TheGlobe.com Inc (TGLO)

[NorthPeak22]

You really think Delfin management knew during FERC that their multi year handholding with MARAD would result in MARAD pretending like they don't even know what Delfin is doing? You could claim they knew they would need a DOE extension just based off of the known timeline, but MARAD actually being an obvious, significant "issue" wasn't known until MARAD released that letter. I think it's pretty obvious that the deepwater port license issuance would have resulted in the FID last year, and the extension wouldn't have been a potential problem bc the slots at SHI would have been purchased and construction started.