Kpler EU Gas (Christophe De Margerie undergoing cool down operation in Zeebrugge)

Originally Released on 27 July 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

 

France: Lineup and Inventories

 

Forecasted Vessels

South Hook:

RasGas’ Al Khuwair is expected to deliver partial cargos at Zeebrugge, ETA 31-July, and South Hook, ETA 3 August.

The terminal is also expecting the following vessels to arrive in the next few days:

Grain:
Iberdola’s Arctic Discoverer loaded at Snohvit on 23-July and is expected by the market to deliver to Grain on 3-August.
Gate:

Vitol’s Maran Gas Mystras reloaded at the terminal and is now crossing the Mediterranean Sea with no clear destination.

Qatargas’ Al Gharrafa lifted a cargo at Ras Laffan on 5-July and is delivering to Gate on 27-July.

 

Zeebrugge:

Total’s Christophe De Margerie arrived at Zeebrugge on 19-July for gas up and cool down operations. Currently the vessel is expected to load a cargo at Snohvit, ETA 27-July.

Rasgas’ Al Khuwair loaded at Ras Laffan on 12-July and is now headed towards the terminal, ETA 31-July.

Klaipeda:
The terminal will receive their first Bonny cargo aboard Trinity Arrow, ETA 30-July.
Swinoujscie:
Port Authorities confirmed Al Hamla delivering her Ras Laffan-sourced cargo on 3-August.
Sines:
LNG Abuja Ii loaded at Bonny on 20-July and will discharge a cargo at Sines on 2-August.
Rovigo:
Al Areesh, ETA 30-July

 

To Keep on Your Radar

Rasgas’ Wilforce loaded a backhaul cargo at Ras Laffan on 22-July and is now signalling for the Suez Canal with no clear destination.

Rasgas’ Fraiha lifted a cargo at Ras Laffan on 18-July and is now expected to discharge in Europe.

Qatargas’ Mesaimeer is now signalling for the Red Sea with her Ras Laffan-sourced cargo.

Qatargas’ Dukhan loaded at Ras Laffan on 20-July and is currently headed towards the Suez Canal with no clear destination.

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week the majority of the vessels headed towards Far East and India.
European Stocks and Send-outs

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

At South Hook, we observed an increased average send-out level from 179.44 GWh/d last week to 246.19 GWh/d this week.
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Kpler US Gas (11 vessels expected by Sabine Pass)

Originally Released on 26 July 2017

US MARKET

Sabine Pass Inventories

We observed a stable average send-in level of 2.14 Bcf/d this week.

 

Sabine Pass: Lineup 

Currently, 11 vessels are expected to arrive in the next few weeks. Also, Cheniere vessels  Magellan Spirit and Maria Energy are now 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

Shell’s Maran Gas Hector is now discharging her Sabine Pass-sourced cargo at Manzanillo.

Cheniere’s Creole Spirit loaded at Sabine Pass on 11-July and is now waiting offshore of Pecem to discharge her cargo, ETA 27-July.

Petrobras’ Excalibur is discharging now her Atlantic LNG-sourced cargo at Cartagena, Colombia. This is the first delivery there in 2017.

Currently, three vessels are headed from Sabine Pass towards Far East: Shell’s Maran Gas Olympias , KOGAS’ K. Jasmine and KOGAS’ Sm Seahawk. Also, two vessels are now headed toward Gibraltar: Cheniere’s Maran Gas Alexandria and Shell’s Valencia Knutsen.

Panama Canal Transit 

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Kpler EU Gas (Arctic Princess expected to discharge at Klaipeda ETA 22-July)

Originally Released on 20 July 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Spain: Lineup and Inventories

Forecasted Vessels

South Hook:
The terminal is still expecting the following vessels to arrive in the next few days:
Grain:
Iberdola’s Arctic Discoverer will load at Snohvit on 22-July and is expected to deliver a cargo to Grain on 2-August.
Gate:

Shell’s Maran Gas Mystras is now reloading at Gate. Another reload is potentially expected on 28-July onboard Woodside Rees Withers based on her AIS signal – the vessel is currently ballasting towards the terminal.

Qatargas’ Al Gharrafa lifted a cargo at Ras Laffan on 5-July and is delivering to Gate on 27-July.

