EIA says US weekly LNG exports climb

US LNG exports rose in the week ending November 3, while the Henry Hub spot price logged a decrease when compared to the week before.

The Energy Information Administration said in its weekly natural gas report that the US has exported 22 LNG shipments between October 28 and November 3.

This compares to 20 LNG cargoes during the prior week.

Also, natural gas deliveries to US LNG export facilities averaged 10.9 Bcf/d, or 0.3 Bcf/d higher than last week.

Six US terminals exported the 22 cargoes during the week under review. The total capacity of LNG vessels carrying these cargoes is 80 Bcf, compared to 73 Bcf in the week before.

Cheniere’s Sabine Pass plant dispatched six cargoes, while its Corpus Christi plant sent five shipments. The Freeport LNG terminal also sent five shipments while Cameron dispatched four cargoes.

The Cove Point LNG export facility and Elba Island dispatched one cargo, each.

Henry Hub spot price declined this week

This report week, the Henry Hub spot price fell 27 cents from a weekly high of $5.86/MMBtu last Wednesday to $5.59/MMBtu this Wednesday, after reaching a weekly low of $5.17/MMBtu on Monday, EIA said.

Demand along the Gulf Coast rose on average week over week, driven primarily by higher feed gas deliveries to LNG export terminals in Southern Louisiana.

IHS Markit estimates deliveries to LNG export terminals along the Gulf Coast increased week over week, driven by an estimated 0.6 billion cubic feet per day (Bcf/d) increase in feed gas deliveries to terminals in Louisiana, slightly offset by a decrease in feed gas deliveries to LNG terminals in Texas.

Boardwalk Pipelines, operator of the Gulf South Pipeline which delivers natural gas to the Freeport LNG terminal in Texas, reported natural gas flows declined from more than 1.2 Bcf/d before October 31 to as low as 450 million cubic feet per day (MMcf/d) this Wednesday.

S&P Global Platts said that one of Freeport LNG’s pre-treatment trains would remain down for about a week as it undergoes maintenance following an unspecified incident.

LNG prices and TTF down

International natural gas prices fell this report week, EIA said.

Bloomberg Finance reported that swap prices for prompt month (December) LNG cargoes in East Asia fell for the first time in 10 weeks.

The weekly average fell to $31.59/MMBtu this report week, $2.46/MMBtu below last week’s average of $34.05/MMBtu, which was the highest weekly average on record since January 2020.

At the Title Transfer Facility (TTF) in the Netherlands, the day-ahead price fell this report week to a weekly average of $23.43/MMBtu, down $6.16/MMBtu from last week’s average of $29.60/MMBtu, the largest weekly decline on record going back to September 2007.

In the same week last year (week ending November 4, 2020), prices in East Asia and at TTF were $6.90/MMBtu and $4.66/MMBtu, respectively, EIA said.

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