LNG in brief

Table of contents

• LNG landing pages
• LNG trackers
• Marketing ramps up at Commonwealth LNG
• GATE announces positive FID on 4 bcma expansion
• Thailand’s emerging LNG buyers make progress
  • Latest insights and informs
• Eni agrees to sell its Nigerian onshore subsidiary to partner Oando
• Kumul splits 5% purchase of PNG LNG from Santos
• NWS partners exploring options for the shutdown of a train
• ADNOC Gas signs LNG supply agreement with JAPEX
• Energy Transfer attempts to revitalise Lake Charles LNG project
• Mexico Pacific and ConocoPhillips agree 2.2 mmtpa LNG SPA
• Arctic LNG-2 gets the Kremlin seal of approval.
• NNPC Limited agrees to take equity in Nigeria’s FLNG project
• India signed two long-term LNG heads of agreement (HOAs)
• Dominion Energy sells remaining interest in Cove Point LNG
• Plans for Mozambique’s Coral Norte FLNG submitted
• Deutsche Regas sublets Transgas Power FSRU from the German Government
• Panama Canal Authority tightens draft restrictions
• New LNG project in Australia? Tamboran signs MOUs with BP and Shell
• Cheniere and Equinor sign long-term LNG offtake agreement
• QatarEnergy signs large long-term SPA including equity participation with CNPC
• Bangladesh signs 0.25-1.50 mmtpa 10-year SPA with Oman
• Pakistan signs a framework agreement with Azerbaijan
• JX Nippon buys small stake in Papua LNG
• Bangladesh signed a 1.5 mmtpa long-term SPA, with QatarEnergy Trading
• Indonesia flip-flops on LNG export ban
• Tanzania LNG progresses after HGA and PSA agreement
• South Korea’s government expects mid-term LNG demand to shrink while Wood Mackenzie holds a more positive view
• QatarEnergy awards main EPC contract and takes de-facto FID on North Field South
• Hanseatic Energy Hub FID-ready after selling 80% of long-term regasification capacity
• Fujairah LNG is moving to Ruwais
• 4.4 mmtpa LNG project planned in Nigeria
• NOVATEK gets the green light to acquire Shell’s stake in Sakhalin-2
• First Chinese company to enter giant North Field East
• Reduced LNG prices have shortened the timeline for commissioning the LNG import terminals in Asia
• EIG & Brookfield confirm Origin offer; ConocoPhillips joins party
• Elbehafen LNG (Brunsbuettel) sends first gas to the German grid
  • Development and operational basis
  • Downstream constraints
• Papua LNG enters integrated FEED: electric drive and smaller scale
• Northwest Europe’s new regas capacity faces start-up slowdowns
• Perenco sanctions small LNG project in Gabon
• Many hurdles remain for Mozambique LNG
• NWS backfill: Beach downgrades reserves at troubled Waitsia
• German Deutsche Ostsee import terminal starts operations
• Japan ends 2022 announcing over 3 mmtpa of new long-term LNG contracts
• Record year of US contracting bows out with late flurry
  • NextDecade takes binding sales from Rio Grande Phase 1 to 9.75 mmtpa
  • Venture Global adds INPEX as a CP2 LNG customer
  • Sempra Infrastructure converts another HOA into a binding agreement
• European regas latest development
• Australian offshore regulator revamps approvals
• Piombino FSRU operator Snam draft capacity allocation rules
  • Approval, operating timeline and local opposition
• PETRONAS sanction Kasawari CCS to reduce MLNG emissions
• German LNG terminal, Deutsche Ostsee, gets an exemption from the third-party access regulation
• French Terminal Fos Cavaou capacity fully subscribed until 2030
• Petronet approves plan for the 4 mmtpa Gopalpur terminal
• QatarEnergy completes its North Field expansion line-up
• Sempra Infrastructure agrees final EPC contract with Bechtel for Port Arthur LNG
• Shell expands its Qatar LNG position
