One contingency no one has discussed is this: If a deal with a SM is closed for only, say, for about 38%, and if the government only buys 2.5%, that leaves lots of gas to be processed in addition to that in the stick built plant. Using EWC for this ADDITIONAL gas would allow a CSP via Mitsui to get up and running sooner to help the cash flow. Seems like a real possibility to me.
Don't know about the specifics, but the general logic makes sense. Other things being equal, it's hard to see how IOC having more options open could be seen as a negative. The E/A 3 results though help to reduce the uncertainty in a good way. Now we just need to keep chipping away at those uncertainties...(e.g., deal news, new gov't agreement) and put an end to the delay. Long term investors like Phil can afford to hold out for every last penny, but not all retail investors have that luxury. Has "a few weeks" arrived yet?