Agreed. People (downrampers) are reading far too much into details. Anything before mid-November is "early" Q4.
Unfortunately, the whole world is facing challenges - high inflation, supply chain issues and escalated equipment and material price in the EU and US, war in Ukraine etc. QPM is not immune to any of those issues.
However, there are also many positives for the TECH projects, such are high prices for what we will produce, IRA in the US, very favourable exchange rate shift for our products, growing willingness for EOMs to invest upstream, and growing appetite for debt support from Governments and Export Credit Agencies, the importance of good ECG for EU and US markets etc.
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