• New Fortress Energy awards Master Service Agreement for its next Fast LNG units
• Nigeria LNG declares Force Majeure
• German LNG terminal closes capacity allocation procedure
• PETRONAS calls FM on SSGP
• LNG shipping rates sent skywards on reduced vessel availability
• Australian CSG LNG projects sign HOA with government
• Santos sells down stake in PNG LNG
• TotalEnergies moves first to expand its LNG portfolio in Qatar
• US LNG contracting momentum: more deals signed
• Petronas and YPF sign deal to pursue integrated LNG project in Argentina
• Germany to charter fifth FSRU at Wilhelmshaven
• Energy Transfer signs LNG SPA with Shell for 2.1 mmtpa
• Germany clarifies initial operating model for Brunsbuettel and Wilhelmshaven FSRUs
• Engie to book the 1bcm remaining capacity at Eemshaven LNG terminal
• TotalEnergies to build and operate Le Havre floating LNG terminal
• Enbridge acquires 30% stake in Woodfibre LNG
• Marketing continues for NextDecade’s Rio Grande LNG project
• Angola’s New Gas Consortium takes FID on country’s first non-associated gas project
• Cheniere and PTT sign long term LNG SPA
• TotalEnergies progresses Papua LNG, withdraws from Myanmar
• PetroChina signs LNG SPA with Cheniere
• CPC’s Taichung LNG storage tank project starts construction
• ConocoPhillips partners with Sempra on US LNG
• Russia takes first step towards Sakhalin-2 expropriation
• Shell and CEZ secure regas capacity EemsEnergyTerminal
• ExxonMobil gets a share in Qatar’s giant North Field East LNG project
• Eni and ConocoPhillips join TotalEnergies in Qatar’s giant North Field East LNG project
• Longer-term Freeport LNG outages
• Tanzania LNG breakthrough, but still a decade away at best
• TotalEnergies awarded interest in a new joint venture alongside QatarEnergy
• Momentum builds for Sempra Infrastructure’s Gulf Coast Projects
• Indian buyers discuss the acquisition of Shell’s stake in the Sakhalin-2
• World Gas Conference, Daegu ushers in a new wave of South Korean contract announcements
• Venture Global continues marketing at Calcasieu Pass Phase 2 and Plaquemines LNG
• Total records US$4.1 billion impairment largely due to Arctic LNG-2
• QatarEnergy finalises contracts for 32 mmtpa North Field East expansion
• INPEX aims for Ichthys expansion
• Prelude restarts as Crux moves towards FID
• Testing times ahead for SSGP
• JERA sets up new Singapore company to negotiate more flexibility into long-term contracts
• NextDecade signs offtake agreements with Chinese emerging buyers
• Sinopec and PetroChina consider buying discounted spot cargoes from Russia
• Gunvor and ENI renege on long-term contracts to Pakistan
• Woodside turns-on Pluto-NWS interconnector
• TotalEnergies and Sempra expand North American strategic alliance
• Venture Global’s marketing focus moves to Calcasieu Pass Phase 2
• Cheniere issues Limited Notice to Proceed at Corpus Christi Stage 3
• Uniper expanding its available regas capacity in North-West Europe
• Mubadala starts gas production from Malaysia’s Pegaga field
• CPC’s third LNG terminal passes environmental impact assessment
• Santos' Bayu-Undan CCS project enters FEED
• ExxonMobil to exit Sakhalin-1 in Russia
• New Fortess Energy sign HoA with ENI, as ENI revisit Fast LNG in Congo
• Cheniere and EOG expand commercial ties
  • The facts
  • Our take
  • Stage 3 moving forward
  • Portfolio flexibility
• PNG inks P’nyang gas agreement
• Cheniere's Sabine Pass Train 6 enters commercial service
• Shell’s Prelude expected offline until Q2
• Fourth Australian LNG import terminal gets state approval
• Abu Dhabi Investment Authority buys 10% interest in Sempra Infrastructure Partners
