Marketing Assessment<BR>GFA has approximately 243,000 tons of quota in loan
<BR>Another 145,000 tons of additionals are in the loan pool
<BR>243,000 tons * $400 loss = 97.2 mil. Loss
<BR>SE has ~ 692,000 tons quota
<BR>Marketing assessment could be as much as $140/ton not counting additional losses or gains<BR>