US weekly LNG exports down to 24 cargoes

US liquefied natural gas (LNG) exports dropped in the week ending July 12, while the Henry Hub spot price fell as well when compared to the week before, according to the Energy Information Administration.

The EIA said in its weekly natural gas report that 24 LNG carriers departed the US plants between July 6 and July 12, three vessels less when compared to the week before.

The agency said that the total capacity of these LNG vessels is 90 Bcf.

Moreover, overall weekly average natural gas deliveries to US LNG export terminals decreased by 2.7 percent (0.4 Bcf/d) week over week to average 12.4 Bcf/d this report week, according to data from S&P Global Commodity Insights.

Natural gas deliveries to terminals in South Louisiana decreased by 3.5 percent (0.1 Bcf/d) to 3.9 Bcf/d, while deliveries to terminals in South Louisiana decreased by 3.3 percent (0.2 Bcf/d) to 7.4 Bcf/d, the agency said.

The agency said natural gas deliveries to terminals outside the Gulf Coast were essentially unchanged at 1.1 Bcf/d.

Cheniere’s Sabine Pass plant shipped eight cargoes and the company’s Corpus Christi facility sent three shipments during the week under review.

The Freeport LNG terminal and Sempra’s Cameron LNG terminal each sent four shipments, while Venture Global’s Calcasieu Pass terminal and the Cove Point plant each shipped two cargoes, the EIA said, citing shipping data by Bloomberg Finance.

Also, the Elba Island terminal shipped one cargo during the week under review.

Henry Hub down to $2.55/MMBtu

This report week, the Henry Hub spot price dropped 9 cents from $2.64 per million British thermal units (MMBtu) last Wednesday to $2.55/MMBtu this Wednesday, the agency said.

Moreover, the price of the August 2023 NYMEX contract decreased 2.5 cents, from $2.657/MMBtu last Wednesday to $2.632/MMBtu this Wednesday.

The price of the 12-month strip averaging August 2023 through July 2024 futures contracts declined 2.8 cents to $3.181/MMBtu, the agency said.

TTF declines

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

Bloomberg Finance reported that weekly average front-month futures prices for LNG cargoes in East Asia decreased 9 cents to a weekly average of $12.04/MMBtu.

Natural gas futures for delivery at the Dutch TTF decreased $1.43 to a weekly average of $9.78/MMBtu.

In the same week last year (week ending July 13, 2022), the prices were $39.13/MMBtu in East Asia and $51.88/MMBtu at TTF, the agency said.

Forward prices were higher in East Asia compared with TTF for August–October as of July 12, according to Bloomberg Finance.

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