EIA: natural gas deliveries to US LNG export terminals rise

Natural gas deliveries to US liquefied natural gas (LNG) export terminals rose in the week ending October 18 compared to the week before, according to the Energy Information Administration.

The agency said in its weekly natural gas report that 29 LNG carriers departed the US plants between October 11 and October 18.

EAI previously said that 20 LNG carriers departed US terminal in the week ending October 11.

However, the agency said that this week’s LNG vessel count includes five vessels that departed US LNG terminals on Wednesday, October 11, but were not included in the vessel count for the previous report week (October 5 through October 11).

The total capacity of these 29 LNG vessels is 108 Bcf, the EIA said, citing shipping data provided by Bloomberg Finance.

Average natural gas deliveries to US LNG export terminals increased by 12.2 percent (1.5 Bcf/d) week over week, averaging 14.3 Bcf/d, according to data from S&P Global Commodity Insights.

Natural gas deliveries to terminals in South Louisiana increased by 4.1 percent (0.4 Bcf/d) to 9 Bcf/d, while deliveries to terminals in South Texas increased by 11.4 percent (0.4 Bcf/d) to 4.2 Bcf/d.

The agency said that natural gas deliveries to terminals outside the Gulf Coast rose 0.8 Bcf/d to 1.1 Bcf/d as the Cove Point LNG terminal in Maryland returned to service after concluding its annual maintenance.

Cheniere’s Sabine Pass plant shipped ten cargoes and the company’s Corpus Christi facility sent five shipments during the period under review.

The Freeport LNG terminal and Sempra Infrastructure’s Cameron LNG terminal each sent five LNG cargoes and Venture Global’s Calcasieu Pass shipped four cargoes.

Also, Elba Island LNG and Cove Point LNG did not ship cargoes during the period under review.

Henry Hub drops

This report week, the Henry Hub spot price decreased 28 cents from $3.18 per million British thermal units (MMBtu) last Wednesday to $2.90/MMBtu this Wednesday, the agency said.

The Henry Hub price remained among the highest of all major US hubs outside of California, it said.

Moreover, the price of the November 2023 NYMEX contract decreased 32.1 cents, from $3.377/MMBtu last Wednesday to $3.056/MMBtu this Wednesday.

According to the agency, the price of the 12-month strip averaging November 2023 through October 2024 futures contracts declined 15.4 cents to $3.375/MMBtu.

TTF up

The agency said that international natural gas futures increased this report week.

Bloomberg Finance reported that weekly average front-month futures prices for LNG cargoes in East Asia increased $2.32 to a weekly average of $16.50/MMBtu.

Natural gas futures for delivery at the Dutch TTF increased $2.49 to a weekly average of $15.78/MMBtu.

In the same week last year (week ending October 19, 2022), the prices were $32.11/MMBtu in East Asia and $37.30/MMBtu at TTF, the EIA said.

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