PICTURE]5[/PICTURE]☆RIM LNG INTELLIGENCE DAILY★No.3445 Aug 29 2024
Copyright(C) 2024 Rim Intelligence Co. All rights reserved.
--TOKYO, 17:00 JST Aug 29 2024<Assessment Closing Time>◎Noticeyear 2023 version of power tender data, which is highly regarded by the industry since the firstissue for the fiscal year 2014. The latest version is released only in Japanese and covers the tenderresults by public institutions across Japan between April 2023 and March 2024. The 2023 CD
elaborates on a combined 4,071 tenders (4,168 tenders in the 2022 CD) and makes year-on-yearcomparisons for 2,058 tenders (1,000 tenders in the 2022 CD). For overseas customers outside ofJapan, data in the CD is emailed and payment can be made in US dollars.
For application, please click:https://eng.rim-intelligence.co.jp/contents/info/powerDataCd2021eng.pdf◎RECX-22 index
RECX-22 index for Thursday was 165.22, down 2.95 points from the previous day-----------------------------------------Introduction of Rim reports---------------------------------------------Please access the URL below for a lineup of Rim reports. You can view sample reports as well as
detailed explanations on the contents:
https://eng.rim-intelligence.co.jp/report/
Lineup:Bunker Oil

Crude/Condensate

Products

LPG

Petrochemicals

Polyolefins

Biomass (Weekly)

LNG

Power

Daily Data

Rim Data File

For inquiries on the above, please contact:
Tel: +81-3-3552-2411 Email: info@rim-intelligence.co.jp

Rim LNG Intelligence Daily○Rim to sell power tender data CD for fiscal year 2023 starting Jul 17
Rim Intelligence is selling the CD on power tender data for the fiscal year 2023. The CD is theRIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp◎Spot LNG Price Assessment ($/mmBtu)○DES Japan (DJ)
Oct
14.00
0.00
Apr
14.30
0.00

Nov
14.50
0.00
May
14.20
0.00

Dec
14.80
0.00
Jun
14.15
0.00

Oct 1H--NEA
13.75-14.05
Daily Changes
0.00
RIM Index Monthly Cumulative Avg

Oct 2H
13.95-14.25
0.00
13.79

Nov 1H
14.35-14.65
0.00

Daily Changes

Daily Changes

Jan
14.90
0.00
Jul
14.15
0.00

Feb
14.90
0.00
Aug
14.20
0.00

Mar
14.70
0.00
Sep
14.25
0.00

Apr
14.15-14.45
0.00

May
14.05-14.35
0.00○Northeast Asia (DES)RIM Index
14.17
0.00

*RIM Index is a daily average price of the three delivery periods of NEA.
*RIM Index Monthly Cumulative Avg is a monthly cumulative average price of RIM Index.

--NEA Forward
Daily Changes

Dec
14.65-14.95
0.00

Jan
14.75-15.05
0.00

Autumn14.43
0.00

Winter
14.83
0.00--NEA Seasonal Index
Daily Changes

Feb
14.75-15.05
0.00

Mar
14.55-14.85
0.00*NEA: Northeast Asia

○Others--Middle East (FOB)
Daily Changes--Middle East (DES)
Daily Changes--South Asia (DES)
Daily Changes--Atlantic (FOB)
Daily Changes--Europe (DES)
Premiums to NBP
Premiums to TTF
Daily Changes--South America (DES)
Daily Changes

Sep 2H12.80 - 13.10+0.05
13.00 - 13.30+0.05
13.00 - 13.30+0.05
Sep 1H11.35 - 11.65-0.20
12.20 - 12.40-0.05 - 0.15
-0.40 - -0.20-0.25
12.40 - 12.70-0.25

Oct 1H
13.10 - 13.40+0.05
13.25 - 13.55+0.05
13.30 - 13.60+0.05
Sep 2H11.55 - 11.85-0.15
12.20 - 12.40-0.05 - 0.15
-0.40 - -0.20-0.25
12.40 - 12.70-0.25

Oct 2H
13.30 - 13.60+0.05
13.45 - 13.75+0.05
13.50 - 13.80+0.05
Oct 1H11.75 - 12.05-0.25
12.35 - 12.50-0.10 - 0.05
-0.40 - -0.25-0.25
12.55 - 12.85-0.25◎Freight--Middle East/Northeast Asia--Atlantic/Northeast Asia--Middle East/Europe--Conventional Tankers--DFDE Tankers--TFDE Tankers--MEGI Tankers--X-DF Tankers

Freight Rates ($/mmBtu)- 1.19 - 1.24 - 2.09 - 2.14 0.93 - 0.98
Daily Rates ($)- 33,000 - 38,000 - 55,000 - 60,000 - 55,000 - 60,000 - 69,500 - 74,500 - 69,500 - 74,500 -Daily rates include all costs.
Rim reports are copyrighted publications.

VLSFO Bunker Prices (Aug 28)($/mt)--Tokyo636.50--Singapore
632.50--Rotterdam
553.50RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp*** Please visit https://eng.rim-intelligence.co.jp/rpt/assessment/select/type/lng-en
to refer to the assessment methodology for the above price assessments.
◎Japan Crude Cocktail(JCC)

JCC(bbl)Daily Changes
JCC(mmBtu)

Dec
79.20
-0.86
13.43

----- Expected ----Nov
Oct
Sep
80.06
82.79
82.89
-0.67
-0.45
-0.17
13.57
14.03
14.05

◎Natural Gas Futures Settlement Prices ($/mmBtu)
NYMEX HH

Changes
ICE NBP
Changes
ICE TTF
ChangesVolume

Sep
Oct
Nov
Dec
1.930
2.097
2.522
3.087
+0.026 +0.012 +0.015 +0.011
12.240 12.454 13.650 14.190-0.123 -0.110 -0.183 -0.193
12.598 12.728 13.362 13.644-0.132 -0.148 -0.189 -0.194
NYMEX Henry Hub : 489,756

Aug
87.19
-0.09
14.78

----- Result ----Jul
Jun
May
87.94
87.86
88.93
0.00
0.00
14.91
14.89
15.08

(Aug 28)Jan
3.376+0.01114.420-0.20613.761-0.197

Feb
Mar
3.239
2.925
+0.012 +0.005
14.486 14.031-0.178 -0.195
13.780 13.614-0.178 -0.168
ICE NBP : 39,845

