Jacksonville Jaguars News & Rumors

NFL Practice Squad Updates: 10/30/24

Today’s practice squad moves:

Arizona Cardinals

Atlanta Falcons

Carolina Panthers

Jacksonville Jaguars

Los Angeles Chargers

  • Signed: CB Kendall Williamson

Miami Dolphins

  • Signed: DE Shakel Brown

New Orleans Saints

New York Giants

  • Signed: OT Garret Greenfield

New York Jets

Philadelphia Eagles

  • Signed: OL Braeden Daniels

Pittsburgh Steelers

Seattle Seahawks

Jaguars Trade LT Cam Robinson To Vikings

OCTOBER 30: As expected, the Jaguars will pick up much of Robinson’s tab. They are paying just more than $7MM of Robinson’s remaining 2024 base salary, ESPN.com’s Field Yates tweets. This leaves the Vikings with around $2MM of the left tackle’s salary, along with $59K per game in roster bonuses.

OCTOBER 29: For a second straight year, the Jaguars and Vikings have a deal in place involving an offensive lineman at the trade deadline. Cam Robinson is set to replace Christian Darrisaw.

The Vikings will act swiftly, with NFL.com’s Ian Rapoport and Tom Pelissero reporting they are acquiring the longtime Jaguars left tackle in exchange for unspecified draft compensation. This comes a year after the Jags acquired Ezra Cleveland from the Vikings. Here are the terms of the trade:

Vikings receive:

  • Robinson
  • Conditional 2026 seventh-round pick

Jaguars receive:

  • Conditional 2026 fifth-round pick

The 2026 fifth can upgrade to a fourth for the Jaguars based on playing time, per the Minneapolis Star Tribune’s Ben Goessling. The conditional seventh the Vikings are receiving can be removed from the trade based on playing time as well, ESPN.com’s Adam Schefter adds.

This will wrap an eight-season run for Robinson in Jacksonville. The former second-round pick, however, is in a contract year and is not a candidate to be franchise-tagged. Like Kirk Cousins, Robinson was a two-time tag recipient and is on track for free agency. This trade sets up Robinson as a clear rental, with Darrisaw expected to reclaim his blindside post in 2025. In the short term, though, the 5-2 Vikings will prepare to have Robinson protecting Sam Darnold‘s blind side.

It is not exactly common for a starting left tackle to be available at the deadline, and Doug Pederson had thrown cold water on more seller’s trades — following the Jags’ agreement to send Roy Robertson-Harris to the Seahawks — taking place. But the Jags have dropped to 2-6 and lost Christian Kirk for the season during their most recent defeat. Jacksonville also has some LT insurance in Walker Little, who is also in a contract year.

Tuesday’s agreement certainly signals the Vikings believe they have a contending team, despite their back-to-back losses, as they just extended Darrisaw at a top-market rate. Darrisaw signed a four-year, $104MM deal to stay in Minnesota long term, but he will not reenter the Vikes’ on-field equation until next season. The fourth-year blocker went down with an unspecified knee injury — one that will require season-ending surgery — in Week 8. The Vikings losing their top O-lineman already played a role in one loss, and the team will take advantage of Darrisaw’s injury occurring before the trade deadline.

Robinson, 29, had been the Jags’ LT starter since his rookie season. He is attached to a three-year, $52.75MM extension — agreed to during his second offseason on the franchise tag. No restructures have taken place on this contract, keeping Robinson’s 2024 base salary at $16.25MM. While roughly $9MM remains on that deal, the Jaguars are probably picking up some of the eighth-year blocker’s tab. The Vikings entered Tuesday with $9.5MM in cap space.

Robinson has made 91 career starts, including seven of the Jags’ eight games this season. Pro Football Focus has the Alabama alum rated 32nd among tackles this season; Darrisaw stood 10th before his injury. While Robinson does not have a Pro Bowl on his resume and is not regarded quite on Darrisaw’s level, he had done enough to be tagged twice and earn an upper-crust extension. Though, Darrisaw’s payday helped drop Robinson down that position list. Robinson entered this season as the NFL’s 10th-highest-paid LT.

