Alexander Thackrah

Deputy editor, LNG Europe at ICIS Energy. I look at trends in global LNG and European gas markets. [email protected]

[Alexander Thackrah @agthackrah1]

#China overtakes #Japan as the world's biggest #LNG importer in November, shipping 6.35m tonnes 1-28 Nov, compared to 6.19m tonnes for Japan. This at a time when Asian spot prices have been falling. China still a way behind on an annual basis though. #natgas #ONGT @pat_syk

[Alexander Thackrah @agthackrah1]

#Russia is 2nd biggest #LNG supplier to #Europe 1-26 November (17% of total), more than US (8%), Nigeria (13%), Algeria (15%), and catching up with Qatar (25%). #Yamal Train 3 could boost Russia's share further in Dec. #ONGT #natgas @icislng

[Alexander Thackrah @agthackrah1]

@malte_humpert @NovaTek @icislng It looks like the Vladimir Rusanov - could do a transfer on the 19th

[Alexander Thackrah @agthackrah1]

Pskov broadcasting a heading of Honningsvaag in Norway, arriving 18 November - could it perform the first ship-to-ship LNG transfer in Norway? @Novatek is expected to start up transfers with #Yamal cargoes near #Kirkenes this month @icislng @malte_humpert #natgas #ONGT

[Alexander Thackrah @agthackrah1]

#US Henry Hub front month surges to near $5/MMBtu just as #Brent crude slumps below $70/bbl, seeing global #natgas and #LNG prices converge to trade within a narrower range. #ONGT

[Patrick Sykes @pat_syk]

2) The US is the price to beat for new export projects, but no one can touch Qatar on upstream costs

[Alexander Thackrah @agthackrah1]

A new #LNG trans-shipment point in Norway could start-up later this month and cut ice-class vessel shipping times from Russia's #Yamal plant, smoothing deliveries to Europe and beyond this winter. #ONGT #TTF @icislng #natgas

[Tom Marzec-Manser @tmarzecmanser]

According to @Equinor: The Sture terminal and the Kollsnes plant resumed operations Thursday afternoon after being shut down in connection with the collision between the frigate KNM Helge Ingstad and the tanker Sola TS at the Sture terminal. #ongt @ICIS_TTF @ICISNBP

[Alexander Thackrah @agthackrah1]

Rising European #LNG send-out has been a key factor behind a recent dip in #TTF #natgas prices. But will Europe's LNG import surge last beyond the shoulder season or will #Asian and #Chinese demand draw in flexible LNG later this winter? @ICIS_TTF #ONGT

[Tom Marzec-Manser @tmarzecmanser]

Bonjour to the EU’s newest #natgas market: the French TRF! Or as everyone is calling it, just le ‘PEG’.
The #PEG Day-ahead this morning seems to be dealing at a €0.25/MWh premium to the Dutch #TTF.
Au revoir PEG Nord and TRS! #ongt

[Alexander Thackrah @agthackrah1]

#Australia could overtake #Qatar as largest #LNG exporter in mid-2019, according to LNG Edge Supply Forecast. Lots of other suppliers muscling in on Qatari share too. #natgas

[Alexander Thackrah @agthackrah1]

With the start-up of the #Ichthys project, #Australia's nameplate #LNG production capacity has overtaken #Qatar. Ichthys T2 and #Prelude due online soon too. But Qatar likely to remain largest exporter in the short-term and has big expansion plans for the mid-2020s. #ONGT #natgas

[Thomas Rodgers @TomLRodgers]

Shipping agent @GraypenLtd confirms the arrival of the first non-Qatari tanker to South Hook #LNG

The 159,800cbm Yari LNG will arrive on 31 October.

#NBP #ONGT #natgas

[Alexander Thackrah @agthackrah1]

#Europe has become a more attractive destination for #US #LNG offtakers to land cargoes in recent weeks, as #Asian prices have fallen, charter rates risen and #China #tariffs imposed. Americas still give best profits but Europe competitive with Asia. #ONGT #natgas

[Ed Cox @icislng]

Long-term #LNG contracts are back in fashion with a jump in deals since September paving the way for FIDs in export projects next year

[Alexander Thackrah @agthackrah1]

Narrower Asia-Europe price spreads & bullish charter rates have caused Europe's regasified #LNG sendout to surge to a 6-year high. Lots of cargoes en route to Europe in next 10 days too. #ONGT #natgas

[ICIS TTF Gas Team @ICIS_TTF]

#Groningen bill passed by two votes

[Alexander Thackrah @agthackrah1]

Take a read of this excellent #free piece by my colleague, #ICIS #LNG analyst Alex Froley, examining how the global LNG market can contribute to Europe's winter #gas security. https://t.co/ujsuzkikLe

[Alexander Thackrah @agthackrah1]

Europe's #LNG terminal stocks have rebounded after hitting multi-year lows in Q1. Should be #LNG available to meet Europe's winter #natgas demand and for re-export to Asia. #ONGT

[Thomas Rodgers @TomLRodgers]

Big change in the EU #natgas market on Monday. The 20-year capacity contracts on the @IUK_Ltd expire.

Just 0.8mcm/day of UK->BEL and 2.7mcm/day BEL->UK capacity sold for October.

#NBP #TTF #ONGT