-October and is now signalling for the terminal, ETA 12-October.
Sonatrach’s Tessala is expected to arrive by the Port Authorities on 20-October.
RasGas’ Umm Al Amad is delivering her Ras Laffan-sourced cargo on 28-October.

 

Aliaga
RasGas’ Al Shamal is confirmed by sources, ETA 11-October.

 

Rovigo

RasGas’ Al Daayen loaded at Ras Laffan on 27-September and will deliver on 10-October.
RasGas’ Al Marrouna is loading at Ras Laffan and expected to arrive at the plant on 17-October.

 

TO KEEP ON YOUR RADAR

Qatargas’ Al Bahiya is now crossing the Mediterranean Sea with no clear destination.
Shell’s Gaslog Savannah loaded at Ras Laffan on 2-October and is currently signalling for the Suez Canal, ETA 11-October.

 

RAS LAFFAN

Liftings at Ras Laffan increased in Week 40. Top 5 destinations for W39 appeared: India 0.29 Mt, UK 0.23 Mt, Taiwan 0.19 Mt, Japan 0.18 Mt, China 0.09 Mt. The majority of vessels headed towards Far East. Currently, there are 4 vessels loading at the plant.

 

 

STOCK & SEND-OUT

During the previous week, Gate and Dragon each received one cargo. South Hook average send-out still remains low:

 


European Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).
PLANNED MAINTENANCE
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Kpler EU Gas (Mozah confirmed Grain via AIS)

 

Originally Released on 28 September 2017

EUROPEAN MARKET

NORTHWEST EUROPE SUMMARY

EUROPEAN LINE-UP
South Hook
Qatargas’ Onaiza was swapped with Qatargas’ Al Karaana for the delivery from Ras Laffan to South HookAl Karaana is now expected to deliver a cargo on 9-October. Meanwhile, Onaiza loaded at Ras Laffan on 28-September and is now headed towards Far East.
Dragon
Qatargas’ Al Sheehaniya is expected by the Port Authority on 29-September. The terminal has increased send-out levels accordingly since 17-September.

 

Grain

Qatargas’ Mozah confirmed on 27-September her destination via AIS, ETA 2-October.

Klaipeda

Shell’s Valencia Knutsen is expected by the local Port Authority to deliver her cargo on 30-September.
Swinoujscie

Qatargas’ Al Ruwais is expected by Kpler Analysts to discharge her cargo, ETA 18-October.

Gate

Gas Natural’s La Mancha Knutsen is delivering a cargo, ETA 5-October. Kpler Analysts expect send-out levels to increase in order to accommodate the cargo.

Trafigura’s Hoegh Giant is signalling for Gate where she will reload, ETA 12-October.

 

Dunkerque
Engie’s GDF Suez Point Fortin remains confirmed by the Port Authority of Dunkerque, ETA 2-October. This will be the second cargo delivered there this month.

Fos Cavaou
Qatargas’ Al Khattiya is expected to deliver her cargo at the terminal 4-October. A reload will take place shortly after, on 6-October. Kpler Analysts expect a confirmation for a dedicated vessel.

Montoir

Petrobras’ Cool Runner is currently reloading at the berth, with Brazil as her potential destination.

According to Operator nominations, a reload is scheduled to take place on the 27th of October. Meanwhile, the plant is increasing imports during the month of October to a total of 5 cargoes.

Barcelona

Three slots were cancelled during the second half of September. Methane Lydon Volney was initially expected 23-September and was diverted to South Korea instead. A second cargo was expected 29-September onboard NLNG’s LNG Oyo – she is now headed towards Brazil. According to AIS, British Diamond has also been diverted and is now confirmed for Bahia Blanca, ETA 10-October.

Potential Diversion: Qatargas’ Umm Al Amad has indicated Barcelona as her next destination, ETA 28-October. According to her current course and heading, this could be a potential cargo for the APAC region instead.

Rovigo

Currently, there are two vessels expected in the next few days: RasGas’ Umm Bab, ETA 2-October, and RasGas’ Al Areesh, ETA 6-October.

RasGas’ Al Marrouna is now ballasting towards Ras Laffan to load a cargo, and is expected to deliver to Rovigo on 13-October.

 

TO KEEP ON YOUR RADAR

There are two Q-Flexes headed towards the Suez canal from Ras Laffan with no clear destinations:  Al Bahiya and Al Shamal.