The Jags have now separated from both Robinson and four-year RT starter Jawaan Taylor in two years. Jacksonville opted to tag Evan Engram over Taylor in 2023, letting him walk toward a mammoth Chiefs deal — one that has not panned out. The Jags drafted Anton Harrison in the 2023 first round and have been playing him at right tackle. It will be interesting to see how the sudden sellers proceed at this position moving forward, as Urban Meyer-era draftee Little is playing out his second-round contract. But Little, who has 18 career starts (most of them replacing an injured or suspended Robinson), will have a chance to boost his free agency value during this season’s second half.

Robinson missed a chunk of the Jags’ run to the 2022 divisional round, having suffered a meniscus tear, and received a four-game PED suspension last summer. Robinson also sustained another knee injury, one that led him to IR for a stint, last season. The recent injuries bring risk for the Vikings, but as quality LTs are not exactly flooding the trade market, Minnesota will roll the dice on Robinson staying healthy.

It cost the Jags only a sixth-round pick to acquire Cleveland, as they resided as buyers at the 2023 deadline. Jacksonville then re-signed Cleveland before the legal tampering period. Robinson will be on track to hit the market for the first time. He will need to excel in a new scheme to solidify his place as one of the 2025 FA market’s top options. Before that, the veteran will aim to help the Vikings in a loaded NFC North.

Jaguars To Sign WR Velus Jones

Velus Jones went unclaimed on waivers but looks to have found a landing spot. The Jaguars are expected to add the free agent wide receiver, The33rdTeam’s Ari Meirov tweets.

Jacksonville just lost Christian Kirk for the season and is expected to be without emerging rookie Brian Thomas Jr. for a bit. As a result, the recently cut Bears receiver/returner/recent running back will head to Duval County. This is a practice squad addition, per the team.

Never taking off with Chicago, Jones received his walking papers late last week. Best known for his return-game work, Jones caught just 12 passes with the Bears. An offseason running back experiment did not lead to a long runway, as the Bears moved on with 1 1/2 seasons remaining on his rookie contract. That deal has since wrapped, with no team claiming Jones on waivers.

Jones worked as the Bears’ primary kick returner as a rookie and again in 2023, averaging more than 27 yards per return in both seasons. Jones ranked seventh and fifth in kick-return yards in 2022 and ’23, respectively, with 607 and 435. The Bears did not make him their returner following this offseason’s radical change to the kickoff; Jones returned just one kick this season. He did not factored into the Bears’ punt-return mix prominently throughout his Windy City stay.

Rushing for a touchdown as a rookie, Jones only logged two carries following this Bears offensive staff’s effort to try him in the backfield. The Jaguars have a greater need at receiver, with Kirk suffering a broken collarbone in Week 8 and Thomas encountering a groin injury. Gabe Davis remains a healthy option among Jags starters, and the team also rosters second-year cog Parker Washington and fourth-year UDFA Tim Jones. But roster adjustments will be needed soon; Jones now represents part of that equation.

The Jaguars also signed offensive lineman Blake Hance from the practice squad to their 53-man roster and released running back Jake Funk from their P-squad.

Jaguars WR Brian Thomas Jr. Facing Multi-Week Absence

The Jaguars will be without Christian Kirk for the remainder of the season. The team’s receiver depth chart is set to be increasingly thin for a short-term period.

Rookie Brian Thomas Jris dealing with a chest/rib injury he suffered on Sunday. ESPN’s Jeremy Fowler reports a two-to-four week absence should be expected as a result. Thomas is seeking a second opinion on the matter, and he informed Fowler’s colleague Michael DiRocco MRI results confirmed no major injury took place.

While the first-rounder aims to practice as early as this week, he is in danger of missing time. Any absence would be notable in its own right given how impactful he has been for Jacksonville’s offense so far. In the wake of losing Kirk to a broken collarbone, however, missing Thomas would add further to the issues facing the team on the depth chart.

Selected 23rd overall in April, Thomas was the second LSU wideout to be added during Day of the draft (joining Malik Nabers in that respect). Jacksonville’s WR room lost Calvin Ridley during free agency, something which paved the way for a notable workload right away. Thomas has not disappointed so far; the 22-year-old has reached 60 or more yards in a game five times this year. He currently sits in a tie for sixth in the NFL with 573 yards, and his five receiving touchdowns place him in a tie for third.

