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Free AccessEU LNG Sendout Drops with Warmer Weather
LNG deliveries to Europe and Turkey rose more than 12% last week to nearly a ten month high of 4bcm according Montel citing Kpler ship-tracking data.
- Imports are however forecast to fall this week back to 3.1bcm amid healthy supplies and warmer weather.
- December so far has seen a month on month increase of 9% to 6.1bcm with demand in the region supported by the cold weather during the first week of the month.
- European LNG sendout eased lower late last week back to 337mcm/d on Dec 9 compared to a recent high of nearly 500mcm/d on Dec 5 which was the highest since late April. Sendout averaged just under 500mcm/d in the first half of December last year.
- US LNG exports are currently more profitable to Asia in Q1 according to BNEF with 8.43$/mmbtu to Europe for Jan and 12.45$/mmbtu to Asia. The front month JKM-TTF spread is trading at the highest since January around 3.7$/mmbtu.
- LNG at sea for at least 20 days has increased slightly in recent days to hold just above the previous five year range having seen a steady decline since early November.
- TTF JAN 24 down -6.9% at 35.95€/MWh
- JKM JAN 24 down -0.2% at 15.07$/mmbtu
- JKM-TTF JAN 24 up 0.9$/mmbtu at 3.65$/mmbtu
- US Natgas JAN 24 down -7.9% at 2.38$/mmbtu
Source: MNI / Bloomberg
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Why MNI
MNI is the leading provider
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