| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | 997 | — | 1,242 | 3,925 | — | — | 5,653 | 5,653 | -1,728 ST | 144% | — | Dec 22, 2025 |
| April 2026 | 1,574 | — | 1,831 | 3,806 | 4,091 | 31 | 4,076 | 4,746 | -940 ST | 125% | $924 | Jan 22, 2026 |
| May 2026 | 2,157 | — | 2,986 | 5,022 | 5,029 | 37 | 5,796 | 6,671 | -1,649 ST | 133% | $937 | Feb 21, 2026 |
| June 2026 | 2,043 | — | 2,744 | 4,774 | 3,048 | 23 | 3,696 | 5,224 | -450 ST | 109% | $961 | Mar 24, 2026 |
| July 2026 | 334 | — | 3,984 | 4,318 | — | — | — | 204 | +4,114 ST | 5% | — | Apr 23, 2026 |
| August 2026 | 288 | — | 4,050 | 4,338 | — | — | 980 | 980 | +3,358 ST | 23% | — | May 24, 2026 |