The Jags added Gabe Davis in free agency, and he has been a regular presence so far in his debut Jacksonville campaign. The former Bill was not targeted yesterday, but that will likely change moving forward with Kirk out of the picture. Returner Devin Duvernay is currently on IR, but once he returns he could also be in line for an increased role on offense. In any case, Thomas’ health will be a key factor in the team’s efforts to rebound from a 2-6 start.

Jags’ Christian Kirk Suffers Broken Collarbone

The Jaguars’ receiving corps will be shorthanded moving forward. Christian Kirk suffered a broken collarbone on Sunday, as first reported by Fox Sports’ Jordan Schultz.

As a result of the injury, Kirk will miss the remainder of the season. His absence will hinder Jacksonville’s passing attack as the 2-6 team looks to rebound during the second half of the campaign. Of course, this news also means one of the top receivers still on the trade block will not be on the move.

Kirk was unable to eclipse 1,000 yards in any of his four Cardinals seasons while he played out his rookie contract. As a result, it came as a surprise when he inked a four-year, $72MM in free agency to join the Jaguars. Over time, that pact has aged well given the financial waves seen elsewhere at the receiver position. The size of the investment made in Kirk on the Jags’ part does, obviously, underscore the impact his absence will have.

The 27-year-old posted strong production during his debut Jacksonville campaign, setting new career highs in catches (84), yards (1,108) and touchdowns (eight). Kirk was limited to 12 games last year, but he remained an efficient contributor with a 13.8 yards per reception average. The receiver position saw a number of changes this offseason, but he was expected to remain a focal point on offense.

Kirk had a number of quiet games in 2024, although he also enjoyed a three-week stretch with 79, 61 and 88 yards as the Jaguars struggled to find a rhythm on offense. The team overcame multiple deficits in Sunday’s loss to the Packers and managed 27 points (without Kirk having a highly productive outing), but a postseason berth remains unlikely at this point. While that will continue the speculation surrounding head coach Doug Pederson and general manager Trent Baalke, Kirk’s attention will turn to recovery.

The Texas A&M product drew interest on the trade front, although Jacksonville has not aimed to sell off veteran players ahead of the deadline. Nonetheless, a report from this weekend named Kirk as one of the wideouts who could still be expected to be on the move provided the right offer was made. The WR market has thinned out with Davante Adams, Amari Cooper and DeAndre Hopkins being dealt. Now that Kirk will be unavailable, other receivers like Diontae Johnson will receive increased attention on the trade front.

Kirk is due $16.5MM next season, but none of his base salary for the year is guaranteed and he is set to carry a cap hit of over $24MM. An adjustment or extension of some kind could be in order during the offseason as a result. In the meantime, Jacksonville will rely heavily on first-round rookie Brian Thomas Jr. and free agent addition Gabe Davis at the receiver spot. Returner Devin Duvernay is currently on IR, but once healthy he could handle a rotational role on offense.

2024 NFL Cap Space, By Team

With the trade deadline nearing, more player movement can be expected during the coming days. Of course, a key factor in any deals will be the financial situation for contenders aiming to bolster their rosters for the second half of the campaign.

Courtesy of Over the Cap, here is an updated look at each teams’ cap space:

  1. San Francisco 49ers: $54.13MM
  2. Cleveland Browns: $45.16MM
  3. New England Patriots: $36.61MM
  4. Las Vegas Raiders: $34.59MM
  5. Detroit Lions: $27.53MM
  6. Washington Commanders: $23.44MM
  7. Dallas Cowboys: $20.75MM
  8. Arizona Cardinals: $19.44MM
  9. Tennessee Titans: $18.26MM
  10. Jacksonville Jaguars: $17.12MM
  11. Green Bay Packers: $13.96MM
  12. Indianapolis Colts: $11.11MM
  13. Philadelphia Eagles: $10.36MM
  14. Minnesota Vikings: $9.48MM
  15. Cincinnati Bengals: $8.98MM
  16. Pittsburgh Steelers: $8.93MM
  17. Seattle Seahawks: $8.19MM
  18. Atlanta Falcons: $8.16MM
  19. Tampa Bay Buccaneers: $7.83MM
  20. Los Angeles Chargers: $7.72MM
  21. Chicago Bears: $6.14MM
  22. Houston Texans: $6.01MM
  23. New York Jets: $5.1MM
  24. Miami Dolphins: $5.02MM
  25. Baltimore Ravens: $4.36MM
  26. Buffalo Bills: $2.37MM
  27. Kansas City Chiefs: $2.35MM
  28. New Orleans Saints: $2.15MM
  29. Los Angeles Rams: $1.91MM
  30. Denver Broncos: $1.77MM
  31. New York Giants: $1.51MM
  32. Carolina Panthers: $1.12MM

Just like last year, the 49ers find themselves with considerable cap space to work with. The team has several reasons to roll over as many funds as possible into the offseason, however, with Brock Purdy eligible for an extension and the likes of Charvarius Ward, Deommodore Lenoir and Talanoa Hufanga on track for free agency. Major investments including a commitment beyond 2024 would thus come as a surprise.

