There might be a bigger delay over 1 or 2 months? I believe some where down the road with in the next 6 weeks they will be back talking again tgc-henc! That's a fact not a JMO!
I agree, this is a risk factor that has potentially a great impact if no deal is struck between both sides. I expect common sense to prevail though and that we'll see drilling activity in the september - december timeframe.
I won't add untill this is cleared up and an agreement is made.