| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | 143 | — | 788 | 1,929 | — | — | 2,780 | 2,780 | -851 ST | 144% | — | Dec 22, 2025 |
| April 2026 | 292 | — | 515 | 1,148 | — | — | 974 | 1,405 | -257 ST | 122% | — | Jan 22, 2026 |
| May 2026 | 521 | — | 896 | 1,881 | — | — | 2,548 | 2,757 | -876 ST | 147% | — | Feb 21, 2026 |
| June 2026 | 511 | — | 878 | 1,823 | — | — | 1,064 | 1,881 | -58 ST | 103% | — | Mar 24, 2026 |
| July 2026 | 286 | — | 1,351 | 1,685 | — | — | — | 37 | +1,648 ST | 2% | — | Apr 23, 2026 |
| August 2026 | 264 | — | 1,417 | 1,705 | — | — | 336 | 336 | +1,369 ST | 20% | — | May 24, 2026 |