Apr
2.801
+0.00513.457-0.20413.244-0.167May
2.851+0.002
13.167-0.23913.051-0.179

Jun
Jul
3.008
3.177
-0.003 -0.006
12.870 12.628-0.248 -0.199
13.010 13.028-0.178 -0.174
ICE TTF : 343,795

Aug
3.214
-0.00812.880-0.19912.990-0.174◎Petroleum Futures/Physical○NYMEX Petroleum Futures (Aug 28)-WTI Futures($/mmBtu)($/bbl)-Heating Oil($/mmBtu)(cts/gal)○ICE Petroleum Futures (Aug 28)-Brent Futures ($/mmBtu)($/bbl)-Gasoil Futures ($/mmBtu)($/mt)

12.84874.52
16.072222.9113.65578.65
16.285692.50○Petroleum Physical (Aug 28)-Dubai Crude($/mmBtu)($/bbl)-Minas Crude($/mmBtu)($/bbl)-LSWR Indonesia ($/mmBtu)($/bbl)-HSFO Singapore ($/mmBtu)($/mt)-LPG CFR Japan ($/mmBtu)(Propane)($/mt)

13.47578.16
14.10782.95
11.82373.30
11.172446.7513.934663.25○Electricity Prices(Yen/kWh) (Aug 29)-JEPX 24h
-JEPX Daytime-JEPX Peaktime

16.38
18.79
20.63

◎Coal Prices and Electricity Prices○Coal Prices (Aug 28)-FOB New Castle-Global Coal ($/mmBtu)($/mt)-ICE Futures FOB Richards Bay ($/mmBtu)($/mt)

6.337
145.005.004
114.50◎LNG Benchmark-JLC Japan LNG Cocktail($/mmBtu)($/mt)-E-Asia LNG Cocktail($/mmBtu)($/mt)-S.Korea Import Price Avg ($/mmBtu)($/mt)-China Import Price Avg($/mmBtu)($/mt)-Taiwan Import Price Avg ($/mmBtu)($/mt)-US Export Price Avg($/mmBtu)($/mt)

Jul-24
11.584600.07
11.184579.34
11.621601.9810.726555.6310.731555.85Jun-24
11.467594.0111.037571.73
11.510596.2310.727555.6510.170526.81
6.320
327.38May-24
11.447592.9810.880563.5811.188579.56
10.548546.379.889
512.245.420
280.76

Rim reports are copyrighted publications.

Apr-2411.302585.4510.862562.6611.756608.9710.320534.608.896
460.795.250
271.95Mar-2412.398642.1911.318586.26
11.714606.7810.511
544.47
10.251531.025.470
283.35

Feb-2412.920669.2312.016622.41
12.315637.9311.329586.8510.099523.116.310
326.86

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp◎Transactions○ Recent Spot Transactions
Reported
date

Dealt
Date

OriginSeller

Buyer

Price

FOB/
DES

Volume(cargoes)

TimingDestination

Aug 29mid 5thweek of Aug

Bonny Island

Sahara Energy

Saudi Aramco

na

FOB

1

end Sepna

Aug 29Aug 27

na

na

IOC

$13.30-13.40

DES

1

Sep 22 - Oct 5

India

Aug 28Aug 26

na

na

CPC

Nov NEA -10cts
or deeperDES1

Nov 20-22 or
Nov 28-30

TaiwanAug 28Aug 26na

RWE

Kyushu Elec

na

DES

1

Sep 16-30

Japan

Aug 28Aug 26na

Kyushu Elec

RWE

na

DES

1

Dec

NE Asia

Aug 28Aug 27

na

na

GAIL

low $13's

DES

1

Oct 1-10

India○ Recent Term Transactions
Reporteddate

OriginSeller

Buyer

Price

FOB/
DES

VolumeStart

DurationAug 29SaguaroEnergia

Mexico Pacific

POSCO

linked to WAHA

FOB

0.70 mil mt/yr

2028 or 2029

20 yrsAug 27Amigo

LNG Alliance

E&H Energy

na

DES

3.60 mil mt/yr

Jul-Sep 2027

20 yrsAug 27na

QatarEnergy

KPC

na

DES

max 3.00 mil mt/yr

Jan 2025

15 yrsna

Portfolio player
x2-3

KOGAS

NEA -40-50cts

DES

0.70, 1.40 or 2.10 mil mt/yr

2025

3 yrs

DES

6-8 crgs

Sep 2025

1 yr

DES

max 0.80 mil mt/yr

2028

na

Aug 20Aug 16

na

RWE

POSCO

combination of H.H.
and NEA -20-30cts

Aug 7

RuwaisADNOCOsaka Gas

Brent x 12.6-12.8%○Recent Tenders
Reported
dateIssuer

Close

Buy/
Sell

FOB/
DES

TimingPrice($)

OriginWinnerAug 29IOC

Aug 27

Buy

DES

Sep 22 - Oct 5$13.30-13.40

nana

Aug 29Bapco

Aug 29Buy

DES

Oct 20 - Nov 10

na

na

na

Aug 28KUFPECAug 29Sell

FOB

Oct 23-28

naWheatstonena

Aug 27IEASA

Aug 28Buy

DES

Sep 25-30 and Oct 20-23

na

na

na

Aug 27CPC

Aug 26Buy

DES①Nov 20-22 or Nov 28-30②Dec 23-25①Nov NEA -10cts
or deeperna①na②not awarded

Aug 27

GSPC

Aug 27

Buy

DES

Oct 23 - Nov 5nana

not awarded

Aug 27

Oman LNG

Aug 28Sell

FOB

Sep 23-25

na

Oman

na

Aug 27

Kyushu ElecAug 26

Buy(swap)DES

Sep 16-30

na

na

RWE

Aug 27

Kyushu ElecAug 26

Sell(swap)

