Wednesday, October 12, 2016

List Of Potential US LNG Export Facilities -- RBN Energy -- October 12, 2016


Port Arthur, TX: Sempra, Saudi Aramco -- joint ventures and expansions. Update: on hold -- May 22, 2020.

EIA: US liquefaction capacity additions by project and train, release date -- March 2, 2017


May 18, 2021: update of export terminals

March 19, 2021: US LNG feedgas demand sets another all-time record. Venture Global LNG's Calcasieu  Pass terminal, Louisiana, slated to ship first cargo later this year. Cal-cashew.

March 16, 2021: floating liquefaction natural gas export terminals. At same link, Gibbstown, NJ.

November 12, 2020: Calcasieu Pass update. Huge story.

August 31, 2020: contractor to resume construction at Sabine Pass' Train 6 and the Third Berth project following Hurricane Laura one week ago.

August 13, 2020: update on Tellurian's Driftwood facility here.

May 22, 2020: Sempra Energy delays decision on Part Arthur, TX, project. Saudi Arabia delays decision on securing five huge LNG tankers scheduled for loading in 2025. Link here.

May 20, 2020: Cameron's train 3 starts producing LNG; Hackberry, LA.

September 9, 2019: behind schedule? In the graphic above, EIA shows Cameron to have "T3" by 3Q19. A couple of weeks ago, SRE announced that the first train of the Cameron LNG liquefaction-export project had initiated service, located in Hackberry, LA. The article does confirm that the Cameron facility will have three trains. It's hard to say from the story, but it sounds like the capacity of all three trains combined is 12 million tonnes per annum of LNG, or nearly 1.7 billion cubic feet per day. Conversion at this site.

September 4, 2019: Cheniere declares 2nd train at CC completed; this marks Cheniere's 7th train at CC and Sabine Pass; a 3rd train at CC under construction; estimated completion, 2H21; at Sabine Pass, Cheniere has announced it will build a sixth train. Total now projected: 9. Note: in the graphic above only five trains were projected as of 3Q19.

June 3, 2019: Cheniere to add 6th train at Sabine Pass, Louisiana. Note: in the graphic above only five trains were projected as of 3Q19.

May 30, 2019: of all the proposals in the original list, the most prominent one likely not to proceed any time soon is the G2 LNG proposal for a liquefaction/LNG export facility; up to 14 MTPA; Cameron Parish; according to a 2019 - 2010 Louisiana Economic Outlook white paper.

May 30, 2019: update on the Rio Grande LNG project at this post; this project was on the original list (scroll down).

May 29, 2019: three new LNG export facilities near New Orleans, LA; Venture Global; two of the three were in the original list below;

May 23, 2019: update -- Sempra Energy begins operations at its Cameron export terminal

May 6, 2019: update -- Sempra's Port Arthur LNG wins federal "okay" to start exports. SeekingAlpha -- can export to countries that don't have a free trade agreement with the US; SRE can export almost 2 billion cfpd; two liquefaction trains. SRE to make FID later this year.

April 19, 2019: update -- a Florida project hits a milestone; Tellurian and Sempra updated.

February 11, 2019: update -- link here -- 

April 16, 2019: SRE's Cameron LNG has begun pipeline feed gas flow to the first liquefaction train of the liquefaction-export project as it prepares to begin production of liquefied natural gas (LNG) at the facility in Hackberry, La. This is the final commissioning step for Train 1 of Cameron LNG Phase 1.

December 16, 2018: Qatar plans to expand.

November 2, 2018: Cameron/SRE/Louisiana -- commissioning process begins.

August 14, 2018: Cheniere ready to fire up its second LNG export terminal; Corpus Christi; will be country's third export terminal; many others under construction. If you add up the capacity in the graph above dated March 2, 2017, it adds up to 7.1 Bcf/day. Now, Platts estimates 4 Bcf/day by the end of the year (2018) and 8 Bcf/day by the end of 2019.

May 23, 2018: see November 14, 2017, update below. Cheniere okays third train at Corpus Christi.

November 21, 2017: Tellurian will build a 20 train LNG facility on Lake Charles for $15 billion ... half the historical price for these plants. The LNG project is the Driftwood, being built by Bechtel.

November 14, 2017: Cheniere to make investment decision over a third planned liquefaction train at its Corpus Christi terminal. 

November 4, 2017: Dominion's Cove Point should be up and running this week

October 27, 2017: update of Sabine; 4th train completed. Pretty awesome. 

September 18, 2017: FERC approves Kinder Morgan's Savannah, Georgia, Elba Island LNG export terminal.

May 6, 2017: update. Texans for Natural Gas said in a report that seven LNG export projects proposed or under construction in the state could raise $20 billion or more in tax revenue, create more than 135,000 jobs and have a total economic impact of roughly $145 billion.

