I already posted my 1st Q fuel sales estimate at between 200k-280k on the high side.
So you are basically calling for 8.5 to 11.75 days of production which you describe as on the high side. If they come in that low it is obvious the process does not work as touted. And we sure have come a long way from "FEED THE BEAST" posts of just a month ago. Amazing how muted things get as SEC filings approach.
Of course we are both assuming JB will break out fuel sales in the 10Q unlike what they did in the last 10K.