Kpler LNG (Interesting Moves)

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.

Kpler LNG (Interesting Moves)

Main Highlights

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.

Kpler LNG (Interesting Moves)

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.

Kpler LNG (Cool Runner Diversion)

Market Highlights

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
RasGas’ Lusail, ETA 21-December
RasGas’ Simaisma, 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.

Kpler LNG (Cove Point LNG Starting Operations Soon)

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.

Kpler LNG (China LNG Imports)

Reloads of the Week

Itochu’s Cool Explorer reloaded a cargo at Gwangyang on 27-November and is delivering it to China, ETA 5-December.

Shell’s Hispania Spirit loaded at Atlantic LNG on 13-November and delivered to Grain on 25-November. The vessel arrived to reload at Gate on 28-November.

Engie’s Bw Gdf Suez Paris reloaded at Fos Cavaou on 26-November and is now making her laden voyage towards Incheon, ETA 22-December.

Wilforce will reload at Gate after she finishes her port call at Zeebrugge, ETA 3-December.

Shell’s Methane Nile Eagle reloaded at Fos Cavaou on 8-November and was floating offshore of Kalamata, Greece until 25-November. The vessel delivered her reloaded cargo back to Fos Cavaou on 29-November and is now headed towards Bonny.

Kpler LNG (Reload of Wilforce at Gate)

Reloads of the Week
Shell’s Hispania Spirit loaded at Atlantic LNG on 13-November and is about to deliver to Grain, ETA 25-November. She will reload at Gate shortly after.Engie’s Bw Gdf Suez Paris discharged her Montoir reload at Ain Sokhna on 18-November and is now headed towards Fos Cavaou for another reload, ETA 26-November. She will deliver the cargo to Incheon, ETA 22-December.Wilforce is expected to reload at Gate after she delivers her Ras Laffan cargo to Zeebrugge on 29-November.Golar Tundra reloaded at Montoir on 26-October and is about to discharge at Ningbo, ETA 24-November.Skangas’ Coral Energy reloaded at Zeebrugge on 13-November and is now discharging at the new small-scale LNG terminal Tornio Manga, Finland. It is the largest such terminal in the Nordic region.Shell’s Methane Nile Eagle reloaded at the terminal on 8-November and is still floating offshore of Kalamata, Greece.