- 1 new addition to the global LNGC fleet, 366 vessels in total
- Order book expanded by 2 vessels to 107 units; both seem speculative
- Atlantic and Pacific LNG demand remains exceptionally strong – resulting in LNG prices up to US$20.5/mmBtu for April deliveries
- LNG supply unlikely to even closely match demand
- Bulk of new vessel deliveries scheduled for 2Q and 3Q 2014
- Spot charter rates softer still m-o-m as limited spot cargo availability reduces activity, situation likely to endure in 2014 amid limited supply
by Alexander Wilk // 28 February, 2014
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