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in Freight News 09/06/2022. Hellenics Shipping News. Source: Platts
US LNG export terminal utilization remained robust during the week ended June 7 as prompt supplies headed to Europe and developers of new capacity got a boost from Asia.
FOB Gulf Coast cargo values fell sharply week-on-week as higher shipping costs and movements in destination prices cut netbacks.
Looking ahead, there was a market participant seeking to sell some prompt US FOB volumes in the near-term, which could help give price direction, an Atlantic-based trader said.
Feedgas deliveries to the seven major US liquefaction facilities averaged 12.67 Bcf/d during the week of May 31-June 7, versus 12.76 Bcf/d the previous week, S&P Global Commodity Insights data showed.
The Platts Gulf Coast Marker for US FOB cargoes loading 30-60 days forward was assessed at $18.75/MMBtu on June 7, down $4.10/MMBtu since the beginning of the week. It was the lowest level since May 9.
In news developments during the latest week, a subsidiary of China Gas agreed June 5 to buy 700,000 mt/year of LNG from Energy Transfer’s proposed Lake Charles LNG export terminal in Louisiana under a 25-year deal. The volumes are being bought on a free-on-board basis. The purchase price will be indexed to the US Henry Hub, plus a fixed liquefaction charge. First deliveries are expected as early as 2026, subject to conditions, including Energy Transfer reaching a positive final investment decision on Lake Charles LNG. With the China Gas deal, Energy Transfer now has around 5.8 million mt/year of Lake Charles LNG supply covered under long-term contract.
While Asia continued to show support for future US volumes, current supplies continue to head to Europe. Spain received more US LNG than any other country in May, tripling the number of American cargoes it imported versus a year earlier, as gas-for-power demand surged, and it seized opportunities to send some volumes to neighboring France. As a bloc, Europe, plus Turkey, continued to buy an outsized portion of US LNG, importing almost two-thirds of the US cargoes delivered during last month.
