Everything I have posted came from the AGM, the filings, the PRs, the websites, and/or non-material discussions with people before and after the AGM.
The company has stated from day 1 that they can sell fuel all day long nonstop unlimited demand to refineries. And since we know they've already sold fuel for more than refineries pay, it's laughable at this stage to doubt them.
Therefore the notion that they are unsure about the demand for fuel in North America is beyond ridiculous. Have you seen the price at the gas pumps lately? I was watching Die Hard the other night (from 1988) and saw a scene with .75/gallon fuel advertised in Los Angeles. Now it's $3.50 to $4.00 a gallon. Ya think demand has picked up a bit? Gee, I wonder if we can find demand for the fuel we make for .25/gallon.