Kpler LNG (China LNG Imports)

 

Originally Released on 30 November 2017

RELOADS OF THE WEEK

Itochu’s Cool Explorer reloaded a cargo at Gwangyang on 27-November and is delivering it to China, ETA 5-December.

Shell’s Hispania Spirit loaded at Atlantic LNG on 13-November and delivered to Grain on 25-November. The vessel arrived to reload at Gate on 28-November.

Engie’s Bw Gdf Suez Paris reloaded at Fos Cavaou on 26-November and is now making her laden voyage towards Incheon, ETA 22-December.

Wilforce will reload at Gate after she finishes her port call at Zeebrugge, ETA 3-December.

Shell’s Methane Nile Eagle reloaded at Fos Cavaou on 8-November and was floating offshore of Kalamata, Greece until 25-November. The vessel delivered her reloaded cargo back to Fos Cavaou on 29-November and is now headed towards Bonny.

 

MAIN HIGHLIGHTS

RasGas’ Al Huwaila loaded at 24-November at Ras Laffan and is expected by Kpler Analysts to discharge at Swinoujscie on 17-December.

Shell’s Maran Gas Efessos is delivering a tender cargo to Altamira, ETA 13-December.

Golar Kelvin delivered a commissioning cargo from Bonny to the new FSRU unit at GasPort LNG on 24-November.

Shell’s Gaslog Geneva loaded at Idku on 27-November and is about to cross the Suez Canal with no clear destination.

Engie’s Gaselys loaded at Sabine Pass on 28-November and is now making her laden voyage towards Andres, ETA 15-December.

Engie’s Bw Gdf Suez Everett lifted a cargo at Atlantic LNG on 8-November and was floating in the Caribbean sea until 25-November. Now the vessel is headed towards Everett, ETA 4-December.

Diversion Alert: LNG Lokoja loaded at Bonny on 7-November and was initially signalling for Port Qasim, ETA 28-November. Now she is signalling for Jebel Ali, ETA 3-December.

Gunvor’s Excalibur is now ballasting towards Atlantic LNG to load a cargo, ETA 13-December.

 

CHINA LNG IMPORTS

China LNG imports have reached a new record in November 2017, with current level exceeding 4.5 Mt:

China Monthly Imports (By Origin Countries)

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Kpler LNG (Reload of Wilforce at Gate)

 

Originally Released on 23 November 2017

RELOADS OF THE WEEK

Shell’s Hispania Spirit loaded at Atlantic LNG on 13-November and is about to deliver to Grain, ETA 25-November. She will reload at Gate shortly after.

Engie’s Bw Gdf Suez Paris discharged her Montoir reload at Ain Sokhna on 18-November and is now headed towards Fos Cavaou for another reload, ETA 26-November. She will deliver the cargo to Incheon, ETA 22-December.

Wilforce is expected to reload at Gate after she delivers her Ras Laffan cargo to Zeebrugge on 29-November.

Golar Tundra reloaded at Montoir on 26-October and is about to discharge at Ningbo, ETA 24-November.

Skangas’ Coral Energy reloaded at Zeebrugge on 13-November and is now discharging at the new small-scale LNG terminal Tornio Manga, Finland. It is the largest such terminal in the Nordic region.

Shell’s Methane Nile Eagle reloaded at the terminal on 8-November and is still floating offshore of Kalamata, Greece.

 

DIVERSIONS OF THE WEEK

Sonangol Benguela loaded at Soyo on 31-October and was initially expected at Hazira. The vessel is now crossing the Red Sea and is expected to discharge in the region, ETA 24-November.

Trafigura’s Adam LNG lifted a cargo at Gate on 25-October and was initially signalling for MAAGP. Now the vessel is expected at Dahej, ETA 2-December.

 

MAIN HIGHLIGHTS

Bw Integrity arrived at the Port Qasim, Pakistan on 18-November and is set there as the second PLL’s FSRU unit. It is expected to receive a commissioning cargo on 24-November. Currently two vessels are expected at Qasim: Gas Natural’s Golar Kelvin from Bonny, ETA 24-November, and RasGas’ Al Jassasiya, ETA 24-November.

