As QatarGas is close to producing at maximum (end of 2011) this maintenance is likely to have an impact on either divertable QatarGas cargoes or eat into QatarGas flexible supplied. This is the reason for the global upheaval as there is a worry that 5-10Qmax cargoes are likely to be needed for the total 3 train maintenance.
A source in China’s CNNOC has been reported as saying that they knew about the train 7 maintenance and have built this into their scheduling. They also have not received any information from QatarGas about delays to scheduled deliveries. This suggests that Qatar is going to continue supplying them with volumes as normal and will be sourcing any short positions from its own divertable volumes or flexible supply.
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