• New Fortress Energy sign MoU with Mauritania for Fast LNG
• US-China LNG deals continue: Venture Global signs two with CNOOC
• Hot on the heels of Port Kembla: Viva LNG announces key deals
• JERA buys into high emissions Barossa gas project
• China signs up more Qatari LNG
  • Qatar continues its strong run of marketing success
• Atlantic LNG: Shell signs PSC contract for Manatee Development
• Australian LNG imports move one step closer as AIE charters FSRU
• Cheniere Marketing signs SPA with Foran for 0.3 mmtpa
  • The facts
  • Our take
• EPFC contract awarded to McDermott International for Woodfibre LNG
  • The facts
  • Our take
• Cheniere Marketing signs SPA with Sinochem for 1.8 mmtpa
  • The facts
  • Our take
• Sabah government approves third FLNG vessel
• EIG buys 10% of APLNG from Origin
• Cheniere Marketing signs SPA with Glencore for 0.8 mmtpa
  • Our take
• ADNOC LNG looks toFujairahsite for newliquefactionfacility
• Charter rates on the rise: Pacific basin charters trade at a premium
• Woodside reserves take a hit at Wheatstone
• Venture Global’s Plaquemines LNG signs SPAs with Sinopec for 4 mmtpa
• Singapore terminal operator looks to import LNG to protect energy security
• EG LNG to face disruptions until end-October
• Cheniere and ENN sign 0.9 mmtpa SPA
• Stonepeak to enter LNG shipping space with acquisition of Teekay LNG
• Qatar Petroleum and CNOOC sign 3.5 mmtpa SPA
• Beach Energy and BP agree LNG deal for Waitsia
• Santos and Timor-Leste sign Bayu-Undan CCS MOU
• PTTEP pushes Lang Lebah FID to 2023
• EPC contract awarded for Baltic LNG
• Excelerate Energy to lease Petrobras’ TRBA regas terminal
• MLNG backfill: Shell FID’s Malaysian Timi field, including renewable power
• P’nyang and PNG T3 negotiations restart
• Northwest Europe LNG sendout falls below 5 year average
• PETRONAS pushes third FLNG vessel towards FEED
• Abadi FID delayed further- can Southeast Asia’s vital pre-FID projects be developed?
• At last: more gas for GoFLNG as Perenco commits to new wells
• Japan's new 2030 energy mix unveils radical plans to transform the energy system
• Shell adds LNG shipping capacity with six newbuild charters
• TotalEnergies signs US$750m GLNG infrastructure agreement with GIP
• Chinese LNG imports: LNG contracting heats up as spot purchases slow down
• Hybrid Brent and AECO LNG supply agreement signed by PETRONAS and CNOOC
• Sempra 2021 strategy update: large single-train expansion planned at Cameron LNG
• US$4 billion Jansz-Io compression project gets the green light
• Rovuma LNG: unlikely to FID before 2026
• Kuwait’s Al-Zour terminal seeks commissioning cargo
• Tellurian signs SPA for 3 mmtpa with Vitol
• Total and ArcelorMittal Nippon Steel India sign flexible LNG Supply deal
• Australian spot cargoes rumoured to be impacted by rising political tensions
• Woodfibre LNG signs second SPA with BP
• Russian NOVATEK announces Q1 2021 results
• Replacement FSRU arrives at the Dortyol LNG Terminal
• Total declares force majeure on Mozambique LNG project
• Merakes makes waves in the Kutei Basin
• The Australian government gives CCUS a cash injection
• SK408 partners sanction Jerun project
• Argentina chartered its second FSRU for Bahia Blanca
• Qatar Petroleum to take on 100% ownership of QatarGas-1 in 2022
• Victorian Government rejects proposed Crib Point import terminal
• Total suspends construction once more at Mozambique LNG
• Chinese buyers return to long-term contracting
• NextDecade reveals cost estimates for proposed CCS project at Rio Grande LNG
• New Fortress Energy takes FID on Fast LNG
• Argentina's IEASA races to secure cargoes for the April-August period.
