LNG short-term analytics: Market intel Report

Commodity Market Report 30 January 2024

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Report summary

The "LNG Short-Term Analytics: Market Intel" report is part of Wood Mackenzie's LNG Short-Term Analytics Service. The report includes Wood Mackenzie's take on recent events and news relating to the short-term LNG market - across liquefaction, shipping, regas, demand and trade. The page is updated on a rolling basis and will outline some key changes to our balances before we publish our monthly reports.

Freeport struggling to fight off Winter Storm Heather
Israel gives go-ahead for Tamar to resume production
Israel’s Energy Ministry orders shut down of Chevron’s Tamar gas field
Chevron and unions agree: Australian LNG industrial action is over
Freeport resumes LNG exports
Strike action escalates at Chevron’s operated facilities
Freeport unplanned outage: what's happening after week 1?
TTF volatility continues as strike talks progress
Looming strikes in Australia increase risks of global LNG exports disruption
Nigeria’s Forcados offline for over two weeks
Tangguh LNG Train 3 moving to commissioning phase
Shell and PETRONAS sanction Phase 10 of Egypt’s West Delta Deep Marine Development
Panama Canal Authority tightens draft restrictions
LNG Tendering highlights
LNG Supply highlights
German LNG Acceleration Act amendments
The world’s largest LNG offshore facility, Bauhinia Spirit, begins operations in Hong Kong
The Greater Tortue Ahmeyim FPSO departs for the offshore facility
Russia’s Novatek takeover of Shell’s assets in Sakhalin-2 is delayed
Planned maintenance underway at various facilities
Two-week outage at Snohvit
Israel sanctions new overland export pipeline to Egypt
Five-week maintenance at Gorgon LNG
Issues at gas turbines will impact Calcasieu Pass run rates
Philippines to receive first cargo
Reduced LNG prices have shortened the timeline for commissioning the LNG import terminals in Asia
Uptick in Freeport's activity
Elbehafen LNG (Brunsbuettel) sends first gas to the German grid
- Development and operational basis
- Downstream constraints
Downtime at ADNOC continues over Q1
First loading at Freeport LNG, as feedgas is taken to cool down Train 3
Skikda likely back online after downtime
Freeport approved to begin cooldown of Loop 1
Can Algeria export more LNG in 2023?
Nigeria's fierce military crack-down on crude theft and illegal refining
Germany’s first FSRU has arrived near Greifswald Bay
Nigeria's run rates still around 50% a month after flooding
Cheniere comments on maintenance in 2023
Freeport LNG unlikely to hit the mid-November restart timeline
First LNG tanker arrives at Coral FLNG
Risks to Freeport LNG ramp-up
Cove Point LNG ends annual maintenance
Update on fall maintenance expectations at Cheniere trains
Cove Point LNG maintenance continues
Sabine Pass requests to place Storage Tank S-101 back in service
Multiple vessels head to Freeport as facility’s restart approaches
First signs of activity at Cove Point after maintenance
Nigeria LNG declares Force Majeure
Full inventories prompt Sabine Pass to take trains offline
Leak on the Sabah-Sarawak Gas Pipeline impacting MLNG's cargo exports
Difficulty loading at Sabine Pass’ newly-opened third berth
All eyes on Freeport's restart and its pace of ramp up
Cove Point LNG begins annual maintenance and inspections
Oman LNG Train 1 debottlenecking
Netherlands EemsEnergy terminal receives its first LNG cargo
Cheniere’s request to exempt gas turbines not granted by EPA
Hurricane forecast update
Mitsui and Mitsubishi keep Sakhalin-2 LNG stakes in Russia, while Shell exits
Freeport carrying maintenance at Train 2
Freeport LNG provides update on restart timeline
Union and Shell strike agreement at Prelude FLNG
Gazprom announces unplanned 3-day maintenance on Nord Stream pipeline
First loading is approaching at Coral FLNG
Freeport LNG cancels force majeure related to June explosion
Pertamina offering Bontang cargo due to issue at fertiliser facility
Freeport's third-party assessment of damage likely complete
Russia takes first step towards Sakhalin-2 expropriation
Calcasieu Pass commissioning the last two trains of the facility
Cheniere warns EPA ruling will greatly disrupt exports to Europe
Coral FLNG receives first gas
Planned turnaround in Peru in July
Ichthys planned maintenance under way
Wilhelmshaven floating LNG terminal starts construction
Freeport imagery: root cause failure analysis underway
Freeport update: the facility will remain offline for 3+ months
Freeport LNG to remain offline for at least 3 weeks
Maintenance at Angola LNG
LNG cargo diversions in Asia and Europe
Explosion at Freeport LNG
East-Coast Australian producers swing gas to the domestic market
Indonesia's Merakes performing well in first quarter
Wheatstone's large planned maintenance finalised
What is driving record gas price differentials in Northwest Europe?
Tangguh LNG Train 2 to restart after technical issue
Calcasieu Pass seeks authorisation to load from second jetty
Eni and Egypt’s EGAS sign gas framework agreement
Prelude FLNG back online
Calcasieu Pass to introduce feedgas into Trains 9 and 10
Planned maintenance starts at Freeport Train 1
New Fortress Energy seeks to deploy "Fast LNG" in the US by Q1 2023
Sinopec and PetroChina consider buying discounted spot cargoes from Russia
Gunvor and ENI renege on long-term contracts to Pakistan
Woodside starts flows on the Pluto-KGP interconnector
Wheatstone LNG starts planned maintenance
One train likely offline at Ichthys LNG
ADNOC LNG Train 3 likely offline
US to supply Europe with an additional 15 bcm of LNG in 2022?
