Kpler LNG (British Innovator’s divertion)

Originally Released on 22 June 2017

Market Updates

Statoil’s Snohvit is back online, with Arctic Princess currently loading the first cargo since May.

Toscana will receive their first Atlantic LNG-sourced cargo aboard Gas Natural’s Castillo de Villalba, ETA 5-July. This is a delivery for MET against their won OLT Toscana tender.

Seri Bakti loaded at QCLNG on 30-May and arrived to the Subic Bay on 13-June.  Polar Spirit loaded a partial cargo during the STS operation with her on 15-June and is now expected at Jovo on 29-June.

Sonatrach’s Tessala loaded at Bethioua on 11-June and first discharged her cargo partially at Grain on 18-June, and then the rest at Gate on 21-June.

Diversions of the Week

BP’s British Innovator loaded at Atlantic LNG on 27-May and initially was signalling for Sagunto, 1-July slot delivery. The vessel is now headed toward the S. Atlantic instead, with no clear destination.

Petrobras’s Esshu Maru loaded at Ras Laffan on 4-June and was crossing the Indian Ocean toward the S.Atlantic at a high speed. The vessel made a sharp turn back on 21-June and is now floating offshore of South Africa at 9.9 kn:

Reloads Update

Engie’s Grace Cosmos will re-export a cargo at Montoir on 23-June.

Woodside Rees Withers is now ballasting toward Gate to reload a cargo, ETA 24-June.

Newbuild Trafigura’s Hoegh Giant is now headed toward Kochi potentially to lift her maiden cargo there, ETA 24-June.

Interesting Moves

Glencore’s Bw Gdf Suez Paris is delivering the NLNG tender cargo to Ain Sokhna, ETA 6-July. Vitol’s Yenisei River loaded a second tender cargo at Bonny on 22-June and is now signalling for the Gulf of Aden, ETA 12-July.

Shell’s Maran Gas Pericles is currently discharging the Soyo-sourced cargo at Jebel Ali. Two more vessels loaded tender cargoes at Soyo during the last few days: Sonangol Sambizanga on 12-June and Sonangol Benguela on 20-June.

Exxon’s Beidou Star delivers her tender cargo from Gorgon to CNOOC at Tangshan, ETA  22-June.

Qatargas’ Al Ghashamiya has been confirmed by the Port Authorities to arrive to Dragon on 27-June.

Cheniere’s Cool Voyager loaded at Sabine Pass on 26-May and is currently expected to deliver her cargo to MAAGP, ETA 5-July.

After floating at Gibraltar for 11 days, BP’s British Trader updated her AIS for Hadera, ETA 23-June. This is the first cargo delivery to Hadera since March 2017.

Engie’s Provalys lifted a cargo at Idku on 18-June and is now anchored offhore of Greece with no clear next destination. Another vessel, Engie’s Bw Gdf Suez Brussels, loaded at Idku on 26-May and is floating at Fujairah since 7-June.

Newbuild Kogas’ Hyundai Princepia lifted her maiden cargo at Sabine Pass on 15-June and will deliver it to Tongyeong, S. Korea on 12-July.

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Kpler EU Gas (Wilpride expected at Zeebrugge on 28 June)

Originally Released on 15 June 2017

EUROPEAN MARKET

North West Europe: Lineup and Inventories

Spain: Lineup and Inventories

 

Forecasted Vessels

South Hook:

The line-up for the terminal has been confirmed by the market as following:
  • Al Mafyar, ETA 4-July, confirmed by AIS
  • Zarga, ETA 2-July, confirmed by AIS
Grain:
Sonatrach’s Tessala loaded at Bethioua on 11-June and is now signalling for Grain, ETA 18-June.
Zeebrugge:
Rasgas’ Wilpride is expected by the Port Authorities to deliver a Ras Laffan-sourced cargo on on 28-June.
Montoir:
The Port Authorities do currently expect three vessels to arrive in the next few days:
Barcelona:

Shell’s Scf Melampus is still expected to arrive with her Peru LNG-sourced cargo on 16-June according to the Port Authoroties.

RasGas’ Al Aamriya loaded at Ras Laffan on 10-June and took a route via the Cape of Good Hope to deliver a cargo to Barcelona, ETA 16-July according to her AIS.

Rasgas’ Murwab is currently lifting a cargo at Ras Laffan and is expected by Kpler analysts to deliver it to Barcelona, ETA 4-July,

Rovigo:

To Keep on Your Radar

Qatargas’ Al Ghashamiya has confirmed Mediterranean Sea as her direction per AIS. Kpler Analysts see her as a potential discharge in NWE, ETA 25-June.

Rasgas’ Al Jassasiya lifted a cargo at Ras Laffan on 8-June and is headed toward the Suez Canal with potential destinations in Europe.

