US LNG exports drop to 23 cargoes

US liquefied natural gas (LNG) exports decreased in the week ending November 9 compared to the week before, according to the Energy Information Administration.

The agency said in its weekly natural gas report that 23 LNG carriers departed the US plants between November 2 and November 8, six vessels less compared to the week before.

Moreover, the total capacity of these LNG vessels is 86 Bcf, the EIA said, citing shipping data provided by Bloomberg Finance.

Average natural gas deliveries to US LNG export terminals declined by 0.7 percent (0.1 Bcf/d) week over week, averaging 13.9 Bcf/d, according to data from S&P Global Commodity Insights.

Natural gas deliveries to terminals in South Louisiana decreased by 1.7 percent (0.1 Bcf/d) to 8.6 Bcf/d.

The agency said that natural gas deliveries to terminals in South Texas declined by 0.9 percent (less than 0.1 Bcf/d) to 4.1 Bcf/d.

Natural gas deliveries to terminals outside the Gulf Coast increased 8.4 percent (0.1 Bcf/d) to 1.2 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 Venture Global’s Calcasieu Pass each shipped four cargoes, while Sempra Infrastructure’s Cameron LNG terminal dispatched three LNG cargoes.

Also, the Cove Point plant sent one cargo during the week. The Elba Island LNG terminal did no ship cargoes during the week under review.

Henry Hub dips

This report week, the Henry Hub spot price decreased 98 cents from $3.19 per million British thermal units (MMBtu) last Wednesday to $2.21/MMBtu this Wednesday, the agency said.

The price of the December 2023 NYMEX contract decreased 38.8 cents, from $3.494/MMBtu last Wednesday to $3.106/MMBtu this Wednesday, the EIA said.

According to the agency, the price of the 12-month strip averaging December 2023 through November 2024 futures contracts declined 19.9 cents to $3.306/MMBtu.

TTF down

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

Bloomberg Finance reported that weekly average front-month futures prices for LNG cargoes in East Asia decreased 36 cents to a weekly average of $17.46/MMBtu.

Natural gas futures for delivery at the Dutch TTF decreased 73 cents to a weekly average of $14.63/MMBtu.

In the same week last year (week ending November 9, 2022), the prices were $27.91/MMBtu in East Asia and $33.95/MMBtu at TTF, the EIA said.

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