Calcasieu Pass to commission trains 11 and 12
Qatargas-3 restarts after maintenance
Panama Canal usage hits a record low
TotalEnergies outlines approach to Russian projects and volumes
Coral FLNG first cargo brought forward
Lucas Schmitt, 21 March 2022
Update on Congo's Marine XII FLNG
Eni revisits FLNG in Congo
Weekly US LNG deliveries to Europe hit a record high
Qatar's RL3 back online after maintenance but another megatrain goes offline
Russian LNG cargoes still unloading at European regasification terminals
Calcasieu Pass LNG ramps up train 6
Are buyers shunning Russian LNG?
BP, Shell, Equinor, and ExxonMobil announce Russia exit, while TotalEnergies pledges no new Russia investments
Qatar's RL3 facility brought offline for planned maintenance
Update on Arctic LNG 2 construction
Egypt to receive more gas from Israel
Martijn Murphy, 17 February 2022
Woodside are searching far and wide for NWS gas supply
U.S. LNG Departures Hit a Weekly Record High This Past Week
Calcasieu Pass LNG Given Permission to Commission Gas Turbines 4 and 5
Calcasieu Pass LNG Starts Ramping Up Train 5
Cheniere Announces Substantial Completion of Sabine Pass Train 6
Calcasieu Pass requesting authorisation to load first cargo in February
Restart at Snohvit delayed to mid-May 2022
Sabine Pass Train 6 to start commercial operations
Calcasieu Pass LNG authorised to introduce feedgas into trains 3 and 4
First liquefaction from Calcasieu Pass LNG
First heat signals from two gas turbines at Calcasieu Pass
Bontang output under pressure in 2022 despite Merakes well restarting
Tangguh LNG export targets flat year-on-year
Planned maintenance at Tangguh LNG
Prelude FLNG offline to extend to at least March 2022
First liquefaction to begin shortly at Calcasieu Pass LNG
Turkey’s LNG imports rose sharply in October and remain high
Korea : Strong nuclear generation and high LNG arrivals lead to record LNG inventory
Fire at Prelude FLNG
Gorgon Train 3 goes down
Indonesia's Merakes encounters production issues
High mercury levels delay feedgas in Malaysia
First liquefaction at Sabine Pass Train 6
Construction of Al-Zour regasification terminal is completed
Gorgon Train 1 brought offline due to gas leak
Loadings resume at Prelude FLNG
Cargo loadings resume at EG LNG
FERC approves refrigerants introduction at Sabine Pass T6
All 18 trains delivered to Calcasieu Pass LNG
Qatar Petroleum orders 10 new vessels in two months amid expansion plans
Calcasieu Pass LNG liquefaction Block 1 commissioning
Singapore terminal operator looks to import LNG to protect energy security
EG LNG to face disruptions until end-October
- Fuel Oil vs. LNG
Qatar Petroleum and CNOOC sign 3.5 mmtpa SPA - 29 September
- Peru LNG issues to continue until end-August – 12 August
- Mid-year demand review (H1 2021)
- Mid-year demand review: Strong growth in APAC (+11% or +13.2Mt) – 16 July
- Mid-year demand review: European imports have fallen significantly (-17% or -8.5 Mt) – 16 July
- Mid-year demand review: Spike in demand in South America (+92% or +2.6 Mt) – 16 July
- Mid-year supply review (H1 2021)
- Mid-year supply review: Malaysia drives output up in South East Asia – 14 July
- Mid-year supply review: LNG output in freefall across South America – 13 July
- Mid-year supply review: Australia delivers robust H1 2021 output and gears up for growth in H2 – 12 July
- Two new LNG regas terminals - in Kuwait and Senegal - to start importing in July – 1 July
- Calcasieu Pass LNG update – 30 June
- Sabine Pass Train 6 gets green light for introducing fuel gas – 30 June
- Skikda LNG goes offline due to failure at control system – 19 June
- India: Lockdown reduce to CGD (Citygas demand) and RLNG demand reduced in Fertiliser sector – 15 June
- Yamal LNG Train 4 to undergo summer testing – 02 June
- Maintenance to reduce output at Sakhalin-2 – 01 June
- Peru LNG's disruption still ongoing – 27 May
- South Korea: High LNG generation, high LNG imports, and strong inventory rebuild – 14 May
- North West Shelf encounters production issues – 13 May
- India: Falling fertilizer demand, and expected lockdown impact to CGD (Citygas demand) – 11 May
- Peru down due to compressor issue – 10 May
- Peru's maintenance timing changing – 28 April
- Bontang's backfill Merakes comes onstream – 27 April
- Repairs at Snohvit LNG to last until March 2022 – 26 April
- Tangguh LNG Train 3 expected to face severe delays – 15 April
- South Korea: Nuclear disruption – 8 April
- (Update) Sakhalin-2 exports come back to normal pace – 01 April
- Sabine Pass Train 6 ahead of schedule – 28 March
- PETRONAS FLNG 2 exports first cargo – 27 March
- Calcasieu Pass LNG construction progressing well – 23 March
- India: BP and Reliance Industries (RIL) offering sales of KG basin gas – 15 March
- (Update) Sakhalin-2 still running on single train – 13 March
- Gorgon Train 1 comes back online – 10 March
- (Update) Sakhalin-2 running on single train – 8 March
- Feedgas disrupted at Sakhalin-2 – 3 March
- First gas from the Alen backfill in Equatorial Guinea – 1 March
- Turkey: Increased Russian pipeline flow in 2022 - 26 February 2021
- Eni restarts Egypt’s Damietta LNG plant – 22 February
- India: Poor domestic gas production - 19 February 2021
- Polar Vortex disrupts feedgas to US LNG facilities – 18 February
- PETRONAS FLNG Dua achieves first LNG production – 15 February
- Northwest Europe: Increase global uncommitted LNG - 12 February 2021
- Japan: Seasonality Change - 29 January 2021
- S.Korea: Lower inventory and increased LNG to power - 22 January 2021
- China: Stronger economic data and gas demand growth - 15 January 2021
- Pipeline attacks in Nigeria highlight increased security risks in 2021 - 10 January

