LNG Fleet Supply Report
Yamal · Novatek · Gazprom · Sakhalin Energy
As of 20 April 2026 | Compiled from Vessel Tracker Data
Executive Summary
This report analyses the current LNG supply position for four major Russian LNG producers and their associated vessel fleets. Data is sourced from AIS tracking and fleet monitoring systems captured on 20 April 2026.
|
Company |
Vessels |
Laden |
Key Load Terminals |
Key Discharge Markets |
|---|---|---|---|---|
|
Yamal |
26 |
10 |
Yamal LNG Plant (Sabetta) |
Belgium, France, Spain, Netherlands |
|
Novatek |
25 |
4 |
Murmansk STS, ALNG2 |
China (Beihai), India (Dahej), Europe (TBC) |
|
Gazprom |
5 |
1 |
Kamchatka STS, Portovaya |
China (PipeChina Diefu), Russia (Kaliningrad, Vladivostok) |
|
Sakhalin (SEIC) |
8 |
4 |
Prigorodnoye LNG (Sakhalin 2) |
China (Rudong, Yangshan), Japan (Chita), India (Dahej) |
|
Note: The vessel Kunpeng (IMO 9247194) appears in both Novatek and Sakhalin fleet lists, indicating it is a chartered vessel serving both entities. It is currently laden and heading to Dahej, India. |
1. Yamal LNG
Fleet Size: 26 vessels | 10 Laden | 16 Ballast
Laden Percentage: 38.5%
Load Terminal: Yamal LNG Plant, Sabetta, Russia
Total Cargo En Route: ~1,668,844 m³
All Yamal supply originates exclusively from the Yamal LNG Plant at Sabetta on the Yamal Peninsula in Arctic Russia. Laden vessels are predominantly serving Western European LNG import terminals, with Zeebrugge (Belgium), Montoir and Dunkerque (France), and Mugardos and Barcelona (Spain) as the primary discharge destinations.
1.1 Laden Vessels — Active Supply
|
Vessel |
Status |
Predicted Destination |
Cargo (m³) |
Load Port |
|---|---|---|---|---|
|
Eduard Toll |
LADEN |
Zeebrugge (Belgium) |
166,840 |
Yamal LNG |
|
Rudolf Samoylovich |
LADEN |
Zeebrugge (Belgium) |
166,840 |
Yamal LNG |
|
Georgiy Brusilov |
LADEN |
Montoir (France) |
167,238 |
Yamal LNG |
|
Fedor Litke |
LADEN |
Dunkerque (France) |
166,840 |
Yamal LNG |
|
LNG Merak |
LADEN |
Mugardos (Spain) |
166,240 |
Yamal LNG |
|
Vladimir Rusanov |
LADEN |
For Orders |
166,840 |
Yamal LNG |
|
Vladimir Vize |
LADEN |
For Orders |
166,840 |
Yamal LNG |
|
Boris Davydov |
LADEN |
For Orders |
166,840 |
Yamal LNG |
|
Yakov Gakkel |
LADEN |
For Orders |
167,422 |
Yamal LNG |
|
LNG Phecda |
LADEN |
For Orders |
166,904 |
Yamal LNG |
1.2 Ballast Vessels — Recently Discharged
The following vessels have recently completed discharge and are now repositioning:
|
Vessel |
Last Discharge Port |
Country |
Cargo Discharged (m³) |
|---|---|---|---|
|
Nikolay Yevgenov |
Gate (Rotterdam) |
Netherlands |
166,038 |
|
Vladimir Voronin |
Mugardos |
Spain |
165,739 |
|
Georgiy Ushakov |
Zeebrugge |
Belgium |
166,237 |
|
Boris Vilkitsky |
Montoir |
France |
165,643 |
|
Nikolay Zubov |
Zeebrugge |
Belgium |
165,792 |
|
Seapeak Yamal |
Zeebrugge |
Belgium |
165,345 |
|
LNG Dubhe |
Montoir |
France |
165,196 |
|
LNG Megrez |
Barcelona |
Spain |
164,561 |
|
Bonito LNG |
Dunkerque |
France |
164,926 |
Key supply flow: Yamal LNG Plant → Western Europe (Belgium, France, Spain, Netherlands)
2. Novatek
Fleet Size: 25 vessels | 4 Laden | 12 Ballast | 8 Unknown (newbuilds)
Laden Percentage: 16.7% (of known-status vessels)
Load Terminals: Murmansk STS (Arctic transshipment), ALNG2
Total Cargo En Route: ~648,249 m³
Novatek's active fleet operates primarily from the Murmansk STS (ship-to-ship transfer station), which serves as the Arctic transshipment hub for Arctic LNG 2 and Yamal-sourced cargoes. Supply routes include China (PipeChina Beihai) and India (Dahej). Eight Zvezda-series vessels are listed as UNKNOWN status — these are newbuilds under construction at Zvezda Shipyard in Komsomolsk-on-Amur, awaiting delivery.
