US weekly LNG exports drop due to Freeport shutdown

US liquefied natural gas exports dropped in the week ending June 15 due to the shutdown at the Freeport LNG facility in Texas.

The US has exported 21 LNG shipments between June 9 and June 15, down by one shipment when compared to the week before, the Energy Information Administration said in its weekly natural gas report.

The total capacity of LNG vessels carrying these cargoes is 77 Bcf.

Natural gas deliveries to LNG export facilities fell to a weekly average of 10.7 Bcf/d, or 1.8 Bcf/d lower than last week, the agency said.

Cheniere’s Sabine Pass plant shipped seven cargoes and its Corpus Christi facility sent four shipments. Sempra’s Cameron LNG dispatched four cargoes.

Three shipments left Venture Global LNG’s Calcasieu Pass, two from Cove Point, and one from Elba Island, EIA said, citing shipping data by Bloomberg Finance.

Freeport LNG did not ship any cargoes due to the mentioned shutdown.

To remind, Freeport LNG now expects to resume partial operation at its 15 mtpa liquefaction and export plant in Texas in about 90 days after an incident at the facility last week.

The LNG terminal operator said it does not expect completion of all necessary repairs and a return to full plant operations until late 2022.

Henry Hub drops to $7.72/MMBtu

During the week under review, the Henry Hub spot price fell $1.74 from $9.46/MMBtu last Wednesday to $7.72/MMBtu this Wednesday, the agency said.

Prices across the Gulf Coast declined this week with the national average, even as higher temperatures led to increased demand for air conditioning across much of the South and Southeast, it said.

The Freeport shutdown also contributed to the decrease in prices, reducing export capacity by up to 2.1 Bcf/d.

Natural gas deliveries to LNG export terminals in South Texas fell by 1.6 Bcf/d to 2.3 Bcf/d, and deliveries to LNG export terminals in South Louisiana fell slightly by 0.2 Bcf/d to 7.2 Bcf/d, EIA said.

TTF climbs

EIA said that international natural gas spot prices were mixed this report week.

Bloomberg Finance reported that the swap prices for LNG cargoes in East Asia fell 68 cents to a weekly average of $23.09/MMBtu.

At the Dutch TTF, the day-ahead price rose $3.21 to a weekly average of $27.70/MMBtu.

In the same week last year (week ending June 16, 2021), the prices in East Asia and at TTF were $10.92/MMBtu and $10.01/MMBtu, respectively, the agency said.

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