US weekly LNG exports reach 27 cargoes

US liquefaction plants shipped 27 liquefied natural gas (LNG) cargoes in the week ending October 25, while natural gas deliveries to these terminals dropped by 4.1 percent compared to the week before.

Last week, the US Energy Information Administration said that 29 LNG carriers departed the US plants between October 11 and October 18.

The agency said that last week’s LNG vessel count included five vessels that departed US LNG terminals on Wednesday, October 11, but were not included in the vessel count for the previous report week.

This means that US terminals shipped three more cargoes between October 19 and October 25 compared to the week of October 12 and October 18.

The total capacity of these 27 LNG vessels is 97 Bcf, the EIA said, citing shipping data provided by Bloomberg Finance.

Natural gas deliveries to US terminals

Average natural gas deliveries to US LNG export terminals fell by 4.1 percent (0.6 Bcf/d) week over week, averaging 13.7 Bcf/d, according to data from S&P Global Commodity Insights

Natural gas deliveries to terminals in South Texas declined by 2.9 percent (0.1 Bcf/d) to 4.1 Bcf/d.

The agency said that natural gas deliveries to terminals in South Louisiana declined by 4.4 percent (0.4 Bcf/d) to 8.5 Bcf/d, and natural gas deliveries to terminals outside the Gulf Coast decreased by 2.6 percent (less than 0.1 Bcf/d) to 1.1 Bcf/d.

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

The Freeport LNG terminal sent five cargoes and Sempra Infrastructure’s Cameron LNG terminal and Venture Global’s Calcasieu Pass each shipped three cargoes during the week under review.

Also, the Cove Point LNG terminal shipped two cargoes and the Elba Island LNG facility sent one cargo between October 19 and October 25.

Henry Hub drops

This report week, the Henry Hub spot price decreased 4 cents from $2.90 per million British thermal units (MMBtu) last Wednesday to $2.86/MMBtu this Wednesday, the agency said.

Moreover, the price of the November 2023 NYMEX contract decreased 4.6 cents, from $3.056/MMBtu last Wednesday to $3.010/MMBtu this Wednesday.

According to the agency, the price of the 12-month strip averaging November 2023 through October 2024 futures contracts declined 6 cents to $3.315/MMBtu.

TTF down

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

Bloomberg Finance reported that weekly average front-month futures prices for LNG cargoes in East Asia increased $1.71 to a weekly average of $18.21/MMBtu.

Natural gas futures for delivery at the Dutch TTF decreased 12 cents to a weekly average of $15.65/MMBtu.

In the same week last year (week ending October 26, 2022), the prices were $31.52/MMBtu in East Asia and $31.61/MMBtu at TTF, the EIA said.

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