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«Газпром» ввел в строй Ковыктинское месторождение

  • Market: Condensate, LPG, Natural gas
  • 21/12/22

«Газпром» в среду ввел в эксплуатацию Ковыктинское газоконденсатное месторождение (Иркутская обл.) и магистральный газопровод Ковыкта — Чаянда, завершив подключение этих объектов к трубопроводной системе «Сила Сибири».

Ковыктинское газоконденсатное месторождение является крупнейшим в Восточной Сибири и обладает извлекаемыми запасами в объеме 1,8 трлн м³ газа и 65,7 млн т газового конденсата. «Газпром» планирует в следующем году добыть на нем 5 млрд м³ газа, а в 2026 г. вывести месторождение на пиковый уровень добычи – 27,2 млрд м³/год.

Магистральный трубопровод «Сила Сибири» обеспечивает поставки газа в направлении Амурского газоперерерабатывающего завода и далее на экспорт в Китай. Газопровод проходит через Иркутскую область, Якутию и Амурскую область, заканчиваясь в Благовещенске на российско-китайской границе.

Подача газа с Ковыкты в «Силу Сибири» началась еще в конце октября – в режиме пусконаладочных работ. До подключения Ковыктинского участка, газ в эту систему поступал только с Чаяндинского месторождения (Якутия), запасы газа которого оцениваются в 449 млрд м³. Протяженность нового газопровода Ковыкта – Чаянда составляет 804 км, а общая протяженность магистрали «Сила Сибири» превышает 3 000 км. Маршрут Ковыкта – Чаянда включает участок протяженностью 1,5 км, проложенный в грунте на дне реки Лена, на глубине 13 м.

Для приема газа с Ковыкты «Газпром» построил на Чаяндинском месторождении второй цех Центральной дожимной компрессорной станции – здесь поддерживается необходимый уровень давления в трубопроводе для дальнейшей транспортировки газа.

Один из основных введенных в строй объектов на Ковыкте - это установка комплексной подготовки газа №2 (УКПГ-2) производительностью более 6 млрд ³/год газа. Установка принимает углеводородное сырье со скважин месторождения и обеспечивает его очистку от воды, механических и других примесей, чтобы качество товарного продукта соответствовало нормативам. В состав УКПГ-2 в том числе входят три колонны для стабилизации газового конденсата.

Ковыктинский газовый конденсат после стабилизации будет поступать в конденсатопровод для прокачки на железнодорожный терминал в п. Окунайский. Терминал расположен в Иркутской области и примыкает к Байкало-Амурской железнодорожной магистрали (БАМ). Протяженность конденсатопровода Ковыкта–Окунайский составляет 173 км.

В период до 2026 г. «Газпром» планирует ввести в строй на Ковыкте еще три установки комплексной подготовки газа мощностью около 6 млрд м³/год каждая.

Поставки газа по «Силе Сибири» в Китай осуществляются в рамках долгосрочного контракта между «Газпромом» и китайской государственной компанией CNPC. Договоренности компаний предусматривают проведение планового ремонта газопровода два раза в год: весной и осенью. Весенний ремонт проводился 29 марта - 4 апреля, а осенний – в период 22-29 сентября.

В декабре «Газпром» ввел в эксплуатацию на «Силе Сибири» четыре новые компрессорные станции: «Иван Ребров», «Максим Перфильев», «Василий Поярков» и «Василий Колесников». Таким образом, общее число компрессорных станций увеличилось до восьми.

В текущем году «Газпром» планирует нарастить прокачку газа по «Силе Сибири» на 40% по сравнению с 2021 г., до 14 млрд м³. Трубопровод введен в строй в декабре 2019 г. и рассчитан на транспортировку 42 млрд м³/год газа, в том числе поставку в Китай 38 млрд м³/год. Но объем поставок будет увеличиваться постепенно, и полная загрузка трубопровода ожидается только в 2025 г. В следующем году «Газпром» собирается повысить прокачку газа по «Силе Сибири» до 21-22 млрд м³: рост поставок ожидается благодаря запуску Ковыкты и увеличению добычи на Чаянде.

