They just hired a new firm so you are likely to get the same unclear message only it will sound much better and leave a few tidbits about the massive opportunity just over the rainbow. When its over... If you have doubts now, its likely you'll have more after the CC.
IMO Zero could clear it all up by telling how AOT performed on a real pipeline. One chart with a summation of a few points would do it for me:
Type of Crude Viscosity before Time/Duration Viscosity After Net Flow changes Temperature Estimated net saving in $energy per site with full capacity