In this issue

 

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…
Brazil is gearing up to accelerate a fundamental shift in its gas market, with federal competition regulator CADE overseeing the beginning of Petrobras’ gradual withdrawal from its monopoly position in…
Egypt’s first LNG export since March this year marks a welcome change to the country’s protracted absence. However, market indicators suggest this export from Idku LNG was a one- off,…
After considerable delay, Myanmar’s Thanlyin LNG has advanced to regular LNG imports, suggesting the project is operating at – or close to – capacity. Vessel tracking data confirms our initial…
Despite its relatively small volume, last week's signing of an independent LNG supply deal between BP and ENN is a rare bright spot for LNG demand growth in Northeast Asia.…
US LNG exports saw continued decline since April, which began to accelerate May. US LNG shipments continued to fall last week, thus indicating a continuation of the trend. Several factors…
The Golar Kelvin, carrying the larger of the two Malaysian cargoes earmarked for Myanmar’s first LNG import project, arrived in the Gulf of Martaban, apparently waiting to begin transferring its…
Chevron confirmed it would consider serious offers for its stake in NWS LNG, Australia’s first large-scale LNG development. Already plagued by asset write-downs and a CAPEX cut announcement even before…
The easing of lockdown measures in India promises a return to accelerated demand growth. In mid-May, our data indicated year-on-year demand growth acceleration. Whilst indeed year-on-year  demand grew that month,…
Myanmar has become Southeast Asia’s latest LNG importer as the CNTIC VPower Global docked at the new Thanlyin LNG jetty on Saturday morning. However, the LNG project is being rushed…
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