Hey jstath, I hear you. I'm not one that has much trust in government, especially with who is at the helm. But these Mirage projects made sense before Covid. Post Covid, there are even greater global implications and necessity with the US wanting to move much of their manufacturing and other industries (semiconductors, medicine, etc.) to Mexico from China. Add to that the Ukraine war and implications for Europe desperately needing additional natural gas resources.
The Panama canal issues are just more icing on the cake and something that seems to get worse every year. And not sure if you remember but when Mirage previously announced their projects they showed a comparison to travel time using the MX Isthmus vs Panama Canal so that clearly is a driver.
So of course nothing is certain but things are looking like they will happen IMO. But I tend to usually look at the glass half full
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