 

RAS LAFFAN

Liftings at Ras Laffan slightly decreased in Week 39. Top 5 destinations for W39 appeared: S.Korea 0.36 Mt, India 0.19 Mt, Pakistan 0.13 Mt, Italy 0.13 Mt, China 0.10 Mt. Currently, there are 5 vessels loading at the plant.

 

 

STOCK & SEND-OUT

During the previous week, Zeebrugge and Grain each received one cargo. South Hook average send-out still remains low:


European Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).

 

PLANNED MAINTENANCE

This week, Revithoussa will undergo planned maintenance until 29-September. Sonatrach’s Cheikh El Mokrani is delivering a cargo shortly after on the same date.

During October, Montoir’s berth 1 will become available again. Until now, there has been a 36 hour restriction between each port call.

Toscana will undergo annual maintenance for the entire month of October, with no vessels at berth and 0% send-out.blog-orange-lineblog-orange-line

Kpler EU Gas (European Line-ups)

Originally Released on 25 September 2017

EUROPEAN MARKET

NORTHWEST EUROPE SUMMARY

EUROPEAN LINE-UP
Barcelona:
Three slots have been cancelled during the second half of September. Methane Lydon Volney was initially expected 23-September. She was diverted to South Korea instead. A second cargo was expected 29-September onboard NLNG’s LNG Oyo. She is headed to Brazil now.  According to AIS, British Diamond could be delivering a cargo end of the month. If else, this could be the third diverted cargo this month. 

Dragon:
Qatargas’ Al Sheehaniya is expected by the Port Authority, ETA 29-September. The terminal has increased send-out levels accordingly since 17-September.

Dunkerque: 
ENGIE’s GDF Suez Point Fortin  has been confirmed by the Port Authority of Dunkerque, ETA 2-October. This will be the second cargo delivered there this month.

Gate:
Gas Natural’s Ribera Del Duero Knutsen is no longer expected to deliver her Sabine Pass-sourced cargo at Gate, ETA 6-October. The vessel has been diverted to deliver her cargo at Pecem instead, ETA 27-September.

 

Grain:
Sonatrach’s Tessala discharged a partial cargo at Barcelona. She is expected to discharge her remaining cargo at Grain, ETA 25-September.

Qatargas’ Mozah is expected to discharge her cargo at Isle of Grain. Kpler analysts expect her to arrive 3-October.
Klaipeda:
Shell’s Valencia Knutsen is finally headed to Klaipeda. The port expects the vessel to deliver the US-sourced cargo 30-September. The cargo was initially booked for 12-13-September, but was delayed due to severe weather conditions surrounding Sabine Pass.

 

Montoir:
Petrobras’ Cool Runner is expected to reload a cargo, ETA 27-September. Meanwhile, the Port Authority of Montoir expects to receive 3 cargos from NLNG in the first half of October: LNG Ondo, ETA 1-October, LNG Enugu 8-October and LNG Bayelsa, ETA 14-October.

South Hook:

There are no additional cargos expected at South Hook this month.

A Q-Flex sized cargo is expected 9-October, with initial reports indicating Qatargas’ Onaiza as the potential vessel to deliver. However, the vessel remains at the RL Anchorage and therefore Kpler Analysts expect that a swap has been made.

 

TO KEEP ON YOUR RADAR
There are two Q-Flexes headed towards the Suez canal from Ras Laffan. Qatargas’ Al Karaana and Al Khattiya. Kpler Analysts will blast any potential updates on their destinations during the week. One of them could be a potential South Hook swap cargo.At Ras Laffan, there are currently two other Q-Flexes loading: Qatargas’ Al Bahiya and Rasgas’ Umm Al Amad.

 

RAS LAFFAN
Liftings at Ras Laffan increased in week 38, after a slow week 37. There are currently still 2 vessels loading, with arrivals at the plant within week 38. There are still no signs of reduced liftings as an indicator of maintenance. Kpler analysts will be monitoring liftings in October, where regular maintenance usually takes place.
STOCK & SEND-OUT
Dragon send-out has increased in response to the cargo being imported in the upcoming days. Meanwhile, South Hook send-out levels are forced to remain low due to the limited imported LNG in September.

