The Greater Tortue Ahmeyim (GTA) liquefied natural gas project shared by Senegal and Mauritania loaded 8.5 gross cargoes in the third quarter, above a forecast of eight, bringing the total for the first nine months of 2026 to 27, Kosmos Energy, the project's US partner, said on November 2. Kosmos expects full-year liftings at the upper end of its range of 32 to 36.
Analysis: Third-quarter shipments were half a cargo below the second quarter, while annualized gross production eased to 2.44mn metric tons from about 2.65mn. Kosmos attributed the slowdown to warmer seasonal temperatures. Against the energy ministry's tally of five cargoes for August and September, the quarterly figure suggests roughly 3.5 were loaded in July, by our calculation. Kosmos forecasts eight to nine cargoes in the final quarter, which would bring the annual total to 35 or 36. The ministry's October production report should provide the first monthly indication of whether that outlook is on track.
Source: Kosmos Energy, Kosmos Energy, third-quarter 2026 results release (November 2, 2026), Q3 2026 and January–September 2026 and Q4 2026 and 2026; Tradingkey (transcript of Kosmos Energy call), Kosmos Energy Q3 2026 earnings call (November 2, 2026), transcript published by Tradingkey, Q3 2026; Kosmos Energy, Kosmos Energy, second-quarter 2026 results release (August 3, 2026), Q3 2026 and Q2 2026 and H1 2026; Ministry of Energy, Petroleum and Mines, Ministry of Energy and Petroleum monthly production report for August 2026, as reported by APA (September 12, 2026), August 2026; Ministry of Energy, Petroleum and Mines, Monthly hydrocarbons figures (via Le Soleil, 9 Oct 2026), September 2026; Réseau Gazier du Sénégal (RGS), Ecofin Agency, "Senegal Seeks Nearly $600 Million to Expand Gas Pipeline Network", October 18, 2026, October 2026