Le GNL dans le monde

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Re: Le GNL dans le monde

Message par energy_isere » 07 sept. 2019, 11:52

Le Nigeria quitte le Top 5 des pays exportateurs de gaz naturel liquéfié

Agence Ecofin. 4 sept 2019

Selon une enquête publiée, hier, par Reuters, le Nigeria ne fait plus partie des cinq plus grands exportateurs de gaz naturel liquéfié du monde (GNL). Le pays qui se disputait, depuis plusieurs années, les 4e et 5e places du classement avec l’Indonésie s’y est fait surclasser par les Etats-Unis et la Malaisie.

Le premier a augmenté ses exportations et contrôle actuellement 10% des parts du marché. La Malaisie, quant à elle, s’est retrouvée à ce niveau grâce au lancement de nouveaux projets.

Le nouveau classement, établi sur la base des exportations des deux derniers mois, place l’Australie en tête de peloton. Le Qatar, les Etats-Unis, le Canada et la Malaisie complètent le Top 5 des plus importants exportateurs de GNL.

D’après le document, l'important volume de gaz extrait par les Etats-Unis entraîne une tendance baissière du prix du produit de base, ce qui devrait avoir un impact sur le prix du GNL. Actuellement, une capacité supplémentaire de 46 Mtpa de GNL est en cours de construction dans le pays.
https://www.agenceecofin.com/trade/0409 ... l-liquefie

J'ai pas trop vu de news sur le sujet GNL en Malaisie.

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Re: Le GNL dans le monde

Message par energy_isere » 25 sept. 2019, 08:08

Le LNG a 6 dollars le Mbtu pour les contrats de décembre en Asie. Au plus bas depuis 10 ans pour un mois de décembre.
LNG prices seen wallowing at 10-year seasonal lows by year end: traders

LONDON (Reuters)

Asian LNG prices will likely be at their lowest, seasonally, in a decade by the end of the year as rapidly rising production outstrips feeble demand, weighed down by a global economic slowdown and the U.S.-China trade war, traders said.

Most trade sources in a Reuters survey forecast spot Asian liquefied natural gas for December delivery to go no higher than $6 per million British thermal units, which would be the lowest for that month since Refinitiv began collecting such data in 2010.

..........
https://www.reuters.com/article/us-glob ... SKBN1W812U

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Re: Le GNL dans le monde

Message par energy_isere » 12 oct. 2019, 10:35

Le top 3 des pays constructeurs de terminaux de regazeification de LNG pour les 4 prochaines années, l' Inde, suivi du Pakistan, suivi de la Chine.
India to lead the world in newbuild LNG regasification capacity

Published by Will Owen, Assistant Editor
LNG Industry, Thursday, 10 Oct 19

India is expected to lead with 18% capacity share in the global LNG regasification industry from newbuild (planned and announced) projects between 2019 and 2023, according to GlobalData.


The company’s report, ‘H2 2019 Global Capacity and Capital Expenditure Outlook for LNG Regasification Terminals – India Continues to Dominate Global Regasification Capacity Additions and Capex Spending’, reveals that India has the highest LNG regasification capacity additions of 2.7 trillion ft3 globally by 2023, from 17 planned and announced newbuild regasification terminals.

Of the total newbuild capacity, 2.2 trillion ft3 will come from planned projects that have received required approvals for development, and the remaining 0.5 trillion ft3 will come from early-stage announced projects.

Adithya Rekha, Oil and Gas Analyst at GlobalData, explains: “Among the upcoming regasification terminals in India, Karwar Floating has the highest capacity of 365 billion ft3. This planned offshore terminal is expected to start operations in the Karnataka state by 2020.”

Pakistan is expected to have the second highest regasification capacity additions globally by 2023. The country is expected to add 1.3 trillion ft3 of regasification capacity through five terminals by 2023.

