Dániel Stemler’s Post

How many Russian LNG cargoes are still reaching European shores ? Cedigaz data clearly shows 2 trends : 1️⃣ Summers have been allowing Europe to be less dependent on Russian LNG 2️⃣ Winters have been showing a stable to increasing Russian LNG offtake. ⚠️ These Russian cargoes are coming from non-sanctioned LNG projects, and include long term volumes with European utilities and global portfolio players.   (chart based on a 170’000 m3 LNG cargo size) #LNG #naturalgas #EnergySecurity #Russia #Europe

The second train of Russia's Arctic LNG 2 has approached the project’s location in the Ob Bay, Energy Intelligence understands from ship tracking data and data from the infrastructure operator of the Northern Sea Route. The 6.6 million ton per year train, built at Novatek’s yard in northwestern Russia, should come on line at the end of this year, doubling the project’s current capacity. Crucially, though, the first two trains of Arctic LNG 2 are unlikely to operate at full capacity anytime soon as Novatek still faces a shortage of tankers and technical difficulties due to Western sanctions aimed at curbing Russia's LNG ambitions, observers say. Learn more >> https://bit.ly/3AoPDR9 #Russia #Novatek #ArcticLNG #lng #lngprojects #lngtankers #sanctions #shadowfleet

"Belgium is resuming #transshipments of Russian liquefied natural gas destined for Asia after a summer lull — a practice that’s been used for years but has become more controversial ahead of a 2025 ban." "Two vessels are scheduled to load #RussianLNG at Belgium’s #Zeebrugge terminal later this month — the LNG Dubhe and LNG Phecda — after two ships deliver the fuel to the port around the same time, data on the port’s website show. Those are first transfers of fuel from Russia’s #YamalLNG plant since August." Note that the eastbound deliveries from #YamalLNG via the #NorthernSeaRoute (#NSR) haven't quite wrapped up for the season, though we are now seeing a resumption of Asia-bound deliveries via the Cape of Good Hope. #LNG https://lnkd.in/gXZf5BGE

RUSSIAN LNG: French major TotalEnergies has confirmed it would not offtake LNG from Russia’s Arctic LNG 2 project, blacklisted by the US, as the plant reportedly prepares to ship the first cargo soon. The company has a long-term offtake contract for almost 2 million tons per year at Arctic LNG 2, in line with its 10% equity-offtake stake in the 19.8 million ton/yr project. The contract cannot be executed because of the US sanctions imposed on the Arctic LNG 2 project company and on Novatek’s Murmansk and Kamchatka LNG transshipment terminals, which are stipulated as the delivery points under the equity-offtake contracts. Despite the sanctions, Arctic LNG 2 is reportedly preparing to load the first cargo. The first 6.6 million ton/yr train of the project is understood to be already producing LNG and needs to evacuate the product before full storage tanks force a plant shutdown. Full story: https://lnkd.in/d2hKeaqm Energy Intelligence #LNG #ArcticLNG2 #natgas #commodities #energymarkets

In 2024, the first ship-to-ship LNG bunkering occurred along the U.S. Gulf Coast, Port of Galveston joined the growing list of global ports with plans to bunker LNG fuel, the world's largest cruise ship set sail equipped to operate on both marine diesel and LNG, and Japan's first LNG bunkering vessel entered the fleet. In addition to these developments, many global investments continue to be made in LNG as a transition fuel. In contrast, many nations including the U.S., are pausing to evaluate the implications of these investments on their climate targets. This month, two crucial reports discussing topics of LNG and climate targets will be released. Stay ahead of the curve and follow our page to ensure you don't miss out on these insightful updates! . . #LNG #naturalgas #alternativefuels #maritimetransport #shipping #netzero

