Kpler LNG (Methane Rita Andrea’s Diversion)

Originally Released on 4 May 2017

Interesting Moves 

KOGAS newbuild SM Eagle has left the shipyard and is heading to Sabine Pass according to her AIS. KOGAS has an offtake agreement with Cheniere for 3.5mtpa from Train 3, which is now online

Shell’s  Methane Julia Louise has delivered her Sabine Pass sourced cargo at Jebel Ali on May 1st.

Vitol’s Wilpride is delivering her Bethioua sourced cargo at Gwangyang, ETA 19-May.

JERA’s Maria Energy loaded at Sabine Pass and has confirmed Futtsu as her next destination per AIS, ETA 14-May.

Sonatrach’s Cheikh Bouamama loaded at Skikda. She is delivering her cargo at La Spezia, ETA 4-May. This will be the first cargo delivered there this year.

Sakhalin Energy’s Grand Aniva is delivering a spot cargo at Rudong to PetroChina, ETA 4-May.

Gunvor chartered Pskov is heading to Bonny to load an FOB tender cargo from NLNG

Diversion

Shell’s Methane Rita Andrea was initially expected to discharge her peru-sourced cargo in South Korea. The vessel diverted on 28-April and is now headed towards Aqaba instead, ETA 30-May.

Plant Updates

Tangguh planned maintenance on Train 2 remains ongoing from 1-Apr until 31-May. Only 5 cargos were loaded in April, confirming that the plant is running at 50% of total capacity. Tangguh consists of two Liquefaction trains of 3.8 mtpa each. A third train of 3.8 mtpa is planned to start-up in 2020.

Gorgon exported a record amount of 0.73 mt in April, indicating that the plant is increasing its LNG production. However, this remains below the expected capacity of Gorgon’s three liquefaction trains, each of 5.2MTPA capacity. The third train was expected to be fully operational in March 2017.

Analysis

After a brief hiatus after October 2016, a record number of cargoes departed in April for destination of Argentina. All were expected to be delivered as part of YPF’s recent tenders.

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Kpler LNG (Gaslog Shanghai load at Peru LNG)

Originally Released on 27 April 2017

Market Highlights

Train 2 at Sabine Pass came to a halt due to scheduled maintenance, with no clear date of restarting the facilities. We observed a significant decrease in average send-in level from 2.02 Bcf/d last week to 1.09 Bcf/d this week.

NWS project resumed LNG production on 21-April and is currently operating at a full capacity.

CNOOC’s new terminal Yuedong is now receiving their commissioning Ras Laffan cargo aboard Al Kharaitiyat.

The ship-to-ship operation is now taking place at Subic Bay, Philippines between Gas Natural’s Polar Spirit and Jovo’s Seri Bakti. The cargo then will be delivered to China on board Polar Spirit.

Shell’s Maran Gas Delphi loaded at Idku on 15-April and is now headed toward Far East, ETA 11-May. Also, Engie’s Gdf Suez Cape Ann lifted a cargo at Idku on 21 April and is currently signalling for the Fujairah anchorage, ETA 1-May. Engie’s Provalys discharged her Idku-sourced cargo at Chita and is now ballasting back there to load another cargo, ETA 18-May.

Interesting Moves 

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

Rasgas’ Arctic Aurora is expected with her backhaul Ras Laffan cargo at Zeebrugge on 11-May.

Shell’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.

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.

Vitol’s Wilpride loaded at Bethioua on 23-April and is currently signalling for Port Said with no clear destination.

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Kpler LNG (Breakdown of South American Imports)

Originally Released on 20 April 2017

Market Highlights

Gorgon Train 2 resumed LNG production this week, and the plant is expected to be at full capacity with the further 2 trains in operation.

Petronas’s Seri Camellia loaded at PFLNG 1 on 25-March and is now discharging at Dabhol.

Shell’s Maran Gas Delphi loaded at Idku on 15-April and is now crossing the Red Sea with no clear destination. Also, Engie’s Gdf Suez Cape Ann is expected to lift a cargo at Idku on 21 April.

Argentina’s tender delivery season appears to be under way, with five cargoes currently en route to Argentinian terminals:

Cheniere’s Maran Gas Alexandria is expected to deliver her Sabine Pass cargo to Bahia Blanca on 21-April, and BP’s Celestine River is delivering a cargo for Trafigura’s slot from Ras Laffan on 28-April.
Escobar is expecting three cargoes in the next few weeks:

Diversions of the Week

Shell’s Methane Julia Louise loaded at Sabine Pass on 5-April and was expected at Sines on 17-April. The vessel diverted and is now signalling for the Port Said with no clear destination.

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:

Interesting Moves 

Vitol’s Wilforce loaded at Bethioua on 9-April and is currently signalling for Rayong MTP, ETA 1-May.

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.

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.