Yamal LNG’s Christophe De Margerie arrived at the Yamal berth on 7-November and loaded the first project’s cargo.

Cheniere’s LNG Finima Ii loaded at Sabine Pass on 15-November and is currently making her laden voyage towards Manzanillo, ETA 27-November.

Gas Natural’s La Mancha Knutsen loaded at Sabine Pass on 21-November and is expected at Sines by the Port Authorities on 3-December.

Sonatrach’s Lalla Fatma N’Soumer loaded at Bethioua and is now delivering to Dahej, ETA 24-November. Another of Sonatrach’s vessels, Tessala, is currently discharging her Bethioua-sourced cargo at Ain Sokhna.

Shell’s newbuild Murex loaded her maiden cargo at QCLNG on 16-November and is expected at Tianjin, ETA 1-December. Another of Shell’s newbuilds, Macoma, is now loading her maiden cargo at Bioko.

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Kpler LNG (Yari LNG Diversion)

Originally Released on 16 November 2017

RELOADS OF THE WEEK

Trafigura’s Golar Tundra reloaded at Montoir on 26-October and is now expected to discharge in the Far East.

Engie’s Bw Gdf Suez Paris reloaded at Montoir on 4-November and is about to cross the Suez Canal, ETA 16-November.

Shell’s Methane Nile Eagle reloaded at Fos Cavaou on 8-November and is now anchored offshore of Kalamata, Greece.

 

MAIN HIGHLIGHTS

Shell’s Methane Alison Victoria loaded at Atlantic LNG on 12-November and is now headed towards Elba Island, ETA 17-November.

Diversion Alert: Cheniere’s Yari LNG lifted a cargo at Sabine Pass on 3-November and was initially headed towards Gibraltar. The vessel changed her route on 10-November and is now making her laden voyage towards the Cape of Good Hope with no clear destination.

Cheniere’s Creole Spirit loaded at Sabine Pass on 8-November and was signalling on 9-November for Aliaga ETA 27-November, although her last three signals are “TBC” (To Be Checked). Meanwhile, Total’s Sk Audace loaded at Sabine Pass on 9-November and is also signalling for Aliaga, ETA 27-November. Her AIS signals remain the same.

RasGas’ Wilforce lifted a backhaul cargo at Ras Laffan on 11-November and is now making her laden voyage towards the terminal, ETA 29-November.

Jera’s Pacific Eurus lifted the second project’s cargo at Wheatstone on 11-November and will discharge at Futtsu, ETA 26-November.

Cheniere’s Clean Ocean loaded at Sabine Pass on 31-October and is currently waiting to discharge at Manzanillo, ETA 16-November.

Botas’ newbuild MOL FSRU Challenger loaded at Ras Laffan on 2-November and arrived first offshore of Dortyol where she was floating for 2 days. Now the vessel is headed towards Aliaga, ETA 17-November.

Sonatrach’s Lalla Fatma N’Soumer loaded at Bethioua and is now delivering to the Middle East.

Shell’s newbuild Murex is now loading her maiden cargo at QCLNG.

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Kpler LNG (Focus on Yamal LNG)

Originally Released on 9 November 2017

RELOADS OF THE WEEK

Centrica’s Cool Voyager reloaded at Grain on 7-November where she was berthed for 4 days. Now the vessel is headed towards China, ETA 10-December.

Trafigura’s Adam LNG reloaded at Gate on 25-October and is now headed towards MAAGP via the Cape of Good Hope, ETA 30-November.

Trafigura’s Golar Tundra reloaded at Montoir on 26-October and is now crossing the Red Sea with no clear destination.

Engie’s Bw Gdf Suez Paris reloaded at Montoir on 4-November and is signalling for the Suez Canal, ETA 16-November.

