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GLOBAL LNG-Asian supply weighs on prices, Europe firmer

Published 21/01/2017, 03:35 am
GLOBAL LNG-Asian supply weighs on prices, Europe firmer
XOM
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CL
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* Russian shipments sold via tender set bearish tone

* Deluge of rival sales tenders come as production rebounds

* Qatargas Train 1 may have experienced unplanned outage

* Force majeure at Algerian plant hits French gas supply

By Oleg Vukmanovic and Mark Tay

MILAN/SINGAPORE, Jan 20 (Reuters) - Asian spot LNG prices fell sharply this week, with a pick up in supply forcing a Russian producer into accepting lower bids, while prices in southern Europe held firm.

The Asian price of LNG for delivery in March fell to $8.00 per million British thermal units (mmBtu), traders said, 25 cents below last week.

In a week of thin trade, the sale of two shipments loading in March from Russia's Sakhalin II export plant - fetching $8 per mmBtu - was a key price marker even though the winning bid appeared to be an outlier, according to some trade sources. bids may have been as much as 70 cents below the winner, indicating the depth of bearish sentiment after production restarts from Angola and Australia last week boosted supply.

More supply is also being offered from Exxon (NYSE:XOM) Mobil's Papua New Guinea, Indonesia's Donggi-Senoro, Angola, Abu Dhabi as well as Australia's AP LNG, Gladstone and North West Shelf projects. added supply feeding into Cheniere Energy's Sabine Pass liquefaction plant may indicate a new production line, known as Train 3, is nearing completion, according to analysts.

However, some traders indicated a potential unplanned outage affecting Qatargas Train 1, which mainly supplies Spain and Japan, although this could not be confirmed and Qatargas did not respond to requests for comment.

If confirmed, it could tighten supply in Japan and exacerbate exceptionally tight markets in Spain that are already sending gas prices surging.

This week, commodity trader Gunvor emerged as the winner of Pakistan's five-year supply tender, having submitted by far the lowest bid (expressed as a percentage of a barrel of crude oil) of 11.6347 percent. Eni won the portion of the tender seeking supplies over 15-years with a 12.29 percent bid.

"The market is focusing on all the tenders that were issued this week," a Singapore-based trader said, adding deal activity was thin.

Europe, in particular, was receiving attention as its markets stayed globally competitive due to a supply drought in southern France and cold weather sweeping Spain.

The pole reversal - with Spain and France ousting Asia as the top bidding market - looks set to reduce incentives for sending unsold shipments from the United States and other Atlantic producers to the Far East, as markets closer to home increasingly offer better returns, some traders said.

A force majeure at Algeria's Skikda export plant running into its fourth week is partly to blame for a drought of LNG deliveries into the south of France, lifting prices. weather in Portugal may have contributed to Galp Energia picking up an Angolan shipment. purchase of the Angola LNG cargo via tender is a sign that demand in the Atlantic basin is strong," the Singapore-based trader said.

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