| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | 623 | — | 253 | 1,059 | — | — | 1,418 | 1,418 | -359 ST | 134% | — | Dec 22, 2025 |
| April 2026 | 1,078 | — | 209 | 1,215 | — | — | 1,205 | 1,311 | -96 ST | 108% | — | Jan 22, 2026 |
| May 2026 | 1,592 | — | 1,167 | 2,132 | — | — | 2,772 | 2,851 | -719 ST | 134% | — | Feb 21, 2026 |
| June 2026 | 1,488 | — | 1,011 | 2,042 | — | — | 1,680 | 2,337 | -295 ST | 114% | — | Mar 24, 2026 |
| July 2026 | 48 | — | 1,756 | 1,756 | — | — | — | 180 | +1,576 ST | 10% | — | Apr 23, 2026 |
| August 2026 | 24 | — | 1,756 | 1,756 | — | — | 476 | 476 | +1,280 ST | 27% | — | May 24, 2026 |