Запасы Чаянды и Ковыкты представляют собой многокомпонентный газ. Для разделения этого сырья на фракции «Газпром» направляет его на Амурский ГПЗ, который находится ближе к конечной точке «Силы Сибири» и на котором уже введены в строй две технологические линии из шести. Мощность каждой линии по сырью составляет 7 млрд м³/год, а общая мощность Амурского ГПЗ в 2025 г. должна достичь 42 млрд м³/год. Получая газ по «Силе Сибири», Амурский ГПЗ перерабатывает это сырье, выделяя из него метан, этан, пропан, бутан, гелий и пентан-гексановую фракцию. В частности, каждая линия должна обеспечивать выпуск 6-6,5 млрд м³/год товарного газа.


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06/11/25

Prices rise in French biomethane RGGO auction

Prices rise in French biomethane RGGO auction

London, 6 November (Argus) — The European Energy Exchange (EEX) nearly sold out of available French biomethane renewable gas guarantees of origin (RGGOs) at its November auction, with average prices reflecting those in the over-the-counter (OTC) market since the August auction. As the final auction of 2025, this completes the average 2025 auction price for French RGGO taxes. All but 1MWh of the offered 144GWh of RGGOs were sold in the 5 November auction for a weighted average price of €13.98/MWh. EEX calculated the reference price for the auction at €13.96/MWh. Prices averaged €12.18/MWh in the previous auction, when 107GWh of RGGOs traded in August. Initially, 147GWh produced in March-June was eligible to go into the auction . Three French municipalities pre-empted 2.98GWh of the volumes before the auction, up from 2.16GWh from one municipality before the August auction. Argus assessed French uncertified RGGOs for 2025 production at €13.90/MWh on 30 October. Bids for French uncertified RGGOs had been around €12.50/MWh at the time of the previous auction. Certified, ETS-eligible RGGOs did not sell at a premium to uncertified or non-ETS eligible volumes. As in previous auctions, EEX cannot transfer ownership of the Proof of Sustainability for any volumes sold, which limits their use for compliance. For volumes sold in the OTC market, Argus assessed certified, ETS-eligible French RGGOs from any feedstock at a €9.10/MWh premium to uncertified equivalent. The French government now applies a floor for declared tax levels for 75pc of the sale of RGGOs that are not used in transport. This is based on 75pc of the average reference prices from auctions the previous year to the production. The average of the EEX reference prices for the four 2025 auctions is €10.86/MWh, which would mean a floor of €8.14/MWh. Argus assessed 2026 vintage uncertified RGGOs at €16/MWh on 30 October. Only RGGOs from subsidy-supported biomethane, where the subsidy contract was signed after 9 November 2020, are auctioned on the EEX. Around 405GWh of biomethane RGGOs were auctioned in 2025. By Emma Tribe Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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No FID for Lake Charles LNG until equity selldown


