Luke Cottell

[James Huckstepp @JHuckstepp]

A great opportunity to join an industry leading analytics team during an incredibly exciting time for global energy markets @PlattsLNG @PlattsGas
https://t.co/tQPdPqW2wE

[Luke Cottell @CottellLuke]

@traderalpha20 In 2019 we saw BOTAS use spot LNG to push out contracted imports by private players. That has continued in 2020, but additionally in the last two months (for which we have data), BOTAS has also began taking well below its contracted pipeline volumes from Russia

[Luke Cottell @CottellLuke]

BOTAS taking an increasingly aggressive approach when it comes to Russian pipeline gas, with the latest data available from EPDK showing imports well below historical norms. This, alongside Iranian imports being offline through Q2, more than offset Y/Y domestic demand losses.

[Luke Cottell @CottellLuke]

LNG demand the clear winner in the short term, with Turkey one of the few bright spots for spot procurement in H1'20. But the outlook for LNG in Turkey faces an uncertain future given lack of term deals, with much depending on the outcome of talks between BOTAS and Gazprom. #LNG

[Luke Cottell @CottellLuke]

GDF Suez Point Fortin another vessel to watch. Loaded at Fos in France and now crossing the Atlantic, with its destination set for Altamira, Mexico. Not quite a re-export from Europe to the US, but nonetheless a reflection of TTF's temporary role as the world's discount hub.

[Stephen Stapczynski @SStapczynski]

🇺🇸 LNG imports at major US export terminals continue to be elusive

LNG tanker Kinisis, carrying a partial cargo from Trinidad, arrived at Cove Point in Maryland on June 6. But left on June 8 with a higher draft level, indicating that it loaded more gas and likely didn't offload