| Month | Contracts | Open Orders | Forecast (adj.) | Demand | PO Tons | PO # | Inventory | Supply | Gap | Coverage | Avg FOB | Order By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2026 | 32 | — | 488 | 614 | — | — | 1,978 | 1,978 | -1,364 ST | 322% | — | Dec 22, 2025 |
| April 2026 | — | — | 811 | 808 | — | — | 3 | 1,364 | -556 ST | 169% | — | Jan 22, 2026 |
| May 2026 | — | — | 865 | 865 | — | — | 301 | 857 | +8 ST | 99% | — | Feb 21, 2026 |
| June 2026 | — | — | 913 | 913 | — | — | 572 | 572 | +341 ST | 63% | — | Mar 24, 2026 |
| July 2026 | — | — | 849 | 849 | — | — | — | — | +849 ST | 0% | — | Apr 23, 2026 |
| August 2026 | — | — | 849 | 849 | — | — | — | — | +849 ST | 0% | — | May 24, 2026 |