Yeah, that's the tell this time. For midstream round 1, producers signed up for take or pay to get a way out to market. Round 2, they backed off and only committed to "if we drill it, you'll get it". This time they're balking at even doing that. Why anyone would agree to underwrite cryo gas plant additions unless it's a chemical company this time is a mystery to me after all the promises of finally getting paid for ethane fell through. Lead time on compression is 12+ months unless you have some you can move. Meanwhile over on the Ship Channel, you'll note that Lyondell is hanging it up at their refinery. Take the money this year and then shut down. They are a decent operator so that tells you they don't see a reason to spend a lot more money to maintain it. I'm sure midstream can get overseas buyers and traders to sign on for more export capacity, but I can't find the news about the producers who are lining up to guarantee delivery for 15 years. Wonder why not?