I agree. All signs point to Delfin. I didn't look close enough when I suggested KSI as a time-aligned B&V project. I was basing it on their forecasted FID, which is also this year now that Blackstone is involved.
JAB is en fuego! Firing me up with your posts lately, connecting all of the Delfin Dots. When is the 3rd quarter??? And I do enjoy some sardines on a saltine.