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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Kpler EU Gas (Castillo De Santisteban – first cargo from SP to Rovigo)

Originally Released on 7 September 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

France: Lineup and Inventories

 

Forecasted Vessels

  • South Hook:
Qatargas’ Rashheda is expected to arrive at South Hook on 18-September.
  • Gate:
Statoil’s Arctic Princess is now loading a cargo at Snohvit and will deliver it at Gate, ETA 13-September.
  • Zeebrugge:
Rasgas’ Al Oraiq loaded at Ras Laffan on 5-September and is now signalling for Zeebrugge, ETA 23-September.
  • Swinoujscie:

Statoil’s Arctic Discoverer loaded at Snohvit on 31-August and is about to arrive at the terminal, ETA 9-September.

Kpler analysts expect Qatargas’ Mesaimeer to discharge her Ras Laffan-sourced on 18-September.

  • Montoir: 

Due to the maintenance at the plant from 9 to 19 September with 100% reduced regasification capacity, only three cargoes are expected to be delivered in September. According to the Port Authorities, LNG Ogun will discharge her Bonny-sourced cargo on 17-September.

  • Rovigo:

Castillo De Santisteban, 11-September. This is the first cargo delivered from Sabine Pass to Rovigo.

Al Marrouna, ETA 14-September

To Keep on Your Radar

Qatargas’ Al Sheehaniya loaded at Ras Laffan on 6-September and is expected by Kpler analysts to deliver to Europe.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

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

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

At South Hook, we observed a decreased average send-out level of 128.80 GWh/d this week.
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Kpler US Gas (Rioja Knutsen – first vessel loading at SP after Hurricane Harvey)

 

Originally Released on 6 September 2017

US MARKET

Sabine Pass Inventories

We observe a significantly decreased average send-in level of 0.456 Bcf/d since September 1st, with the send-in level of 0.295 Bcf/d on September 5th.

 

Sabine Pass: Lineup 
Currently, Gas Natural’s Rioja Knutsen is now loading at the terminal. There are 10 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
In connection to the Harvey storm and disruption of Sabine Pass liftings, Kpler analysts expect to see several diverted or cancelled cargo deliveries. Shell’s Maran Gas Agamemnon loaded at Sabine Pass on 21-August and was initially signalling for Dahej, ETA 17-September. She changed her route on 31-August and is now headed towards Gibraltar with no clear destination:

 

Engie’s Bw Gdf Suez Everett loaded at Atlantic LNG on 27-August and is currently floating in the N.Atlantic. She is expected to deliver at Everett, ETA 8-September.

GAIL’s Meridian Spirit loaded at Sabine Pass on 24-August and is now signalling for Manzanillo, ETA 7-September.

Panama Canal Transit 

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Kpler EU Gas (2 Expected Deliveries for Swinoujscie)

Originally Released on 31 August 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

France: Lineup and Inventories

 

Forecasted Vessels

  • South Hook:
Qatargas’ Rashheda is still expected to arrive at South Hook on 20-September.
  • Swinoujscie:

Kpler analysts expect two vessels to arrive in the next few weeks. Statoil’s Arctic Discoverer is now loading a cargo at Snohvit and will deliver it to the terminal on 9-September. Qatargas’ Mesaimeer loaded at Ras Laffan on 26-August and is expected to discharge on 18-September.

  • Klaipeda:

Kpler analysts expect Shell’s Valencia Knutsen to deliver her Sabine Pass-sourced cargo at the terminal on 19-September. The cargo is supplied by Gas Natural.

  • Sines: 

Currently, the terminal is expecting three vessels to arrive in the next few weeks. Golar Seal is scheduled to discharge her Sabine Pass-sourced cargo on 31-August. LNG Abuja Ii lifted a cargo at Bonny on 18-August and is now making her laden voyage towards the terminal, ETA 10-September. Total’s newbuild Sk Audace is delivering her maiden Ras Laffan-sourced cargo to Sines on 20-September.

  • Rovigo:

Al Areesh, ETA 2-September

Al Daayen, ETA 6-September

Castillo De Santisteban, 11-September. This is the first cargo delivered from Sabine Pass to Rovigo.

To Keep on Your Radar

Eni’s Maran Gas Mystras loaded at Ras Laffan on 24-August and is now headed towards the Suez Canal.

Engie’s Grace Cosmos is signalling for the Suez Canal with her Ras Laffan-sourced cargo, ETA 3-September.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week the majority of Qatari 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 a decreased average send-out level of 140.61 GWh/d this week.
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Kpler US Gas (Decreasing Panama Canal Crossings)

Originally Released on 30 August 2017

US MARKET

Sabine Pass Inventories

Currently, the liftings are disrupted due to the tropical storm Harvey with no clear date of picking up. Meanwhile, Train 3 is still undergoing the outage.

We observe a stable average send-in level of 1.86 Bcf/d.

 

Sabine Pass: Lineup 

Currently, 14 vessels are expected to arrive in the next few weeks. We observe the increased number of vessels ballasting around the area. Shell’s Maran Gas Achilles was initially indicating the arrival date on August 26th, and Cheniere’s Yari LNG on August 28th.

 

Sabine Pass Exports 

Due to the tropical storm Harvey, Kpler expects decreased Sabine Pass exports of 0.98 Mt in August. There was no liftings since August 24th aboard GAIL’s Meridian Spirit, though three more vessels were scheduled to load until the end of the month.

Eligible Vessels for Sabine Pass There are several ballast vessels heading toward the Americas with no clear destination:

Main Highlights

Engie’s Bw Gdf Suez Everett loaded at Atlantic LNG on 27-August and is now headed towards Everett, ETA 4-September.

Golar Seal lifted a cargo at Sabine Pass on 17-August and is currently making her laden voyage towards Sines, ETA 31-August.

KOGAS’ Sk Summit loaded at Ras Laffan on 6-August and is delivering her cargo to Incheon, ETA 17-September.

KOGAS’ Hyundai Princepia updated her AIS to Tongyeong, ETA 7-September.

GAIL’s Meridian Spirit loaded at Sabine Pass on 24-August and is now about to cross the Panama Canal, ETA 30-August.

Panama Canal Transit 

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