During the previous week, only 1 cargo was imported at South Hook. The previous weeks stocks and send-out are reflected below:


European Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).
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Kpler EU Gas (Gas Inventories)

Originally Released on 21 September 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Forecasted Vessels

Montoir: 
Gas Natural’s Gaslog Saratoga and NLNG’s LNG Ondo are expected by Port sources to deliver to Montoir, ETA’s 24-September and 1-October respectively. Petrobras vessel Cool Runner is expected by Port sources to take a reload on 27-September.

Grain:

Qatargas’ Mozah is expected by Market sources to discharge her cargo at Isle of Grain, ETA 3-October. Sonatrach’ Tessala is expected by AIS to discharge a partial cargo, ETA 23-September, after having discharged the first partial in Barcelona.

Zeebrugge:
Rasgas’ Al Oraiq is expected by Port sources to discharge her cargo at Zeebrugge, ETA 23-September. The terminal has recently come out of planned maintenance.
Gate:
Small scale vessel Cardissa is expected by Port sources to arrive at Gate, ETA 23-September
Klaipeda:

Statoil’s Arctic Discoverer has reached Klaipeda and will imminently start to discharge a Snohvit-sourced cargo.

Dragon:
Qatargas’ Al Sheehaniya is expected by AIS sources to discharge her cargo at Dragon, ETA 29-September.

 

There are no vessels currently expected at South Hook, Swinoujscie, Fos Tonkin and Dunkerque

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

 

European Stocks and Send-outs

European Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).

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Kpler US Gas (Breakdown of Sabine Pass flows)

 

Originally Released on 20 September 2017

US MARKET

Sabine Pass Inventories

We observe an increased average send-in level of 2.828 Bcf/d since September 15th, with the send-in level of 2.846 Bcf/d on September 19th.

 

Sabine Pass: Lineup 

Currently, Gas Natural’s Catalunya Spirit is now loading at the terminal. There are 7 vessels ballasting in the Gulf of Mexico:

 

Eligible Vessels for Sabine Pass 

There are several ballast vessels heading toward the Americas with no clear destination:

Main Highlights
Many vessels have been on stand-by near Sabine Pass for multiple weeks. Cheniere’s Oak Spirit was docked at Galveston for 3 weeks – she will not load from USGC and is instead crossing through the North Atlantic. Shell’s Scf Mitre is also ballast and leaving Sabine Pass area.

Gas Natural’s Ribera del Duero Knutsen was loaded from Sabine and signaling Gate, ETA 6 October. She is docked at Port of Spain.

Woodside Rees Withers is heard to be chartered to SK and will load at Sabine.

Sabine Pass Flows

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Kpler EU Gas (Weekly Ras Laffan Cargo Liftings)

Originally Released on 14 September 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Forecasted Vessels
Grain:
Qatargas’ Mozah is expected by Kpler Analysts to discharge her cargo at Isle of Grain, ETA 3-October.
South Hook:
Qatargas’ Rasheeda is by the Port Authority to arrive at South Hook on 17-September. There are no other cargos expected to be delivered at South Hook this month.
Gate:
Gas Natural’s Ribera Del Duero Knutsen is expected to deliver her Sabine Pass-sourced cargo at Gate, ETA 6-October. This will be the second US cargo delivered there this year.
Zeebrugge:
The terminal is currently experiencing planned maintenance, with reduced send-out capacity and no vessels accepted at the jetty between 11th and 20th of September.
Rasgas’ Al Oraiq has been confirmed by the Port Authority to deliver her cargo, ETA 23-September.
Klaipeda:

Statoil’s Arctic Discoverer is expected by the Port Authority to deliver a Snohvit-sourced cargo, ETA 21-September. Up to 3 cargos were booked for September, but Gas Natural’s delivery slot 12-13-September was cancelled due to delays at Sabine Pass.

Swinoujscie:
Qatargas’ Mesaimeer has been confirmed by the Port Authority, ETA 18-September.

Montoir: 
Due to maintenance at the plant from 9th until 19th of September with a 100% send-out reduction, only three cargoes are expected to be delivered in September. According to the Port Authority, LNG Ogun will discharge her Bonny-sourced cargo on 18-September.

To Keep on Your RadarQatargas’ Al Sheehaniya spent two days undergoing maintenance outside the Port of Salalah. Her course is now set towards Europe. Kpler Analysts are currently investigating all potential destinations for this vessel.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

 

European Stocks and Send-outs

European Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).

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