05/11/25
News
05/11/25

No FID for Lake Charles LNG until equity selldown

Houston, 5 November (Argus) — Energy Transfer will not commit to a final investment decision (FID) on its proposed 16.5mn t/yr (2.2bn ft³/d) Lake Charles LNG export facility in Louisiana until it has sold off 80pc of equity stakes in the project, co-chief executive Mackie McCrea told investors today. The project currently is fully owned by Energy Transfer, casting doubt on the company's plan to reach FID by the end of the year. Investor MidOcean Energy signed a preliminary agreement in April to fund 30pc of the project's construction costs in exchange for 30pc of offtake, or about 5mn t/yr, but the two sides have yet to finalize the deal. Nearly all of the project's offtake is contracted, with 11.9mn t/yr set aside to binding agreements. But the "last, big, most important box" is adding equity partners, McCrea said. McCrea said "we've got our work cut out for us" to sell down equity stakes before needing to reset the terms of its engineering, construction and procurement contract with contractors Technip Energies and KBR. "Let me make this real clear: We will not proceed with LNG until we have secured 80pc of equity partners similar to ourselves," McCrea said. The midstream firm has sought for years to convert the existing Lake Charles import facility into an export terminal. Shell signed on with a 50pc stake in 2019 but pulled out the following year as part of cost-cutting measures during the Covid-19 pandemic. Energy Transfer also has extensive assets in crude oil and NGL infrastructure. "When you're chasing billions of dollars in projects, several of which we've already announced, we've got to be careful stepping out on something like this," McCrea said. "We're not an LNG company like we compete with. We're a pipeline company that has a regas facility converting part of it to LNG." Lake Charles LNG, located in southwest Louisiana, is fully permitted by US federal regulators through 2031 after receiving extensions from the US Department of Energy and the Federal Energy Regulatory Commission earlier this year. By Tray Swanson Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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US LNG buildout to spur Permian-Haynesville competition


