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Mr. C

03/12/24 1:04 PM

#49747 RE: Dallas-Cowboys #49743

Could be, but I am basing the timeline on FERC’s response, which DOE also cooperated in. My one concern with the reason for FID delay is why it was never brought up prior.

When they made their plea to FERC they said they were waiting on them to make FID, not MARAD or DOE, and they would do so immediately upon approval.

The conditions they set I’m sure assuage the DOE’s concerns that maybe they’re just kicking the can again, but I wonder how it all looks in the eyes of the DOE and if Delfin is going to delay everything again as soon as they get what they want with a little breathing room.

They made claims with the conditions for construction, but they’ve done that in the past too with government agencies.

Still confident DOE wants this project to get done and not waste all of the money and destroy the contracts for other players, causing more disruption in the market, but no one knows what the DOE is thinking