DES

Dec

na

na

RWE

Aug 26GAIL

Aug 27

Buy

DES

Oct 1-10

low $13'snana

Aug 26

Ichthys LNG

Aug 26Buy

DES

Sep 20-25 or Sep 30 - Oct 5$13.50-13.70

nana

Aug 23

Eesti Gaas

Aug 23

Buy

DES

na

na

na

na

Aug 23

Angola LNG

Aug 28Sell

DES

Sep - Octna

Angolana

Aug 22

GSPC

Aug 22Buy

DES

Oct 5-15

nana

not awarded

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

Aug 22PTT

Aug 22Buy

DES①Aug 29 - Sep 1②Sep 23-24③Sep 28-29①$13.40-13.60

na①Chinese player②③not awarded

Aug 22ADNOC Gas

Aug 23Sell

FOB

Oct 21-23$12.28

Das Island

traderAug 21

IOC

Aug 20Buy

DES

Sep 25, Sep 13-28
and Sep 25 - Oct 2nana

not awarded

Aug 20PTT

Aug 21Buy

DES

Aug 29 - Sep 1
and Sep 28-29

nana

not awarded

Aug 20APLNG

Aug 22Sell

FOB

Oct 22-23

na

APLNG

na

Aug 20Angola LNG

Aug 21Sell

DES

Sep 7-24

naAngolana

Aug 20KPC

Aug 20

Buy

DES

Oct 14 - Nov 30

high $13'snana

Aug 20Oman LNG

Aug

Sell

DES

Nov 8-10

na

Oman

na

Aug 16

Qatar Energy

Aug 14Sell

FOB

Sep 13$13.30-13.40

Ras Laffan

Chinese national
company

Aug 14

GSPC

Aug 14Buy

DES

Oct-Dec and Jan-Mar(3crgs)na

na

not awarded$14.00-14.10 or
Oct NEA -15-20cts

Oman

Chinese national
company

Aug 14

Oman LNG

Aug 14Sell

DES

Sep 24-29,(for India Dubai, Kuwait)
Sep 29-Oct 1,(for Singapore,
Malaysia, Thailand)
Oct 1-3 or(for Taiwan)
Oct 4-5(for other)

Aug 14ADNOC Gas

Aug 15Sell

FOB

Oct 6-8$13.40Das Islandna

Aug 14KOGAS

Aug 13Buy(swap)

DES①Sep 10-15, Sep 25-29,
Oct 10-26 or Nov 15-27②Dec 5-25 or Jan 5-20

na

na

na

Aug 14KOGAS

Aug 13Sell(swap)FOB

Sep 14 and Dec 9na

Sabine Pass

Trader○ Recent Shipping Transactions
Reported
date

Vessel Namecharterer

counter party

Type

Price

Start

Aug 9

na

Tokyo Gas

Woodsidena

low $80k's

early Sep

Duration

Aug 2

Wilforce

NaturgynaT

low $50k's

Aug 24-25

Jul 31

Kool Blizzard

PetronasnaT$60-65k

Sep 9

5 months
15 days + 4 days
(option)15 days + 7 days
(option)Jul 25Global EnergyBP

Sinochem

MEGI

high $70k's

end Aug

60 days

Jul 24

Celsius Gandhinagar

EnBW

na

MEGA

$75k

Aug 8

na

**Types of tankers are indicated as C= Conventional, D = DFDE, T = TFDE, X=X-DF〇Projects/Receiving terminals Latest Information
ReportDate

Project

Train NoCountry

Start

PeriodRemarkAug 29Freeport

1 to 3

US

Aug 28na

Since malfunction occurred at a fire suppressing system, alltrains stopped the operation. Feed gas supply was halved aswell.

Aug 27

Bintulu

7 and 8

Malaysia

end Julna

Concerns emerged about the supply delay of Oct-Dec delivery.

Aug 27

Ichthys2

Australia

Aug 20more than
40 days

T2 would not return to full operation until Oct. Aug loadingcargoes were deferred to Sep and supply of some cargoes wascanceled.

Aug 26

Ichthys2

Australia

Aug 20

1 monthRepair works were expected to continue until end Sep.

Aug 26Aqaba
terminalna

Jordan2026
Apr-Junna

GAS Entec and AG & PLNG signed a contract to build an
onshore terminal at Aqaba in Jordan.

Aug 26PlaqueminesnaUSlate Augna

The Plaquemines project received a commissioning cargo.

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp*** The information found during the day is highlighted in red in both Spot and Term transactions.

◎MARKET COMMENTARY○DES Japan
Prices steady$14.00 and $14.50 respectively. The December to

The DES Japan market showed no change on

May 2025 contracts also posted no change. The June

Thursday, similar to DES Northeast Asia prices. The

to September 2025 contracts were unrevised as well.

October and November contracts held intact at○NE Asia
Prices steady, TTF prices soften but supply

sellers in the second-half October delivery market.

concerns grow

Marubeni Corp showed a bid for an Oct 29-31

In the DES Northeast Asia market on Thursday,

delivery cargo at a discount of 20cts to the October

prices stayed intact at $13.75-14.05 for first-halfcontract of DES Northeast Asia spot quotations andOctober delivery, $13.95-14.25 for second-halfalso offered an Oct 16-18 delivery cargo at a

October delivery and $14.35-14.65 for first-halfpremium level to the October contract of the TTF

November delivery. European natural gas prices

market. German SEFE and Vitol indicated offers forsuch as the Netherlands’ TTF natural gas market

second-half October delivery at a premium ofsoftened on Wednesday to Thursday since natural

5-20cts to the October contract to DES Northeastgas inventories in Europe were high and gad

Asia spot quotations, waiting for buyers to bid up.

demand for air-conditioning was receding alongwith falling temperatures. On the other hand, inTyphoon No.10 makes landfall on Kyushu, power

addition to the 8.90 mil mt/year Ichthys project indemand recedes

Australia as well as 29.30 mil mt/year Bintulu

Typhoon No.10 affected the wide areas inproject, a new trouble was observed in the 15.00 mil

Western Japan. Kyushu Electric Power Co lowered

mt/year US Freeport project. Hence, concerns about

output at the 700MW No.1 unit and the 1,000MW

LNG supply were growing. In the presence of bothNo.2 unit at the Matsuura coal-fired thermal powerbullish and bearish factors, the market showed noplant from Thursday by curtailing input volume ofchange.

coal. Shikoku Electric Power Co, which postponed
receiving LNG tankers, has also moved lower

Bids and offers for Oct delivery at NEA quotes

operating rates of the No.1, No.2 and No.4 units-15/+5cts

fueled by LNG at the 1,385 MW Sakaide power

Spot cargoes for DES Northeast Asia wereplant since Tuesday due to fuel restrictions. Kansai

discussed mainly among traders. For first-halfElectric Power Co would reduce output from theOctober delivery, European Vitol and Glencore bid