Of this total capacity, 1.0 trillion ft3 is expected to come from four planned projects while 0.2 trillion ft3 is likely to come from an early-stage announced project, Sonmiani Floating.

China closely follows Pakistan with the third highest global regasification capacity additions of 1.2 trillion ft3 by 2023. Three announced projects are expected to add a total capacity of 635.3 billion ft3 by 2023 while five planned regasification terminals will account for the remaining 574.6 billion ft3 of LNG regasification capacity.
https://www.lngindustry.com/liquid-natu ... -capacity/

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Re: Le GNL dans le monde

Message par energy_isere » 02 nov. 2019, 08:57

La Chine va bientôt importer plus de GNL que le Japon :

Image

Image

Source https://www.forbes.com/sites/judeclemen ... 28306a626b

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Re: Le GNL dans le monde

Message par energy_isere » 09 janv. 2020, 00:42

La Chine a dépassé le Japon in importation de LNG en Novembre et Décembre.
Pas sur que ça continue dans les mois qui suivent.
China imported more LNG than Japan in November and December 2019

Published by David Rowlands, Editor
LNG Industry, Tuesday, 07 Jan 20

According to Reuters, data from Refinitiv Eikon shows that China imported a record high monthly volume of LNG in December 2019, overtaking Japan as the world’s top LNG importer for the second month in a row.

Reuters reports that China imported 7.198 million t of LNG in December, up nearly 16% from November. Japan, meanwhile, imported 6.574 million t in December, up nearly 7% from November.

The data shows that, whilst China only marginally surpassed Japan in terms of LNG imports in November (the first time it has done so), it exceeded Japan’s LNG imports by a significant amount the following month.

According to Reuters, analysts have said that China’s position above Japan will not last beyond winter.
.........
https://www.lngindustry.com/regasificat ... mber-2019/

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Re: Le GNL dans le monde

Message par energy_isere » 14 janv. 2020, 21:03

La coque du FLNG « Coral Sul » lancée en Corée du Sud

Publié le 14/01/2020 lemarin.fr

La cérémonie de lancement de la coque de l’unité de liquéfaction (FLNG) Coral Sul a eu lieu le mardi 14 janvier à Geoje, en Corée du Sud, a annoncé l’italien Eni.

Image

La coque du FLNG « Coral Sul » mesure plus de 430 mètres de long et 66 de large, pour un poids d’environ 140 000 tonnes. (Photos : Eni)

Image
https://lemarin.ouest-france.fr/secteur ... ree-du-sud

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Re: Le GNL dans le monde

Message par energy_isere » 01 févr. 2020, 13:52

Le prix du GNL atteint son plus bas niveau depuis 10 ans

Agence Ecofin. 29 janv 2020

La baisse du prix du gaz qui a commencé depuis l’année dernière, a sérieusement affecté le prix du gaz naturel liquéfié (GNL) sur les principaux marchés.

Selon de nouveaux rapports sur la situation du marché, le prix du GNL en Asie est passé sous la barre des 4 $/MMBtu, ce qui correspond à une baisse de 40 % par rapport à la même période de l’année dernière. En Europe occidentale, son prix a baissé de 50 % et il s’échange actuellement à environ 3,50 $/MMBTU.

Par ailleurs, les conditions climatiques qui s’avèrent plutôt clémentes en Asie, en Europe et aux États-Unis ont entraîné une demande faible. La mise en production ces derniers mois de nouveaux terminaux de production de GNL n’arrange pas non plus les choses, car d’importants stocks se sont constitués entre temps. Par conséquent, les principaux marchés devraient sortir de la saison hivernale avec plus de stocks que l’industrie ne pouvait prévoir.

Cela amène certains analystes à penser que le prix du GNL pourrait glisser sous la barre des 3 $ d’ici l’été.

À court terme, les choses risquent de se compliquer, avec les terminaux qui entreront en service, notamment au Mozambique, au Nigéria, au Sénégal et en Mauritanie. Ces pays africains qui comptent énormément sur la manne gazière, risquent d’être déçus si la demande ne reprend pas rapidement et que la situation actuelle se poursuit.

