Kpler US Gas (Exports increase to Mexico in June)

Originally Released on 5 July 2017

US MARKET

Sabine Pass Inventories

We observed an increased average send-in level of 1.94 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

Total’s Maran Gas Mystras lifted a cargo at Sabine Pass on 24-June and is expected to discharge it at Grain, ETA 7-July. This is the first delivery of US LNG from Sabine Pass to the UK.

Cheniere’s Clean Ocean is now delivering her tender cargo to CFE at Manzanillo, ETA 11-July. Initially BP’d British Emerald was expected to arrive to the terminal from Atlantic LNG, but the vessel diverted on 30-June and is currently floating offshore of Tenerife.

Kogas’ Sm Seahawk lifted a cargo at Sabine Pass on 2-July and is now signalling for Tongyeong, ETA 31-July.

Shell’s Maran Gas Hector loaded on 27-June at Sabine Pass and is expected to discharge at Altamira, ETA 6-July.

CFE issued a 9 cargoes tender with delivery from 15-June to 31-August to Altamira. The terminal received the first one on 30-June. Another tender is currently open until 10-July, with 3 cargoes delivery from 15-August to 3-September to Altamira.

Engie’s FSRU Gdf Suez Cape Ann loaded at Atlantic LNG on 22-June and is about to discharge at Everett, ETA 5-July.

Sabine Pass Exports by Destination

We observed an increase in exports to Mexico in June 2017 (0.54 Mt out of total 1.13 Mt):

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Kpler EU Gas (Al Thumama’s load from Ras Laffan)

Originally Released on 29 June 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:
 Gate:
Woodside Rees Withers reloaded at the terminal on 25-July and will deliver her cargo to Sagunto, ETA 1-July.
Montoir:
Engie’s Grace Cosmos re-exported a cargo on 24-June and is now headed toward the Mediterranean Sea with no clear destination.
Swinoujscie:
Qatargas’ Al Nuaman loaded at Ras Laffan on 11-June and is still expected at the terminal by the Port Authorities on 4-July.
Toscana:
Cheniere’s Arctic Aurora delivered her cargo from Sabine Pass to Toscana on 26-June. This is a delivery for DufEnergy against their won OLT Toscana tender
Rovigo:

To Keep on Your Radar

Rasgas’ Al Thumama loaded at Ras Laffan on 22-June and is about to cross the Red Sea. Her destination is not yet clear.

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

Another Qatargas’ vessel, Al Ghariya, is also expected to deliver her Ras Laffan-sourced cargo to Europe.

 

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

At South Hook, we observed stable average send-out level of 55.45 GWh/d this week.
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Kpler US Gas (Arctic Aurora’s tender delivery to Toscana)

Originally Released on 28 June 2017

US MARKET

Platfrom Update
Dear Users,After numerous requests, we are happy to inform you that US LNG cargo export prices are now finally available on the platform!

Our data comes directly from the US Department of Energy. You will be able to view these prices on all US trades that are over 2 months past.

We have plenty more developments lined up, and we look forward to receiving your feedback as these are rolled out.

 

 

Sabine Pass Inventories

We observed a stable average send-in level of 1.55 Bcf/d this week.

 

Sabine Pass: Lineup 

Currently, ten 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

Cheniere’s Arctic Aurora delivered her tender cargo from Sabine Pass for DufEnergy to Toscana on 26-June.

Currently, two vessels are headed from Sabine Pass to Altamira. Gas Natural’s Ribera Del Duero Knutsen loaded on 25-June and is expected by the Port Authorities to arrive on 28-June. Shell’s Maran Gas Hector loaded on 27-June and is expected to discharge on 30-June.

Engie’s FSRU Gdf Suez Cape Ann loaded at Atlantic LNG on 22-June and is now headed toward Everett, ETA 30-June.

Total’s Maran Gas Mystras lifted a cargo at Sabine Pass on 24-June and is now headed toward Gibraltar with no clear destination.

Panama Canal Transit 

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Kpler EU Gas (Lijmiliya expected to deliver to NWE)

Originally Released on 22 June 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

France: Lineup and Inventories

 

Forecasted Vessels

South Hook:

The terminal is still expecting the following vessels to arrive in the next few days:
Dragon:
Qatargas’ Al Ghashamiya has been confirmed by the Port Authorities to arrive on 27-June.
Gate:
Woodside Rees Withers is now ballasting toward the plant to reload a cargo, ETA 24-June.
Montoir:

Engie’s Grace Cosmos will re-export a cargo on 23-June.

The Port Authorities expect two vessels to discharge their Bonny-sourced cargoes in the next few days:

Swinoujscie:
Qatargas’ Al Nuaman loaded at Ras Laffan on 11-June and will deliver to the terminal on 4-July according to the Port Authorities.
Toscana:
The terminal will receive their first Atlantic LNG-sourced cargo aboard Gas Natural’s Castillo de Villalba, ETA 5-July. This is a delivery for MET against their won OLT Toscana tender.
Rovigo:

To Keep on Your Radar

Qatargas’ Lijmiliya lifted a cargo at Ras Laffan on 17-June and took a route via the Cape of Good Hope to deliver to NWE, according to Kpler analysts.

