I was also thinking something along those lines were in the realm of possibilities, or even probabilities. They will already need to pay interest and principal toward the 270M$ loan, which is already on the high side for a plant producing only 19 Mgpy of ethanol.
Or, since all plants in China will likely be 100% Chinese owned and financed, it could also mean a reduced technology patent fee for those Chinese plants, or something along those lines, to add incentive to complete the total financing for the Fulton plant?