Main Highlights

GAIL’s Meridian Spirit loaded at Sabine Pass 4-Mar. This was the first contract shipment to depart from Sabine Pass. GAIL has a primary contract for Train 4 of up to 3,5 mtpa. According to GAIL’s chairman and managing director, Mr. B C Tripathi, the cargo will be delivered at Dabhol end of March.

BP’s Methane Spirit indicated Cove Point per AIS on 15-Feb. She is currently idle near Singapore. According to kpler analysts, the vessel can not reach Cove Point at her given ETA. There are currently no other vessels confirmed to load the 2nd cargo at the newly commissioned plant.

A reload from South Korea has arrived in Japan. Trinity Arrow reloaded at Gwangyang 26-Feb. She is currently discharging her cargo at Sakai. The vessel is expected to load at Angola LNG’s Soyo plant early April.

Engie’s Flex Enterprise loaded a cargo at Idku 15-Feb. She is expected to discharge her cargo Far East. Kpler Analysts expect the delivery to take place in South Korea.

Gas Natural’s Golar Ice is expected to deliver her Huelva reload at Pyeong Taek, ETA 5-Mar.

Diversion Alert

Shell’s Gallina is expected to deliver her Peru LNG-sourced cargo in South Korea later this month. According to her course and shipping sources, the vessel could be headed towards Dampier in Australia instead. Her activity remains unconfirmed.

Chevron’s Clean Planet was initially expected to load at Gorgon 5-Mar. According to her course, she is currently headed towards the Cape of Good Hope.
Gorgon exported up to 1,23 mt in February, an increase of 0,68 mt YtY. The following vessels are expected to load: Stena Clear Sky 12-Mar, Seishu Maru 14-Mar and Tangguh Hiri 15-Mar.

The region imported a total of 3.44 mt in February, a drop of 0,40 mt YtY. The main importing countries were Turkey (1,15 mt), Spain (0,71 mt) and France (0,59 mt).

Up to 10 reloads and transshipments took place in the region from the following installations: Fos Cavaou, Gate, Montoir and Huelva.

Engie’s Wilpride reloaded a cargo at Fos Cavaou 3-Mar. She was initially expected by the Port Authority to discharge at Pyeong Taek. However, her destination was changed a few days later and the cargo was delivered at Barcelona terminal 6-Mar.

Qatargas’ Duhail has updated her AIS for South Hook, ETA 24-Mar. This will be the only cargo delivered there this month.

Italy’s OLT Toscana allocated an additional slot 7-Mar, due to cold weather in the region. According to Kpler Analysts, Shell’s Maran Gas Sparta could be delivering this cargo this evening. The vessel loaded at Idku 4-Mar.

PGNiG’s Swinoujscie is expected to receive up to 2 Q-flexes from Ras Laffan in March. Qatargas’ Al Ghariya, ETA 9-Mar and Onaiza, ETA 25-Mar. Qatargas agreed last year to increase volumes supplied to PGNiG from 1 to 2 mtpa.

Middle East & India

Angola LNG’s Malanje loaded at Soyo 4-Mar. According to AIS, the cargo will be delivered at MAAGP, ETA 24-Mar. This will be the second tender cargo imported by KPC this year.

India imported up to 1,71 mt in February. Dahej remains the main importing terminal. Up to 1,3 mt of LNG is expected to be deliverered at the terminal in March.

Maintenance & Outages

PNG LNG Temporarily Shut
PNG LNG is expected to remain shut for up to 8 weeks. All previously expected port calls have been cancelled. The majority of the PNG LNG fleet of dedicated vessels are currently headed towards Singapore, with several available for charter until the plant resumes activities. The plant usually exports an average of 9 cargos each month.

APLNG Planned Maintenance
Planned maintenance is expected to commence 8-Mar. According to the Australian Energy Market Operator, maintenance will last until 23-Mar and will effect 1 train. The plant consists of 2 trains with a capacity of 4,5 mtpa each. Production is expected to be reduced by up to 0,3 mt. China remains the biggest importer of APLNG cargos. Sinopec has contracted up to 7,60 mtpa from the plant.