Jacob Dick

The cool down cargo for Golden Pass LNG has arrived in berth. Now we wait to see when final FERC authorizations roll in and production commences #lng

🚨 Golden Pass LNG now expects to begin production on Train 1 in October, according to a DOE filing The plant is seeking to import cooldown cargoes for plant startup and export any remaining volumes PDF at is.gd/VDSyeL #LNG #ONGT #NatGas #Shale #OOTT #Houston

Maritime activity slows in Gulf Kpler vessel tracking indicates declines in maritime traffic in the Mideast #Gulf since the Israel-Iran conflict began on Friday, June 13. In addition to the risks of conflict escalation, subsequent navigation system interference and disruption have further reduced maritime traffic in the region. Stay ahead of the market with Kpler Insight: kpler.com/product/commod… #kpler

👨‍🔧 FERC just approved reintroducing natural gas and other hazardous fluids into the FOURTH out of five faulty Heat Recovery Steam Generator (HRSG) units at Calcasieu Pass LNG   PDF at is.gd/aOqsx8   #LNG #ONGT #NatGas #Shale #OOTT #Houston #SWLA #Louisiana

It's been a busy summer of ups and downs for U.S. LNG terminal development that has raised a lot of questions about what's next. Jason Bennett, co-chair of energy @bakerbotts joined me on the @NGInews podcast to talk challenges and opportunities ahead. naturalgasintel.com/resources/ngis…

Kpler Identifies Third Vessel at Arctic LNG 2 Train 1 🚢 Using radar satellite imagery, Kpler has identified a third vessel moored at Arctic LNG 2’s Train 1 as of August 25. We believe this vessel to be the newly sanctioned Everest Energy, which spoofed its position during the port call, falsely reporting to be 1,300 km west of the installation where it was actually located. This follows previous loadings aboard Pioneer and Asya Energy. As highlighted in our recent Kpler Insight webinar on Arctic LNG 2, Everest Energy was clearly identified as the next loading candidate. Current positioning shows the vessel is in the Gulf of Ob. We continue to closely monitor vessel positions using a combination of #AIS, satellite, and radar imagery. With Train 1 operating at 50% capacity, Arctic #LNG 2 is currently limited to a maximum of four loadings per month. Stay tuned for more updates. #kpler

Venture Global has confirmed the arrival of Qogir, one of the vessels intended to deliver gas for the cooldown of equipment at Plaquemines LNG @NGInews naturalgasintel.com/news/lng-vesse…

🚨 First tanker has arrived at Venture Global's Plaquemines LNG export terminal near New Orleans Qogir holds a cargo from Norway that will be used in the plant's "reverse cooldown" startup. Remaining volumes will be re-exported later. #LNG #ONGT #NatGas #Shale #OOTT #NOLA

New Episode: What’s Next for the LNG Market? A Look Ahead After an Unprecedented Stretch of Events: Susan Sakmar, a visiting law professor at the University of Houston Law Center and board member at Flex LNG Ltd., joins NGI’s LNG Managing… dlvr.it/TC5NQW #NatGas #ONGT

The Golden Pass LNG export project has officially been delayed, tightening global gas supply for next year 🚨🚢🇺🇸 📅 Exxon delayed the start of the plant in Texas to end-2025 (from 1H 2025) 💰 Lead contractor Zachry declared bankruptcy earlier this year bloomberg.com/news/articles/…

Andy Beshear: I’ve been a person that when I’ve sometimes gone over the line, I’ve wanted to make sure that I set the record straight. So, I do owe an apology to… Diet Mountain Dew Ale8One is definitely the soft drink of Kentucky but I don’t believe the government should be making your decisions. So, if you enjoy Diet Mountain Dew, you be you, we want to support you.

$TELL's Martin Houston has encouraged shareholders to approve the sale, calling it the best and quickest way to reach FID on Driftwood. The deal includes a $230 million loan to fund construction and other biz until December. @NGInews naturalgasintel.com/news/tellurian…

Did you see the breaking news? No, not that breaking news. The other Sunday afternoon breaking news. Tellurian Agrees to Sell Company, Driftwood LNG to Woodside woodside.com/docs/default-s…

🚢 Freeport LNG Restart: Axios II just arrived at the plant. It is the first tanker to dock there since Hurricane Beryl rolled through Houston on July 8th. #LNG #ONGT #NatGas #Shale #OOTT #Houston #Beryl

It's here, everyone! NGI's LNG Special Report is ready for your inbox. There are a lot of great stories here, but one of the biggest may be how markets are reacting to the next wave of LNG export capacity hitting the market. naturalgasintel.com/resources/port…

Freeport LNG term offtakers receive LNG delivery cancellations through September Hurricane Beryl has caused significant damage to the Freeport #LNG plant, leading to cargo cancellations up to September, according to market sources. An estimated 16 to 20 cargoes may be impacted, potentially raising spot prices. According to Kpler data, Freeport's last shipment was on 5 July, aboard the Ignacy Lukasiewicz (capacity 174,000 m3). Major offtakers, including BP, TotalEnergies, and others, are affected. Repairs are underway, with partial production expected to resume this week. Despite reduced feed gas flows, partial cargoes are still expected. Read more here: terminal.kpler.com/insight/news/f…

🇲🇽 Altamira FLNG: LNG tanker Energos Princess is pulling up next to the facility's floating storage unit. Could be for testing? Or maybe filling up Mexico's first LNG export cargo? * - (Using US feedgas) $NFE #LNG #ONGT #NatGas #Shale #OOTT #Houston #Altamira #MXEnergy

Commonwealth LNG’s Approval Ordered Back to FERC for Review of Carbon Emissions: FERC has been ordered by a federal appeals court to review its analysis of the environmental impact of Commonwealth LNG, creating another potential delay for the Louisiana… dlvr.it/T9jSJb

📬 DOE approved a Venture Global request to startup its Plaquemines LNG plant in Louisiana by importing up to three cargoes – and then re-exporting the leftover volumes after “cooldown”   PDF at is.gd/hbiX6w   #LNG #ONGT #NatGas #Shale #OOTT #Houston #NOLA #Louisiana

New Episode: In The Eye of The Storm: North American LNG Stunted but Raring to Go: Poten & Partners LNG industry analyst Sergio Chapa sits down with NGI’s Christopher Lenton, senior editor for Mexico & Latin America, to survey the current… dlvr.it/T9cj0f #NatGas #ONGT