US weekly LNG exports rise to 21 shipments

US liquefied natural gas (LNG) exports reached 21 shipments in the week ending July 24, and pipeline deliveries to US terminals rose compared to the week before, according to the Energy Information Administration.

The agency said in its weekly report, citing shipping data provided by Bloomberg Finance, the total capacity of these 21 LNG vessels is 79 Bcf.

This compares to 20 shipments and 75 Bcf in the week ending July 17.

Natural gas deliveries to US terminals

Average natural gas deliveries to US LNG export terminals increased 0.4 Bcf/d from last week to 11.5 Bcf/d, according to data from S&P Global Commodity Insights.

Natural gas deliveries to terminals in South Louisiana decreased by 0.8 percent (0.1 Bcf/d) to 7.7 Bcf/d, while natural gas deliveries to terminals in South Texas increased 19.2 percent (0.4 Bcf/d) to 2.6 Bcf/d.

Also, natural gas deliveries to terminals outside the Gulf Coast were essentially unchanged from last week at 1.1 Bcf/d, the agency said.

Freeport LNG, south of Houston, continued to ramp-up operations this week according to Gulf South Pipeline Company and Texas Eastern Transmission following a period of being offline due to Hurricane Beryl.

Last weekend, Freeport LNG has shipped the first cargo from its LNG export plant since the shutdown on July 7.

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

Sempra Infrastructure’s Cameron LNG terminal shipped three cargoes, while Venture Global LNG’s Calcasieu Pass facility and the Freeport LNG terminal each shipped two cargoes.

Also, the Elba Island facility sent one cargo, and the Cove Point terminal did not ship cargoes during the week under review.

Henry Hub up

This report week, the Henry Hub spot price rose 5 cents from $1.98 per million British thermal units (MMBtu) last Wednesday to $2.03/MMBtu this Wednesday.

The agency said the price of the August 2024 NYMEX contract increased 8.2 cents, from $2.035/MMBtu last Wednesday to $2.117/MMBtu this Wednesday.

The price of the 12-month strip averaging August 2024 through July 2025 futures contracts climbed 6 cents to $2.887/MMBtu.

TTF averaged $10.26/MMBtu

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 decreased 15 cents to a weekly average of $12.13/MMBtu.

Natural gas futures for delivery at the Dutch TTF increased 10 cents to a weekly average of $10.26/MMBtu.

In the same week last year (week ending July 26, 2023), the prices were $11.13/MMBtu in East Asia and $9.67/MMBtu at TTF, the agency said.

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