Inside Corpus Christi Stage 3: A Combined View from Vulcan, Leviaton, and Hyperion

This report is a collaborative effort from the Hyperion, Leviaton, and Vulcan SynMax product lines, highlighting the interconnected dynamics of our offerings. The recent EIA publication, First liquefied natural gas cargo produced at Corpus Christi Stage 3 export facility - U.S. Energy Information Administration (EIA) underscores the value of integrating our platforms.

Vulcan, our infrastructure intelligence platform, originally focused on tracking power plant projects (currently monitoring over 200 GW in the U.S.). It has since expanded to include LNG facilities, both regasification and liquefaction, now monitoring 57 projects (28 regasification, 29 liquefaction) representing over 400 million metric tonnes per annum (mtpa) in capacity (275 mtpa liquefaction, 126 mtpa regasification). Following our recent China regasification report, this analysis demonstrates how Vulcan's active monitoring can track the progression of projects like Corpus Christi Stage 3.

Vulcan imagery reveals land clearing began in February 2020, with the first structures appearing in October 2023. The latest satellite imagery shows significant progress.

Corpus Christi LNG – Phase 3, 7 Trains 11.5 MTPA, San Patricio County Texas

3/11/2025 – Vulcan Latest

10/15/2023 – First Structures 2/1/2020 – Land Clearing

Construction of Corpus Christi LNG Terminal Phase 3 continues toward the completion of seven new liquefaction trains, as evidenced by Vulcan's data. The project was initially planned for two stages, with the first three trains online in 2025 and the remaining four in 2026. However, Stage 1 was completed by December 2024, and, as reported by the EIA, the facility has produced its first LNG cargo. (https://www.eia.gov/todayinenergy/detail.php?id=64704)

12/21/2024 – First Production Reported in December 2024 (EIA)

Vulcan imagery corroborates these reports, showing three completed trains in December 2024 and four completed trains as of March 2025. With Stage 1 completed in 14 months from first structures to first production, the project appears on track for a 2026 completion.

Leviaton's platform shows no abnormal vessel arrival patterns, indicating the first export from Train 3 has not yet occurred. Synmax Leviaton's AIS tracking will closely monitor LNG vessel activity near the Corpus Christi facility, following the reported first LNG cargo production on March 12, 2025. Stage 3 comprises seven liquefaction trains (three operational, four planned for 2026), adding a baseload capacity of 10 mtpa (1.3 bcf) and a peak load capacity of 11.45 mtpa (1.5 bcf), averaging 1.4 mtpa per train for baseload and 1.6 mtpa for peak load. With two LNG berths, increased congestion of ballast LNG vessels is anticipated.

Hyperion can monitor the upstream impacts of Corpus Christi. The flood of new LNG facilities in the US will inevitably result in increased production to support these exports. With Hyperion, you can use the power of satellite imagery and AI-driven analytics to gain comprehensive, ground-truth visibility into oil and natural gas production in the L48 and Canada. Make data-driven decisions with daily time series, well-level details, and accurate production forecasts. You don’t need to guess, or wait for states to eventually publish production.

Hyperion gives you real-time status of rigs, frac crews, completions, delayed tie-ins, and consequently, real-time views of production.

With all of this demand coming in southeast Texas – monitoring production in Texas and Louisiana is important. Hyperion excels here:

That orange line is Hyperion’s primary value add. That’s our short-term forecast, which is a simple result of a very complex process that uses satellite monitoring of completion activities, combined with our cutting-edge data science and AI models of resultant production. In addition, the black line is our model from interstate pipeline data.

Integrating Vulcan, Leviaton, and Hyperion provides a comprehensive understanding of the impacts associated with adding an LNG terminal, keeping you informed of the latest fundamental changes.