| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | 231 | — | 135 | 893 | — | — | 1,385 | 1,385 | -492 ST | 155% | — | Dec 22, 2025 |
| April 2026 | 182 | — | 1,057 | 1,327 | — | — | 1,715 | 1,892 | -565 ST | 143% | — | Jan 22, 2026 |
| May 2026 | 22 | — | 843 | 907 | — | — | 392 | 957 | -50 ST | 105% | — | Feb 21, 2026 |
| June 2026 | 22 | — | 811 | 843 | — | — | 840 | 890 | -47 ST | 106% | — | Mar 24, 2026 |
| July 2026 | — | — | 811 | 811 | — | — | — | — | +811 ST | 0% | — | Apr 23, 2026 |
| August 2026 | — | — | 811 | 811 | — | — | 168 | 168 | +643 ST | 21% | — | May 24, 2026 |