Tables and charts

This report includes 57 images and tables including:

Freeport LNG Power Draw: last 4 weeks
Wood Mackenzie proprietary camera view of Freeport LNG
Breakdown of pipeline imports in Egypt

Israel gas production and capacity
Eastern Mediterranean key gas fields and infrastructure
Utilisation rates at Wheatstone
Utilisation rates at Gorgon
Freeport LNG: image taken 11 September 11:32am CT
Egypt LNG exports
US cargoes via Panama Canal
Israeli gas exports to Egypt by route (May 2023)
Wood Mackenzie proprietary camera view of Calcasieu Pass
Freeport LNG Power Draw: last 2 weeks
ADNOC run rates (15 day moving average)
Nigeria's NLNG run-rate
Nigeria's NLNG run rates (7-day rolling average)
Nigeria's upstream fields and pipeline infrastructure
Commissioning cargo Murex
Hurricane status (7 Sep)
Freeport Train 2
Freeport's aerial view of Train 2
FLNG timeline from unit leaving shipyard to first cargo export
Count of cargo exports from Ichthys (by destination)
Overall view of the current assessment area
Zoom on current damage assessment area
Some of the damaged pipes
Current assumption for Freeport LNG
Freeport LNG volumes by destination
Freeport LNG damages
Freeport LNG damages
Pan Africa diversion to Japan
Golar Glacier: U-turn
Wood Mackenzie's proprietary camera berth view at Freeport (08 June 2022, 11:29am CT)
Location of incident at the Freeport LNG facility
Domestic gas prices versus LNG Netback Price
Queensland LNG export seasonality
Bontang LNG's cumulative output
10-day moving average of utilisation
Ichthys LNG 15-day moving average utilisation
Qatargas 10-day moving average utilisation
8 March 2022
Imports from Yamal LNG (2021)
Imports from Sakhalin-2 LNG (2021)
Damietta's utilisation
ELNG's utilisation
Gorgon LNG utilisation (30-day moving average)
EG LNG quarterly output (annualised)
Peru LNG's capacity utilisation (30-day moving average)
Monthly gas production
Monthly gas consumption
Calcasieu Pass LNG fly-over (8 March 2021)