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Due to tight tanker availability and the Middle East conflict, LNG freight rates are at an 8-month high.

The shipping costs of liquefied gas cargoes are at their highest level in eight months. This is due to the tightening of vessel availability as more ships head to Asia, while conflict in the Middle East escalates.

Spark Commodities, a pricing agency, said that the Atlantic freight rate for vessels equipped with two-stroke engines and capable of transporting 174,000 cubic meters LNG, which is the most common type on the market, reached $51,750 per a day, its highest since October 3.

Spark assessed the Pacific freight rate at $36,750/day, its highest level since 25 October.

Qasim Afghanistan, analyst at Spark Commodities, said that the rise in LNG freight rates is largely due to tight vessel supply. This has in turn been caused by changes in pricing signals of U.S. cargoes.

He said that the market's reaction to the Middle East situation had exacerbated the problem.

The recent announcement by Egypt that it will buy up to 160 LNG cargoes until 2026 has also boosted demand for vessels.

As the global LNG fleet expanded, and as European delivered prices increased, U.S. cargos opted to stay in the Atlantic rather than travel to Asia. The shorter journey times on average increased the availability of tankers.

Afghan stated that in the last two weeks, the cost of delivering LNG to Europe and Asia has been equalized. As a result, spot cargoes have now been encouraged to travel via the Cape of Good Hope to Asia. This increases the average journey time and reduces the number of vessels available for charter.

MIDEAST TENSIONS

In response to the Israel-Iran war, where both countries are firing missiles in each other's direction, there is concern that Tehran could close the Strait of Hormuz as a further form of retaliation.

A trade source who refused to be named because he wasn't authorized to speak with the media said that shipowners have resisted chartering vessels as a result. This has led to a reduction in tanker availability, and a rise in prices.

Three sources in the trade have confirmed that insurance costs for LNG tanks traveling through the Strait of Hormuz are also increasing. One source added that war risk premiums may have increased by as much as five times since Israel and Iran began their conflict.

The Strait of Hormuz is located between Iran and Oman and accounts for around 20% of the global demand for oil and gas.

Qatar, which is one of the top LNG exporters in the world, ships almost all its LNG through the Strait.

(source: Reuters)