Mais il pourrait y avoir une solution imminente pour sauver le prix du GNL. Selon Goldman Sachs, si le temps doux ou les livraisons de GNL plus fortes que prévu notamment dans le nord-ouest de l’Europe se poursuivent au point d’ajouter 2 milliards de mètres cubes supplémentaires au stockage, le marché devrait chercher un levier d’ajustement, sans doute la réduction des exportations américaines de GNL. En effet, les exportateurs américains qui ne sont pas sous contrat pourraient être exclus du marché avant son rééquilibrage.
https://www.agenceecofin.com/trade/2901 ... uis-10-ans

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Re: Le GNL dans le monde

Message par energy_isere » 06 févr. 2020, 15:00

Suite du post au dessus.

Les compagnies d'état en Chine qui importent le gaz naturel pourraient déclarer cas de force majeure pour prendre moins de LNG à cause du coronavirus. Ca va accentuer la baisse des cours du LNG et se répercuter jusqu'aux USA.
“Gasmaggedon” Sweeps Over Global Gas Market

By Nick Cunningham - Feb 05, 2020


China’s state-owned gas importers are considering declaring force majeure on LNG imports, which would amplify the turmoil in global gas markets.

LNG prices have already plunged to their lowest levels in a decade in Asia as the ramp up of supply in 2019 came at a time when demand has slowed. That was true before the outbreak of the coronavirus. But the quarantine of around 50 million people and the shutdown of huge swathes of the Chinese economy has sent shockwaves through commodity markets.

Shipments of oil and gas are backing up at Chinese ports, which is creating ripple effects across the world. Now, Chinese state-owned CNOOC is considering declaring force majeure on its LNG import commitments, according to the FT. Sinopec and CNPC are also apparently considering the move.

Prices were already in the dumps. JKM prices recently fell to 10-year lows. But they have continued to decline, approaching $3/MMBtu for the first time in history. Just a few weeks ago, JKM prices were trading at around $5/MMBtu, itself an incredibly low price for this time of year.

LNG exports from the U.S. are uneconomical at these price levels. Many exporters have contracts at fixed, higher prices. But shipments can be cancelled for a fee. And any spot trade would be hit hard. The question now is whether shipments will come to halt. “Forward prices for summer are now at levels where U.S. LNG shut-ins begin to seem viable,” Edmund Siau, a Singapore-based analyst with energy consultant FGE, told Bloomberg. “There is usually a lead time before a cargo can be canceled, and we expect actual supply curtailments to start happening in summer.”

But if buyers start cancelling their purchases, LNG exporters have to ramp down production. That could then ripple back to the shale gas fields in the U.S., where prices are already below $2/MMBtu and drillers can’t make any money. The CEO of Marcellus shale gas giant EQT said in December that “a lot of this development doesn’t work as well at $2.50 gas.” Henry Hub prices are now below $1.85/MMBtu.

There is little relief in sight. “Even with our projected increase in power sector natural gas demand due to the current low price environment, we estimate natural gas stocks to end this summer with 3.85 tcf in the ground,” Bank of America Merrill Lynch said in a recent note. “Such inventory level would be more than 100 bcf higher YoY, and does not leave much room for bearish errors from mild weather, high renewable generation, or reduced LNG exports.”

Europe too is sitting on abnormally high inventories. “LNG exporters desperately need cold weather in Europe to draw down inventories and provide more breathing room this summer,” Bank of America warned.

But that is not happening. Europe just saw its warmest January on record, depressing gas demand. Fossil fuels are driving climate change, so it’s rather ironic that higher temperatures are now battering gas markets.

It’s all combining to create a “gasmaggedon,” according to Bank of America Merrill Lynch.

“We are now more than halfway through the winter, and thus far Mother Nature has not been kind to natural gas prices,” analysts at the bank wrote.