05/11/25
News
05/11/25

US LNG buildout to spur Permian-Haynesville competition

US midstream operators are striving to debottleneck key producing areas to unlock additional supplies to LNG export plants, writes Tray Swanson London, 5 November (Argus) — The scale of the planned buildout in US liquefaction capacity means new export projects in Texas and Louisiana will increasingly need to tap supply from the Permian and Haynesville shale basins. But higher production from both regions and more pipeline capacity out of the Permian will be required for the two plays to satisfy the additional feedgas demand. The US has about 17.5bn ft³/d (181bn m³/yr) of liquefaction capacity in operation and 15bn ft³/d under construction, following a spree of final investment decisions this year. More than half of this additional capacity is set to be commissioned by the end of 2028, which will require additional feedgas supplies of about 9.9bn-10.8bn ft³/d, assuming liquefaction losses of 10-20pc. US gas production may need to grow faster than currently forecast to meet this new demand. About 3.3bn-3.6bn ft³/d of additional feedgas demand is expected to come from new facilities this year, while total gas output in the US is expected to rise by 4.4bn ft³/d, according to the US Energy Information Administration (EIA). But just 2.8bn ft³/d of this year's new production will come from the Permian and Haynesville basins — the best positioned for supplying new Gulf coast facilities.The Marcellus and Utica basins in Appalachia — the biggest gas-producing region in the US — are less able to meet new feedgas demand, given high utilisation on pipelines connecting the basins with the Gulf coast and legal hurdles for building any new interstate pipelines . The Gulf coast market could tighten further next year, with about 2bn-2.2bn ft³/d of additional feedgas demand scheduled to come on line but only about 700mn ft³/d of additional gas output expected from the Permian and Haynesville basins. And even larger supply deficits are projected for the following two years, if projects stick to their scheduled timelines. But production in the Haynesville and Permian basins may be able to grow faster than current forecasts suggest, if infrastructure bottlenecks are removed. A growing network of pipelines is advancing in states with industry-friendly regulatory and permitting regimes, which could be used by Haynesville and Permian producers to ship their supply to the Gulf coast. The Permian is set to remain the fastest-growing gas-producing play in the US, with output expected to climb to 27.7bn ft³/d this year. Growth is forecast to slow to 2pc in 2026, bringing total output to 28bn ft³/d, according to the EIA. Bottlenecks have so far limited how much Permian gas can reach the Texas-Louisiana border, where nearly 11bn ft³/d of liquefaction capacity is being built. Negative energy The initial chokepoint is in the Permian itself, where natural gas is a by-product of crude oil production and is tied to the economics of crude rather than gas. This, coupled with limited pipeline infrastructure, has often led to negative gas prices at west Texas' Waha hub, leaving producers with little alternative other than to reinject gas into reservoirs or increase linepack — gas stored in the pipeline network. Such occasions have become more frequent since Texas regulators cracked down on flaring allowances in 2021. Tight pipeline capacity meant Waha prices sank to a record low of -$8.44/mn Btu in early October, when unplanned outages on westbound flows coincided with planned maintenance on eastbound flows. Midstream firms have plans to boost pipeline capacity out of the Permian. A total 9.1bn ft³/d of eastbound capacity is set to enter service in 2026-28, most of which will directly supply export facilities on the Gulf coast. Two projects will flow southeast to the Agua Dulce hub, which has tie-ins to US developer Cheniere's Corpus Christi terminal and fellow LNG exporter NextDecade's Rio Grande facility. A third new line will link to the Katy hub, west of Houston. Midstream firm Energy Transfer's 1.5bn ft³/d Hugh Brinson pipeline will ship Permian gas to the Dallas area, hundreds of miles from the coast, but that could free up more Haynesville supply to move south for export. There are further bottlenecks at the Katy hub, especially after Texas-based WhiteWater's 2.5bn ft³/d Matterhorn Express pipeline began shipping more Permian supply to Houston in October 2024. Less than 3bn ft³/d of pipeline capacity runs from Katy directly to the Gillis hub, north of Lake Charles, Louisiana — a key supply corridor for LNG terminals. But midstream operators plan to add 7.5bn ft³/d of capacity to the broader Texas-Louisiana LNG corridor by the end of the decade. The largest of the three projects may be in operation by the end of this year, even though flows are set to remain capped until LNG developer Venture Global's 4.4bn ft³/d CP Express pipeline begins service in 2027. Crude economics last year resulted in Permian gas flooding the regional market faster than new pipeline capacity could enter service. In contrast, Haynesville producers had to rein in output last year and into 2025 in response to oversupply in the US gas market that brought Henry Hub prices below their breakeven. Haynesville production fell sharply to 14.7bn ft³/d in 2024 from 16.4bn ft³/d a year earlier, as producers curtailed operations in response to the low prices. Higher prices allowed output to rebound to 15.1bn ft³/d in January-September and production is expected to average 15.2bn ft³/d over 2025 as a whole and 15.6bn ft³/d in 2026, according to the EIA. Breakeven costs in the Haynesville are about $3.50/mn Btu. Henry Hub prices on the Nymex 2026 calendar strip were at $4.13/mn Btu on 3 November. Gas output in the Haynesville could rise above the 2023 record after the completion of pipeline projects that will ship Haynesville gas south to the Gillis hub on the Louisiana coast. Two large projects started up in the second half of 2025. Permian impurities But the additional infrastructure from both basins will increase scope for competition between Haynesville and Permian producers and may also create issues for LNG terminals because the gas in each basin has different compositions. Permian supply tends to require more treatment to eliminate impurities compared with Haynesville gas, specifically nitrogen and heavy hydrocarbons. Nitrogen reduces gas' heating value and boiling point, meaning LNG terminals have to use more energy in liquefaction. Most pipelines allow for gas with nitrogen levels of about 3pc, but LNG facilities require nitrogen content to be less than 1pc. Such shifts in feedgas composition increase the amount of maintenance terminals require. Cheniere's 33mn t/yr Sabine Pass facility, on the Louisiana side of the Sabine River, has reported issues with nitrogen since the Matterhorn Express began tying in to interstate pipelines such as the Texas Eastern Transmission and Transcontinental systems. Sabine Pass has had to change its liquefaction process to accommodate higher nitrogen content and different solvents are required to clean heavy hydrocarbons from the terminal's heat exchangers, company executives say. The facility underwent planned three-week maintenance in June, its first major outage since the Matterhorn began service the previous year. Several planned LNG export plants will use nitrogen rejection units (NRUs) to purify the feedgas on site, including Venture Global's 28mn t/yr CP2 and compatriot energy firm Sempra's 27mn t/yr Port Arthur facilities. NRUs can cost about $100mn-150mn/1bn ft³ of gas treated, market participants say. But the process typically emits less methane than other methods of nitrogen removal — a key distinction for US exporters seeking to further expand their share of the European market, given the EU's plans to regulate methane emissions of imported gas. Haynesville pipeline projects bn ft³/d Project Developer Capacity Destination Date LEG Williams 1.8 Gillis 2025 NG3 Momentum 1.7 Gillis 2025 LEAP phase 4* DT Midstream 0.2 Gillis 2026 Pelican WhiteWater 1.8 Gillis 2027 Total 5.5 *overall capacity at 2.1bn ft³/d — regulatory filings, company press releases, EIA Katy pipeline projects bn ft³/d Project Developer Capacity Destination Date Trident Kinder Morgan 1.5 Port Arthur 2027 Blackfin WhiteWater 3.5 Port Arthur 4Q25* Mustang Express ARM Energy 2.5 Port Arthur 2028-29 Total 7.5 *flows limited until Venture Global's CP Express begins in 2027 — regulatory filings, company press releases, EIA Permian pipeline projects bn ft³/d Project Developer Capacity Destination Date Blackcomb WhiteWater 2.5 Agua Dulce 2026 Hugh Brinson* Energy Transfer 1.5 Dallas area 2026 GCX Kinder Morgan 0.6 Agua Dulce 2026 Apex† Targa 2.0 Port Arthur 2027-28 Eiger Express WhiteWater 2.5 Katy 2028 Total 9.1 *second phase could add 700mn ft³/d, †approved but not under construction — regulatory filings, company press releases, EIA US output, year-on-year change bn ft³/d Permian and Haynesville basins infrastructure Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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US high court questions Trump's tariff powers


