US LNG Feedgas Demand Sets Another Record; Trending Toward 12 Bcfpd -- Seventh Export Terminal On Tap? -- S&P Global Platts -- March 19, 2021

Link here.  

• US LNG feedgas demand hit a new record, reported today, March 19, 2021 as total deliveries approach 12 Bcf/d; note: there are some questions whether a new record was actually set -- see link and the replies at the thread;
  
• capacity could rise come fall when Venture Global LNG's Calcasieu Pass terminal in Louisiana – the seventh major US liquefaction facility – may be ready to ship its first cargo;
• the 11.8 Bcf/d in total gas deliveries to existing US LNG export terminals topped the previous record of 11.65 Bcf/d set during the morning cycle March 17. Cheniere Energy's two terminals – Sabine Pass in Louisiana and Corpus Christi Liquefaction in Texas – account for more than half of the total demand.
• netbacks:
• while prices were lower day-on-day, netbacks remain high enough to incentivize robust shipments from the US
• Asia Pacific freight was assessed at $30,000/day on March 18, compared with $45,000/day a month ago, and $165,000/day two months back, according to Platts data.
• US LNG export terminals tracked here;
• at that site: November 12, 2020: Calcasieu Pass update. Huge story.