No.1-6 LNG-fired units at the 2,919 MW Himeji

at a discount of 15-20cts to the October contract of

No.2 power plant from Friday in the wake of fuel

DES Northeast Asia spot quotations but no firm

restrictions. Output from renewable energy

offers were reported. There were both buyers andincluding solar power, hydropower and wind

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

power was also decreasing. Therefore, power

Tiga project in Bintulu where the company acts the

supply in Western Japan declined. Nevertheless, aoperator, operating rates of the 3.85 mil mt/year

lot of companies, shopping facilities and schools

No.8 liquefaction train decreased due to a glitch of awere closed temporarily. Major automobile

heat exchanger and those of the No.7 liquefaction

companies like Toyota Motor Corp and Nissan

train also declined since end-July. On the other

Motor Corp have halted operations sincehand, European Vitol bid for a cargo to early

Wednesday. Further, in Kyushu, 200,000-250,000

October delivery to Thailand at a discount of 30cts

households suffered blackout. Under this situation,

to the October contract to DES Northeast Asia spot

power demand also decreased at the moment. As aquotations.

result, the power supply reserve ratio in the Kyushu
area as of Thursday was 8-9%, higher than 3%, a

POSCO inks long-term contract to buy Saguarobenchmark of tight power supply/demand. On the

Energia cargo

other hand, an LNG tanker reportedly arrived at thePrices for December to May 2025 delivery stayed

6.40 mil mt/year Yokkaichi terminal operated bysideways. Prices were assessed at $14.65-14.95 for

JERA on Wednesday.

December delivery and $14.05-14.35 for May
delivery. POSCO, a major steel manufacturer in

Korean end-users have room to buy

South Korea, inked a long-term contract with

Most end-users in South Korea apparently

Mexico Pacific Limited to buy 0.7 mil mt/year offinished spot purchase for summer delivery and

LNG loading from the 14.10 mil mt/year Saguarocontemplated buying in preparation for winter. A

Energia project for 20 years on an FOB basis. Prices

source perceived, “Some end-users in Korea willin the contract were allegedly based on Waha Hub,

move to buy spot cargoes soon.” In China, highlocated in west parts of Texas in the U.S. “Thetemperatures brought about firm actual demand forbuying cargo loading from the Pacific coast offers agas. Nevertheless, LNG prices by truck in therisk hedge to end-users in Northeast Asia likedomestic market were heard at about Yuan

POSCO because the deal allows them to reduce

5,050/mt, which was equivalent to the low

dependence on Australia as well as Southeast Asia

$11’s/mmBtu. Hence, Chinese buyers could not

and shipment without using the Panama Canal. In

find merit to buy LNG cargoes in the spot market

addition, South Koreans can enjoy the merits of theyet, according to a Chinese end-user.

Free Trade Agreement (FTA) with the U.S, which
exempts them from applying for approvals for

Petronas expected to have spot demand
For delivery to Southeast Asia, Malaysianstate-run Petronas was said to be looking forusing U.S.-origin feedgas" (a Japanese company).
The Saguaro Energia project would start operation
either in 2028 or 2029.

October delivery cargoes. At the 7.70 mil mt/year

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp○ Recent Spot Transactions
Reported
date

Dealt
Date

OriginSeller

Buyer

Price

FOB/
DES

Volume(cargoes)

TimingDestination

DES

1

Nov 20-22 or Nov 28-30

TaiwanSep 16-30

Japan

Aug 28Aug 26

na

na

CPC

Nov NEA -10cts
or deeperAug 28Aug 26na

RWE

Kyushu Elec

na

DES

1

Aug 28Aug 26na

Kyushu Elec

RWE

na

DES

1

Dec

NE Asia1

Sep 20-25 or
Sep 30 - Oct 5

Japan

Aug 28Aug 26na

na$/mmBtu

Ichthys LNG$13.50-13.70

DES

RIM Asia Spot LNG vs NYMEX/ICE Natural Gas Futures

RIM ASIA LNG

ICE NBPNYMEX HH

21.0
19.0
17.0
15.0
13.0
11.0
9.0
7.0
5.0

3.0
1.0
Aug-23

Sep-23Oct-23

Nov-23 Dec-23

Jan-24Feb-24 Mar-24

Apr-24 May-24

Jun-24

Jul-24Aug-24RIM Intelligence○South Asia
Rises slightly, IOC buys through tender
In the DES South Asia market on Thursday,cargo for delivery on Sep 22-Oct 5 at $13.30-13.40
via a tender closed on Aug 27.

prices rose slightly by 5cts from the previous day to$13.00-13.30 for second-half September delivery,

GAIL buys in low $13’s through tender$13.30-13.60 for first-half October delivery, andIndian state-run GAIL had bought a cargo to be$13.50-13.80 for second-half October delivery.

delivered to the 5.00 mil mt/year Dabhol terminal

Discussion levels for first-half October delivery roseon Oct 1-10 via its buy tender closed on Tuesday, as

to a level slightly below $13.50 as several end-users

reported. According to fresh information, thecontinued to purchase spot cargoes. Second-halfawarded price was in the low $13’s. The level was

September delivery prices and Second-half Octoberhigher than the mid-$12’s to below $13.00 in thedelivery prices tracked the price movement forprevious tender conducted by GAIL for a Sep 20-30

first-half October delivery. In India, LNG demanddelivery cargo. In the spot market, SEFE, a major

for power would increase to cover fewer outputs

energy firm in Germany, still placed a bid forfrom hydropower plants in October, when thesecond-half October delivery at a 70cts discount tomonsoon season is over, along with an increase in

DES Northeast Asia spot quotations. On the otherconstruction works, which grow industrial gas

hand, State-run Gujarat State Petroleum Corp

demand. Indian Oil Corp Ltd (IOC) bought one(GSPC) canceled procurement through the tender

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

closed on Tuesday for Oct 23 to Nov 5 delivery to

the 17.50 mil mt/year Dahej terminal.

○Middle East Region
QatarEnergy has room to sell long-term contracts
In the FOB Middle East market on Thursday,

Bahrain to import first LNG in 5 years

prices rose further by 5cts from the day before to

In the DES Middle East market on Thursday,$12.80-13.10 for second-half September loading,prices continued to rise by 5cts from a day earlier to$13.10-13.40 for first-half October loading and$13.00–13.30 for second-half September delivery,$13.30-13.60 for second-half October loading. In$13.25–13.55 for first-half October delivery, andtandem with an increase in the DES South Asia

$13.45–13.75 for second-half October delivery,

Market, prices gained marginally. As reported,reflecting the rise in the DES South Asia market.

