The risks have always been omni-present.
The question is how far along is the financing and does the capex increase mean that they have focused on filling the gap?
Obviously, this illustrates the risk at this end of the market, however, QPM or a QPM like company is required for the new economy post 2025. The challenge is for QPM and their management to deliver on this task. They have the narrative, the idea, now it is just the financing.
No one on this forum can definitively say, with the publicly known facts ,that this will 100% happen or not. It is up to the individual to make that calculation. However, people have not considered the "other" export agencies, which have yet to be confirmed, and the geo political ramifications of a project like QPM.
We will see soon enough if it is indeed smoke and mirrors or something more substantial.
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