Vitol’s Kita LNG loaded at Bonny on 3-April and is currently making laden voyage toward the Persian Gulf, with potential destinations in UAE and Kuwait.

Cubal loaded a tender cargo at Soyo on 16-April and is headed toward the Indian Ocean with no clear destination.

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.

Monthly Imports to South America by Destination Installations

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Kpler LNG (European Monthly Imports by Origin)

Originally Released on 13 April 2017

Interesting Moves 

Diversion: Cheniere’s Magellan Spirit was heading toward the Panama Canal with her Sabine Pass cargo, but she diverted on 10-April and is now expected at Altamira, ETA 16-April. This is the second tender delivery to CFE there in April.

Petronas’s Seri Camellia loaded at PFLNG 1 on 25-March and is now making her laden voyage toward India, ETA 18-April.

Sonangol Benguela is delivering her tender Soyo-sourced cargo to Kochi, ETA 17-April. Another cargo on board Trafigura’s Palu LNG is headed toward the Indian Ocean with no clear destination. Also, Soyo is expected to discharge her Soyo cargo at Pecem on 13-April.

Gas Natural’s La Mancha Knutsen is expected to load a cargo at Sabine Pass on 20-April and deliver it to Aqaba.

Shell’s Gallina loaded at Sabine Pass on 30-March and is currently making her laden voyage toward S.America. This is a second cargo in 2017 going from Sabine Pass to S.America.

Engie’s Gaselys is waiting off of port to reload a cargo on 15-April for Dapend delivery.

Rasgas’ Al Khuwair loaded at Ras Laffan on 5-April and is now signalling for Dunkerque via AIS, ETA 5-May.

Vitol’s Wilforce loaded at Bethioua on 9-April and is currently signalling for the Port Said with no clear destination.

Newbuild Chevron’s Asia Integrity is expected to discharge her maiden Gorgon-sourced cargo at Boryeong, ETA 18-April.

European Montly Imports by Origin

We observe more diversified origins of cargoes delivered to Europe in 2016, with increasing volumes coming from Peru and USA.

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Kpler LNG (Al Hamla’s expected arrival to Swinoujscie on 22 April)

Originally Released on 6 April 2017

Market Highlights

At Gorgon, Train 2 is still halted due to maintenance with no clear date of restart. Currently, Beidou Star is loading at the terminal, and there are two vessels expected to arrive: Prachi, ETA 7-April and Seishu Maru, ETA 15-April.

Petronas’s Seri Camellia loaded at PFLNG 1 on 25-March and is signaling for Melaka. The vessel is now floating off of Bintulu.

Diverted Cheniere’s Creole Spirit discharged first out of two tender cargoes for CFE at Altamira.

Qatargas’ Dukhan is delivering a tender cargo to OLT Toscana, ETA 6-April. This is the first tender cargo of the season.

At South Hook, the line-up for the terminal has been updated. Umm Slal previously indicated Milford Haven per AIS. Due to vessel restrictions at Dragon, we have added an analyst tag for South Hook, ETA 22-April. We expect an additional Q-Max at South Hook 11-May, but the name of the vessel has not been confirmed yet.

Please note that the current line-up is subject to change and we expect vessel swaps may occur:

Interesting Moves 

 Gas Natural’s Rioja Knutsen loaded at Sabine Pass on 26-March and was initially signalling for Sines, ETA 9-April. On 30-March the vessel diverted and is now headed towards Manzanillo, ETA 9-April. Currently, Cheikh El Mokrani is delivering a cargo instead, ETA 8-April.

Shell’s Maran Gas Lindos loaded a cargo at Atlantic LNG on 1-April and is now headed toward Canaport, ETA 7-April.

Shell’s Methane Lydon Volney loaded a tender cargo at Das Island and is now making her laden voyage toward Aqaba, ETA 10-April.

Two tender cargoes have been loaded at Soyo on board Sonangol Benguela on 29-March and Soyo on 5-April. Sonangol Benguela is currently headed toward the Indian Ocean with no clear destination.

According to Kpler analysts, Al Hamla is expected to arrive at Swinoujscie with her Ras Laffan cargo, ETA 22-April.

Petronas’ Trinity Arrow loaded at Bonny on 13-March and indicated MAAGP via AIS, ETA 19-April. The vessel took an unusual route across the Indian Ocean and is now travelling at 12.5 knots:

Sabine Pass Montly Exports by Destination

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Kpler LNG (Diversion of Rioja Knutsen)

Originally Released on 30 March 2017

Market Highlights

LNG production was suspended at the Sakhalin terminal for several days due to a gas leak. Currently, both trains resumed operations and expected to run at full capacity soon. There are three vessels ballasting off of the terminal and waiting to load: Amur RiverK. Jasmine and Ob River.

Petronas’s PFLNG 1 terminal off of Sarawak is now loading the cargo on board Seri Camellia. This is the first FLNG facility to start operations.

