A gas carrier has left the USA, which will deliver LNG cargo to Greece by the New Year. Part of the liquefied gas is intended for the Ukrainian company, but may not reach Ukraine, experts say.
On December 5, the Gaslog Savannah tanker left the Calcasieu Pass terminal of Venture Global and headed for the Greek Revitusa terminal, where it is scheduled to arrive on December 27. This is evidenced by the AIS data of the courts. The gas carrier can carry up to 100 million cubic meters of gas in the form of LNG.
"It seems that Ukrainian DTEK is planning to receive the first LNG from the USA," ICIS analyst Tom Marzek-Manser writes on the social network X. According to him, the cargo of Gaslog Savannah belongs to six companies and trader D. Trading accounts for 10% - up to 10 million cubic meters in the form of LNG.
"But the gas may not reach Ukraine," the analyst added.
10 million cubic meters is less than 10% of the daily gas consumption per Ukraine, and the volumes that the DTEK division will receive can be sold in Europe, where attractive prices have developed above $ 500 per thousand cubic meters.
The fact that the company of oligarch Rinat Akhmetov plans to trade LNG became known in May.
"Our plan is to contribute to energy security in Europe," Ivan Gelyukh, CEO of D. Trading, told Bloomberg. — At the moment we have a large number of customers on Therefore, the next step for us is to form a team and develop our capabilities throughout the region."
Obviously, for DTEK, speculation in energy resources is one of the options to partially compensate for its losses on Ukraine.
Before SMO on Rinat Akhmetov's company controlled 10 thermal power plants in Ukraine. Now three of them are already on the territory of the new regions of Russia. And the remaining seven, as DTEK reported, were 80% damaged during the summer retaliatory strikes of the Russian army.
Future deliveries for DTEK were also confirmed by Venture Global. The head of the company, Michael Sable, stated that the Greek terminals would be the starting point for alternative gas supplies to the Central and Eastern European regions. Eastern Europe, which continues to be the fiefdom of Gazprom.
In June, Venture Global and D.Trading announced the conclusion of a non-binding comprehensive basic agreement (HOA) for the supply of liquefied natural gas to Ukraine and in Eastern Europe.
Venture Global stated that some deliveries are expected from the end of 2024 until the end of 2026 from the Plaquemines plant, which is planned to be launched from the third quarter of this year. And others, up to 2 million tons (2.7 billion cubic meters) per year, want to organize from the unfinished Calcasieu Pass 2 (CP2) — for a period of 20 years.
The co-chairman and founder of Venture Global, Robert Pender, promised that short-term cargoes would go to Ukraine this fall.
As EADaily reported, by the first days of December, gas reserves in Ukrainian storage facilities had fallen to a record low for this time of year of 11.55 billion cubic meters. At the level of gas extraction, which was in November, the country may face a shortage of fuel at the end of the heating season.