Zeebrugge:

Rasgas’ Al Khuwair loaded at Ras Laffan on 12-July and is now headed towards the terminal, ETA 31-July according to the Port Authorities.
Toscana:
Rasgas’ Milaha Qatar is delivering her tender cargo from Ras Laffan on 22-July.
Montoir:

Engie’s Grace Cosmos re-exported a cargo on 24-June and is expected to discharge at Qidong on 25-July.

Currently, three vessels are expected to discharge at the terminal in the next few weeks:

Klaipeda:
Statoil’s Arctic Princess loaded at Snohvit on 12-July and is delivering a cargo on 22-July.
Swinoujscie:
Kpler analysts expect Al Hamla to deliver her Ras Laffan-sourced cargo on 3-August.
Sines:
LNG Lagos Ii is now discharging her Bonny-sourced cargo at the terminal
Rovigo:

To Keep on Your Radar

Rasgas’ Umm Bab loaded at Ras Laffan on 13-July and is currently crossing the Red Sea with no clear destination.

Trafigura’s Energy Atlantic lifted a cargo at Ras Laffan on 13-July and is now signalling for the Suez Canal.

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week the majority of the vessels headed towards Far East and the Middle East.
European Stocks and Send-outsEuropean Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).

At South Hook, we observed a stable average send-out level of 179.44 GWh/d this week.

European Re-exports

The trend of European re-exports has been declining over the past year:

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Kpler US Gas (Diverted Maran Gas Sparta is discharging at Manzanillo)

Originally released on 19 July 2017

US MARKET

Sabine Pass Inventories

We observed a stable average send-in level of 2.11 Bcf/d this week.

Sabine Pass: Lineup 

Currently, 13 vessels are expected to arrive in the next few weeks. Also, Shell’s Scf Melampus and Cheniere’s Maria Energy are currently 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

Diverted Shell’s Maran Gas Sparta loaded at Sabine Pass on 3-July and is now discharging her cargo at Manzanillo.

Cheniere’s Oak Spirit is about to deliver a tender cargo from Sabine Pass to CFE at Altamira, ETA 20-July.

Kogas’ K.Jasmine loaded at Sabine Pass on 12-July and is signalling for Tongyeong, ETA 20-August. The vessel took an unusual route and is now passing by Venezuela.

Shell’s Maran Gas Olympias lifted a cargo at Sabine Pass on 10-July and is currently headed towards Far East with no clear destination.

Cheniere’s Maran Gas Alexandria loaded at Sabine Pass on 19-July and is signalling for S.Atlantic, ETA 15-August.

Panama Canal Transit 

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Kpler EU Gas (Al Gharrafa heading to Suez with Ras Laffan sourced cargo)

Originally Released on 13 July 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

 

Spain: Lineup and Inventories

 

Forecasted Vessels

South Hook:

The terminal is still expecting the following vessels to arrive in the next few days:
Grain:
Trafigura’s Adam LNG is still expected to deliver her Bonny-sourced cargo on 14-July according to her AIS.
Gate:
Shell’s Maran Gas Mystras dischraged her Sabine Pass cargo at Grain on 8-July. The vessel is now expected to reload at Gate, ETA 18-July. On 13-July the vessel sent an AIS signal for Dunkerque, but the port has confimed that no cargoes are expected in the next few days.
Montoir:

Engie’s Grace Cosmos re-exported a cargo on 24-June and is now headed towards Far East with no clear destination.

Currently, three vessels are expected to discharge at the terminal in the next few weeks:

Klaipeda:
Cheniere will deliver the first US LNG cargo to Klaipeda from Sabine Pass in the second half of August. Gas Natural will deliver to Klaipeda a second US cargo in mid-September.
Sines:
Qatargas’ Al Kharaitiyat lifted a cargo at Ras Laffan on 24-June and is now discharging at the plant.
Cartagena:
Gas Natural’s Ribera Del Duero Knutsen lifted a cargo at Sabine Pass on 9-July and is delivering it to the terminal on 21-July.
Rovigo:

To Keep on Your Radar

Qatargas’ Al Gharrafa lifted a cargo at Ras Laffan on 5-July and is expected to cross the Suez on 14-July.

