| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | — | — | 21 | 21 | — | — | 335 | 335 | -313 ST | >999% | — | Dec 22, 2025 |
| April 2026 | 86 | — | 84 | 149 | — | — | 335 | 292 | -144 ST | 196% | — | Jan 22, 2026 |
| May 2026 | 64 | — | 85 | 149 | — | — | 274 | 396 | -247 ST | 265% | — | Feb 21, 2026 |
| June 2026 | 150 | — | 125 | 254 | 248 | 3 | — | 226 | +29 ST | 89% | $1,150 | Mar 24, 2026 |
| July 2026 | — | — | 235 | 192 | — | — | — | — | +192 ST | 0% | — | Apr 23, 2026 |
| August 2026 | — | — | 235 | 192 | — | — | — | — | +192 ST | 0% | — | May 24, 2026 |