• Macquarie Capital launches LNG infrastructure vehicle
• Shenergy signs a 15-year SPA with NOVATEK from Arctic LNG-2
• LNG Stade announce successful non-binding open season
• Qatar Petroleum signs long-term LNG deal with Vitol for supplies in Bangladesh
• Woodside and Santos look towards FID’s in 2021
• Fluxys sanction 6 mmtpa capacity expansion at Zeebrugge terminal
• PETRONAS FLNG DUA achieves first LNG production
• Qatar Petroleum sanctions largest LNG project in history
• Equinor takes impairment close to $1 billion on Tanzania LNG
• Pipeline attacks in Nigeria highlight increased security risks in 2021
• Croatia become Europe’s latest LNG importer with the arrival of first LNG carrier
• Barossa takes step towards FID as Santos sign 10 year 1.5 mmtpa LNG deal with DGI
• Papua LNG to move ahead on its own
• One small LNG bunkering operation in Asia, one giant leap for Asian LNG bunkering
• Qatar Petroleum kickstarts QP Trading with SPA with Pavilion Energy
• Cheniere increases its run rate, announces deal with Foran Energy
• Tortue project conceptoptimised in bid to deliver value
• Wilhelmshaven FSRU’s failed open season provides boost to other planned German terminals
• Russian Arctic LNG-2 finishes up fleet formation
• Norway’s Snøhvit LNG outage extended to a year after fire incident
• Tango FLNG project between YPF and Exmar comes to an early end
• Qatar Petroleum on track for lower emission North Field expansion projects
• Tanzania to resume negations with IOCs over delayed LNG project.
• Snøhvit LNG set for outage of at least one month after fire incident
• Equinor takes step towards full electrification of Snohvit LNG with FEED award to Aibel
• Golden Pass LNG update
• Sinopec award of 1 mmtpa tender to Qatar, brings Asian oil linked contract slopes to a new low
• Northeast Asia’s backlash against coal escalates (again), providing upside for LNG
• Regulator provides clarity on Gorgon propane kettle inspection and remedial work schedules
• Tokyo Gas acquires North Louisiana gas assets
• Weld issues found at Gorgon LNG
• CNOOC purchases two carbon-neutral LNG cargoes from Shell
• Vietnam to start importing LNG by 2021
• Warren Buffet’s Berkshire Hathaway Energy makes move into LNG
• Mozambique LNG completes US$14.4 billion financing
• KBR’s retreat from LNG directly impacts five North America projects
• Myanmar’s first LNG-to-power plant begins operations marking the start of the country as an LNG consumer; PPA signed
• Gazprom hopes to defend market share with Greece contract first
• NOVATEK orders two floating LNG storage units in South Korea
• The great US LNG pushback arrives
• Gulf is Thailand's first non-state-owned player to receive an LNG shipper licence
• What's in store for China's gas storage?
• Croatia LNG terminal receives boost with short-term capacity reservations
• Yamal LNG goes over the top early
• Time is against IEASA on procuring LNG for upcoming winter in Argentina
• Shell announces its own FID on NLNG T7
• Argentina will increase its LNG imports this year
• Yakutia LNG project in Russia’s Far East seems far-fetched
• Could French regas become fully booked?
• JERA agrees to buy into Barossa, backfill field for Darwin LNG
• Utrenniy terminal to be expanded for Arctic LNG-1
• European gas storage: record inventory in place further weakens summer market
• Tortue FLNG start-up delayed by one year with BP declaring force majeure
• No project is immune: Mozambique’s Rovuma LNG sanction is postponed
• The fall-out continues: Nigeria LNG Train 7 delayed
• Shell leaves Lake Charles: It’s not you, it’s me
