2022 0225

1.JKN price falls to 33, 3.8 decrease. Price in Murmansk drops to the lowest among others, 28.49.?

2.Ukraine currently has some 10.3 Bcm of gas in storage.?

The Mrynske underground gas storage(which is 1.5 Bcm capacity) has temporally suspended gas withdrawal due to messages of military activities taking plase at a distance of 8-9 km from the gas storage site.?

The respective gas volume has already been compensated for by higher withdrawals from the Solokhivske(1.3 Bcm) and Kehychivske(0.7 Bcm) UGS.

The remaining UKrTransGaz facilities are operating as normal.?

Total capacities across Ukraine's 12 storage sites is 30.95 Bcm, with the biggest site being the 17 Bcm Bilche-Volytsko-Uherske facility.?

Naftogaz: the company name.?

3. Latvia warns of gas supply security risks to waive storage transfer cost.?

4. The battlefield is changing rapidly, and the news is still lagging behind

2022 0228?

1. If Europe loses 40 Bcm/year equivalent of Russian flow volumes via Ykraine, it cannot replace this volume via other supply sources

Through Poland and Turkey, it could supply 10-15 Bcmyear of compensatory volume at best.?

2. Japan;s JERA does not currently see SWIFT ban impacting Sakhalin 2 LNG imports.?

Sakhalin 2 LNG project in Russia's far east is maintaing its LNG production and supply to custimers as normal.?

Sakhalin 2 LNG accounts for almost all of Japan;s LNG imports from Russia. Russia accounted for 9% of Japan;s total LNG imports in 2021.?

3. Turkey's data: EPDK

4. Poland-Lithuania gas interconnector to begin commercial operations May 1.?

total length of 508 KM and will link the Baltic region to the rest of the EU for the first time.?

The pipeline will eventually have a capacity of up to 2.4 BCM/year for delivery to Lithuania and 1.9 Bcm/year to Poland.?

The partial capacity of the pipeline will be available from May 1, the full scale commissioning of the project will take place in Oct 2022

5. Shell breaks off Gazprom parterships, BP exiting its 19.75% stake in Rosneft and Norways's Equinor announcing its exit from Russia, including the Angara oil project with Rosneft.?

6. Russia's Gazprom says Ukraine gas transit continues normally Feb 28.

2022 0301

1. Algeria and Italy eye stroner energy partnership

2. 10-Point Plan to Reduce the European Union’s Reliance on Russian Natural Gas

3. Algerian gas flows into Italy via Transmed totaled 20.1 Bcm, almost double the volumes delivered in2020, but still well below technical capacity.

4. UK's source: BEIS, UK's Department for Business, Energy and Industrial Strategy

5. India's data:: PPAC, Petroleum Planning and Analysis Cell.?

2022 0302

2022 0303?

Bangladesh's Summit FSRU resumes LNG regasification after repairs in Nov 2021.?

2022 0304

Thailand LNG Data: Customs Department data

2022 0309

1. Freeport's train 4 expansion go-ahead by early 2023, another 5 mtpa

2. ENGIE - Cheniere, extend its contract to 20 years. C0795

3. Spain LNG

2022 0310

2022 0311

Global gas price surge may curb China's LNG imports in 2022

2022 0314

1. Japan

to step up supply diversification as G7 commitss to cut Russia energy reliance

look to reduce exposure to Russia in medium term

will not drop in near future.

2. Argentina

Pampa Energia, one of the largest comoanies in Argentina plans to step up natural gas production by 20% this winter.

Will double output in 2023 while a new pipeline is expected to come into operation.

New pipeline out of the Neuquen Basin in northern Patagania.

2022 0317

1. Italy

Spain-Italy undersea gas pipeline considered as MIDCAT alternatiove

Itlay's gas supply profile has signifacantly changed since the November 2020 start up of the 10 Bcm/year Trans Adriatic Pipeline, which in 2021 delivered 7.2 Bcm, or around 9% of Italian demand.?

Russia is Italy's largest gas supplier, providing 29.1 Bcm in 2021, meeting 38% of Italian demand.?