Qatargas’ Al Hamla loaded at Ras Laffan on 10-July and is now headed toward the Suez Canal with no clear destination.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week the majority of the vessels headed toward Far East and the Middle East.
European Stocks and Send-outsEuropean Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).

At South Hook, we observed an increased average send-out level from 122.11 GWh/d last week to 190.07 GWh/d this week.

Monthly European Imports by Destination

In June 2017, Spain imported 0.99Mt (versus 0.88Mt in May), UK received 0.35Mt (versus 0.47Mt in May), and France imported 0.61Mt (versus 1.01Mt in May):

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Kpler US Gas (Maran Gas Sparta has diverted from Europe)

Originally Released on 12 July 2017

US MARKET

Sabine Pass Inventories

We observed a slightly increased average send-in level of 2.12 Bcf/d this week.

 

Sabine Pass: Lineup

Currently, 13 vessels are expected to arrive in the next few weeks:

 

Eligible Vessels for Sabine Pass 

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

Main Highlights

Diversion Alert: Shell’s Maran Gas Sparta loaded at Sabine Pass on 3-July and was making her voyage toward Europe. She changed her route on 7-July and is now crossing the Panama Canal with no clear destination.

Gas Natural’s Ribera Del Duero Knutsen lifted a cargo at Sabine Pass on 9-July and is delivering it to Cartagena, Spain on 21-July.

Engie’s Bw Gdf Suez Everett loaded at Atlantic LNG on 6-July and is expected to deliver to Everett, ETA 14-July. Currently the vessel is floating around the Bermuda island.

Kogas’ K.Jasmine is now loading at Sabine Pass and is signalling to deliver to Pyeong Taek, ETA 22-August.

Sabine Pass Exports by Destination

We observe the increasing variety of US LNG destinations, with 3 cargoes delivered to NWE in the past two months. Cheniere will deliver the first US LNG cargo to Klaipeda, Lithuania from Sabine Pass in the second half of August. Gas Natural will deliver to Klaipeda a second US cargo in mid-September.

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Kpler EU Gas (Maran Gas Mystras – first delivery from Sabine Pass to Grain)

Originally Released on 6 July 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

 

Spain: Lineup and Inventories

 

Forecasted Vessels

South Hook:

The terminal is still expecting the following vessels to arrive in the next few days:
Grain:

Total’s Maran Gas Mystras loaded a cargo at Sabine Pass and is now making her laden voyage toward the terminal, ETA 8-July. This is the first delivery from Sabine Pass to Grain.

Diversion Alert: Trafigura’s Adam LNG was initially headed towards India, but on 29-June she diverted. The vessel updated her AIS to Grain on 30-June, with ETA 14-July:

Montoir:

Engie’s Grace Cosmos re-exported a cargo on 24-June and is now crossing the Red Sea with no clear destination.

Currently, four vessels are expected to discharge at the terminal in the next few weeks:

Klaipeda:

Statoil’s Arctic Discoverer is expected to deliver her Snohvit-sourced cargo on 6-July according to the Port Authorities.

Cheniere will deliver the first US LNG cargo to Klaipeda, Lithuania from Sabine Pass in the second half of August.

Toscana:
Toscana is now receiving their first Atlantic LNG-sourced cargo aboard Gas Natural’s Castillo de Villalba. This is a delivery for MET against their won OLT Toscana tender.
Sines:
Petrobras’ Excalibur reloaded at Pecem on 23-June and is now expected to discharge at Sines on 7 July according to the Port Authorities.
Rovigo:

To Keep on Your Radar

Qatargas’ Al Kharaitiyat lifted a cargo at Ras Laffan on 24-June and is expected to discharge in the West Europe according to Kpler analysts.

Rasgas’ Milaha Qatar lifted a cargo at Ras Laffan on 4-July and is now headed toward the Suez Canal with no clear destination.

Qatargas’ Al Karaana loaded at Ras Laffan on 5-July and is now crossing the Persian Gulf with no clear destination.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

 

This week the majority of the vessels headed toward Far East and Europe.
European Stocks and Send-outs

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

 

At South Hook, we observed an increased average send-out level of 122.11 GWh/d this week
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