Kuwait Petroleum Corp (KPC) inked a long-term

Bahrain would import LNG for the first time in thecontract for LNG starting January 2025 for 15 years

past five years since 2019. Bahrain Petroleum Co

with QatarEnergy. Under the contract, KPC would(Bapco) has issued a buy tender that would be

procure up to 3.00 mil mt/year of LNG. It appeared

closed on Aug 29. Through the tender, Bapcothat QatarEnergy still had room to sell long-termplanned to buy one cargo delivered to a floating

contracts. A Japanese company said, “Unlike thestorage regasification unit (FSRU) in Bahrain on Oct

United Arab Emirates (UAE) and other countries,

20-Nov 10. Bahrain has stopped LNG imports due

Qatar has a large capacity for annual production.”to the progress in development of its huge gas fields

QatarEnergy was expected to have a more thanin the late 2010’s. However, the fields have been

130.00 mil mt/year of production capacity when thegradually no longer enough to cover its increasing

North Field expansion project would start up.

demand, partially derived by high temperatures.

○Atlantic Region
Another trouble at US Freeport: malfunction oftrouble happened at the 15.00 mil mt/year US

fire suppression system

Freeport project, which has just returned from theIn the FOB Atlantic market on Thursday, prices

hurricane-caused damages at the end of July.

fell back by 20cts from a day earlier to $11.35–11.65

Malfunction occurred at a fire suppressing system

for first-half September loading, by 15cts to $11.55–

for a pre-treatment facility to remove impurities

11.85 for second-half September loading, and by

from feedgas on Aug 28, stopping the operation of

25cts to $11.75–12.05 for first-half October loading.

all three liquefication trains at the projects all day.

In the wake of the fall in the DES Europe market,

Fire itself was not confirmed, but feedgas level has

discussions for first-half September loading dipped

been still half of normal level at this moment. In theto a level around the mid-$11’s; for second-halfmarket, “They will probably resume shipment soon,

September loading to around $11.70. For first-half

but the market might react reflectively” (a Japanese

October loading, relatively thin talks increased falls

trading house) was heard.

in prices. As a result, the spread between
second-half September and first-half Octoberloading narrowed to a 20cts contango. A new
Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

Cargo loading from Nigeria is traded22.20 mil mt/year Bonny Island project in Nigeria at

Sahara Energy, headquartered in the United
Arab Emirates and widely operating in Africa,

the end of September to Saudi Aramco on an FOB
basis. Details, such as prices, were unknown.

appeared to have sold one cargo loading from the○EuropePrices fall back on slack supply/demand
In the DES Europe market on Thursday, prices

daily maximum temperature in Northwest Europe
dropped to a level around 25 degrees Celsius,

retreated by 25cts from the previous day todecreasing gas demand for power with limited air$12.20-12.40 for first-half as well as second-halfconditioning usage. Demand from industrial sectors

September delivery and $12.35-12.50 for first-half

has been reportedly low. In the market, a buyer

October delivery. In response to a drop in theplaced a bid for October delivery at a 40cts discountNetherlands' TTF natural gas market due to sellingto the October contract of the TTF market, while afor position adjustments, discussion levels forseller offered at a 25cts discount to the TTF market.

September delivery slid to $12.30. The natural gas“Due to a slacking supply/demand balance,

inventory in Europe climbed to a level around 92%

discount levels to the TTF for possible deal doneof its full capacity, reducing rooms to stock cargolevels are likely to be widening” (a Japanesefurther from the spot market. At the same time, thecompany).

○South America
6 companies place offer in IEASA’s buy tender
In the DES South America market on Thursday,of six companies, including European Vitol,
Glencore, Trafigura, Gunvor, British BP and French

prices fell back by 25cts from a day earlier toTotalEnergies reportedly submitted offers into the$12.40-12.70 for first-half as well as second-halftender. The winner was expected to be decided

September delivery and $12.55-12.85 for first-half

within Thursday. In Argentina, as regular

October delivery. Prices followed the pricemaintenance was scheduled at nuclear andmovement in the DES Europe market. Argentina'shydropower plants in September to October,state-run IEASA (formerly known as ENARSA)

demand for gas-fired thermal power plants was

closed a DES tender on Wednesday to buy two

likely to increase during this time.

cargoes for Sep 25-30 and Oct 20-23 delivery. A total○Freight Market
Falls with ample supply for vessels

slightly by ample supply of LNG vessels. The

In the DES South Asia market on Thursday,

number of free ships decreased on week but was

daily rates fell by $1,000 from the previous day tostill plentiful. As of Wednesday, the number of free

$33,000-38,000 for conventional tankers,

tankers decreased by 3 from 33, the number as of$55,000-60,000 for DFDE and TFDE tankers, andlast week, to a total of 30, including 14 for Asia

$69,500-74,500 for MEGI and X-DF tankers.

Pacific, 13 for the Atlantic and three for Indian

Discussion levels for all types were pulled down

Ocean. The number of available ships was more

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

than that of charterers although demand for LNG

be seeking a ship to transport a cargo forships to transport cargoes for end-September to

end-September loading from the 22.20 mil mt/year

October loading emerged. Aramco Trading, a

Bonny Island project in Nigeria. (See the “Atlantic

trading arm of state-run Saudi Aramco, was said to

Region).

○Japan Domestic Natural Gas Market
LNG stocks for power generation increase on

forecasted at an early stage this year, power

week with many tankers arriving

companies were seen to have adjusted their annual

According to the Electricity Infrastructuredelivery program (ADP) in advance so that they

Division of the Agency for Natural Resources andcould import more LNG cargoes in mid to late

Energy (ANRE), LNG inventories for power

August. On the other hand, Typhoon No.10 had

generation as of Aug 25 were up 7.3% from thecurrently landed in the southern part of Kyushu andweek before to 2.06 mil mt for the first time in two

was heading north in the Kyushu area as ofweeks. The division said, “LNG consumption has

Thursday. Therefore, the arrival of some LNG

been growing to some extent due to hot weather but

tankers was expected to be delayed in the wake ofthe arrival of LNG tankers was more than last week.”

strong winds and high sea waves.

