Holzschlachten. Ein Stück Arbeit

Suggested headline: French farmers push for free trade and cheaper imports ...

... of fertilizers

www.euronews.com/my-europe/20...

But it is surprising to me, that at this supply situation market prices are not already starting to do their job of reflecting a potential tightness and going up - encouraging more supply and reducing demand.

Expectation might be, that storage gets us through winter, and then v. cheap supplies come

In Germany, at current withdrawal rates (3.3 TWh/day) storage volume (124 TWh) would only last till mid-February.

If fast storage depletion continues more gas from other EU countries might be sent to Germany & EU prices will rise - attracting more LNG & lowering demand -> then withdrawal will slow.

Thanks for this update. Quite impressive material-efficiency improvement.

With 650 GW of expected new PV installation next year - this would be around 6Mt of silver. At a global primary annual silver production of about 25 Mt, PV-related demand is now about a quarter of total production.

And this trend is expected to continue in the coming year(s).

Furthermore, Venezuela also holds 2% of global natural gas reserves underground. But it currently seems to only produce natural gas for domestic consumption (and it flares a lot of associated gas). 5/5

And Venezuela primarily exports heavy-sour oil (dense & viscous; high in sulphur -> needing more complex refineries) - while it even has to import other oil grades and products. 4/5