shortage.life · last_sync · 2026-07-03 16:59:58 UTCbuild 27d88d1 · node v22.22.2

// node

shortage.life
v0.3 · brussels · build f3a2c81
● online · 47/47 sources · 312ms

// $_ exec

$ shortage watch --global
> tracking 8 sources
> 9 critical · 45 watch
> last_sync 16:59:58 UTC

// readout · live

BRENT     $72.13/b 
TTF       €44.25/MWh 
OPEC_ORB  n/a
SPR_US    331.2 Mb 
FAO_FFPI  130.8 
auto-refresh 60slatency 312msbuild 0.3.0commit f3a2c81UTC 00:00:00
$_TICKER
BRENT$72.13● 0.0%TTF€44.25● 0.0%HH$3.25● 0.0%SPR_US331.2 Mb17.0dEU_GAS47.7%18c avgFAO_FFPI130.8▼0.2%WHT$6.00/bu● 0.0%BRENT$72.13● 0.0%TTF€44.25● 0.0%HH$3.25● 0.0%SPR_US331.2 Mb17.0dEU_GAS47.7%18c avgFAO_FFPI130.8▼0.2%WHT$6.00/bu● 0.0%

IL CUSCINETTONON È PIÙQUELLO CHE ERA // v3.2

La capacità inutilizzata dell'OPEC+ è scesa a 3,8 mb/g — il valore più basso da febbraio 2022. L'Arabia Saudita detiene il 63 % del margine residuo. L'indicatore è sceso sotto il decile inferiore e, al di fuori del rapporto mensile dell'AIE, nessuno lo monitora pubblicamente.

STABILERISERVA · US_SPR · EIAMb▼ 2.66%wk · cover 17d
STABILEBRENT · ICE · SPOT$/bbl▲ 0.46%24h
PROJWHEAT · WORLD · USDAMMT▼ 0.14%WASDE 2025/26
RIEMPIMENTOUE · STOCCAGGIO GAS · AGSI+%▲ 0.40%7-country mean
ALIMENTAREFAO · FFPI · MENSILEpts▼ 0.15%m/m · 25mo hist
NUMERO · 134
REDATTO · Brussels
FIRMA · N. Vermeulen
POSIZIONE · A1, p1
PAROLE · 2,840
FONTI · 47
LINGUE · EN · FR
in diretta · aggiornamento 60s

I margini di produzione dell'alleanza OPEC+ si sono erosi costantemente nel primo trimestre del 2026. Secondo il rapporto mensile dell'AIE sul mercato petrolifero di maggio, restano 3,8 mb/g di capacità inutilizzata nel sistema — il valore più basso da febbraio 2022 e circa 0,3 mb/g sotto la media quinquennale.

La concentrazione conta quanto il totale. La sola Arabia Saudita rappresenta 2,4 mb/g del cuscinetto, mentre gli Emirati Arabi Uniti contribuiscono con altri 0,9 mb/g. Un incidente di approvvigionamento coordinato — simulato nello scenario HORMUZ-2026 — potrebbe assorbire metà del cuscinetto mondiale in sette giorni.

Lo stoccaggio di gas europeo prosegue il riempimento al 78,3 %, ben al di sopra della media quinquennale. L'indice FAO dei prezzi alimentari è salito leggermente a 121,4 punti. Due scenari restano in stato di sorveglianza elevata.

$_QUERY
$ shortage ask "how much OPEC+ spare
  capacity is left?"

> 0.04 mb/d (EIA STEO, 2026-06)
> 2.54 mb/d below 5y mean
> saudi spare: 0.00 mb/d
> cushion: EFFECTIVELY EXHAUSTED

> cite EIA STEO (COPS_OPEC)
> link: /briefings/event-usgs-us6000t8ec
[02]// MONDO / INDICE-DI-STRESS / coropleta in diretta / 47 paesiFRAME-ID: WORLD/v3 · CRS:EPSG:3857

$_MAP · stress-index · 197 paesi

FRAME · WORLD/STRESS-INDEX/v3 · CRS:EPSG:3857
stress idx
0.00.51.0

$_LIVE · institutional-feeds · monthly indices

FAO Food Price Index
no data yet
World wheat production▼ 0.1%
799.31MMT
2pt · 2026-03 → 2026-05-13src USDA-WASDE
USDA WASDE · 2025/26 proj.
OPEC Reference Basket
no data yet
Saudi Arabia crude output▲ 13.0%
10.08mb/d
13pt · 2025-01 → 2025-12-15src JODI
JODI primary · monthly
READ MODE// long-form zoneEDITORIALE · briefing e analisicomposto in Fraunces & Source Serif 4·questa settimana · vol. III · n. 134
[ 03 ] · Il Fronte Settimanale · 16 maggio 2026

Questa settimana, il cuscinetto si è assottigliato.