San Francisco is among the teams to watch regarding an addition, and major injuries on both sides of the ball could lead to a stop-gap solution being targeted. The 49ers may also be open to moving away players before the deadline, though, with Ward being named as potential candidate to be dealt. Sitting at 3-4, the team’s bid to return to the Super Bowl has not gone as planned to date, but a notable midseason addition could certainly change things.

Having lost Aidan Hutchinson until at least the Super Bowl, the Lions have an obvious need along the edge. Replacing his production with any one addition will not be feasible, but bringing in at least a rotational option would not come as a surprise. Indeed, Detroit has been involved in the edge market with respect to showing interest in some of the veterans who could be on the move.

That list no longer includes Haason Reddick, but the Lions have also been connected to Za’Darius Smith. The Browns have already moved Amari Cooper, so it would come as little surprise if the team were to deal away the three-time Pro Bowler in a move which would allow him to return to the NFC North. Smith certainly seems to be open to a trade, and Detroit would easily be able to absorb the remainder of his $1.2MM 2024 salary.

While Smith could be on the move, fellow Cleveland edge rusher Myles Garrett is (understandably) seen as untouchable. That is also the case for Raiders start Maxx Crosby, with owner Mark Davis making it clear a trade will not be considered before or after the deadline. Even though the Titans have been active already on the trade front, they too will not entertain a deal involving two-time Pro Bowl defensive lineman Jeffery Simmons. While talks have taken place related to Cooper Kupp, the Rams do not expect to move on from the former Super Bowl MVP.

The receiver position remains one to watch even with Davante Adams (Jets), Cooper (Bills) and DeAndre Hopkins (Chiefs) already joining new teams. As the Panthers consider selling off pending free agents, Diontae Johnson could be available for a mid-round pick. In the case of the Jaguars, Christian Kirk is still a candidate to be dealt (although he is not a pending free agent). Teams like the Steelers and Chargers have yet to add a pass-catcher, but they have shown interest and could pull off a move in the coming days.

Trade Candidate: Brandon Scherff

Since leaving his long-time Washington home, career right guard Brandon Scherff has not been the perennial Pro Bowl player he once was. Still, Scherff is a reliable veteran starter that would improve many teams’ offensive lines. That’s perhaps why many organizations are now reaching out about trading for the 33-year-old, per NFL Network’s Ian Rapoport and Tom Pelissero.

Scherff was a dominant guard during his time in Washington. After an impressive rookie season, there was a stretch during which Scherff made five Pro Bowls in six seasons, only missing out during a season that saw him miss half the season on injured reserve. Two years after his only first-team All-Pro season, Scherff signed as a free agent in Jacksonville. While his three years with the Jaguars certainly haven’t seen him excel in a new city, his availability and experience are well worth taking a flyer on for teams making a push late this season.

Notably, the Jaguars have already shown a willingness to sell off contributing pieces, shipping out defensive lineman Roy Robertson-Harris two weeks ago to Seattle. This willingness to participate in trades has multiple teams working on other veterans like Scherff and left tackle Cam Robinson.

Coming into today, the Jaguars were third in the AFC South with a 2-5 record, with only the lowly Titans (1-5) behind them. If Jacksonville is unable to start turning things around, it’s going to be difficult to turn down decent offers for some veteran players. With Scherff on the final year of his three-year contract, it makes sense to take what they can get before losing him for nothing in free agency.

WR Notes: Kirk, Thielen, Rams, Chiefs, Pats

Diontae Johnson is viewed as the most likely receiver domino to fall between now and the November 5 trade deadline, but Christian Kirk continues to be a name to monitor. The Jaguars wideout was mentioned as a player drawing interest earlier this month, and ESPN’s Adam Schefter notes that has continued, naming the seventh-year veteran alongside Johnson in terms of the receivers who have generated the most trade buzz following the Davante Adams, Amari Cooper and DeAndre Hopkins swaps.