The investment bank calls the U.S. Midwest power sector is the “true market of last resort,” which means that U.S. gas prices have to fall to such low depths that coal-fired power plants are forced offline in their last redoubt – the Midwest.

“We believe the US cannot sustain reduced LNG exports this summer,” Bank of America warned. “Therefore, US natural gas prices might have to go low enough to stimulate sufficient Midwest power sector natural gas demand to balance the entire global gas market.”

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Re: Le GNL dans le monde

Message par energy_isere » 08 févr. 2020, 10:40

Le LNG a tout juste moins de 4 dollar le mbtu sur le marché spot aux Pays Bas.
......
The problem is that the European LNG market is already oversupplied. Last year, the Gate Terminal in the Netherlands, which takes in a lot of the LNG coming into the continent, said it processed a record 171 LNG carriers in 2019. It seems a lot of the LNG remained in storage, sparking concern that soon Europe will not be able to handle the unwanted LNG of Asia, not least because of unseasonably warm weather that has pressured already lackluster demand further.

This state of LNG fundamentals has already driven prices low. The November and December spot price for LNG in the Netherlands averaged some $3.95 per million British thermal units. It was the lowest for this time of the year since January 2004, Reuters noted in a report. But as the glut deepens, traders expect prices to fall further, to $2.4 per mmBtu later this year.

“There is less room to inject gas in storage this summer and a lot of coal to gas switching has already taken place,” an Energy Aspects analyst told Reuters..
.......
https://oilprice.com/Energy/Energy-Gene ... ening.html

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Re: Le GNL dans le monde

Message par energy_isere » 09 févr. 2020, 09:43

Les Russes vont construire un terminal de transbordement de LNG au Kamtchaka.
D'abord avec une capacité initiale de 11 millions de t par an, puis 22 millions de t par an.
Russia gives green light for new LNG transshipment terminal

February 8 2020

Russia’s federal autonomous institution Glavgosexpertiza has reviewed and approved the design documentation and engineering survey results for the construction of an LNG transshipment terminal in the Kamchatka Territory

Back in October 2017, the Kamchatka government and PJSC Novatek signed an agreement aimed at developing a sea terminal on the southeast coast of the Kamchatka Peninsula.

The terminal is intended for the transshipment of liquefied natural gas delivered from the Yamal Peninsula by ice-class gas carriers and transferred to ordinary gas carriers for further gas transportation to the Asia-Pacific region.

According to Glavgosexpertiza, the project will optimize LNG supplies from the Arctic, thereby boosting the development of the Northern Sea Route and trade and economic ties of the Kamchatka Territory.

The new transshipment facility is expected to be constructed in five phases. Once the first four stages are complete, the terminal would have an annual cargo turnover of about 11 million tons of LNG. With the completion of the fifth phase, the terminal would more than double its capacity to about 22 million tons of LNG.

The port infrastructure will include floating gas storage facilities, offshore points for ship-to-ship (STS) transshipment of LNG, a 6,580-meter long access canal and a system ensuring marine safety.

The terminal would first service 328 gas carriers annually and 657 gas carriers once it is fully operational.
https://www.oilandgas360.com/russia-giv ... -terminal/

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Re: Le GNL dans le monde

Message par energy_isere » 16 févr. 2020, 14:21

Une flopée de chiffres sur le LNG de chez IHSMarkit
Six New Records Set by Liquified Natural Gas Industry in 2019, New IHS Markit Data Shows
Record levels of new investment, project starts and a new global exports leader among 2019 milestones


January 21, 2020

2019 was a record-shattering year for the liquified natural gas (LNG) industry, says a new report by IHS Markit, (NYSE: INFO), a world leader in critical information, analytics and solutions. The report, entitled 2019: A Year of Records for LNG says that the numerous records are indicative of a sustained growth trend, with global LNG capacity expected to increase by more than 50%—from 283 million metric tonne per annum (MMtpa) in 2015 to 437 MMtpa in 2020.

