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Exactly how many you'll need I don't know but keep adding 1 or 2 more at a time until you see a surplus with the drinks allowed. I'm playing on extreme with scarce production and I have 8 wineries and it's still not enough for my entire population.
P.S. The 12k stock is being stored in the houses when it's allowed. Also, hope you feel better!
However, a similar problem still persists in my lighting industry although I made the same change: Oil Lamps and Lantern take turns to fully fill stock and after some months they take turns to completely be drained out for a month. Only mines need Oil Lamps and Lanterns, right?
Do you have cathedrals? If you do they consume lanterns.
Or maybe what you're noticing is workers holding onto what they produce until their inventory is full before releasing it into the supply? That can create a boom and bust cycle in your supply if you don't over produce to compensate.
1. the moment you set an amount in your supply terminal or delivery stations, the workers will start moving the product from a warehouse and this will be considered 'demand' until the full amount is delivered.
2. this also happens to ppl collecting products to store in marketplaces and houses.
3. if the product is a raw material for another item (example: beer can be used as a drink or in gourmet shop for picnic/feast/delicacy...sorry cant remember which of this) . usage is also counted here.
you'd actually be surprised how low the demand is from actual consumption by the ppl.
the moment you place a consumption ban, the product from all houses are returned to warehouses so you'd see a boom in stock. you take it off and your population will start collecting the item back to houses for storage.
a 'solve' as you did is to improve efficiency. efficiency is keeping things close, using less resources and producing faster. taking tea as an example: have a nursery plant tea leaves. place a storage yard to only accept tea leaves. place a tea house near a storage yard and water source (well or reservoir). have people stay in houses near to their workplaces (use policy to achieve this)....alternatively, spam production buildings to increase output.
i wouldnt worry about this too much as long as you produce more than the demand. it will eventually smooth itself out and stock will slowly build up.
lastly on lanterns, as already mentioned above, places of worship and mines use lanterns. unlike mines, churches and mosques do not stock up on lanterns. they just consume a certain amount directly from warehouse each month.