In April, Cheniere secured to deliver two tender cargoes for CFE to Altamira. The last cargo was delivered there in September 2016. Cheniere’s Creole Spirit was initially expected to cross the Panama Canal on 29-March and deliver her Sabine Pass cargo to Manzanillo. On 27-March she diverted for Altamira, ETA 30-March according to the Port Authority:

Gorgon Update

According to Chevron, Train 2 is temporarily halted and Train 3 has started production. Each production train has a capacity of 5.2 mtpa.

Kpler data reveals that 2 vessels have been cancelled in the past 10 days: LNG Barka and Asia Excellence. Both vessels were expected to load end of March. Meanwhile, Southern Cross did not arrive at the initial ETA indicated per AIS.

According to Chevron data, Marib Spirit is expected to load 13-April. There are no other vessels enlisted on earlier dates so far.

Interesting Moves 

Gas Natural’s Rioja Knutsen loaded at Sabine Pass on 26-March and was initially signalling for Sines, ETA 9-April. The destination was also confirmed by the Port Authority, but was removed from the list recently. On 30-March the vessel made a sharp turn to the south and is now headed towards the Caribbean:

 

Engie’s Provalys loaded at Idku on 29-March and is now headed toward Chita, ETA 24-April.

Dukhan was initially expected at Huelva on 7-April, but she diverted and is now headed toward Europe with no clear destination. Currently, LNG Benue is expected to discharge at Huelva instead – the vessel loaded at Bonny on 27-March and is signalling for ETA 7-April.

Uniper Energy’s Yenisei River was initially expected to arrive for reload on 25-March but the option was cancelled, and she is now ballasting off of Brest, France.

Shell’s Methane Lydon Volney is now loading a tender cargo at Das Island with no clear destination.

Malanje loaded her tender cargo at Soyo on 23-March and is making her laden voyage toward Jebel Ali, ETA 25-April. Also, BP’s British Diamond diverted from Fujairah, ETA 7-April and is ballasting now toward Soyo, ETA 19-April.

Statoil’s Arctic Princess loaded at Atlantic LNG on 26-March and is signalling for Skagen, ETA 10-April. According to Kpler analysts, the vessel will potentially discharge at Klaipeda, ETA 13-April.

Wilpride loaded her backhaul cargo at Ras Laffan on 23-March and is scheduled to deliver to Zeebrugge on 10-April.

Kpler vs GIIGNL Comparison

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Kpler LNG (Bw Gdf Suez Boston expected discharge in Grain)

Originally Released on 23 March 2017

Market Highlights

At Sabine Pass, Train 3 starts comissioning activities this week, while the mechanical completition at Train 4 is finished.

For Dunkerque, current nominations remain unclear for April. The list of accepted vessels has been updated and now includes two additional Q-flex vessels: Fraiha and Umm al AmadFraiha loaded at Ras Laffan on 19-March and is now signalling for the Suez Canal with no clear destination.

CFE launched a tender for two cargoes delivery to Altamira in April.

South Hook is expecting to receive six vessels at the terminal sourced from data reports and Port Authorities:

Interesting Moves 

Loaded with Atlantic LNG cargo, Engie’s Bw Gdf Suez Boston had docked at Everett from March 18th till 19th. According to her draught, she left Everett with over 95% of her cargo and is now heading to Grain for discharge, ETA 2-April.

Uniper Energy’s Yenisei River is expected to arrive for reload at Gate on 25-March, according to her AIS signal.

Statoil’s Arctic Voyager loaded at Snohvit on 7-March and discharged her partial cargo at Revithoussa on 19-March first. Now the vessel is expected to deliver another partial cargo to Aliaga, ETA 24-March according to her AIS.

Shell’s Methane Lydon Volney is now loading a tender cargo at Das Island with no clear destination.

Engie’s Gdf Suez Point Fortin loaded at Sabine Pass on 20-March and is now headed toward Andres to discharge her cargo, ETA 6-April.

Cheniere’s Golar Penguin loaded at Sabine Pass on 18-February, and is about to enter the Persian Gulf with no clear destination.

Statoil’s Arctic Aurora loaded at Snohvit on 11-March and is now making her laden voyage toward Jebel Ali, ETA 15-April.

Engie’s Provalys is ballasting toward Idku to load a cargo, ETA 29-March.

Energy Confidence was diverted from Gorgon where she was expected to load a cargo, and is now headed toward Singapore, ETA 30-March.

Shell’s LNG Enugu lifted a cargo at Bonny on 20-March and is delivering to Bahia Blanca on 2-April. This is the first discharge at Bahia Blanca since October 2016.

Total’s Meridian Spirit anchored on 20-March at Freifjorden, Norway for approximately 24 hours to carry out minor repairs. Now the vessel is headed toward Fos Cavaou, ETA 29-March.

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