I read his article: he claims can't get the volume to justify adding more shifts. Well, right now he could, even though the additional shifts would presumably cost more (more expensive labor costs, more inputs (e.g. energy), and likely a higher cost for the new raw materials wheich he'd have to get on the spot market as opposed to the long term agreements he already has.

There's really nothing stopping him from doing this, except he's busy appearing on Bannon's podcast. And he says "well it would just be a drop in the bucket" -- likely it would be meaningful for Texas though, and then Texas's external demand would drop a little, allowing someone else to get access. This is how the economy is supposed to work.

But instead he says the government should give him a long term contract. Well boo hoo. He describes the capabilities he has but complains instead of taking advantage of them. And the newspaper doesn't call him on it.