Since higher temperatures than normal had been
○NYMEX/ICE Natural Gas Future Market Commentary (Aug 28)
NYMEX H.H. September gas rebounds onmaturity day trades

The September natural gas contract of NBP on
ICE in London settled at $12.240, down 12.3cts fromThe September natural gas contract on NYMEX
closed at $1.930 per million British thermal units(mmBtu) on Wednesday, up 2.6cts from thethe previous day. Amid an ample storage level in
Europe, prices fell on close of long positions.
In NYMEX ACCESS TRADE, the front-monthprevious day. Prices gained on maturity day trades

October natural gas contract as of 9:00am local time

as well as repositioning ahead of the U.S. naturalon Thursday was trading at $2.104/mmBtu, up

gas storage report, which was to be released on

0.7cts from the close on Wednesday.

Thursday.

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp○JLC Japan LNG Cocktail for last 24 months
Jun-24

93,033Jun-2386,740May-24

92,276May-2389,241

Apr-2488,721

Apr-23

91,979Mar-24

95,760Mar-23102,839

Feb-24

99,140Feb-23

118,219

Jan-24

101,874

Jan-23

127,295

Dec-23101,068

Dec-22

134,674

Nov-23

92,941

Nov-22135,079

Oct-2391,871

Oct-22

156,244

Sep-2387,700

Sep-22

164,765

Aug-2388,257Aug-22140,003

Jul-2388,467

Jul-22

127,552

Source: Ministry of Finance
The latest month shows preliminary figures released at the end of each month. Figures for earlier months are updated each time
figures are revised.

◎MARKET NEWS○TEPCO Daily: oil, gas & coal fired capacity estimated at 32,570MW.
Japanese largest utility Tokyo Electric Power Co (TEPCO) had 32,570 megawatts (MW) of available
capacity tied to fossil fuel (oil, gas, coal) power generation, a figure that represents roughly 70% of its total
capacity including solar power and so on, as of 08:30 Tokyo time on Thursday based on Rim Intelligence's
projection. The total capacity was forecast to reach 46,530 MW, while estimated peak demand was at 41,180
MW in Tokyo area.
The Japan Meteorological Agency has forecasted temperatures in Tokyo to reach a daily high of 31
degrees Celsius.
Meanwhile, total peak demand for nine areas (excluding Okinawa) has been foreseen at 133270 MW for
which a total of 148940 MW of power will be available.

Estimated Available Capacity

Estimated Peak Demandin Tokyo Area

Oil, Gas & Coal

Total

Thursday

32,57046,53041,180Wednesday

34,19048,84043,090(unit: MW)

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp○TABLE 8/29 LNG Cargo Arrivals at Ise Bay

ArrivalIse_Bay
05-Sep-24
03-Sep-24
30-Aug-24
28-Aug-24

Japan_LNG_Terminal_Cargo_Arrivals
Capacity(cum)Capacity(mt)Terminal

Carrier

Yokkaichi
NagoyaHyundai Utopia
Seri Bakti

125,182
152,300

57,58470,058

Total

277,482

127,642

Pacific Notus
Woodside Rogers

137,006
159,800

63,02373,508

NagoyaNagoyaOrigin/Last_PortDSLNG, Indonesia
Qalhat, Oman
Wheatstone, Australia
Pluto, Australia○Japan Jul 2024 LNG imports by country
Liquefied Natural Gas Import Data By Country
Jul 2024
Unit Price
Volume(mt)Amount (1,000yen)(1,000yen)
Share712,359
65,368,959
91.76412.14%
455,981
44,492,772
97.576
8.26%
365,785
38,368,859
104.895
7.12%
186,625
20,795,639
111.430
3.86%
248,262
22,378,630
90.141
4.15%
94,121
9,198,724
97.733
1.71%
637,261
49,968,468
78.411
9.28%
195,225
19,134,343
98.012
3.55%
193,535
19,244,965
99.4393.57%
2,325,152
228,003,950
98.06042.33%
206,329
21,673,673
105.0444.02%
5,620,635
538,628,982
95.831100.00%Source: Ministry of Finance

Malaysia
BruneiIndonesia
Qatar
Oman
RussiaUS
Nigeria
E.Guinea
Australia
Papua New Guinea
Total

Monthly
Change139.83%709.83%
169.35%81.19%
204.90%17.08%
112.78%453.43%0.00%
138.41%77.35%
126.78%YearlyChange142.34%161.89%135.77%79.77%
381.64%38.45%
106.21%
0.00%
0.00%
108.10%70.76%
119.63%○Japan July LNG imports (details) :MOF
Imports of liquefied natural gas (LNG) by Japan in July reached 5.47 mil metric tons (mt), according toimport data released by Japan's Ministry of Finance (MOF). The Kisarazu terminal pulled in the largest
volume in July receiving a total of 835,794mt followed by Kawasaki with 686,673mt and Chiba at 602,742mt.
Jul-24Port

Country

Jan-Jul 2024

AmountUnit Price

AmountVolumeIshikari

Volume(1,000 yen)

(1,000 yen)

Unit Price (1,000 yen)
(1,000 yen)