• Greece regas capacity booked, but coronavirus concerns cancel equity sale
• Coronavirus and oil price crash: read our latest insights
• Oil price crash eases burden for Chinese LNG offtakers facing weak demand
• Mozambique’s Rovuma LNG hits FID setback: ExxonMobil withdraws from US$2 billion US export credit agency loan
• Weak Lira hits Turkish gas demand, imports in 2019, but LNG up
• Russian NOVATEK announces 2019 results and future plans
• Qatar Petroleum secures EVEN MORE European LNG capacity
• UK’s South Hook terminal looks to expand capacity ahead of Golden Pass start up
• Spain regulator to create virtual LNG hub
• Qatargas and Shell gradually secures Kuwait’s LNG market
• Coronavirus to further depress global LNG markets
• Open and shut case for Bahrain LNG terminal
• Cheniere reaches 1000th cargo milestone in record time
• LNG imports hit record levels in most European markets in 2019
• McDermott reports progress on the second trains at Freeport and Cameron LNG
  • Two announcements by McDermott in December 2019 show progress at both Freeport and Cameron LNG.
• Kuwait’s KPC signs 3 mmtpa contract with QP
• Burst of LNG ship orders closes a record decade
• NLNG sanctions Train 7
• Golar wins a power purchase agreement for an LNG to power project in Brazil
  • Petrobras starts the process of leasing the LNG TRBA regas terminal
• Fully-booked capacity at Montoir demonstrates high demand for Europe regas
• PGNiG plans to expand small-scale LNG offering
• Equatorial Guinea awards Fortuna block to LUKOIL and signs strategic partnership with Vitol
• Qatar Petroleum ups LNG expansion plans to 48 mmtpa
• FERC authorization news
• Scarborough and Pluto Train 2 update
• Woodside increases Scarborough reserves by 52%, hits 11 tcf
• New gas consortium to supply Angola LNG
• Kosmos Energy and BP make major gas discovery offshore Mauritania
• Romania could take stake in new Greece LNG importing terminal
• RusGazDobycha chooses EPC contractor for Baltic сhemical complex
  • ConocoPhillips to sellnorthern Australia assets including Darwin LNG to Santos
• Uniper appetite for LNG builds as it signs HoA with Woodside
• Tellurian and Petronet sign MOU for potential 5 mmtpa equity investment in Driftwood LNG
• JGC-Fluor-TechnipFMC sign Rovuma LNG EPC in Mozambique
• New coal policy proposal could boost South Korea LNG demand
• Total concludes Mozambique LNG entry as US EXIM approves US$5bn loan to project
• Kosmos' Yakaar appraisal firms up resources for further LNG development
• Vitol and Mozambique NOC form LNG trading JV
• Russian Ministry of Finance to support Baltic LNG
• LNG agreements dominate Russia’s 5th Eastern Economic Forum
• Freeport LNG Train 1 ships first cargo while expansion project Train 4 raises $1 bn
• Panama regas project charters GasLog ship for 10 years as an FSU
• Russia's Arctic LNG-2 announces FID
• Arctic-2 will be first LNG project to use ships built in Russia
• PNG green lights Papua LNG, introduces new fiscal regime
• Qatar takes all of Belgium's regas capacity ahead of LNG expansion
• Shell makes a move into the Australia power market with potential implications for Queensland Curtis LNG
• Magic potion or Vitalstatistix fuel LNG shipping market?
• NOCs increase share in Greater Tortue Ahmeyim field in Mauritania/Senegal
• NOVATEK starts tender process for Obskiy LNG
• Osaka Gas becomes first Asian LNG toller to operate gas production in the US
• Indonesia’s Tangguh Expansion delayed by a year
• Rovuma LNG in Mozambique seeks revised EPC bids
• Indonesia approves Abadi LNG revised Plan of Development
• Summer season gets into full swing as Yamal exports 250 th cargo