𝐆𝐞𝐫𝐦𝐚𝐧𝐲 Takes Significant Step Towards Reducing Reliance on Russian Gas: The first vessel carrying 𝐥𝐢𝐪𝐮𝐞𝐟𝐢𝐞𝐝 𝐧𝐚𝐭𝐮𝐫𝐚𝐥 𝐠𝐚𝐬 (𝐋𝐍𝐆) arrived at 𝐆𝐞𝐫𝐦𝐚𝐧𝐲’𝐬 𝐁𝐚𝐥𝐭𝐢𝐜 𝐒𝐞𝐚 𝐭𝐞𝐫𝐦𝐢𝐧𝐚𝐥 𝐢𝐧 𝐌𝐮𝐤𝐫𝐚𝐧 on Saturday, marking a pivotal moment in the country's efforts to diversify its energy sources amid geopolitical tensions. Operated by private company Deutsche ReGas, the 𝐟𝐥𝐨𝐚𝐭𝐢𝐧𝐠 𝐬𝐭𝐨𝐫𝐚𝐠𝐞 𝐚𝐧𝐝 𝐫𝐞𝐠𝐚𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐮𝐧𝐢𝐭 (𝐅𝐒𝐑𝐔) named 𝐄𝐧𝐞𝐫𝐠𝐨𝐬 𝐏𝐨𝐰𝐞𝐫 𝐝𝐨𝐜𝐤𝐞𝐝 at 𝐑𝐮𝐞𝐠𝐞𝐧 𝐢𝐬𝐥𝐚𝐧𝐝 after obtaining local approval. With Europe aiming to lessen dependence on Russian gas post-Ukraine invasion, Germany has intensified its LNG capacity expansion. The vessel, formerly Transgas Power, received LNG from Norway's Snohvit gas field via France. Supervisory board member Stephan Knabe emphasized the move's significance in bolstering supply security in eastern Germany and southeastern Europe. Tests will include pilot operations before full equipment commissioning, while plans for a second ship, Neptune, at 𝐌𝐮𝐤𝐫𝐚𝐧 indicate further progress in 𝐆𝐞𝐫𝐦𝐚𝐧𝐲'𝐬 𝐋𝐍𝐆 infrastructure development, promising a more diversified and secure energy future. #germany #lng #energysecurity #geopolitics #RussianGas #MukranTerminal #balticsea #DeutscheReGas #EnergosPower #fsru #NorwegianLNG #SnohvitGasField #EuropeanEnergy #SupplyDiversification NC: Hellenic Shipping News

The latest shipment of natural gas from Russia's Arctic LNG 2 has been collected by a ship managed by a collaborating entity. This marks the fifth delivery of liquefied natural gas from the Arctic facility. Read more: https://buff.ly/3ZsGxgW #MarinerNews #ShippingNews #MaritimeNews #News #ShippingIndustry

Europe is the top destination for U.S. LNG experts, with more than two-thirds going to nations on that continent. Much of northern Europe is transitioning away from Russian natural gas after that nation invaded Ukraine two years ago.

👷♂️👷♂️👷♂️Infrastructure…. Lessons Learned… Or not….? 🏗️🏗️🏗️ Seeing the LNG tanker mooring at a German port triggered me…. 😵💫😵💫😵💫 Triggered cause parts of Europe were very much dependent on a single supplier of natural gas and only just escaped a potentially dire situation. The lack of decent infrastructure was laid bare. Parts of this was addressed. Germany for example quickly built LNG facilities which were quickly operational. Others are still, well, sleeping. While Austria can transport natural gas from East to West, the infrastructure to enable significant reverse flows from West to East is not yet in place. One must ask: why not? Finally funds have been approved to fix this earlier this year. I like seeing LNG tankers in Europe as it helps being independent from one single supplier. What triggers me is this complete lack of urgency and the vast mount of lethargy which is responsible for many woes we face. How do you think Europe can address these infrastructure gaps, and what role should investments play in securing a diversified and resilient energy future? #EnergySecurity #LNG #Infrastructure #EuropeEnergy

Eventhough, the EU ban on Russian LNG transshipment will only come into affect end of March 2025, you would expect that in the meantime Russian LNG companies would try reduce their dependency on Belgian/EU transshipment services. Looking at this graph it seems like they haven't found a viable solution for the logistical ordeal they are about to face. Especially with US consistently sanctioning every vessel that comes in touch with the Arctic LNG 2 project and the transshipment barge in Murmansk. Data source: Institute for Energy Economics and Financial Analysis (IEEFA) #EuropeanLNGtracker https://lnkd.in/esaf4EQf Ana Maria Jaller-Makarewicz