April 30, 2017: RBN Energy update. Archived.
  • Cheniere Energy's Sabine Pass, southwestern Louisiana: three liquefaction trains are operating; a fourth is gearing up to run; a fifth is nearing completion
  • Alaska: newly filed plan by state-owned Alaska Gasline Development Corp to develop a $40-billion-plus LNG export project; would include an 800-mile gas pipeline from Prudhoe Bay to Nikiski, AK; three liquefaction trains at Nikiski; two export loading docks
  • second-wave proposals (similar to first-wave projects now in operation at Sabine Pass ; Cameron LNG, Louisiana; Dominion's Cove Point LNG, Maryland; Freeport LNG and Cheniere's Corpus Christi LNG, Texas; all projects feature liquefaction trains with capacities between 4 and 5.2 MTPA each; most are located at existing LNG import terminals, eliminating some of the port-related costs that projects at greenfield sites would face
  • Brownsville, TX; and, Texas City, TX: NextDecade LLC's; the tried-and-true approach; each site would have several 4.5-MTPA trains; online in the early 2020s
  • Texas LNG Brownsville LLC: a second category of second-wave projects; smaller-scale proposals; trains would have capacities of 1 to 2 MTPA each; at Brownsville: plans to build two 2-MTPA liquefaction trains; some appeal; more interest since first announced
  • Another second-wave example: Cheniere's plan to build seven 1.4-MTPA trains to meet the incremental LNG needs of international LNG buyers
  • Veresen's Jordan Cove project, Oregon: up to five 1.5-MTPA trains
  • third category: the Alaska LNG proposal; would require installing some 800 mies of new, 42-inche-diameter pipeline across Alaska
March 4, 2017: update on Texas LNG (Third Point LLC / Samsung consortium) mentioned in the original post below.

February 1, 2017: Louisiana's Port Fourchon may add LNG terminal, over at Rigzone.

January 28, 2017: Exelon has applied for an LNG export facility permit for Brownsville, TX. 

November 28, 2016: from FuelFix -- see 5th bullet below -- "Tellurian Investments / Driftwood LNG" -- GE has invested a $25 million equity stake in Tellurian Investment's Driftwood LNG project.
Original Post
The list of US LNG export projects at various points along the regulatory process, as reported by RBN Energy. First, Louisiana, mostly near Lake Charles:
  • Cheniere: to build a sixth 4.5 MTPA liquefaction train at Sabine Pass LNG site
  • Cameron LNG: has proposed two additional 4.5-MTPA liquefaction trains at its Hackberry facility south of Lake Charles, LA
  • Lake Charles LNG: has proposed a three-train, 16.2-MTPA liquefaction/LNG export facilty in advanced stages
  • LNG Ltd: has proposed the development of the Magnolia LNG project; as many as four 2-MTPA liquefaction plants, near Lake Charles [Update, DOE approved, December 2, 2016]
  • Tellurian Investments: developing Driftwood LNG, total capacity up to 26 MTPA; also near Lake Charles
  • Louisiana LNG Energy LLC: has proposed construction of a 6-MTPA liquefaction/LNG export terminal on Mississippi river southeast of New Orleans
  • Venture Global LNG: two proposed liquefaction/LNG export terminals in Louisiana; one 20-MTPA facility and one 10-MTPA facility
  • Southern California Telephone & Energy: developing the Monkey Island liquefaction/LNG export project; south of Lake Charles; at least three 4-MTPA trains
  • G2 LNG: has proposed a liquefaction/LNG export facility; up to 14 MTPA; Cameron Parish
  • CE FLNG: proposed project; two floating LNG vessels; each vessel up to 4 MTPA
Now, Texas:
  • Cheniere: plans to build three more 4.5-MTPA liquefaction trains at its Cheniere's Corpus Christi facility
  • Freeport LNG: developing a possible fourth 4.4-MTPA train at its Freeport site; completed; online December 16, 2016;
  • Port Arthur LNG, an affiliate of Sempra: leading the development of a proposed two-train, 10-MTPA liquefaction/LNG export terminal along the Sabine-Neches Waterway in Port Arthur; Woodside Petroleum is also participating in this project
  • Annova LNG: has proposed a six-train, 6-MTPA liquefaction/LNG export facility planned by Exelon Generation for Brownsville
  • Third Point LLC (a NYC-based investment fund) and Samsung Engineering are developing Texas LNG, a proposed 4-MTPA liquefaction/LNG export terminal in Brownsville
  • Golden Pass LNG: a joint venture of Qatar Petroleum and Exxon Mobil; a 15.6 MTPA plant at its existing LNG import terminal at Sabine Pass
  • Rio Grande LNG, being developed by NextDecade LLC: up to six 4.5-MTPA liquefaction trains and two LNG loading berths along the Brownsville Shipping Channel
In other states:
  • Kinder Morgan: two 5-MTPA trains in Pascagoula; and, a 2.5-MTPA Elba Island project in Chatham County, GA (near Savannah, Georgia)
  • Veresen: a proposed 6-MTPA Jordan Cove LNG project in Coos Bay, OR
  • Maryland, Cove Point (not mentioned in this RBN article)
Bottom line:
  • those projects would add more than 220 MTPA of capacity
  • those projects would require more than 30 billion cubic feet of gas / day
  • it's safe to say, according to RBN Energy, that most of these projects will never get to the FID stage
  • RBN Energy: does not imagine more than a few new liquefaction trains would be financed and built by by the mid-2020s

No comments:

Post a Comment