Qatargas’ Al Nuaman loaded at Ras Laffan on 11-June and is now signalling toward the Red Sea with no clear destination.

LNG Data Analysis

Ras Laffan Cargo Liftings Weekly

This week we observe the majourity of vessels headed toward Far 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 a slightly decreased average send-out level of 62.58 GWh/d this week.
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Kpler LNG (Beidou Star – tender cargo export from Gorgon)

Originally Released on 15 June 2017

Interesting Moves 

After floating in the Indian Ocean, Soyo updated her destination to Ain Sokhna, ETA 17-June. The vessel loaded at Soyo on 21-May. Another tender cargo on board Maran Gas Pericles is expected to be delivered to the Middle East.

Exxon’s Beidou Star loaded a tender cargo at Gorgon on 9-June and is currently signalling for SGP area, ETA  22-June.

Sonatrach’s Tessala loaded at Bethioua on 11-June and will deliver to Grain, ETA 18-June.

Petronas’ Seri Camellia lifted a cargo at PFLNG 1 on 14-June and is now floating offshore of Bintulu. Her future destination is not yet clear.

Trafigura’s Golar Ice loaded at Bethioua on 29-May and is expected to discharge in the Middle East. The vessel made a u-turn around the Farur Island and is now headed toward Jebel Ali according to her route.

Qatargas’ Umm Slal loaded at Ras Laffan on 12-June and is now headed toward Kochi, ETA 19-June.

RasGas’ Al Aamriya loaded at Ras Laffan on 10-June and took a route via the Cape of Good Hope to deliver a cargo to Barcelona, ETA 16-July according to her AIS.

Seri Bakti loaded at QCLNG on 30-May and arrived at the Subic Bay on 13-June and is now performing a STS with Polar Spirit. Previous STS cargoes were delivered from Subic Bay to China.

Gas Natural’s Catalunya Spirit lifted a cargo at Atlantic LNG on 8-June for a potential STS operation with Golar Arctic offshore of Jamaica.

Newbuild Shell’s bunkering vessel Cardissa is currently on her way to Gate where she will be operating, ETA 12-July.

Floating Storage Update

Currently, we observe eight floating cargoes on water:

Three vessels are floating at the Chaguaramas anchorage. Gas Natural’s Iberica Knutsen loaded at Atlantic LNG and is now waiting for her discharge at Ponce, ETA 23-June.

BP’s British Trader arrived at Gibraltar with her Atlantic LNG-sourced cargo on 5-June and is floating there since then. Her next destination is not yet clear.

Engie’s Bw Gdf Suez Brussels loaded at Idku on 26-May and was signalling for S. Korea, ETA 2-July. Since 7-June the vessel is floating at the Fujairah anchorage.

Shell’s Gaslog Glasgow loaded at Bonny on 12-May and was floating for two weeks offshore of Mauritius. Now the vessel is making her laden voyage toward the Red Sea.

New Mapping for Ain Sokhna

With the repositioning of the second FSRU BW Singapore at the Ain Sokhna port, we made a new mapping and introduced new names for the terminals. From now on, the terminal with Hoegh Gallant will be called Ain Sokhna FSRU 1, and the terminal with BW Singapore – Ain Sokhna FSRU 2.

Both installations are included in the zone called Ain Sokhna, where you can check their aggregated flows. Please note that all the names were updated accordingly in the database.

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Kpler LNG (Qatari vessels diverting from South Hook)

Originally Released on 8 June 2017

Market Updates

Currently, we receive the alert from Kpler’s system for potential diversions taking place at the Gulf of Aden. Two Qatargas’ vessels expected by the market to arrive from Ras Laffan to South Hook are changing their directions:


Aqaba will receive their first Algerian cargo aboard Sonatrach’s Ougarta, ETA 11-June. The trade have been executed by BB Energy.

Guanghui Energy’s new Qidong terminal is now receiving their commissioning cargo aboard Grace Acacia. She reloaded the cargo from SLNG on 25-May.

Kogas’ first contract cargo onboard SM Eagle from Sabine Pass Train 3 has left the plant on 2-June and is delivering to Pyeong Taek, ETA 2-July. Also, other Kogas’ vessels are ballasting now toward Sabine Pass to load their cargoes:

Ain Sokhna is currently expecting four vessels to arrive from Ras Laffan in the next few days:

Shell’s Maran Gas Amphipolis was initially expected to discharge her Sabine Pass cargo at MAAGP on 7-June, but now she finally delivered to Jebel Ali on 8-June.

Interesting Moves 

Diversion Alert:  LNG Lagos Ii loaded at Bonny on 28-May and is expected by the Port Authorities to deliver to Montoir on 17-June. The vessel is now making a u-turn and is headed towards the opposite direction at 12.3 kn:

Al Sahla loaded a cargo at Ras Laffan on 8-May and partially discharged it at Dahej on 16-May. The vessel then was anchored at Ras Laffan, and started moving on 8-June towards MAAGP with ETA 9-June. Kpler analysts have derived that this is the most probable scenario. Please add the vessel to your Watchlist to track its’ further changes.