05/11/25
News
05/11/25

US high court questions Trump's tariff powers

Washington, 5 November (Argus) — President Donald Trump's legal rationale for tariffs targeting major US trading partners ran into a skeptical review during a Supreme Court hearing on Wednesday, including from the justices appointed by him. The high court heard an appeal of two decisions by lower courts that found Trump's administration has overstepped its authority by placing emergency tariffs on most goods imported into the US. Trump has cited a 1977 law called the International Emergency Economic Powers Act (IEEPA), which previous presidents only used to impose targeted economic sanctions, to impose tariffs on all US trading partners. IEEPA omits references to tariffs. But the Trump administration justifies imposing them by citing two words in the text of the law — that "regulation" of "importation" is among the possible measures that the president can take to address an economic emergency. Tariffs are a foreign policy issue, which the Constitution delegates to the executive branch, solicitor general John Sauer argued on behalf of the administration. Tariffs are not a tax but a regulatory tool, Sauer said. The revenue from tariffs is incidental to the exercise of Trump's regulatory power in foreign policy domain, Sauer said. Both liberal and conservative justices challenged those arguments. Trump's reliance on a law never before used to impose tariffs raises the "major questions doctrine", said Chief Justice John Roberts, a conservative. Roberts was referring to recent Supreme Court decisions, which state that it is up to Congress to decide prominent questions of economic significance. The president has a constitutionally granted authority over foreign policy but in this case, he exercised it by imposing "taxes on Americans, and that has always been the core power of Congress," Roberts said. The possibility that future presidents would use tariffs to advance unrelated policy priorities featured prominently in questions from the bench. "Could the president impose a 50pc tariff on gas-powered cars and auto parts to deal with the 'unusual and extraordinary threat' from abroad of climate change?", conservative justice Neil Gorsuch asked. Sauer acknowledged that the scenario was "highly likely", albeit not under Trump, as "this administration would say 'that's a hoax.'" The legal argument advanced by Trump means that former president Joe Biden could have declared a climate emergency, imposed tariffs and then used the tariff revenue for his student loan relief program, liberal justice Sonia Sotomayor said. "That's all Biden would have had to do with any of his programs." Gorsuch also challenged the government's argument that Congress can at any time remove the power of the president to impose tariffs under emergency authorities. "Congress, as a practical matter, can't get this power back once it handed it over," Gorsuch said. An extension of presidential powers can be enacted with a simple majority but has to be removed by a veto-proof majority, Gorsuch said. "It's a one-way ratchet toward the gradual but continual accretion of power in the executive branch and away from the people's elected representatives." The legal cases before the court pit the Trump administration against a group of private companies and, separately, a coalition of states, who argued that IEEPA does not explicitly authorize Trump to use the tariffs he imposed. Conservative justice Brett Kavanaugh indicated that he would be open to defending the presidential authority to impose tariffs in at least some specific emergency situations, citing Trump's imposition of a 25pc tariff on imports from India in a bid to stop Indian purchases of Russian oil. Next steps The Supreme Court could take weeks, if not months, to make a decision. Trump's preferred outcome is for the high court to overturn the lower courts' decisions and keep the tariffs he imposed in place. "With a Victory, we have tremendous, but fair, Financial and National Security," Trump posted ahead of the hearing. "Without it, we are virtually defenseless against other Countries who have, for years, taken advantage of us." If the Supreme Court decides to keep the lower courts' decisions in place, Trump's administration would have to immediately lift the so-called "fentanyl" tariffs affecting Canada, Mexico and China and the so-called "reciprocal" tariffs of 10pc and higher, in place since 5 April on nearly every US trading partner. The courts' decisions will not affect tariffs Trump imposed on imports of steel, aluminum, cars and auto parts, as the administration has used other, unequivocal legal trade authorities. The Supreme Court would separately have to decide what to do about the revenue collected from emergency tariffs. One of the lower courts ordered that the defendants who challenged tariffs in courts must receive refunds, while another court ordered that all importers must receive refunds. The US government's tariff revenue ran at about $30bn/month as of August, according to an estimate by the Federal Reserve Bank of New York. By Haik Gugarats Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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EU LNG imports at record high in Oct