Shell’s Methane Nile Eagle is now reloading at Fos Cavaou. The vessel is expected to deliver to Ain Sokhna, ETA 11-November.

 

MAIN HIGHLIGHTS

Diversion: Cheniere’s Kita LNG loaded at Sabine Pass on 20-October and was initially signalling for Rayong MTP, ETA 14-November. The destination has been cancelled which is confirmed by her AIS, and the vessel is currently floating in the Mediterranean Sea.

Chevron’s Asia Venture loaded the first project’s cargo at Wheatstone on 16-October and is now making her laden voyage towards Futtsu, ETA 9-November. Also, two vessels are expected to load at the terminal in the new few days: Pacific Eurus, ETA 10-November, and Grace Barleria, ETA 19-November.

Engie’s Gdf Suez Point Fortin loaded at Snohvit on 27-October and is expected to discharge a small volume at Zeebrugge on 18-November. The vessel then will head towards Hazira to deliver the rest of the cargo, ETA 19-December.

RasGas’ Al Dafna loaded at Ras Laffan on 1-November and is confirmed to deliver her cargo to Dunkerque on 19-November.

Gas Natural’s Pskov loaded at Sabine Pass on 6-November and is now making her laden voyage towards Barcelona, ETA 20-November.

Altamira is now expecting three tender cargoes from Bonny aboard:
Shell’s Gaslog Santiago, ETA 16-November
NLNG’s LNG Bayelsa, ETA 25-November
Shell’s Maran Gas Ulysses, ETA 3-December

Eni’s Al Marrouna lifted a cargo at Idku and is currently discharging at Dahej.

Botas’ newbuild MOL FSRU Challenger loaded at Ras Laffan on 2-November and is now headed towards Dortyol where she will be set as a FSRU unit, ETA 16-November.

 

YAMAL LNG

Yamal LNG’s Christophe De Margerie arrived at the Yamal berth on 7-November and is currently waiting to load the first project’s cargo.

Yamal LNG’s Boris Vilkitsky has been delivered and is now signalling for Yamal, ETA 25-November. The vessel is now crossing the Bering Sea:

Another project’s vessel, Yamal LNG’s Fedor Litke has been also delivered and is now expected to stop at Nahodka, Russia before heading towards the terminal.

Fluxys LNG is currently at the last stage of constructing their fifth LNG storage tank of 180,000 m³ at Zeebrugge. It will be used for providing transshipment services to Yamal LNG, with project’s icebreaker tankers delivering the Yamal volumes and conventional vessels making final transit.

The high ice class ARC7 LNG vessels are capable of breaking through thick 2.1m ice to deliver the volumes via the Northern Sea Route during Arctic summer (July to December). Otherwise, LNG will be delivered to the Far East markets via Zeebrugge and subsequently, the Suez Canal:

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Kpler LNG (Adam LNG reloaded at Gate)

Originally Released on 2 November 2017

RELOADS OF THE WEEK

Trafigura’s Adam LNG reloaded at Gate on 25-October and initially headed towards MAAGP via the Suez Canal with ETA 4-November. The vessel changed her direction on 31-October towards Gibraltar. Her AIS still indicates MAAGP, with updated ETA 27-November.

Trafigura’s Golar Snow reloaded at Fos Cavaou on 20-October and is now expected to deliver to Hazira, ETA 2-November.

Trafigura’s Golar Tundra reloaded at Montoir on 26-October and is now making her voyage across the Mediterranean Sea with no clear destination.

Engie’s Bw Gdf Suez Paris is expected to reload a cargo at Montoir on 4-November.

 

MAIN HIGHLIGHTS

Chevron’s Asia Venture loaded a first project’s cargo at Wheatstone on 30-October and is now making her laden voyage towards Futtsu, ETA 7-November. The vessel arrived at the terminal on 16-October and was waiting for a load since. Meanwhile, the terminal is expecting to load their second cargo aboard Grace Barleria, ETA 5-November.

