RE:ng Very interesting ... overall a 21% shortfall below 'working' levels, and a full third of that is Germany. Net drawdowns don't really start until December, giving about 2 months of runway to keep filling. The fill curves do seem to be flattening a little bit, tho, and who knows if net demand will be higher this year?
Assuming a normal winter, I'd say that Germany is the only one that needs to pick up the pace a bit.
Am I missing something?
Once Nordstream kicks in, how quickly will equilibrium set in? Assuming some profit taking for a while from Russia, probably not immediately, but this announcement could take a bit of gas out of the balloon ...