Kirk brings an element Johnson does not, as he is signed through 2025. Playing on the four-year, $72MM pact that received scrutiny at the time, the Jags slot receiver now merely sits 25th in receiver AAV. Kirk’s 2022 free agency deal helped ignite the WR market that year, and another boom took place this offseason to render the Jacksonville deal an upper-middle-class pact. Kirk is 27 and attached to a $14.5MM base salary, which will be an issue for teams, as more than $7.5MM will remain for an acquiring team post-Week 8.

Although Kirk’s per-year number has dropped considerably on an exploding market, the Jags do have both Evan Engram and Gabe Davis signed to eight-figure AAVs. They also used a first-round pick on Brian Thomas Jr. this year. Kirk served as Trevor Lawrence‘s most trusted target in 2022 and ’23; as Thomas has shown considerable promise, Kirk has caught 25 passes for 320 yards and a touchdown this season.

Here is the latest from the WR ranks:

  • Add Adam Thielen to the list of Panthers potential trade chips at receiver. While Johnson is likely to go and Jonathan Mingo is viewed as a player who may not be a long-term fit, NFL.com’s Ian Rapoport mentions Thielen as a candidate to be on the move as well. This would add up, as Thielen is 34 and tied to a through-2025 contract that does not have any guarantees remaining for next season. Thielen topped 1,000 yards for a woeful Panthers team last season, residing as Bryce Young‘s clear-cut top target. The ex-Viking’s follow-up effort, however, included an IR stay for a hamstring injury. Carolina has not yet activated the 12th-year veteran from IR. Injuries and age will limit Carolina’s return, but the three-time 1,000-yard pass catcher would only be owed barely $2MM if acquired before the deadline.
  • Tutu Atwell‘s role will diminish with Cooper Kupp and Puka Nacua back. The diminutive Rams receiver indeed saw his snap share on offense plummet from 78% in Week 7 to 12% Thursday night. Atwell has shown flashes for the Rams, but he has not delivered extended stretches of reliability. Los Angeles did not have the former second-round pick among its top three receivers during last season’s stretch run, and ESPN.com’s Sarah Barshop notes he is unlikely to be extended before his contract expires in March. This could make Atwell a trade candidate, though given the Rams’ back-to-back wins and their WR health issues, it would make more sense for the team to hang onto the contract-year player.
  • It could be a while before Skyy Moore returns to the Chiefs. Andy Reid said (via The Athletic’s Nate Taylor) this week the former second-round pick will need to have his core muscle injury “fixed”; the defending Super Bowl champions placed Moore on IR this week. Viewed as a starter to open last season, Moore could not hold up in that role and did not factor into Kansas City’s six-game win streak to close the year. While playing more due to the injuries to Marquise Brown and Rashee Rice early this season, Moore does not have a catch in 2024.
  • The Patriots made Javon Baker a healthy scratch last week, marking the third straight game that has happened for the rookie. Baker appeared to miss or show up late for a team function in London, as ESPN.com’s Mike Reiss mentions an itinerary “hiccup” took place to help lead the fourth-round pick to the sideline once again. Baker could have a path up New England’s depth chart if Kendrick Bourne and/or K.J. Osborn are moved, but he has played in just two games as a rookie. Baker is active for Week 8.

Jaguars Activate LB Foyesade Oluokun

The Jaguars have officially activated linebacker Foye Oluokun after opening his 21-day practice window four days ago. Per Mike Garafolo of NFL Network, Oluokun and offensive tackle Cam Robinson will both be returning from their respective absences this weekend.

Jacksonville signed Oluokun the year after he led the NFL with a career high 192 total tackles in 2021 with the Falcons. In his first year with the Jaguars, Oluokun doubled down as the league-leader in total tackles for a second straight year with 184, also leading the league with 128 solo tackles. His 173 total tackles in 2023 was only good for fourth in the NFL, but he once again finished with the most solo tackles with 111.

While Oluokun became a tackling machine in Atlanta, he didn’t begin to stand out analytically until his move over the Florida-Georgia line. Following a season in which Pro Football Focus (subscription required) graded him as the 64th-best linebacker out of 86 graded players at the position, Oluokun improved to 29th in 2022 and 21st in 2023. Though he only has three games under his belt this season, Oluokun currently grades as the 10th-best linebacker in the NFL, per PFF.