2.1 Laden Vessels — Active Supply
|
Vessel |
Status |
Predicted Destination |
Cargo (m³) |
Last Load Port |
|---|---|---|---|---|
|
Alexey Kosygin |
LADEN |
For Orders |
167,422 |
ALNG2 |
|
Iris |
LADEN |
For Orders (at Murmansk) |
168,780 |
Murmansk STS |
|
Zarya |
LADEN |
For Orders (RUMMK) |
168,780 |
Murmansk STS |
|
Kunpeng |
LADEN |
Dahej (India) |
134,157 |
— |
2.2 Ballast Vessels — Recently Discharged
The following vessels have recently discharged in China and are now repositioning:
|
Vessel |
Last Discharge Port |
Country |
Cargo Discharged (m³) |
|---|---|---|---|
|
Buran |
PipeChina Beihai |
China |
163,552 |
|
Voskhod |
PipeChina Beihai |
China |
163,552 |
3. Gazprom
Fleet Size: 5 vessels | 1 Laden | 4 Ballast
Laden Percentage: 20.0%
Load Terminals: Kamchatka STS, Portovaya LNG
Total Cargo En Route: 5,262 m³ (minimal — small icebreaker cargo)
Gazprom's LNG fleet is largely inactive at present. Only one vessel (Dmitry Mendeleev) is currently laden, carrying a small cargo of 5,262 m³ — consistent with a small or ice-class vessel rather than a standard LNG carrier. The fleet has recently supplied China (PipeChina Diefu) and the domestic Russian market (Kaliningrad). The Portovyy has a stale AIS signal of 79 days, suggesting it may be laid up or out of service.
3.1 Full Fleet Status
|
Vessel |
Status |
Destination / Last Port |
Cargo (m³) |
Notes |
|---|---|---|---|---|
|
Dmitry Mendeleev |
LADEN |
Vladivostok (RU VVMN) |
5,262 |
Last loaded at Kamchatka STS |
|
Lena River |
BALLAST |
Last discharged: PipeChina Diefu |
0 |
China supply route |
|
Marshal Vasilevskiy |
BALLAST |
Last discharged: Kaliningrad |
0 |
Domestic Russia |
|
La Perouse |
BALLAST |
For Orders |
0 |
No recent port data |
|
Portovyy |
BALLAST |
Portovaya |
0 |
Stale AIS (79 days) — likely idle |
Key supply flows: Kamchatka STS → Russian Far East (Vladivostok area); Portovaya / PipeChina Diefu → China; Kaliningrad → Domestic Russia
|
Note: Gazprom's fleet shows very low activity — 4 of 5 vessels are in ballast and the one laden vessel carries a minimal cargo volume. The Portovyy has not been seen for 79 days. |
4. Sakhalin Energy (SEIC)
Fleet Size: 8 vessels | 4 Laden | 4 Ballast
Laden Percentage: 50.0%
Load Terminal: Prigorodnoye LNG Plant, Sakhalin 2, Russia
Total Cargo En Route: ~563,770 m³
Sakhalin Energy (SEIC) operates the highest laden percentage of all four companies at 50%. All supply originates from the Prigorodnoye LNG Plant on Sakhalin Island (Sakhalin 2 project). The primary markets are China (Rudong and Yangshan terminals) and Japan (Chita), reflecting Sakhalin's traditional Asian LNG buyer base under long-term contracts. One vessel (Kunpeng) is currently heading to India (Dahej).
4.1 Laden Vessels — Active Supply
|
Vessel |
Status |
Predicted Destination |
Cargo (m³) |
Load Port |
|---|---|---|---|---|
|
Grand Cosmos |
LADEN |
China (RU PGN area) |
145,500 |
Prigorodnoye |
|
Blue Dragon 1 |
LADEN |
Yangshan, China (CN YGH) |
141,329 |
Prigorodnoye |
|
Grand Elena |
LADEN |
Sakhalin 2 / Loading |
142,784 |
Prigorodnoye |
|
Kunpeng* |
LADEN |
Dahej (India) |
134,157 |
— |
4.2 Ballast Vessels — Recently Discharged
The following vessels have recently discharged and are returning to Sakhalin for the next cargo:
|
Vessel |
Last Discharge Port |
Country |
Cargo Discharged (m³) |
|---|---|---|---|
|
Grand Aniva |
Rudong |
China |
141,823 |
|
Grand Mereya |
Chita |
Japan |
141,823 |
|
Xinhang Energy |
Rudong |
China |
129,971 |
|
Fuji LNG |
Yantai Raffles (Shipyard) |
China |
— |
Key supply flow: Prigorodnoye LNG (Sakhalin 2) → China (Rudong, Yangshan), Japan (Chita), India (Dahej)
5. Cross-Company Observations
- Yamal dominates European supply: With 10 laden vessels all sourced from Sabetta and destined for Belgium, France, Spain, and the Netherlands, Yamal is the most active European supplier among the four companies.
- Sakhalin focuses on Asian markets: Sakhalin's fleet is tightly oriented toward China and Japan, consistent with long-term sale and purchase agreements typical of the Sakhalin 2 project.
- Novatek's Arctic transshipment model: Novatek routes cargoes via Murmansk STS for ice-free onward delivery. Recent discharges in China (PipeChina Beihai) confirm active Asian supply alongside likely European routing.
- Gazprom fleet is mostly idle: Only 1 of 5 vessels is laden with a minimal cargo, suggesting significantly reduced operational activity. The stale signal from Portovyy raises questions about fleet utilisation.
- India emerging as a destination: Both Novatek (via Kunpeng) and Sakhalin are currently supplying Dahej, India, suggesting a growing role for Indian LNG imports from Russian producers.
- Novatek newbuild pipeline: Eight Zvezda-series vessels remain in unknown/construction status, indicating a significant fleet expansion is expected once these vessels are delivered from the Zvezda Shipyard.