“The ongoing pace of new investment is especially noteworthy considering a market context of weak global prices,” said Michael Stoppard, chief strategist, global gas at IHS Markit. “Not only did LNG grow at an unprecedented rate in 2019, but the industry also laid the foundations for continued strong growth into the middle of the decade.”

Key records set by the LNG industry in 2019 were:

Record levels of new investment.
Final investment decisions (FIDs) for liquefaction projects were made at an extraordinary level of 70.4 million tons per year (MMtpa)—40% higher than the previous all-time high reached in 2005 (50.4 MMtpa). The United States, Russia, and Mozambique each set individual highs for levels of annual FIDs.

Record levels of FIDs without long-term contracts.
Some liquefaction FIDs were made either without long-term contracts or were underpinned by sales to affiliates. Such “affiliate marketing” reached a record 43 MMtpa. Affiliate marketing at this scale has not been common in the LNG industry. Historically, most projects have instead secured long-term offtake contracts prior to committing to investment. By choosing to proceed without third-party contracts, projects can be developed more rapidly.

Record liquefaction project start-ups.
New liquefaction start-ups amounted to 38.8 MMtpa of capacity, narrowly surpassing the previous high set in 2009. Recent start-ups were concentrated in the United States, Australia and Russia. The pace of project starts is expected to slow in 2020 to 28.6 MMtpa of capacity. The United States will continue to dominate in this area as it mostly completes its current wave of projects.

New global supply leader.
Australia surpassed Qatar as the top LNG exporter for 2019, reaching 80.2 MMt relative to 72.5 MMt in 2018. Australia is expected to extend its lead in 2020 and retain its position as top exporter until 2023 when the United States is projected to become the largest LNG producer.

Record European imports.
Europe set records for imports each single month as well as for the year as whole. Annual net imports totaled 87.2 MM tons which exceeded the previous record of 65.5 MM tons set in 2011. Imports are expected to remain strong in 2020 due to additional new liquefaction supply coming to market. New supply in 2020 is expected to outpace Asian demand growth and therefore maintain sales into Europe.

Record Chinese imports.
China overtook Japan as the world largest LNG importer in the month of December 2019, with volumes for the month reaching 7.3 MMt, compared to Japan’s 6.9 MMt. Even though Japan is expected to continue to be the world’s largest LNG importer on a total annual basis through 2022, 2019 marked the second year in a row of declining imports for the country, continuing an overall downward trend since 2015. China entered its fourth year in a row of record LNG imports, increasing its LNG imports 13.4% on a year-over-year basis.

Additional Reference: IHS Markit 2019 LNG Trade Figures

LNG supply in 2019 totaled 373.0 million tons (MMt), up 11.8% from 2018 or 39.5 MMt. The largest increases in LNG exports came from the United States (37.7 MMt total, up 15.2 MMt), Russia (30.2 MMt total, up 10.1 MMt) and Australia (80.2 total, up 7.7 MMt). 1

Net LNG imports reached 358.8 MMt in 2019, up 40.5 MMt from 2018. Regionally, LNG imports 2 grew the most into Europe, totaling 87.2 MMt relative to 49.9 MMt in 2018. For individual countries, the United Kingdom registered the largest growth (13.3 MMt total, up 8.1 MMt), followed by France (16.3 MMt total, up 7.8 MMt), and China (62.4 MMt total, up 7.4 MMt).

Japan remained the largest LNG importer, receiving 77.5 MMt in 2019. However, this was a decline from 83.2 MMt in 2018, making Japan the market with the largest decrease in LNG imports in 2019. China remained the second largest importer OVER THE ENTIRE YEAR. South Korea remained the third largest importer in 2019, with 41.0 MMtons, however it also had the second largest decline relative to 2018 (down 3.5 MMtons).
https://news.ihsmarkit.com/prviewer/rel ... data-shows

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