Oman

-

-

-

126,282

9,995,193

79.15

Australia---

464,799

39,341,068

84.641

Papua New Guinea

-

-

-

69,3507,263,903

104.743

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

Hachinohe

Sendaishiogama

Total

-

-

-

660,43156,600,16485.702

Malaysia---

55,6904,777,066

85.78

Australia---

159,454

15,904,008

99.74

Total

-

-

-

215,144

20,681,074

96.127

Malaysia

7,952

915,180115.088

134,208

13,910,845

103.651

Brunei64,527

6,594,568

102.199

64,527

6,594,568

102.199

Indonesia---

74,211

12,970,200

174.775

Russia---64,2406,289,880

97.912

US

-

-

-

61,1394,199,153

68.682Australia---

148,854

14,375,470

96.57472,4797,509,748

103.613547,179

58,340,116

106.62

Malaysia---

184,206

15,834,844

85.963

Qatar

-

-

-

109,270

7,722,525

70.674

70,102

6,992,395

99.746

269,746

25,833,642

95.77

-

-

-

69,8297,538,873

107.962

Total

70,102

6,992,395

99.746

633,051

56,929,884

89.929

Malaysia

122,520

10,894,453

88.92

241,339

22,354,840

92.628Brunei---

66,797

4,876,202

73

Indonesia---

62,4996,165,893

98.656

Russia---190,251

19,484,779

102.416Australia

63,956

6,684,668

104.52379,867

37,533,756

98.808

Total

186,476

17,579,121

94.27

940,753

90,415,470

96.11

Malaysia

64,9696,151,125

94.678362,277

31,757,308

87.66

Brunei---

189,279

16,351,744

86.39

Indonesia---

117,491

10,859,488

92.428

Oman

-

-

-

126,530

11,572,851

91.463

Russia63,4206,293,135

99.23

127,453

12,779,807

100.271

US

65,8505,007,573

76.045259,878

20,301,326

78.119---55,7794,298,159

77.057

408,503

39,515,058

96.731

1,825,922

174,911,913

95.794---

206,469

15,932,719

77.168602,742

56,966,891

94.5133,271,078

298,765,315

91.335

Malaysia---

326,665

33,183,583

101.583

Indonesia---

241,190

23,535,291

97.58

Total
Sooma

Australia
Papua New Guinea

Hitachi

Chiba

Algeria
Australia
Papua New Guinea
Total
Kisarazu

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

Yokohama

KawasakiNiigataQatar

93,47810,354,731

110.772805,439

80,116,224

99.469Oman

62,404

6,480,590

103.849

274,473

24,109,598

87.84

Abu Dhabi---

303,393

31,535,955

103.944

Russia---349,147

34,850,999

99.818US

129,420

10,790,956

83.379791,949

74,133,881

93.609Nigeria

64,9895,922,424

91.13

64,9895,922,424

91.13

Australia

414,878

40,639,830

97.9562,074,107

203,426,985

98.079Papua New Guinea

70,625

7,006,709

99.21

429,732

44,095,846

102.612

Total

835,794

81,195,240

97.147

5,661,084

554,910,786

98.022---

244,628

20,575,490

84.109Brunei64,752

7,068,237

109.159

64,752

7,068,237

109.159

Oman

-

-

-

66,924

5,814,062

86.876

Russia30,701

2,905,589

94.642

372,195

36,521,614

98.125Australia

60,946

5,263,031

86.356479,313

44,200,816

92.217

Total

156,399

15,236,857

97.423

1,227,812

114,180,219

92.995

China

-

-

-

68,2238,071,229

118.307

Malaysia

62,357

5,163,465

82.805846,105

76,491,772

90.405

Brunei

67,6337,259,369

107.335

262,796

25,961,495

98.79

Indonesia---

55,143

5,756,751

104.397

Oman

-

-

-

62,7515,490,649

87.499Abu Dhabi---

239,622

21,611,365

90.189Russia---475,168

45,257,883

95.246

US

-

-

-

314,884

24,161,934

76.733

E.Guinea

65,331

5,170,741

79.14765,331

5,170,741

79.147Australia

421,857

42,399,061

100.506

2,185,249

211,065,232

96.586

Papua New Guinea

69,495

7,547,105108.599

215,376

20,481,294

95.096

Total

686,673

67,539,741

98.3584,790,648

449,520,345

93.833Singapore---

75,4018,231,631

109.171

Malaysia

62,801

6,246,492

99.465

253,892

24,096,185

94.907

Brunei132,785

11,974,642

90.181200,169

16,670,282

83.281

Qatar

-

-

-

90,1459,949,974

110.377

Russia---194,185

18,435,229

94.936

US

-

-

-

138,579

20,351,497

146.858

Peru

-

-

-

141,482

23,607,666

166.86

Malaysia

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

Naoetsu

Nigeria

73,5308,690,834

118.194

221,244

29,534,752

133.494

E.Guinea

64,325

6,402,627

99.53664,325

6,402,627

99.536Australia---

355,00936,202,553

101.976

Total

333,441

33,314,595

99.912

1,734,431

193,482,396

111.554

Malaysia

58,252

4,858,548

83.406

181,491

16,999,268

93.665

Brunei---135,028

13,582,480

100.59Indonesia---

63,555

5,155,720

81.122

Qatar

-

-

-

64,9585,541,494

85.309Russia---128,506

12,666,264

98.56664,448

5,127,964

79.567

129,967

12,143,072

93.432---532,237

52,299,420

98.263

122,700

9,986,512

81.39

1,235,742

118,387,718

95.803

Malaysia---472,284

44,952,487

95.181

Australia

68,545

6,081,393

88.721

131,711

12,956,072

98.367---63,012

6,604,139

104.808

Total

68,545

6,081,393

88.721

667,00764,512,698

96.72

Malaysia

60,8995,042,717

82.805

614,415

57,272,836

93.215

Brunei58,197

4,553,870

78.249121,396

9,669,596

79.653

Indonesia

55,5365,800,184

104.44

222,000

22,735,923

102.414

Qatar

-

-

-

75,182

6,428,169

85.501

Russia---318,50929,742,694

93.381

US136,487

12,497,026

91.562633,93151,607,099

81.408Nigeria

56,706

4,521,085

79.729112,282

8,741,005

77.849Australia

196,91219,804,393

100.575

1,290,464

130,431,083

101.073---

226,626

24,475,547

108

Total

564,737

52,219,275

92.4673,614,805

341,103,952

94.363

Malaysia

58,9785,460,812

92.591

347,029

33,137,445

95.489---204,134

22,176,023

108.635

123,664

12,840,380

103.833

290,197

29,763,208

102.562

Qatar

-

-

-

72,336

6,515,662

90.075

Oman

-

-

-

66,733

5,668,919

84.949Russia---212,177

20,233,687

95.362

US

-

-

-

140,008

13,004,282

92.882

76,316

8,016,892

105.049

550,515

47,553,284

86.38

US
Australia
Total
Shimizu

Papua New Guinea

NagoyaPapua New Guinea

Yokkaichi

BruneiIndonesia

Australia

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

Papua New Guinea

-

-

-

69,701

8,605,824

123.468

258,958

26,318,084

101.631

1,952,830

186,658,334

95.584

Malaysia---