05/11/25
News
05/11/25

EU LNG imports at record high in Oct

London, 5 November (Argus) — LNG deliveries to Europe in October were the highest ever for that month, while rising LNG Atlantic-basin loadings could boost November imports even higher. Firms delivered 10.7mn t of LNG to European terminals last month, the highest ever for any October and up from 8.66mn t in September, ship-tracking data from Kpler shows. Deliveries were above the 10mn t registered in October 2022, when importers scrambled to secure additional supply ahead of winter following the curtailment of Russian pipeline flows. The Netherlands continued to be Europe's largest importer at 1.68mn t. France came in second at 1.65mn t, despite strikes disrupting operations at Elengy-operated terminals, especially in the first half of the month. And Spain was the third-largest destination for LNG, with 1.61mn t. Those imports were partly destined to build the country's LNG stocks ahead of the peak winter demand, although Spanish terminals might have also received deferred cargoes that could not deliver to France because of the strikes. The stockfill at Spanish tanks rose to 67pc of capacity on 4 November from 56pc on 1 October. The ramp up in LNG deliveries bolstered EU LNG sendout to 4.2 TWh/d in October from 3.9 TWh/d in September and 2.9 TWh/d a year earlier. Fast regasification contributed to limit storage withdrawals during cold spells and periods of limited wind and solar output throughout last month. Record-high Atlantic-basin loadings in October could boost LNG deliveries to Europe in November despite the inter-basin arbitrage for sending US fob cargoes to Asia opening briefly around mid-October. LNG loadings from export terminals in the Atlantic reached a record high of 14.83mn t of LNG — up from 12.50mn t in September — sustained by quicker exports from Plaquemines and Corpus Christi in the US and Bonny in Nigeria. Some of those volumes could be directed to east of the Suez Canal after the inter-basin arbitrage opened for some market participants around mid-October for the first time since June. But the incentive to deliver Atlantic supply to Asia has waned since then, as higher charter rates, having doubled over the last two weeks, are making longer journeys to Asia uneconomical. By Isabel Valverde Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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