Well that does roughly fit the $4M number.
We know they have shipped some large shipments at least a few times, hence the 10,000 gallon a day number. We just don’t know fi that was an exceptional day, a weekly occurrence, or every other day.
We also don’t know the price. $8 seems like a good guess. I and others pay $30 gallon from them, but we may be the few percent of sales paying retail on top of mostly wholesale pricing.
Just lots of unknowns, but it remains my gut feeling that no well run business works at capacity 24/7 all the time. It is not sustainable and your missing out on sales.