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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Kpler EU Gas (Al Thumama is expected to discharge at Zeebrugge)

Originally Released on 24 August 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Spain: Lineup and Inventories

 

Forecasted Vessels

  • South Hook:
Qatargas’ Rashheda is expected to arrive at South Hook on 20-September.
  • Gate:
RasGas’ Al Huwaila is about to deliver her Ras Laffan-sourced cargo, ETA 26-August.
  • Zeebrugge:
Rasgas’ Al Thumama is expected to discharge her Ras Laffan-sourced cargo on 31-August.
  • Barcelona:

As forecasted last week, Kpler analysts still expect two Q-size vessels to arrive in the next few weeks: Qatargas’ Zarga ETA 25-August, and Al Utouriya ETA 29-August.

As for the two vessels mentioned above, Barcelona receives four Q-size vessels in total in August. Kpler forecasts the import to hit the record high of 0.53 Mt:

  • Sines: 

Currently, the terminal is expecting three vessels to arrive in the next few weeks. Newbuild Total’s Sk Audace is delivering her maiden cargo from Ras Laffan on 20-September. Two other cargoes are sourced from Bonny and will be delivered aboard LNG Benue, ETA 26-August and LNG Abuja Ii, ETA 10-September.

  • Rovigo:

Simaisma, ETA 18-August

Milaha Qatar, ETA 22-August

Umm Bab, ETA 27-August

To Keep on Your Radar

Qatargas’ Al Khattiya loaded at Ras Laffan on 23-August and is now headed towards the Gulf of Oman with no clear destination.

Trafigura’s Golar Ice lifted a cargo at Ras Laffan on 15-August and is currently crossing the Suez Canal.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week the majority of Qatari 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 an increased average send-out level of 246.19 GWh/d this week.
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Kpler US Gas (Gaslog Geneva’s loading from Sabine Pass)

Originally Released on 23 August 2017

US MARKET

Sabine Pass Inventories

We still observe an increased average send-in level of 1.89 Bcf/d.

Sabine Pass: Lineup 

Currently, 11 vessels are expected to arrive in the next few weeks. Also, Shell’s Valencia Knutsen, Cheniere vessels Yari LNG and Oak Spirit 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 Gaslog Geneva loaded at Sabine Pass on 9-August and is now making her laden voyage towards Aqaba, Jordan, ETA 26-August.

Shell’s Maran Gas Agamemnon lifted a cargo at Sabine Pass on 21-August and is currently delivering it to Dahej, ETA 17-September.

Shell’s Castillo De Santisteban is expected to discharge her Sabine Pass cargo at Rovigo, Italy on 11-September.

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

Engie’s Bw Boston loaded at Atlantic LNG on 9-August and will deliver to Everett, ETA 25-August.

Panama Canal Transit 

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Kpler EU Gas (Hign LNG imports by Barcelona Port)

Originally Released on 17 August 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Spain: Lineup and Inventories

Forecasted Vessels

  • South Hook:

The Port Authorities expect Qatargas’ Umm Slal to arrive at South Hook on 18-August.

Kpler analysts do not expect any additional vessels to arrive until the end of the month.

  • Gate:
RasGas’ Al Huwaila loaded at Ras Laffan and is now signalling for the terminal, ETA 25-August.
  • Zeebrugge:
Rasgas’ Al Thumama is still expected with her Ras Laffan-sourced cargo on 31-August.
  • Klaipeda:
Cheniere’s Clean Ocean has been confirmed by the Klaipeda Port Authorities to deliver her Sabine Pass cargo on 21-August.
  • Montoir:

Gas Natural’s Golar Kelvin loaded at Ras Laffan on 4-August and is now making her laden voyage towards the terminal, ETA 20-August.

Shell’s LNG Cross River lifted a cargo at Bonny on 13-August and will deliver it on 25-August.

  • Barcelona:

As forecasted last week, Kpler analysts still expect two Q-size vessels to arrive in the next few weeks: Qatargas’ Zarga ETA 25-August, and Al Utouriya ETA 29-August.

Rasgas’ Al Thakhira is expected by the Port Authorities with her Ras Laffan-sourced cargo on 21-August.

  • Rovigo:

To Keep on Your Radar

Qatargas’ Al Mafyar is expected to load at Ras Laffan on 25-August and potentially deliver to South Hook according to Kpler analysts.

Qatargas’ Mesaimeer loaded a cargo at Ras Laffan on 11-August and is currently anchored offshore of the plant.

Qatargas’ Al Ruwais is now loading at Ras Laffan.

Petrobras’ Excelsior loaded at Ras Laffan on 2-August and is now signalling for Atlantic, ETA 19-August.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

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

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

At South Hook, we observed a slightly decreased average send-out level of 133.50 GWh/d this week.
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