Diverted Gas Natural’s Cadiz Knutsen loaded at Atlantic LNG on 14-October and initially was heading towards Gibraltar. She diverted on 24-October and discharged her cargo at Ponce on 30-October. The vessel is now ballasting towards Sabine Pass.

Gas Natural’s La Mancha Knutsen loaded at Sabine Pass on 26-October and is delivering to Huelva, ETA 7-November.

Total’s Arctic Lady loaded at Ras Laffan on 29-October and is currently delivering to Zeebrugge, ETA 17-November.

Potential diversion: Cheniere’s Golar Crystal lifted a tender cargo at Bonny on 26-October and initially headed towards the Cape of Good Hope. The vessel slowed down on 1-November and is currently floating offshore of Namibia.

Shell’s Maran Gas Ulysses is now loading at Bonny her tender cargo for CFE at Altamira, ETA 3-December.

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Kpler LNG (Cadiz Knutsen’s diversion)

Originally Released on 26 October 2017

RELOADS OF THE WEEK

A transshipment operation at Gate took place on 26-October, where Trafigura’s Adam LNG loaded LNG from Engie’s Bw Gdf Suez Paris.
Bw Gdf Suez Paris reloaded a cargo at Montoir on 11-October and discharged the first half at Zeebrugge on 21-October.
Adam LNG is now making her laden voyage towards MAAGP, ETA 20-November.

Petrobras’ Excelsior reloaded a cargo at Rio on 14-October and is currently making her laden voyage towards Dahej, ETA 10-November.

Vitol’s Wilforce reloaded a cargo at Cartagena on 12-October and is now signalling for Dahej, ETA 4-November.

Trafigura’s Golar Snow reloaded at Fos Cavaou on 20-October and is now headed towards the Suez Canal with no clear destination.

Trafigura’s Golar Tundra is currently reloading her maiden cargo at Montoir.

Centrica’s Cool Voyager is now ballasting towards Grain, where she is expected to reload on 2-November.

 

MAIN HIGHLIGHTS

Diversion: Cheniere’s Cadiz Knutsen loaded at Atlantic LNG on 14-October and initially was heading towards Gibraltar. She diverted on 24-October and is now expected to discharge at Ponce, as Kpler analysts consider the terminal to be operational again:

Vitol’s Galicia Spirit loaded a tender cargo at Das Island on 19-October and is now discharging at Jebel Ali.

Al Marrouna lifted a cargo at Idku and is currently headed towards the Suez Canal with no clear destination. It’s the first time this Qatari vessel ever loaded there.

Gas Natural’s Gaslog Saratoga loaded at Bonny on 7-October and is expected to deliver to MAAGP, ETA 29-October.

Cheniere’s Kita LNG loaded at Sabine Pass on 20-October and is now expected to arrive at Rayong MTP, ETA 14-November. This is the second delivery from Sabine Pass to Thailand.

Kpler analysts identified a potential swap between RasGas’ Maran Gas Asclepius and Qatargas’ Al SheehaniyaMaran Gas Asclepius has primarily delivered contract cargoes to Pakistan with few exceptions. The vessel is now making her laden voyage towards the Suez Canal with no clear destination. Meanwhile, Al Sheehaniya is now discharging her Ras Laffan-sourced cargo at Karachi. This is historically her second voyage there.

Cheniere’s Oak Spirit lifted a cargo at Bethioua on 30-September and is now delivering to Southeast Asia.

Cheniere’s Golar Crystal is approaching Bonny, potentially for loading a tender NLNG cargo.

Botas’ newbuild MOL FSRU Challenger is now ballasting towards Ras Laffan for gas up and cool down operations before she arrives at Dortyol. The vessel will potentially load a cargo at Ras Laffan.

Chevron’s Asia Venture has been anchored at Wheatstone terminal for 10 days, where she will load the project’s first cargo.

Sinopec’s Cesi Tianjin discharged her maiden APLNG-sourced cargo at Beihai on 25-October.

