Kpler EU Gas (Planned deliveries to Klaipeda)

Originally Released on 4 May 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Weekly highlights

Swinoujscie:

Qatargas’ Mesaimeer is expected by the Port Authority of Swinoujscie to deliver her cargo, ETA 21-May.
Dragon:

Inventories are reaching tank heel, with current levels at 319.6 Gwh/d. Kpler analysts expect send-out levels to remain low in the coming days, with a potential discharge in May. Dragon LNG currently has 4 available capacity slots on offer (shown above)

Dunkerque: 

According to Dunkerque LNG, a total of 3 cargos were delivered in April and 2 cargos are expected in May.

Rasgas’ Al Khuwair has been confirmed by the Port Authority for discharge 5-May. Kpler Analysts will provide an update as soon as we confirm the second cargo. If the current planned unloading quantity is reliable, we will expect the second cargo to be delivered by a Q-Flex carrier from Ras Laffan.

Gate:

Average send-out levels at Gate have increased in the first days of May to 142 Gwh/d. Kpler analysts expect a cargo to arrive within weeks.

Klaipeda:

According to the montly schedule of Klaipeda, 3 cargos are planned for May, with Arctic Princess having delivered the first partial cargo 1-May. The second cargo of 40.000cbm LNG is expected 15-May and could be delivered by the same vessel.
South Hook:
Qatargas’ Aamira has been confirmed for South Hook, ETA 16-May. There are currently no vessels confirmed beynond that date.
Zeebrugge:
Rasgas’ Arctic Aurora remains en route towards the terminal, ETA 11-May. There are currently no other cargos confirmed.
Maintenance
Snohvit:
The Liquefaction plant has announced a planned maintenance from 12-May until 18-June. The plant consists of 1 train with a capacity of 4.3 mtpa.
Fos Tonkin:
The planned maintenance at Fos Tonkin has so far only resulted in a full stop of send-out on 27-April. The end date of the planned maintenance is 12-May, with Sonatrach’s Global Energy discharging there today, 4-May.

To Keep on Your Radar

Al Karaana is headed towards the Suez canal with no clear destination. Kpler Analysts forecast that the vessel can discharge at Dragon. This remains unconfirmed and is subject to change.

Arctic Voyager is currently floating near Skagen. Kpler Analysts forecast Gate as her next destination and await further data to confirm her discharge.

Rasheeda is loading at Ras Laffan. This is a potential Q-Max cargo for South Hook and should be monitored in the days to come.

Al Sheehaniya is currently idle at the Ras Laffan anchorage. Kpler Analysts are monitoring her activity as this vessel regularly delivers LNG in Europe.

 LNG Data Analysis

Ras Laffan Qatari Cargo Liftings Weekly

The majority of currently loaded Q-Flex and Q-Max cargos are headed towards Asia, with China receiving the majority. The only unknown loaded Q-Max cargo this week is Rasheeda.
European Stocks and Send-outs

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

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Kpler US Gas Weekly (Forecast Exports from Sabine Pass)

Originally Released on 4 May 2017

Sabine Pass Inventories
Total Feedgas volumes going into the Sabine Pass facility averaged 2.06 Bcf/d for the week ending yesterday, May 3rd. This is a slight increase from the prior week of April 20th– 26th where total average feedgas levels observed were 1.9 Bcf/d. This also coincides with the slight uptick in Sabine Pass exports observed for the most recent week as seen in the chart below:

Sabine Pass: Lineup

Please find the current Sabine Pass Lineup below. There are an influx of vessels that are expected to arrive to load within the next few weeks.


Imports and Exports

Four vessels arrived to loaded at Sabine Pass during the week of April 27th to May 3rd. Out of the four vessels, 2 were controlled by Shell, one by Cheniere and the remaining vessel by Spain’s Gas Natural. Both Gas Natural and Shell have contractual SPAs to offload from Sabine Pass.

There are a total of five vessels that are forecasted to arrive and load during the week starting today, May 4th. The total volumes expected are slightly higher than those observed during the last three weeks at the terminal as seen in the chart above.

April Cargo Destinations – Significant Latin American deliveries 

The large majority of April deliveries from Sabine Pass went to Mexico and the South America/ Caribbean region – 61% of total April deliveries. Of this amount, 33% of deliveries went to Mexico and the rest to Argentina, Chile and the Dominican Republic. The rest of the imports were distributed amongst various Asian countries, Turkey and the Middle East
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Kpler EU Gas (Increased Send-Out level in Dragon)

Originally Released on 27 April 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

France: Lineup and Inventories

France is currently expecting nine cargoes to arrive:

Forecasted Vessels

South Hook:

The line-up for the terminal has been updated as following:
Increased sendout level at Dragon indicates that a cargo could arrive in the next few weeks.
Dunkerque:

Shell’s Gaslog Shanghai loaded at Peru LNG on 4-April and is delivering her cargo to the terminal, ETA 1-May according to the Port Authorities.

Rasgas’ Al Khuwair loaded at Ras Laffan on 5-April and is still expected at the terminal on 5-May.

Zeebrugge:

Rasgas’ Arctic Aurora is delivering her backhaul Ras Laffan cargo to the terminal on 11-May.

In connection to her discharge, Kpler analysts expect low send-out level until 11-May.

Fos Tonkin:

We expect low sendout level during scheduled maintenance from 21-April till 12-May with 20% regasification capacity reduction.
Rovigo:
Montoir:

There are two vessels expected at the port:

To Keep on Your Radar

Qatargas’ Aamira arrived at Ras Laffan anchorage on 25-April and is about to load a cargo.

Qatargas’ Al Ghariya is now loading at Ras Laffan and her next destination is not yet clear.

Rasgas’ Simaisma lifted a cargo at Ras Laffan on 24-April and is now crossing the Persian Gulf with no clear destination.