Oluokun has been on injured reserve the last four games as he’s dealt with plantar fasciitis. Since Oluokun’s stint on IR took place after the season began, he will count toward’s the team’s remaining activation count. Jacksonville has four activations left with Oluokun getting moved to the active roster. The team will hope his return helps spark improvement on defense, a unit which has struggled in a number of areas in 2024.

Robinson had been limited in practice this week after getting knocked out of last week’s victory over the Patriots with a concussion. Garafolo reports that Robinson has now cleared concussion protocol and does not have an injury designation heading into the weekend.

Additionally, the team announced this afternoon that running back Jake Funk and defensive end Joe Gaziano will be activated as standard gameday practice squad elevations for the second straight week.

Trade Rumors: 49ers, Wilson, Packers, Jags

Although the Chiefs have been hit hard by wide receiver injuries, they have managed to draw some opponents in the same boat. Between a Bengals matchup sans Tee Higgins and an upcoming Buccaneers tilt without Chris Godwin and, in all likelihood, Mike Evans, Kansas City faced a 49ers team down all of its starters by halftime. Brandon Aiyuk is now out for the season with an ACL tear, and Jauan Jennings has not practiced this week — due to a hip injury — after missing Week 7. Deebo Samuel needed to be hospitalized due to pneumonia, but the veteran wideout returned to practice Thursday and may be on track to suit up against the Cowboys.

Samuel’s status is now vital to the 49ers, who gave Aiyuk a $30MM-per-year extension only to see him join Samuel in struggling in the season following a new deal. The 49ers also have first-round pick Ricky Pearsall back in action weeks after he was wounded in a robbery attempt. Despite all this, The Athletic’s Matt Barrows does not expect the defending NFC champions to add a WR piece at the trade deadline.

Kendrick Bourne, whom the 49ers discussed with the Patriots during the summer Aiyuk trade drama, said he is not eager to return to his original team; Bourne instead prefers to stay in New England. It remains to be seen if the 49ers will shop for some help, but if they are to add (as they usually do at deadlines, as the past Chase Young, Charles Omenihu, Emmanuel Sanders and Jimmy Garoppolo moves show), Barrows expects the move to come elsewhere.

Here is the latest from the trade market:

  • San Francisco made it this far without adding a running back to cover for Christian McCaffrey‘s nagging Achilles injury, as the reigning Offensive Player of the Year has a decent chance to return in Week 10 after the team’s bye. Two of the 49ers’ former RBs would have been a good fit, as the Dolphins roster Raheem Mostert and Jeff Wilson. Of the duo, ESPN.com’s Marcel Louis-Jacques notes Wilson is the more likely trade chip. Wilson re-signed with the Dolphins, on a two-year deal that features a veteran-minimum 2024 base salary ($1.13MM), but saw the team trade up for Jaylen Wright in April. The fourth-round rookie joins 2023 third-rounder De’Von Achane on Miami’s roster. The Dolphins have not used Wilson much this season, giving him eight carries. Wilson (29 next month) has an 860-yard season on his resume, during a 2022 season in which he was traded from San Francisco to Miami, and would make for an interesting addition by one of the several teams using a 49ers-like scheme.
  • The Packers are certainly not in position to sell, but teams have shown interest in both Preston Smith and Andre Dillard, per NFL.com’s Ian Rapoport. Smith, 31, has started every game for Green Bay this season. Although his snap rate sits at 56% — which would be a Packers-years low for the veteran edge rusher — it would surprise if the team entertained such a move in-season, even with 2023 first-rounder Lukas Van Ness at this position. Dillard, conversely, has not played an offensive snap. The former Eagles first-rounder has drawn deadline interest in the past, and with Jordan Morgan in reserve, it would be interesting if the Packers discussed trading the veteran.
  • Following the Roy Robertson-Harris trade with the Seahawks, Doug Pederson said he did not expect the Jaguars to make any additional deals. Though, teams will be calling due to the Jags’ poor start. That said, ESPN.com’s Michael DiRocco notes Jacksonville — despite the potential for a new regime taking over in 2025 — does not view this as a rebuild-like situation, so a deadline sell-off should not be expected.