Bundesnetzagentur-fed AGSI+ data shows Germany recorded a net gas storage withdrawal of 459 GWh on the 13 April gas day, leaving national storage at 23.27%, fractionally below the 23.32% posted on 12 April1. Four days into what should have flipped to sustained injection, the country's cavern network was still running a net draw.
German injection capacity is fixed at 4,274 GWh/day against 7,047 GWh/day of withdrawal; the asymmetry means the pipelines can empty the caverns faster than they can fill them. A late start is not recoverable by acceleration, only by running closer to the injection ceiling for longer, which leaves no headroom for the next supply shock.
The EU aggregate is still on pace against the reduced November target, but it is running on periphery injection while the anchor drifts. Bruegel's refill estimate assumed Germany at net-injection by mid-April; that assumption has not held.
For winter-26 gas portfolios, this is the only domestic data point on the calendar that matters as much as the Hormuz ceasefire call; it is also the only one that cannot be hedged with a headline.