373,195

32,574,337

87.285

Brunei---

192,939

18,932,433

98.127

Indonesia

124,190

12,680,670

102.107

310,885

30,911,484

99.431

Qatar

93,147

10,440,908

112.091

184,320

20,321,511

110.251

Oman

66,853

4,435,783

66.351

399,837

25,896,646

64.768Russia---191,659

19,483,455

101.657

116,828

7,963,352

68.163

520,175

39,549,154

76.03

Peru

-

-

-

73,174

7,034,395

96.132

E.Guinea---

69,612

4,924,254

70.739

Mozambique

-

-

-

71,236

5,161,725

72.46

194,426

16,912,877

86.9891,264,583

120,889,558

95.596---266,291

25,378,540

95.304595,444

52,433,590

88.0583,917,906

351,057,492

89.603---

175,032

16,658,390

95.17368,087

7,042,086

103.428

201,855

18,489,559

91.598Indonesia---

126,426

13,329,847

105.436

Qatar

-

-

-

180,388

19,519,666

108.209

Oman

58,7896,407,268

108.988539,697

51,968,897

96.293

US

67,025

4,669,794

69.672366,447

28,850,003

78.729Australia

204,929

20,310,067

99.108

1,142,815

110,832,729

96.982

Papua New Guinea

66,2097,119,859

107.536

214,923

22,056,424

102.625

Total

465,039

45,549,074

97.947

2,947,583

281,705,515

95.572

Malaysia

56,0904,787,870

85.36

260,521

22,715,660

87.193

Oman

-

-

-

68,945

6,592,782

95.624

Russia---63,766

6,149,683

96.441

Australia---

38,111

3,815,973

100.128

56,0904,787,870

85.36

431,343

39,274,098

91.051

Singapore

-

-

-

7,842

834,441106.407

Malaysia

16,507

1,830,595

110.898

65,084

7,239,217

111.229

Russia---91,7329,514,214103.718

Papua New Guinea

-

-

-

27,682

2,526,558

91.271

16,507

1,830,595

110.898

192,340

20,114,430

104.577

Total
OsakaSakai

US

Australia
Papua New Guinea
Total
HimejiMalaysia
Brunei

Mizushima

Total
Hiroshima

Total

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

Iwakuni

Malaysia---

156,445

13,418,543

85.772

Qatar

-

-

-

73,4689,634,075

131.133

Oman

60,216

5,054,989

83.948123,291

8,493,771

68.892

US

57,203

3,911,803

68.385123,042

9,063,229

73.66

-

-

-

266,819

24,196,053

90.683

Total

117,419

8,966,792

76.366743,065

64,805,671

87.214

SakaideMalaysia

55,5255,404,967

97.343

230,254

21,480,880

93.292NiihamaRussia---118,461

11,780,419

99.446

TobataMalaysia---

274,381

26,177,371

95.405Indonesia

43,8015,201,296

118.748

78,592

9,447,479

120.209

Canada

-

-

-

36

6,832

189.778

Australia---

309,331

30,535,568

98.715

Papua New Guinea

-

-

-

65,6606,288,879

95.77943,8015,201,296

118.748

728,000

72,456,129

99.528Indonesia---

165,376

17,912,203

108.312

Russia---193,698

18,907,436

97.613

E.Guinea

63,8797,671,597

120.096

63,8797,671,597

120.096

Australia

73,9398,376,697

113.292

405,331

44,266,406

109.211---77,556

10,310,751

132.946

Total

137,818

16,048,294

116.446

905,840

99,068,393

109.366

Indonesia

18,594

1,846,329

99.297

18,594

1,846,329

99.297Australia---

66,925

6,353,326

94.932

18,594

1,846,329

99.29785,5198,199,655

95.881---

167,749

18,279,571

108.97

5,465,283

523,008,659

95.697

37,620,055

3,592,710,724

95.5

Australia

Total
Ooita

Papua New Guinea

Kagoshima

Total
Okinawa

Australia
Grand Total

Following the Custom Law of Japan, some import data is omitted this month and the Grand Total does notmatch the LNG import Data by country occasionally.
◎Notice○Introduction of Rim Trading Board (RTB)
Rim Intelligence Co is operating "Rim Trading Board (RTB)", in which market players are able submit
offers/bids/deal prices by themselves to Rim Intelligence. RTB is managed on Rim's website. Rim considers
the information on RTB when we make assessments of each oil product in our Rim Products Report. The
information on RTB is open to all market participants for free. Please go to the link below to see how to use
and register to RTB.

Rim reports are copyrighted publications.

RIM INTELLIGENCE

LNG

3F Yaesudori Hata Bldg, 1 Chome 9-8 Hatchobori, Chuo-ku, Tokyo Japan
Tel:81-3-3552-2411 Fax:81-3-3552-2415 e-mail:info@rim-intelligence.co.jp

https://www.rim-intelligence.co.jp/rtb/oil/index.html○Report on adherence to PRA principles
Rim Intelligence uploaded the report of the governance, processes and controls relating to the adherence tothe PRA principles outlined by International Organization of Securities Commissions (IOSCO) based onreasonable assurance on Dec 20, 2023. All of the daily reports of Rim Intelligence are subject to the principles.
Please visit the following website for perusal.
<Reports> Bunker Oil, Crude/Condensate, Asia Products (Products), LPG, Lorry Rack, Japan Products,
Petrochemicals, LNG, Powerhttps://www.rim-intelligence.co.jp/contents/info/pramenuEng4/◇
Editorial and Subscription Inquiry:[Tokyo office]Tel:(81) 3-3552-2411, Fax:(81)3-3552-2415,
e-mail:info@rim-intelligence.co.jp[Singapore office] Tel:(65)-6912-7359,
e-mail: lim@rim-intelligence.co.jp[Beijing office]Tel:(86)10-6498-0455, Fax:(86)10-6428-1725,
e-mail:ma@rim-intelligence.co.jp huo@rim-intelligence.co.jp[Shanghai office] Tel: 86-21-6760-6330/6331,
e-mail:rim_sh@rim-intelligence.co.jp
Rim reports are available via internet e-mail:Rim reports are copyrighted publications. No portion of the reports may be photocopied, reproduced,
retransmitted, put into a computer system or otherwise redistributed not only to parties outside theorganization of the subscriber but also to other departments or branch offices within the same organization
as the subscriber. If a breach of copyright is found, penalty may be imposed. While information in the reports
is expected to be accurate, RIM bears no responsibility for any consequences arising from the subscriber's useof such information. Further, if events beyond our control such as natural disasters or unforeseen
circumstances are to occur or likely to occur, giving rise to operational problems, publications may be halted
temporarily.
(C) 2024 RIM INTELLIGENCE CO.

Rim reports are copyrighted publications.