| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | — | — | — | — | — | — | 159 | 159 | -159 ST | >999% | — | Dec 22, 2025 |
| April 2026 | — | — | 63 | 63 | — | — | 159 | 138 | -75 ST | 219% | — | Jan 22, 2026 |
| May 2026 | — | — | 85 | 85 | — | — | 110 | 164 | -79 ST | 193% | — | Feb 21, 2026 |
| June 2026 | — | — | 63 | 42 | — | — | — | 58 | -16 ST | 139% | — | Mar 24, 2026 |
| July 2026 | — | — | 85 | 42 | — | — | — | 16 | +26 ST | 39% | — | Apr 23, 2026 |
| August 2026 | — | — | 85 | 42 | — | — | — | — | +42 ST | 0% | — | May 24, 2026 |