| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | — | — | 66 | 44 | — | — | 70 | 70 | -26 ST | 159% | — | Dec 22, 2025 |
| April 2026 | 22 | — | 50 | 116 | — | — | 182 | 138 | -22 ST | 119% | — | Jan 22, 2026 |
| May 2026 | 22 | — | 80 | 102 | — | — | 84 | 106 | -4 ST | 104% | — | Feb 21, 2026 |
| June 2026 | 22 | — | 44 | 66 | — | — | 112 | 116 | -50 ST | 176% | — | Mar 24, 2026 |
| July 2026 | — | — | 66 | 66 | — | — | — | 4 | +62 ST | 6% | — | Apr 23, 2026 |
| August 2026 | — | — | 66 | 66 | — | — | — | — | +66 ST | 0% | — | May 24, 2026 |