2022 0318

Japan LNG: imported long-term cargo commitments, not willing to purchaase LNG cargoes of Russia origin

2022 0321?

1. Two LNG terminals on fast-check in Germany

Qatar in talks to provide long-term supply of LNG to Germany, prepared to increased short-termn supply

2. Qater supply to Europe (How to get that?。。。。?/p>

unit: bcm. Italy (6.6), UK(6.2), Belgium(3), Spain(2.7), Poland (2.4)

3. It seems Germany's interest to build LNG terminals is increasing.?

4. Sinopec and Qatar's 10 year LNG deal started from Jan 2022.?

2022 0322

1.

2. Greece-Bulgaria gas link to begin Azeri gas flows in September

3 Bcm/year in forward flow to Bulgaria, with an option to increase that to 5 bcm/year.?

?

3/24/2022

1. Russia/s Gazprom to halt gas exports to China for maintenance March 29-April 4

2. PipeChina raises auction capacity at Wen 23 gas storage facility on SHPGX to auction 300 million cu m vs 100 last year

2022 0325

1. Greece to Bulgaria, starts in March 25, 3 bcm a year

2. Thailand LNG imports is from the custims data. Rise 32% on year to 690404 mt in February

3. Germany's Habeck sees mid-2024 earliest to end Russia gas imports; oil, coal by end-2022

3/28/2022

1. Europe in unprecedented rush for foating LNG import terminals

2. Venture's Plaquemines LNG terminal, it is said to sell 14 mtpa mt/year of the 20 mtpa nameplate. 21Q4 has 12.5 mtpa.?

3/29/2022

1. Crotia eye expansion of FSRU from 2.9 bcm to 3.5 bcm per year

US has been the dominant supplier to the Crodtian terminal.?

3/30/2022

Japan LNG imports fall 12% on year to 7.11 mt in February

3/31/2022

C0800: Foran signs LNG contract with Sinochem with 0.18 mtpa in Mar 2022 (Jan 2023 to Dec 2039).

C0801: Sinoche signs LNG contract with Cheniere with 1.8 mtpa in Noc 2021 (Jul 2022 to Dec 2039).?

4/4/2022

2. Lativia is considering installing an FSRU at Skulte

3. Conexus

4. Italy's Eni eyes increased gas supplies via Algerian pipeline link

TransMed pipeline has current capacity of 34-35 Bcm/year

Algerian pipeline exports to Italy totaled 20.1 Bcm in 2021.

5. Investor in Tanzania LNG project in constructive talks with government

plant capacity could be expanded to 15 mtpa

Government hopes to conclude talks in June

Long-delayed plant could start operations by 2030

4/5/2022

1. Niegeria's LNG exports slump to 22.7 Bcm in 2021. Energy Ministry

Boony Island is operating at 70% capacity because of a storage of gas feedback

2. Russia's Gazprom resumes pipeline gas exports to China after maintenance.

4/6/2022

1. Europe can deploy new LNG import infrastructure far more quickly than in the past

It usually takes 3-5 years to build an onshore LNG terminal. But when there is the political will this time frame can be reduced.?

FSRUs are a very flexible and quick option to bring more LNG to Europe.?

It can take as little as 18-24 months.?

But today it would take uo to half of the initial timing 12-18 months.?

Germany is planning to deploy 3 FSRUs in the near future.?

Italy has plans to install 2 new FSRUs this year.

Netherlands has signed a deal to deploy an FSRU at Eemshaven this year.

France, Estonia and Lativia

2. Thus, they are planning to signing more LNG contracts.

The EU wants to substitude 150 Bcm of Russia gas, which means taking out one third of the global LNG trade.

The largest part of global LNG trade is bound in long-term and destination-specific contracts

Qatar to Asia are mostly long-term contracts.

3. NextDecade -ENN. 20 year, 1.5 mtpa

Chinese buyers have been especially active, as spot prices in end-user markets have spurred new term deals that carry a lower fixed price.

4/8/2022

1. UkrTransGaz, GTOU

2. In April 8. 2022 in SP Global, it is said that Wilhelmshaven FSRU will be online by end-2022.?