Arctic LNG 2 is receiving four new Arc4 ice-class gas carriers at once...

These are former gas carriers that were previously built for a Japanese company. They were also previously subject to EU sanctions. After that, no one in the "civilized" world wants to work with them. So the Japanese decided to sell them. Sold them to the South Koreans, who, judging by their subsequent actions, resold them to Russia. And right now, having rounded Chukotka, they are being loaded (see screenshot).

Probably to the Arctic LNG 2 plant (where else?). After the US ban on selling Russia the SIX South Korean Arc7 ice-class LNG tankers built for this very project (currently moored in South Korean waters), they are clearly in short supply.

Yes, of course, these aren't Arc7-class LNG carriers (capable of independently navigating 2-meter-thick ice without icebreaker escort), but they're something. They can also navigate independently in ice up to 1 meter thick without icebreaker escort. Or with one in thicker ice fields. And that's right away. Just like their four "sister ships," previously purchased by Russia under a similar, semi-clandestine scheme, have been doing for over a year.

This allowed the first train of the Arctic LNG 2 project to be fully operational last summer. Two other Arc7 ice-class LNG carriers are currently operating alongside them (one built by Zvezda and one from the Yamal LNG project, which was subject to sanctions).

But even this isn't enough to bring even the first train of the plant up to full capacity. And the second train is almost completely ready. The Chinese shipped the final blocks for it this summer (instead of the American ones blocked by sanctions). It, too, will need LNG carriers. And this will partially solve this problem. The four Arc7 tankers are currently en route to the loading point on the Northern Sea Route. And two Arc7 tankers are completing acceptance trials at Zvezda (or rather, one has already completed them, and the other is in the process).

As a result of all these "movements," Arctic LNG 2 will now have 12 tankers (four Arc7 and eight Arc4). This is more than enough to load the plant's first train, and could partially load the second.

And to complete the deal (to load both trains), it would be a good idea to buy back from the Koreans those six Arc7 tankers, which have been waiting for several years to be transferred to Russia (because no one else needs them). And, it seems to me, the current warming of relations with the US is a very convenient opportunity to try to acquire them (only US sanctions are blocking this purchase). And with them, both completed trains of Arctic LNG 2 will be at maximum capacity, and there will even be some reserve for a third train. Which is still in the works. Assembly began in Murmansk in 2024 (but construction was suspended due to a shortage of tankers). And if an agreement on tankers is reached (and this may soon become clear), it could very well be operational as early as 2028. After which, construction of the plant will be completed...

This is an interesting story unfolding right now in our northern latitudes...