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.

Indian 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.

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%