LNG Port-Harcourt Ii loaded at Bonny on 25-April and is now indicating Europe via AIS, ETA 8-May.

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week we observe more vessels headed Far East.
European Stocks and Send-outs

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

At South Hook, we observed stable average send-out level of 318.48 GWh/d this week.
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Kpler US Gas (Sabine Pass – Decrease in send-in level)

Originally Released on 26 April 2017

US MARKET

Sabine Pass Inventories

This week we observed a significant decrease in average send-in level from 2.02 Bcf/d last week to 1.09 Bcf/d this week.

Sabine Pass: Lineup 

Currently, nine 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 HighlightsShell’s Valencia Knutsen is currently discharging her Sabine Pass-sourced cargo at MAAGP. Also, another Sabine Pass cargo on board Methane Julia Louise is to be delivered to Persian Gulf, ETA 1-May.

Shell’s Methane Alison Victoria is expected to deliver her Sabine Pass cargo to Royong MTP on 27-April.

Jera’s Maria Energy loaded at Sabine Pass on 17-April and is now headed toward Futtsu, ETA 14-May.

Gas Natural’s La Mancha Knutsen lifted a cargo at Sabine Pass on 20-April and is currently signalling for Boryeong, ETA 23-May. This is the second cargo delivered to Boryeong from Sabine Pass.

Engie’s Bw Gdf Suez Everett loaded at Atlantic LNG on 23-April and is expected to discharge at Everett, ETA 01-May.

Panama Canal Transit 

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Kpler EU Gas Weekly (Al Khuwair expected at Dunkerque on 5 May)

Originally Released on 20 April 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Spain: Lineup and Inventories

Spain is currently expecting nine cargoes to arrive:

 

Forecasted Vessels

South Hook:

The line-up for the terminal has been updated as following:
Dunkerque:
Rasgas’ Al Khuwair loaded at Ras Laffan on 5-April and is still expected at the terminal on 5-May.
Fos Cavaou:
Engie’s Gaselys reloaded on 15-April and is now headed toward Dapend, ETA 15-May confirmed via AIS.
Swinoujscie:
Al Hamla is delivering her Ras Laffan-sourced cargo on 21-April.
Rovigo:
Toscana:

Statoil’s Arctic Discoverer is delivering a second tender cargo from Snohvit, ETA 21-April.

Sines:

  • EDP issued a tender for a delivery in June-July to Sines, which is open until 21-April.
  • LNG Lagos Ii is expected to deliver her Bonny-sourced cargo on 21-April.

Montoir:

– There is LNG Borno discharging at the berth, and three vessels are currently expected at the port:

To Keep on Your Radar

-Engie’s Bw Gdf Suez Brussels is currently floating off of Malta since 10-April with her Snohvit-sourced cargo. Her next destination is not yet clear.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week we observe more vessels headed Far East.
European Stocks and Send-outs

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

At South Hook, we observed stable average send-out level of 322.21 GWh/d this week.
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Kpler US Gas Weekly (Eligible Vessels for Sabine Pass)

Originally Released on 19 April 2017

US MARKET

Sabine Pass Inventories

This week we observed average send-in level of 2.02 Bcf/d.

 

Sabine Pass: Lineup 

Currently, eleven 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: Shell’s Methane Nile Eagle was heading toward Gibraltar with her Sabine Pass cargo, but she diverted on 14-April and is now expected at Altamira, ETA 20-April.
Gas Natural’s Ribera Del Duero Knutsen is delivering her Sabine Pass cargo to Mejillones, ETA 26-April. This is the second cargo delivered there from Sabine Pass.
Engie’s Bw Gdf Suez Boston loaded at Atlantic LNG and is expected to discharge at Everett, ETA 23-April.
Cheniere’s Maran Gas Alexandria is expected to deliver her tender cargo from Sabine Pass to Bahia Blanca on 21-April.
Shell’s Methane Princess is making her laden voyage from Peru LNG to Manzanillo, ETA 19-April. This is the first cargo delivered there from Peru since October 2016.
Shell’s Gallina loaded at Sabine Pass on 30-March and is currently making her laden voyage toward Chile, ETA 27-April.
Shell’s Methane Alison Victoria loaded at Sabine Pass on 21-March is now crossing the Indian Ocean toward Asia with no clear destination.

Panama Canal Transit 

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Kpler EU Gas Weekly (Lineups and Inventories)

Originally Released on 13 April 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

France: Lineup and Inventories

 

Forecasted Vessel

South Hook:

The line-up for the terminal has been updated as following:
 Gate:
Statoil’s Arctic Voyager loaded at Snohvit on 6-April and is currently making her laden voyage toward the plant, ETA 14-April.
Zeebrugge:
Al Oraiq is about to deliver her Ras Laffan cargo, ETA 15-April.
Dunkerque:
Rasgas’ Al Khuwair loaded at Ras Laffan on 5-April and is now signalling for the terminal via AIS, ETA 5-May.
Fos Cavaou:
Engie’s Gaselys is waiting off of port to reload a cargo on 15-April for Dapend delivery.
Swinoujscie:
Al Hamla confirmed her destination per AIS, indicating ETA 22-April.
Rovigo:
BP’s British Innovator delivered her Atlantic LNG-sourced cargo to the terminal on 10-April.
Toscana:

Qatargas’ Dukhan delivered a first tender cargo of the season to OLT Toscana on 6-April.

Statoil’s Arctic Discoverer is delivering a second tender cargo there from Snohvit, ETA 21-April.

To Keep on Your Radar

Petrobras’ Excelsior is now ballasting toward Gibraltar with no clear destination.

 

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week we observe more vessels headed toward the Middle 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 from 300.08 GWh/d previous week to 320.11 GWh/d this week
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