Arctic-Metagaz

The LNG tanker 'Arctic Vostok' (IMO: 9216298), carrying a cargo from Russia’s sanctioned Arctic LNG 2 project, has berthed at the Beihai terminal on Sep 30. If the tanker discharges its cargo, it would be the 7th load that the Chinese terminal has received from the Arctic LNG 2 project, which is under sanctions because of Russia’s war against Ukraine. The LNG tanker picked up LNG from a storage facility in Kamchatka since Aug 30. The tanker is managed by the SMP Techmanagement while the registered owner was Lule One Services. Despite sanctions, the Arctic LNG 2, which is 60 % owned by Russia’s Novatek, has been sending out LNG since 2024, with cargoes being delivered to two storage facilities in Russia and the Beihai LNG terminal. The last two cargoes loaded from the Arctic LNG 2 facility in Gydan were taken aboard the 'Christophe De Margerie' (IMO: 9737187) and the 'Voskhod'. Another sanctioned tanker, the 'La Perouse' (IMO: 9849887), which also loaded 150,000 cubic meters of LNG from the project, was heading toward the Bay of Bengal. One more sanctioned tanker, the 'Arctic Metagaz', which is also carrying a cargo from Arctic LNG 2, is currently near the Beihai LNG terminal too. It picked up a cargo from a floating storage facility in Murmansk on July 17, which has also only received cargoes from the Arctic LNG 2 project.

The 'Arctic Metagas', a tanker without ice protection, had to reversed its course and remained stopped near the edge of the sea ice on the Northern Sea Route. The vessel’s struggles highlighted the challenges for non ice-class vessels in Arctic shipping, even during the summer months. The 'Arctic Metagaz' is part of Russia’s expanding shadow fleet of LNG carriers in service of the sanctioned Arctic LNG 2 project. The tanker idled in the East Siberian Sea around 48 hours after it reversed course. The vessel was passing through patches of remaining summer sea ice following in proximity to the nuclear icebreaker 'Sibir' on Aug 29 when it began backtracking her initial course just after midnight UTC. The vessel had departed from the port of Murmansk around Aug 19, carrying sanctioned supercooled gas in search of buyers in Asia. From Aug 29 to Aug 3, the vessel was backtracking and idling at a speed of zero knots at the edge of the sea ice. The 'Sibir' has been working for several weeks in the East Siberian Sea in an effort to open up shipping lanes through persistent summer sea ice along the Northern Sea Route. Russian ice charts were showing considerable ice coverage in the waters near Pevek, ranging from 10 to 60 %, including grounded hummocks. The summer season 2025 was the second year in a row when sea ice blocked the eastern reaches of the route even during late summer.

During the recent days of late May, 2025, at least a half-dozen sanctioned LNG carriers have received permits to sail Russia’s Northern Sea Route during the summer months. The vessels were including the last summer’s shadow fleet carriers 'Arctic Metagas' (ex-'Everest Energy') and 'Arctic Mulan' (ex-'Mulan'), as well as the recently-reflagged and sanctioned tanker 'Iris' (ex-'North Sky'), 'Buran' (ex-'North Air'), 'Voskhod (ex-'North Mountain'), and 'Zarya' (ex-'North Way'). In total, almost 30 LNG tankers have now been granted permits to travel through Russia’s Arctic waters in the coming months. Among them are at least six conventional gas tankers without any ice-class. The bulk of the fleet remained unsanctioned and was operating legally, carrying liquefied gas from the Yamal LNG project.

The 'Everest Energy', operated by a recently establish India-registered enterprise, sails across Arctic waters as part of a shady Russian scheme established to bypass sanctions in Russia’s covert efforts to ship liquified natural gas from the sanctions-ridden Arctic LNG 2 project. Along with a fleet of at least seven vessels, the 'Everest Energy' is involved in the shipments from the port of Utrenny in the Gulf of Ob. This week, the ship made port call in Utrenny, the terminal in the Gulf of Ob, and picked up LNG from the Arctic LNG 2 production facility frp, Sep 7-8. It subsequently set course for east Arctic waters and markets in Asia. However, although clearly located in the area, the ship is not listed in the registries of the Northern Sea Route Administration, the Russian state body that regulates shipments on the route. All ships that sail in the remote Russian Arctic waters are normally listed in registry. The 'Everest Energy' and the other notorious tankers are hired by Novatek and its partners to circumnavigate sanctions. The shady operations are supported from the highest level in Moscow. The Russians have found useful partners in India. The ship owner is the Ocean Speedstar Solutions Opc Private Ltd., a company registered in Mumbai and established in Jan 2024. The 'Everest Energy'will inevitably encounter sea-ice on its voyage along the Russian Arctic coast, as parts of the North Siberian Sea and the Chukchi Sea still have significant volumes of sea-ice. The carrier has a sea-ice classification of +1A1, which means that it is able to operate in light ice conditions and localized drift ice.

A week after the Republic of Palau temporarily suspended the flag of three LNG carriers, Russia’s shadow fleet has ground to a halt, for now. Palau’s International Ship Registry pulled the registration of the 'Pioneer', 'Asya Energy', and 'Everest Energy' pending an investigation into their practice of deactivating or spoofing AIS signals while sailing to the sanctioned Arctic LNG 2 project. All shadow fleet vessels have remained idle in Russian or international waters for much of the past week. The 'Pioneer' had loaded cargo in the Russian Arctic on Aug 3 with potential losses approaching 7.5% of cargo a month later. The vessel transferred its cargo during a ship-to-ship to the 'New Energy' north of the Suez Canal. Both vessels have remained idle off the coast of Port Said since the STS. Following its flag being suspended, the 'Asya Energy' turned around in Norwegian waters and sailed for Kola Bay near Murmansk where she has remained since Au 27. Its Moss-type storage system limits losses to 0.15% a day, but they may still be approaching 3-4% more than three weeks after calling at Arctic LNG 2. The 'Everest Energy' headed for the thus far unused world’s largest floating storage barge 'Saam FSU' in the Ura Guba Bay. Transferring its cargo to the modern storage unit could help reduce boil-off rates. The 'North Sky' began offloading its cargo at the Yangkou LNG terminal over the weekend. The vessel loaded cargo from thus-far unsanctioned 'Yamal LNG' nearly four weeks ago but had remained idle off the coast of Yangkou, China for several days. The 'North Sky', together with three other newbuilds from the same order, the 'North Mountain', 'North Air' and 'North Way', was included in sanctions announced last week. While the vessels have not carried product from sanctioned Arctic LNG 2, they were originally intended for use with the project. Potential buyers receiving cargo from the 'North Sky' will likely face the risk of secondary sanctions.