Directional impact on forecast:
Bearish on Northeast Asia LNG spot prices
Yamal LNG is on course to be commissioned in late 2017, adding to the LNG volumes available on the spot market during the peak winter demand period in Q1 2018.
The final compressor module for Yamal was reportedly delivered in mid-August, and initial commissioning activity is under way. Train 1, which will have a capacity of 5.5 mtpa, is on course to start up before the end of 2017. If the commissioning schedule...