MagnaBlend
TAC
June 2026
WAIT
PLAN
Demand Certainty
Zero percent demand certainty warrants a wait-and-see approach; recommend revisiting this requirement in 30–45 days when customer commitments are expected to clarify.
Wait for demand to firm up before sourcing
Only 0% of demand is from firm contracts. Monitor and re-evaluate as contracts are signed.
Reasoning: MagnaBlend demand at Tacoma in June 2026 is entirely forecast-based with zero firm commitments, creating unacceptable sourcing uncertainty. Recommend deferring the 62 ST procurement until customer demand firms or visibility improves.
Risk:
Complete reliance on forecast demand (62 ST) with no firm orders exposes us to inventory risk and potential margin erosion if market conditions shift or customer demand materializes below expectations.