| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | 514 | — | 1,293 | 1,422 | — | — | 4,371 | 4,371 | -2,949 ST | 307% | — | Dec 22, 2025 |
| April 2026 | 776 | — | 1,127 | 1,577 | — | — | 3,745 | 2,949 | -1,372 ST | 187% | — | Jan 22, 2026 |
| May 2026 | 743 | — | 1,528 | 1,741 | — | — | 1,557 | 2,928 | -1,187 ST | 168% | — | Feb 21, 2026 |
| June 2026 | 600 | — | 1,369 | 1,735 | — | — | — | 1,153 | +581 ST | 66% | — | Mar 24, 2026 |
| July 2026 | — | — | 1,504 | 1,525 | — | — | — | — | +1,525 ST | 0% | — | Apr 23, 2026 |
| August 2026 | — | — | 1,504 | 1,504 | — | — | — | — | +1,504 ST | 0% | — | May 24, 2026 |