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.
Cesi Beihai delivered a commisioning cargo to Sinopec’s new Tianjin terminal. The vessel is now heading back to APLNG to load.
Meridian Spirit , under long-term charter to Gail, was heading ballast towards Europe from Port of Spain. She diverted and is now heading to Sabine Pass to load.
NLNG’s LNG Lokoja was signalling Aqaba as destination for her Bonny cargo. She discharged at Hazira instead
Shell’s Gemmata has been floating ballast in the vicinity of Cove Point for 3 days. It is unclear when the terminal is expected to load their commissioning cargo.
East Coast Update
According to EIA, net withdrawals from US storage fields totaled 359 Bcf for the week ending January 5, 2018. Meanwhile, LNG Imports to the region are expected to reach up to 0,55 MT for January. This will be the highest level of imports there since March 2015.
Shell’s Madrid Spirit delivered a cargo at Cove Point 16-Jan. This is the second delivery at the newly transformed liquefaction plant. The cargo is most likely regasified for domestic consumption, due to high natural gas prices in the region. The liquefaction plant is not expected to export any LNG in Q1 2018.
Gas Natural’s Catalunya Spirit loaded at Atlantic LNG. According to AIS, the vessel is headed to Canaport, ETA 22-Jan. This will be the second cargo delivered there this month.
Engie’s BW Gdf Suez Everett and Gaselys are both headed towards Everett. However, only Gaselys has confirmed Boston per AIS, ETA 20-Jan.
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
, ETA 21-December
, 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
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.