In this issue

 

Shell’s Prelude FLNG barge is being prepared for restarting LNG exports. A month ago, Shell announced it was not expecting production to resume this year. However, recent vessel activity suggests…
Wednesday, 18 November 2020
Our data shows shipments from Egypt’s Idku LNG accelerated in November following an isolated shipment in late October. The plant saw a protracted market absence with only sporadic exports between…
Wednesday, 11 November 2020
Presumably induced by strong market incentives – including a healthy price spread in favour of importers and an infrastructure access reform – Chinese gas importer Foran Energy Group and US…
Wednesday, 04 November 2020
Exmar’s Tango FLNG barge left its mooring at Bahia Blanca in Argentina on Monday afternoon, our data shows. In our view, this marks the preliminary end of Argentina’s ambitions as…
Our data suggests Egypt’s Idku LNG shipped a rare cargo on Monday, which would mark another welcome break to the plant’s protracted market absence. However, our market visibility still does…
China’s domestic LNG prices saw a rally of more than 14% since September, with the average terminal capacity utilisation in the high 80s in October to date. By contrast, capacity…
Following a protracted weather-induced hiatus, Sempra’s Cameron LNG restarted LNG production on Sunday. A string of severe weather had previously forced exports to be stopped due to extensive interruptions to…
Japan has firmly re-established itself as the world’s leading buyer of LNG. Following subdued demand in the run-up to summer due to the negative economic impact of COVID-19 related health…
Following scheduled maintenance in May and June this year, Europe’s only LNG production plant was taken out of action again by unscheduled maintenance in early September and a subsequent fire…
Following severe weather since late August, US LNG exporters have struggled to maintain output, with shipments from the US Gulf of Mexico (US GoM) dwindling to just eight cargoes in…
LNG supply to the Pacific Basin is set to tighten in September due to maintenance and weather issues. However, we highlight that recent data also suggests this development is only…
Tuesday, 25 August 2020
Gazprom took an important step towards the start of FEED work on its Baltic LNG project by securing what appears to be part of a larger credit line provided by…
After a prolonged maintenance period, Algeria’s Skikda LNG has resumed production in late July. Our data for the 1H of August indicates the plant is continuing to ramp up production.…
Tuesday, 11 August 2020
Gorgon LNG, one of Australia’s largest LNG operations, has suffered from significant production loss following the shutdown of Train 2. Large cracks were discovered in several operation-critical propane kettles. Design…
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