Shell’s newbuild Macoma has been delivered, and she is currently ballasting towards SGP.

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Kpler LNG (India LNG Imports)

Originally Released on 19 October 

RELOADS OF THE WEEK

Engie’s Bw Gdf Suez Paris is expected by the port of Zeebrugge to deliver her Montoir reload, ETA 21-October. This will be the first cargo delivered to the terminal since 23-September. The plant has been inactive due to planned maintenance.

As expected by Kpler analysts, Grain will reload a cargo aboard Centrica’s Cool Voyager on 3-November. Currently, the vessel is delivering a Ras Laffan cargo to Ain Sokhna by Vitol.

A transshipment between Statoil’s Arctic Discoverer and Trafigura’s Hoegh Giant took place at Gate on 13-October. Hoegh Giant is now making her laden voyage towards Dahej, ETA 31-October.

Trafigura’s Adam LNG is still signalling for Gate, ETA 25-October. Currently, the vessel is ballasting around Gibraltar.

Also, Trafigura chartered out Golar Tundra – the vessel is now ballasting towards NWE for a potential reload in the region.

Wilforce reloaded a cargo at Cartagena on 12-October and is now headed towards the Suez Canal with no clear destination.

 

MAIN HIGHLIGHTS

Chevron’s Asia Venture arrived at the Wheatstone LNG terminal to load the project’s first cargo, and expected to deliver it to Japan. The plant is planned to have two Trains with a capacity of 4.3 mtpa each, with Train 2 starting up in 2018.

At Sabine Pass, the completion of Train 4 was announced and its’ commissioning has been completed. First cargoes are expected to be loaded under a SPA with GAIL in Q1 2018.

Botas’ newbuild MOL FSRU Challenger is now ballasting towards Dortyol, where she will be installed as a FSRU at the importing terminal. It is one of the world’s largest FSRU’s with a storage capacity of 263.000 m3. The Dortyol FSRU project is expected to be set before the end of 2017. The vessel had initially been expected to be installed at the GLN Del Plata project in Uruguay, but its’ startup date has been delayed.

ADGAS’ Umm Al Ashtan delivered a Ras Laffan-sourced cargo to Ruwais on 17-October. Initially it was planned to deliver 8 cargoes in 2017, but the demand has slowed down.

NLNG’s LNG Abuja Ii lifted her first Bethioua cargo on 10-October and is now signalling for MAAGP, ETA 24-October.

Shell’s Methane Princess is delivering a tender cargo from Bioko to Manzanillo, ETA 26-October. This is historically the second delivery from Bioko to Mexico.

Altamira is expecting to receive two tender cargoes in the near future. NLNG’s LNG Sokoto loaded at Bonny and is now headed towards the terminal, ETA 26-October. Shell’s Gaslog Greece lifted a cargo on 15-October and is signalling to arrive there on 5-November.

Seri Angkasa lifted her first Australian cargo at NWS and is now making the laden voyage towards Dapeng, ETA 23-October.

BP’s Express lifted at Ras Laffan and is delivering to Gwangyang, ETA 25-October.

Cheniere’s Clean Ocean was understood to be fixed for lifting a NLNG tender cargo from Bonny on 25-29 October, but the vessel is currently ballasting towards Sabine Pass. Cheniere’s Maria Energy may be a potential vessel instead.

Shell’s newbuild Pan Asia is currently ballasting to load her maiden cargo at Curtis Island, ETA 31-October.

 

INDIA IMPORTS

India LNG imports reached record high levels of 1.86 Mt in September 2017, with Nigerian volumes of 0.48 Mt and unusually high Algerian volumes of 0.13 Mt contributing to it:

India LNG Imports by Origin 2017, MT

JAPAN IMPORTS

Japan has seen a slight YoY decrease of LNG imports, with August having a difference of 3%, and September of 8%. Current forecast for October 2017 shows a potential YoY difference of 12%:


*Oct-2017 volumes are forecasted and may be updated by the end of the month

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