Currently, two backhaul cargoes are expected to arrive to Europe. Rasgas’ Wilforce is expected at Barcelona on 15-June with her Ras Laffan cargo. Rasgas’ Wilpride is expected to load her backhaul cargo at Ras Laffan on 9-June and deliver it to Zeebrugge on 28-June. The vessel is currently ballasting toward the loading terminal.

Shell’s Maran Gas Hector is now floating offshore of Altamira with her Sabine Pass cargo and expectedby Kpler analysts  to discharge on 8-June.

Statoil’s Arctic Voyager loaded at Bonny on 3-June and is delivering to Huelva, ETA 14-June.

Shell’s Lena River is currently ballasting offshore of Kochi with the potenital option to reload. Please add her to your Watchlist to track any updates.

Imports and Exports

LNG exports had reached a record high for some countries in May 2017:

Sabine Pass Monthly Exports by Trade Status

Australian Monthly Exports by Origin Installations

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Kpler LNG (Bw Gdf Suez Brussels delivering to South Korea)

Originally Released on 1 June 2017

Market Updates

Gorgon Train 1 resumed LNG production this week. Currently, Energy Confidence is loading a cargo and is expected to discharge at Kawasaki, ETA 17-June. Also, two vessels are expected to load at the terminal in the next few days: Seishu Maru on 2-June and Beidou Star, ETA 9-June.

At Toscana, only two out of four secured tender cargoes have been delivered for OLT Toscana in May. Lalla Fatma N’Soumer arrived with her Bethioua-sourced cargo on 31-May and discharged a second cargo.

Statoil’s Arctic Discoverer is currently making her laden voyage toward Gate with her Sabine Pass cargo, ETA 7-June. This is the first cargo from Sabine Pass to NWE. Also, Cheniere’s Clean Ocean is delivering her Sabine Pass cargo for PGNiG at Swinoujscie on 7-June.

Shell’s Gaslog Shanghai loaded at Sabine Pass on 29-May is currently discharging her tender cargo for CFE at Altamira.

Mubaraz discharged her Das Island-sourced cargo at Ruwais on 28-May – this is the first cargo delivered to the terminal in 2017.

This week we observed different types of floating cargoes on water: delayed at discharge terminals – LNG Benue off of Bahia; completely stopped – Ibra LNG at Fujairah and Trinity Glory off of NWS; reducing speed while waiting for orders such as Gaslog Glasgow off of Mauritius. To check the current number of floating vessels, feel free to consult Live Fleet Overview section – they are marked with the “Storage” tag.

Interesting Moves 

Currently, two backhaul cargoes are expected to arrive to Zeebrugge from Ras Laffan onboard Wilforce, ETA 18-June and Wilpride, ETA 28-June.

Trafigura’s Golar Penguin lifted a cargo at Bonny on 23-May and is now making her laden voyage toward Dahej, ETA 17-June.

Shell’s Maran Gas Pericles loaded a cargo at Soyo and is now headed toward the Cape of Good Hope with no clear destination.

Gas Natural’s Ribera Del Duero Knutsen lifted a cargo at Sabine Pass on 30-May and is now making her laden voyage toward Sines, ETA 13-June.

Trafigura’s Golar Seal lifted a partial cargo at Ras Laffan on 23-May and is currently delivering it to Escobar according to Kpler analysts, ETA 18-June.

Trafigura’s Golar Ice loaded at Bethioua on 29-May and is now headed toward the Suez Canal with no clear destination.

Statoil’s Arctic Voyager is ballasting toward Bonny to load a cargo, ETA 3-June. This is the third Statoil’s loading at the terminal since 2008 and 2012.

Egypt LNG Imports and Exports

Engie’s Bw Gdf Suez Brussels loaded at Idku on 26-May and is delivering to South Korea, ETA 19-June. Also, Engie’s Provalys is expected to load a cargo at the terminal on 15-June.

We observed a significant decrease of imported LNG volumes at Ain Sokhna in May – 0.33 Mt versus 0.55 Mt imported in April. During the month two cargoes onboard Cool Explorer and LNG Benue were diverted from the terminal.

Since July 2016, we witness a constant decrease of the import.