• Taiwan LNG imports fall in first half of 2019
• Tellurian signs definitive agreements with Total for investment and offtake at Driftwood LNG
• First cargo of the season heads to Asia via the NSR as Yamal LNG produces above capacity in first half of 2019
• Mitsui and JOGMEC to get 10% in Russian Arctic LNG-2
• Pacific Oil & Gas announces first firm SPA with BP for LNG from Woodfibre
• Pavilion Energy takes over Iberdrola's LNG business
• Hong Kong offshore LNG terminal locks in supply and FSRU chartering
• First deal at Commonwealth LNG with Gunvor HOA, Venture Global increases PGNiG sales
• Panama Canal toll to go up for LNG vessels in 2020 (but not by as much as for some other vessel types)
• Anadarko and partners take FID on Mozambique LNG
• INPEX and Government of Indonesia agree next steps for Masela PSC
• Shell delivers first LNG cargo from Prelude
• PSC amendment opens the door for Aphrodite in Cyprus
• Cheniere announces FID on Sabine Pass Train 6
• Total increases its US LNG exposure with acquisition of Toshiba capacity at Freeport Train 3
• Bulgaria accesses cheaper gas through LNG imports
• Yudean imported first cargo via third-party access - China's terminals opening up
• NOVATEK plans new Obski LNG plant on Yamal peninsula
• NOVATEK selects TechnipFMC as EPC contractor on Arctic LNG-2
• Total steps into Mozambique LNG (Area 1)
• Mozambique's Rovuma LNG (Area 4) Development Plan approved
• JERA-CPC sign up for Mozambique LNG volumes and project sets FID date
• ExxonMobil signs a 20 year 1 mmtpa SPA with Zheijang Energy
• Chinese players buy 20% in NOVATEKs Arctic LNG-2
• Qatar Petroleum tenders for 100+ LNG ships
• Russian LNG plant inaugurated in Baltic
• Chevron's acquisition of Anadarko – What does it mean for Chevron's LNG position?
• Papua LNG JV signs gas agreement with the PNG Government
• Toshiba sale of its US business to ENN falls through
• Noble Energy sanctions Alen gas project to backfill Equatorial Guinea LNG
• Ocean LNG sign SPA with Golden Pass for entire 16 mmtpa output
• Baltic LNG dealt blow as Shell exits Gazprom project
• Review of LNG19 in Shanghai contracting activity – April 2019
  • New LNG contracts announced ..but US-China deals a notable absentee
  • Shell – Signs Brent-indexed SPA for 2 mmtpa from Next Decade's Rio Grande LNG
  • Total – Increases equity stake both in Tellurian and Driftwood and procures 1.5 mmpta offtake
  • Total - Signs 10-year SPA with Guanghui
  • Shell-Tokyo Gas - Fight coal with coal-linked contracts in Japanese power struggle
  • Woodside - Signs HOA with China’s ENN Group to underpin Scarborough development
  • NOVATEK - Signs two HOAs from portfolio, including from Arctic LNG-2
  • PNG LNG – Signs SPA with Unipec Singapore (subsidiary of Sinopec)
  • JERA contract LNG Canada volumes from Mitsubishi subsidiary
• NOVATEK commissions Vysotsk LNG (0.66 mmtpa)
• Mozambique LNG (Area 1) takes major step towards FID after signing SPAs with CNOOC, Tokyo Gas-Centrica and Shell
• NOVATEK sign deal with Siemens to provide compressor units for Arctic LNG-2
• ExxonMobil backs German LNG project with non-binding capacity booking
• Time is up for Ophir on Fortuna FLNG
• Mozambique Area 4 partners advance LNG marketing

Tables and charts

This report includes 111 images and tables including:

• GATE capacity by company
• Thailand’s gas supply and demand balance
• Oando post-deal metrics

What's included

This report contains:

• LNG in brief

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• LNG in brief

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• lng_corporate_in_brief_Archive.pdf

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