The "alleged gap" is the gap that TCM has announced. They report that they will run out of mill feed in the 4th quarter. They report that it will take 9-12 months before Phase 8 stripping is complete. They report that the mine will be put on care and maintenance in Q4. Now we have seen 50% of the gains in moly price lost, with the price if falling daily.
Your "understanding" is based on the complete disregard for TCM has reported and is based on what you hope happens, and therefore has no basis in reality.