Rasgas’ Al Jassasiya loaded at Ras Laffan on 8-June and is now anchored offshore of Greece. Her next destination is not yet clear.

Qatargas’ Q-Max Aamira loaded a cargo at Ras Laffan on 16-June and is now signalling for the Suez Canal and will discharge in Europe according to Kpler analysts.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week we observed more vessels headed toward Taiwan and India.
European Stocks and Send-outs

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

 

At South Hook, we observed low average send-out level of 55.62 GWh/d this week.
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Kpler US Gas Weekly (Hyundai Princepia’s maiden cargo from Sabine Pass)

Originally Released on 21 June 2017

US MARKET

Sabine Pass: Port Condition Update
The new update from the US Coast Guard is available here.
Sabine Pass: Lineup 

Currently, ten 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

Shell’s Maran Gas Hector is about to deliver her Sabine Pass cargo to Altamira, ETA 21-June.

Gas Natural’s Torben Spirit loaded at Sabine Pass on 11-June and is now headed toward Mejillones via the Panama Canal, ETA 29-June.

Cheniere’s Cool Voyager loaded at Sabine Pass on 26-May and is currently expected to deliver her cargo to MAAGP, ETA 5-July.

Newbuild Kogas’ Hyundai Princepia lifted her maiden cargo at Sabine Pass on 15-June and will deliver it to Peyong Taek, S. Korea on 12-July.

Cheniere’s Golar Crystal loaded at Sabine Pass on 17-June and is now headed toward the S.Atlantic with no clear destination.

Panama Canal Transit 

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Kpler EU Gas (Ribera Del Duero Knutsen delivering to Sines in June 2017)

Originally Released on 1 June 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

 

Spain: Lineup and Inventories

 

Forecasted Vessels

  • South Hook:
The line-up for the terminal has been updated as following:
Rasheeda, ETA 4-June
Al Mafyar, ETA 20-June
Zarga, ETA 28-June
  • Dragon:
Qatargas’ Al Gharrafa is delivering her Ras Laffan cargo on 1-June, according to the Port Authorities
  • Zeebrugge:
Rasgas’ Woodside Rees Withers will discharge her Ras Laffan cargo at the terminal on 4-June.
Currently, two backhaul cargoes are expected to arrive from Ras Laffan onboard Wilforce, ETA 18-June and Wilpride, ETA 28-June.
  • Gate:

Qatargas’ Al Bahiya is now discharging her Ras Laffan cargo at the terminal.

Statoil’s Arctic Discoverer is currently making her laden voyage toward the terminal with her Sabine Pass cargo, ETA 7-June.

  • Swinoujscie:

Cheniere’s Clean Ocean is delivering her Sabine Pass cargo for PGNiG on 7-June. This is the second cargo from Sabine Pass to NWE.

Qatargas’ Al Ruwais loaded at Ras Laffan on 28-May and is discharging a cargo at the terminal on 19-June, according to her AIS signal.

  • Toscana:
Lalla Fatma N’Soumer arrived with her tender Bethioua-sourced cargo on 31-May and is now discharging at the terminal.
  • Sines:
Gas Natural’s Ribera Del Duero Knutsen lifted a cargo at Sabine Pass on 30-May and is now making her laden voyage toward the plant, ETA 13-June.
  • Rovigo

Al Daayen is currently discharging at the terminal

Al Marrouna, ETA 4-June

To Keep on Your Radar

Rasgas’ Al Kharsaah lifted a cargo at Ras Laffan on 25-May and according to Kpler analysts she will discharge in Europe.

Rasgas’ Ejnan loaded at Ras Laffan on 27-May and is now headed toward the Suez Canal with no clear destination.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week we observe more vessels headed toward Europe.
European Stocks and Send-outsEuropean Stocks and Send-Outs are computed Thursday-Thursday (@ 6:00 AM).

At South Hook, we observed a slightly decreased average send-out level of 211.16 GWh/d this week.
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Kpler US Gas (Clean Ocean delivering US cargo to Swinoujscie)

Originally Released on 31 May 2017

US MARKET

Sabine Pass Inventories

We observed a decreased average send-in level from 2.08 Bcf/d last week to 1.58 Bcf/d this week.

 

Sabine Pass: Lineup 

Currently, ten 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
Cheniere’s Clean Ocean is delivering her Sabine Pass cargo for PGNiG at Swinoujscie, ETA 7-June. This is the second cargo from Sabine Pass to NWE.
Shell’s Gaslog Shanghai loaded at Sabine Pass on 29-May and is about to discharge at Altamira, ETA 31-May.
Gas Natural’s Ribera Del Duero Knutsen lifted a cargo at Sabine Pass on 30-May and is now making her laden voyage toward Sines, ETA 13-June.
Currently, four vessels are headed toward Far East: Cheniere’s Stena Crystal Sky, Cheniere’s Methane Spirit, Cheniere’s Gaslog Chelsea and Gas Natural’s Cadiz Knutsen.
Shell’s Maran Gas Amphipolis loaded at Sabine Pass on 9-May and is now crossing the Gulf of Aden with potential destinations in the Middle East and India.

 

Sabine Pass Cargoes by Destination Region

Panama Canal Transit 
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