Supply-Demand Gap — EFI Sourcing

Product	March 2026	April 2026	May 2026	June 2026	July 2026	August 2026
▶MagnaFat	—	—	—	176% D: 66 / S: 116 C: 22 / F: 44 Gap: -50 ST	6% D: 66 / S: 4 F: 66 Gap: +62 ST	Not sourced D: 66 / S: — F: 66 Gap: +66 ST
Sales Orders
Sourcing	44	---	---	---	---	---
Conversion	---	66	22	22	---	---
Spot	---	---	---	---	---	---
Contract Slippage	---	---	---	---	---	---
Contract Amendments	---	---	---	---	---	---
Cross Fulfillment	---	---	---	---	---	---
Total Sales Orders	44	66	22	22	---	---
Unsold
Unsold Sourcing	---	---	---	44	66	66
Unsold Conversion	---	44	80	---	---	---
Unsold Spot	---	6	---	---	---	---
Total Unsold	---	50	80	44	66	66
Total Current Forecast	44	116	102	66	66	66
Allocations
General Pool	---	---	---	46	---	---
Strategic	---	---	---	---	---	---
Liquidation	---	---	---	---	---	---
Forced Inventory Adjustment	---	---	---	---	---	---
Expected Inventory
Beginning Inventory / Rollover	70	26	22	4	4	---
Inventory Received in DC	---	---	---	---	---	---
Temporary Inventory Hold	---	---	---	---	---	---
Customer Inventory Hold	---	---	---	---	---	---
Expected Inventory Arrivals	---	112	84	112	---	---
Total Expected Inventory	70	138	106	116	4	---
Ending Balance	26	22	4	4	-62	-66
Demand Plan
Approved Demand Plan	---	---	---	---	---	---
Implied Inventory Adjustment	26	22	4	4	-62	-66
Final Balance	26	22	4	4	---	---
▶MagnaOleic	—	Not sourced D: 21 / S: — C: 21 Gap: +21 ST	Not sourced D: 21 / S: — C: 21 Gap: +21 ST	—	—	—
Sales Orders
Sourcing	---	---	---	---	---	---
Conversion	---	21	21	---	---	---
Spot	---	---	---	---	---	---
Contract Slippage	---	---	---	---	---	---
Contract Amendments	---	---	---	---	---	---
Cross Fulfillment	---	---	---	---	---	---
Total Sales Orders	---	21	21	---	---	---
Unsold
Unsold Sourcing	---	---	---	---	---	---
Unsold Conversion	---	---	---	---	---	---
Unsold Spot	---	---	---	---	---	---
Total Unsold	---	---	---	---	---	---
Total Current Forecast	---	21	21	---	---	---
Allocations
General Pool	---	---	---	---	---	---
Strategic	---	---	---	---	---	---
Liquidation	11	---	---	---	---	---
Forced Inventory Adjustment	---	---	---	---	---	---
Expected Inventory
Beginning Inventory / Rollover	---	---	---	---	---	---
Inventory Received in DC	---	---	---	---	---	---
Temporary Inventory Hold	---	---	---	---	---	---
Customer Inventory Hold	---	---	---	---	---	---
Expected Inventory Arrivals	---	---	---	---	---	---
Total Expected Inventory	---	---	---	---	---	---
Ending Balance	-11	-21	-21	---	---	---
Demand Plan
Approved Demand Plan	---	---	---	---	---	---
Implied Inventory Adjustment	-11	-21	-21	---	---	---
Final Balance	---	---	---	---	---	---
▶MagnaPalm	—	Covered S: 109	Covered S: 88	Covered D: — / S: 88 Gap: -88 ST	Covered D: — / S: 88 Gap: -88 ST	Covered D: — / S: 88 Gap: -88 ST
Sales Orders
Sourcing	43	---	---	---	---	---
Conversion	236	---	---	---	---	---
Spot	43	---	---	---	---	---
Contract Slippage	---	---	---	---	---	---
Contract Amendments	---	---	---	---	---	---
Cross Fulfillment	---	---	---	---	---	---
Total Sales Orders	322	---	---	---	---	---
Unsold
Unsold Sourcing	---	---	---	---	---	---
Unsold Conversion	---	---	---	---	---	---
Unsold Spot	---	---	---	---	---	---
Total Unsold	---	---	---	---	---	---
Total Current Forecast	322	---	---	---	---	---
Allocations
General Pool	21	21	---	---	---	---
Strategic	---	---	---	---	---	---
Liquidation	77	---	---	---	---	---
Forced Inventory Adjustment	---	---	---	---	---	---
Expected Inventory
Beginning Inventory / Rollover	530	109	88	88	88	88
Inventory Received in DC	---	---	---	---	---	---
Temporary Inventory Hold	---	---	---	---	---	---
Customer Inventory Hold	---	---	---	---	---	---
Expected Inventory Arrivals	---	---	---	---	---	---
Total Expected Inventory	530	109	88	88	88	88
Ending Balance	109	88	88	88	88	88
Demand Plan
Approved Demand Plan	---	---	---	---	---	---
Implied Inventory Adjustment	109	88	88	88	88	88
Final Balance	109	88	88	88	88	88

Supply-Demand Gap Dashboard March 2026 – August 2026 — SAV