Ain Sokhna Monthly LNG Imports by Origin

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Kpler LNG (Diversion of Cool Explorer)

Originally Released on 25 May

Plants & Terminals

Recent maintenance at Snohvit has led to a drop in May exports. The fleet has been reallocated accordingly:

  • Arctic Lady is currently discharging her Bethioua cargo at SLNG
  • Arctic Discoverer is en route to deliver a Sabine Pass cargo to Gate, ETA 7th June
  • Arctic Aurora is heading to Sabine to load an early June cargo

Idku is experiencing high activity in May. Two cargoes have been loaded aboard Gaslog Geneva and Provalys, with destination of Delimara and Fos Cavaou respectively. A third cargo is due for loading aboard BW GDF Suez Brussels this week. This contrasts with a significant decrease of Egyptian imports for the same month.

Toscana has only received 1 of the 4 expected May cargoes recently awarded in a tender

Argentina tender deliveries are taking place according to schedule. Glencore’s Maran Gas Mystras is now delivering a Ras Laffan source cargo to Escobar. She is expected to load her following cargo at Sabine Pass for Total

Currently 4 vessels are heading Far East carrying Sabine Pass cargoes, while another 5 are making deliveries across the Atlantic

Interesting Moves

Vitol’s Cool Explorer was heading towards Port Said with her Bethioua cargo. She diverted and is now discharging in Barcelona

Golar Penguin has just departed Bonny with a cargo for Trafigura

Wilforce is expected to bring a Qatari backhaul cargo to Europe, loading end of May. She is currently ballasting in Fujairah

LNG Jurojin is sailing toward Das Island to load a tender cargo for Total. She had been exclusively an APLNG project vessel since her startup in January 2016

Soyo tender cargo onboard Sonangol Etosha is expected at Samcheok, ETA 12-June

Recently, 2 ship-to-ship operations took place at Subic Bay, Philippines (on 25 April and 11 May) between Petronas’s Polar Spirit and Jovo’s Seri Bakti. The cargoes then were delivered to Jovo onboard Polar Spirit

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Kpler LNG (Maintenance Gorgon, South Hook, Sine, Gladstone LNG)

Originally Released on 18 May 2017

Diversions of the Week

We observed two cargoes diverted from Ain Sokhna onboard Cool Explorer and LNG Benue. Cool Explorer was initially expected to arrive there from Bethioua on 14-May and is now signalling for Europe, ETA 22-May:

LNG Benue loaded at Bonny on 10-May and was expected at Ain Sokhna on 3-June, but she changed her direction on 13-May and is currently headed towards Rio, ETA 25-May:

LNG Adamawa lifted a cargo at Bonny on 24-April and was headed toward Yung An with initial ETA 20-May. She diverted on 11-May toward the Middle East and is currently signalling for the Persian Gulf, ETA 21-May:

Maintenance Update

Gorgon Train 1 came to a halt due to unplanned maintenance, which is expected to continue for about a month. Number of other regular checks will take place also during this period.

Gladstone LNG plans to run a maintenance on one of projects’ trains from 15-June to 2-July.

Annual maintenance is expected to be held at IUK from 14-June to 29-June. Regardless of the maintenance, cargos could be expected to arrive to South Hook.

At Sines, planned maintenance on unloading arms will take place from 22-May to 26-May.

At Montoir, no vessels are allowed to berth from 13-May 6AM to 20-May 6PM due to planned maintenance at the terminal. Also, LNG storage capacity is planned to be reduced from 21-May to 10-June, and regasification capacity is planned to be reduced from 28-May to 30-June.

At Dunkerque, planned test of systems will take place on 13, 19 and 22-June, with no gas send-out and vessels allowed to berth on these dates.

Scheduled maintenance at Snohvit is taking place from 12-May until 18-June.

Interesting Moves 

Engie’s Provalys is now loading a cargo at Idku and expected to deliver it to Fos Cavaou on 30-May. This is the first cargo delivered from Idku there since 2013.

Glencore’s Sonangol Sambizanga is discharging her Soyo-sourced cargo at Fos Cavaou on 20-May.

We observe the higher activity at Gate these days. Statoil’s Arctic Voyager delivered her Snohvit-sourced cargo on 16-May. Al Karaana is confirmed by the market to deliver her Ras Laffan cargo on 18-May. Also, Duhail loaded at Ras Laffan on 5-May and is now signalling for Gate, ETA 23-May.

Rasgas’ Woodside Rees Withers loaded a backhaul cargo at Ras Laffan on 13-May and is currently making her laden voyage toward Zeebrugge, ETA 4-June.

Trafigura’s Adam LNG loaded her tender cargo at Ras Laffan on 12-May and is delivering it for Enarsa at Bahia Blanca, ETA 7-June.

Shell’s Gaslog Shanghai loaded at Sabine Pass on 15-May and is confirmed to discharge at Altamira by the Port Authorities, ETA 19-May.

Shell’s Methane Jane Elizabeth loaded a cargo at Bonny on 7-May and is now delivering it to Manzanillo, ETA 27-May. This is the first cargo from Bonny to Manzanillo in 2017, and there has been only one in 2016.

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