RBC Elements™: LNG Canada Tanker Tracker

研报英文原文证据摘录

RBC Elements™: LNG Canada Tanker Tracker

mber of shipments and

estimated volumes per country. South Korea leads the group with 44 delivered shipments, followed

by Japan (18), China (15), and Taiwan (6).

• Despite Improving LNG Canada’s Ramp, AECO Still Weak. AECO prices remain lower than their

seasonal highs. Spot prices currently sit at ~$1.51/GJ as mild weather and strong volumes have more

than offset improving LNG Canada offtake.

Exhibit 1 - LNG Canada Tanker Tracker

Vessel Name Charter Flag Capacity (bcf) Arrival Date Departure Date Destination Estimated Exports (bcf)

PAN ASIA Shell Hong Kong 3.7 Apr-23-2026 Apr-24-2026 South Korea 284.9

ALICANTE KNUTSEN Shell France 3.7 Apr-25-2026 Apr-27-2026 South Korea 288.6

MALAGA KNUTSEN Shell France 3.7 Apr-27-2026 Apr-28-2026 South Korea 292.3

SM GOLDEN EAGLE Shell Panama 3.7 May-01-2026 May-02-2026 China 296

PUTERI SELANGOR Petronas Liberia 3.7 May-03-2026 May-04-2026 China 299.7

DIAMOND GAS VICTORIA Mitsubishi Singapore 3.7 May-06-2026 May-07-2026 China 303.4

SHAOLIN PetroChina Hong Kong 3.7 May-09-2026 May-12-2026 China 307.1

MARAN GAS OLYMPIAS Shell Greece 3.7 May-12-2026 May-14-2026 N/A 310.8

PUTERI SANTUBONG Petronas Marshall Islands 3.7 May-15-2026 May-16-2026 N/A 314.5

METHANE MICKIE HARPER N/A Panama 3.7 May-17-2026 May-19-2026 China 318.2

Expected Vessels

SEAPEAK GLASGOW N/A Bahamas 3.7 May-21-2026 N/A N/A 321.9

QINGCHENG N/A Hong Kong 3.7 May-26-2026 N/A N/A 325.6

PUTERI MAHSURI Petronas Marshall Islands 3.7 May-27-2026 N/A N/A 329.3

MARIA ENERGY N/A Liberia 3.7 May-28-2026 N/A N/A 333

GASLOG GLASGOW Shell Bermuda 3.7 Jun-01-2026 N/A N/A 336.7

DIAMOND GAS METROPOLIS Mitsubishi Bahamas 3.7 Jun-03-2026 N/A N/A 340.4

Source: RBC Elements, Bloomberg, VesselFinder

See RBC Elements page at the end of this note.