Very good points. So that said, my opinion would be inaccurate. I don't think they are going to use ATM for NRG. I believe they can satisfy NRG with commissioning of Tulare. They may have used it to satisfy 5th 3rd and put the 30% to Hercules. Then, as long as the required progress on Tulare and Groton are met, all deadlines will be good to 10/22. Tulare and TS should be COD by then.
Satellite imagery for Bolthouse Farms definitely shows some progress being made on the site. Google shows the site as random storage for tractor trailer containers: https://goo.gl/maps/pECUQba4F4ETQZxMA
While Landviewer EOS data (which isn't very clear resolution) shows even more structure on the prepared site, although granted it is just guessing as to what that structure is and how complete it might be.