I don't have a source - I was merely going off Rawnoc's post that had a mention of 3 tankers a week.
So really we don't have any data on how much product is being shipped other than making assumptions about how often they are running 24x7 based on the 10-K.
Still not enough meat here for me to bite on. I'll probably end up paying $2+ a share - but I'd rather do that than have dead money sitting around waiting for more permits, machines shut down to build more machines, etc...