Kpler LNG (Cool Runner diversion)

Originally Released on 14 December 2017

MARKET HIGHLIGHTS

This week, the U.K. was experiencing shortages in the gas supply system. With several disruptions, mainly caused by outages in the North Sea and the Baumgarten explosion in Austria, both Dragon and Grain increased send-out.
Italy was also heavily impacted by the Baumgarten explosion, which had interrupted the pipeline flow of Russian gas into the Italian grid. Italy’s industry minister declared a state of emergency on 12-December. The pipeline is fixed now and physical flows are stabilized.

At Rovigo, 4 vessels are expected to arrive in the next few days. One or more vessels could be expected for potential diversions for Italy in December:

RasGas’ Al Marrouna, ETA 14-December
RasGas’ Al Daayen, ETA 19-December
RasGas’ Lusail, ETA 21-December
RasGas’ Simaisma, ETA 27-December

Shell’s Maran Gas Delphi is expected to deliver her cool-down cargo from Bonny to Dominion’s Cove Point on 14-December, indicating that the facility will soon ship its first cargo.
This new U.S.-based liquefaction plant is set to produce 5.25 mtpa of LNG. Minimum amount of gas was inserted so far, however the tanks are now ready to accommodate the cool-down cargo.

Yamal LNG’s Christophe De Margerie loaded the first Yamal’s cargo and is now expected to deliver to Grain, ETA 28-December. It remains unclear if Petronas will reload LNG for Asia delivery as it was planned initially, or if the cargo will supply the local gas market.
Yamal LNG’s Boris Vilkitsky has completed her load on 9-December and is now floating outside Yamal port limits.

 

RELOADS OF THE WEEK

PetroChina’s Seri Bakti reloaded a cargo at SLNG on 7-December and is currently signalling for Gaolan, ETA 18-December.

Engie’s Wilforce is about to reload at Montoir, ETA 14-December.

Uniper’s Pskov is now ballasting towards Gate to reload, ETA 16-December.

Shizuoka Gas reloaded LNG aboard CNOOC’s Neo Energy on 29-November. The cargo was delivered to Tianjin on 12-December.

Petrobras’ Golar Winter reloaded at Pecem on 5-December and is now discharging a cargo at Bahia.

Shell’s Hispania Spirit reloaded at Gate on 28-November and delivered her cargo to Aqaba on 11-December.

 

INTERESTING MOVES

Diversion Alert: Petrobras’s Cool Runner was headed towards Gibraltar with her Atlantic LNG-sourced cargo after floating offshore of Bahia since 19-November. The vessel changed her route on 13-Dec and is now signalling for Cape Town, ETA 25-December.

Diversion Alert: Shell’s Gaslog Greece loaded at Sabine Pass on 10-November and was expected to deliver to Port Qasim. She was floating outside the port for 3 days and has now diverted to the Far East. Gasport LNG recently faced an unplanned outage.

Diversion Alert: Esshu Maru loaded at Sabine Pass on 6-December and was initially signalling for Pecem, ETA 22-December. Now the vessel is headed towards the Far East.

LNG Rivers loaded at Bonny on 9-December and was floating offshore of Republic of the Congo until 13-December. Now the vessel is headed towards Montoir at 18.9 Kn.

Chevron’s Asia Venture loaded at Gorgon on 27-November and was floating for 10 days at Dampier. The vessel is currently making her laden voyage towards Tobata, ETA 21-December.

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Kpler LNG (Cove Point LNG Starting Operations soon)

Originally Released on 7 December 2017

RELOADS OF THE WEEK

Trafigura’s Adam LNG reloaded at Gate on 25-October and initially headed towards MAAGP. The vessel delivered to Dahej on 3-December.

Engie’s Wilforce was initially expected by Kpler Analysts to reload at Gate. According to the latest operator and port data, the vessel is now confirmed to reload at Montoir, ETA 15-December. There are no additional December reloads expected in France.

Hispania Spirit reloaded at Gate on 28-November and is now headed towards the Suez Canal with no clear destination.

 

MAIN HIGHLIGHTS

The Dominion Energy’s new Cove Point is expected to load their first cargo in the near future, as the feed gas supply was introduced on 5-December. Shell will lift the initial cargoes from the liquefaction plant. We now observe several Shell’s vessels ballasting towards S.Atlantic with no clear destination: Maran Gas DelphiMaran Gas PosidoniaMethane Kari Elin and Gaslog Gibraltar.

Puteri Intan Satu delivered a commissioning cargo from Bintulu to the new JAPEX’ terminal Soma on 6-December. It is expected to start commercial operations in March 2018.

Due to unplanned outage at GasPort LNG started on 6-December, diversions and delayed deliveries were expected. Shell’s Gaslog Greece is currently floating offshore of Karachi with her Sabine Pass cargo. According to her route and direction, Shell’s Gaslog Salem closely approached Port Qasim on 7-December, but now she is headed the opposite direction. Gasport LNG is expected to restart operations on 8-December.

Engie’ Gaselys loaded at Sabine Pass on 28-November and will discharge at Andres on 15-December.

Shell’s Lena River lifted a cargo at Sabine Pass on 1-December and is now signalling for Hazira, ETA 1-January.

Shell’s Gaslog Geneva loaded a cargo at Idku and is making her laden voyage towards Dahej, ETA 15-December.

RasGas’ Al Areesh was initially expected at Rovigo but changed her direction on 4-December. After floating for two days in the Mediterranean, the vessel headed towards the terminal with an updated ETA 8-December.

Pskov is currently ballasting at Gibraltar and will potentially reload in Europe.

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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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