IMO, the interest by China is now so high, that they may not wait a very long time for the DOE to reconsider, before a Chinese company or its Government kicks in with the piece the DOE is supposed to provide.
If that is accurate, then the ultimate success of Bluefire in America, as well as the Chinese big plant buildup, is essentially a certainty, depending only on success with Fulton's process and economics. From earlier work in Japan, Fulton success is very likely, IMHO.