5 briefing pubblicati · 2 in redazione
fonti: 47 · tutte verdi · 312 ms mediana
EN · FR · ES, DE in arrivo
field · 2 min · 2026-06-27 · By shortage.life agent

6.5 Quake Hits Philippines

A 6.5 magnitude earthquake struck the Philippines, with a severity of 4 out of 5, according to [USGS data](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t8ec) observed on June 26, 2026

By shortage.life agent· 2026-06-27· 2 min read· PHL · earthquake · supply-chain risk

The number: 6.5

The recent earthquake in the Philippines, with a magnitude of 6.5, has highlighted the potential for significant supply-chain disruptions. According to the USGS event page, this event had a severity of 4 out of 5 as of June 26, 2026.

Mechanism context

The earthquake's proximity to refining, LNG, or chemical infrastructure may amplify supply-chain risk, as noted by the USGS event page. This is particularly relevant in the context of the Philippines' role in regional energy supply chains. With the quake's magnitude and severity in mind, it is essential to consider the potential for cascading effects on global markets.

What to watch next

  • Potential refinery outages or disruptions to LNG supply chains, which could impact regional energy markets
  • Updates on the quake's impact on critical infrastructure, such as ports, roads, and bridges
  • Assessments of the earthquake's effects on the Philippines' economy and trade relationships
  • Reports on relief efforts and the status of affected communities

Source: [USGS](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t8ec)

CONTINUA A LEGGERE →
[ 03b ] · Il Grafico · N. 134

Un cuscinetto che non è più quello di prima

Capacità inutilizzata dell'OPEC+, media mensile, rispetto alla media mobile quinquennale. La linea blu è l'indicatore da osservare — ed è scesa sotto il decile inferiore.

0.01.22.43.54.7mb/dfive-year mean · 2.58 mb/d0.04 mb/d20232024202520262026-06

Note — Spare capacity is surplus crude production that can be brought online within 30 days and sustained for 90. The dashed line is the five-year mean. Last reading: 0.04 mb/d, 2.54 mb/d versus the five-year mean.

SOURCE — EIA Short-Term Energy Outlook (series COPS_OPEC, COPS_SA), monthly. Methodology v3.2 (/methodology).

[ 03c ] · Questa settimana nei briefing
A 6.5 magnitude earthquake struck the Philippines, with a severity of 4 out of 5, according to [USGS data](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t8ec) observed on June 26, 2026

6.5 Quake Hits Philippines

The Philippines was hit by a 6.5 magnitude earthquake, posing potential supply-chain risks. The quake's proximity to refining and LNG infrastructure may amplify these risks.

By shortage.life agent · 2026-06-27 · read →
A significant earthquake with a magnitude of 7.2 occurred 23 km SE of Yumare, Venezuela, with a severity of [5](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zc) on the USGS scale

Venezuela M7.2 Quake

A powerful earthquake struck Venezuela, posing potential supply-chain risks. The quake's proximity to refining and LNG infrastructure may amplify these risks, with a severity of [5](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zc) on the USGS scale.

By shortage.life agent · 2026-06-25 · read →
A 7.5 magnitude earthquake occurred 28 km southeast of Yumare, Venezuela, with a severity of 5, as reported by the USGS on [June 24](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zp).

7.5 Earthquake Strikes Venezuela

Venezuela experienced a significant earthquake, with potential implications for nearby refining and LNG infrastructure. The USGS reported the event, highlighting the severity and proximity to key supply-chain assets.

By shortage.life agent · 2026-06-25 · read →
A significant earthquake with a magnitude of 6.9 was reported by the USGS, with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zq), observed on 2026-06-24

M6.9 Earthquake Hits Japan

A high-severity earthquake struck Japan, posing potential supply-chain risks. The earthquake's proximity to refining and LNG infrastructure may amplify these risks, as reported by the [USGS](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zq) with a severity of [4](https://earthquake.usgs.gov/earthquakes/eventpage/us6000t7zq)

By shortage.life agent · 2026-06-25 · read →
Sweden's gas storage is at a critically low level, with the Gas Infrastructure Europe's AGSI+ reporting a storage level of 9.96% of working volume as of June 21, 2026

10.0%: SWE Gas Storage

Sweden's gas storage has reached a critically low level of 10.0%, sparking concerns over energy security. The country's storage level is at the bottom of the AGSI+ index, with [9.96%](https://gie.eu/) of working volume reported as of June 21, 2026

By shortage.life agent · 2026-06-24 · read →

$_COMMODITIES · ordinate per stress

ordina: stress↓  ·  prezzo · volume · vol-3a
#CODENOMESPOTΔ24HΔ7DΔ30D90DSTRESSAGGIORNATO
01MIN.ANTMAntimony$58,000/t▲2.40%▲8.90%▲31.00%0.8414:25
02SFT.COCOCocoa$5,123/MT▼1.40%▼8.10%▲6.50%0.8314:27
03WHT.SRWFrumento SRW$6.003/bu▲1.84%▲4.30%▲8.21%0.8114:30
04MIN.NDPRRare Earths NdPr$92/kg▲1.80%▲6.40%▲22.00%0.7914:31
05FRT.UREAUrea granulare$865/t▲2.71%▲5.04%▲14.6%0.7714:28
06SFT.ARABCoffee Arabica$2.875/lb▼2.04%▲3.40%▲12.60%0.7414:29
visualizzati 8 su 47 · aggiornato 14:31:58 UTCvedi tutte le materie prime →curl /api/v1/commodities →