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Will the Netherlands reach its target of 115 terawatt-hours of natural gas storage by November 25, 2026?

probability 83% deadline 2026-11-25 (21d left) Supply Chain

Posted 2026-08-27 — 90 days before the deadline, stated before the outcome.

The Netherlands sets targets for volumes of natural gas held in domestic storage facilities as part of national energy planning. These targets specify minimum levels to be met by fixed calendar dates ahead of peak winter demand. The 115 terawatt-hour benchmark by November 25, 2026, constitutes one such scheduled milestone.

The claim

The Netherlands will fail to reach its target of 115 terawatt-hours of natural gas storage by November 25, 2026.

Reasoning trace

  1. Disrupted Middle East LNG flows and high spot prices have slowed European storage filling.
  2. Gasunie has officially warned that the Netherlands will miss its 115 TWh winter storage target.

Evidence so far

29 confirming · 0 denying signals · 6 verified · 4 broken assumptions. The evidence itself is part of the full dossier.

Probability history

Updated 51 times since mint (last on 2026-11-04) — 79% at mint → 83% today.

What to watch

  • leading indicator JPMorgan or Bloomberg spot price data shows the TTF (Title Transfer Facility) gas price exceeding €40/MWh for five consecutive trading days observed
  • leading indicator Gasunie publishes a weekly or monthly storage report showing the Netherlands' storage fill level below the historical average for the same date in previous years
  • milestone The Dutch Ministry of Economic Affairs issues a public notice or press release regarding the status of winter gas storage targets

The full dossier behind this prediction — the evidence trail, the risk analysis, the monetization scenarios — is available on request: [email protected].

Probabilities are calibrated against the system's own resolved history; after the deadline the outcome is resolved and audited — including the calls we get wrong. Nothing on this page is investment advice.