| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | 546 | — | 1,852 | 3,222 | — | — | 9,248 | 9,248 | -6,027 ST | 287% | — | Dec 22, 2025 |
| April 2026 | 953 | — | 2,302 | 2,989 | — | — | 5,772 | 5,885 | -2,896 ST | 197% | — | Jan 22, 2026 |
| May 2026 | 1,015 | — | 2,799 | 3,381 | 995 | 9 | 1,914 | 4,788 | -1,407 ST | 142% | $1,080 | Feb 21, 2026 |
| June 2026 | 863 | — | 2,620 | 3,375 | 1,902 | 14 | 1,280 | 2,653 | +722 ST | 79% | $1,080 | Mar 24, 2026 |
| July 2026 | 129 | — | 2,990 | 3,075 | — | — | — | — | +3,075 ST | 0% | — | Apr 23, 2026 |
| August 2026 | 107 | — | 2,990 | 3,032 | — | — | — | — | +3,032 ST | 0% | — | May 24, 2026 |