4.5% > 6% Seems to be the culprit in the increased capex, was expecting JP to talk up sunk costs of DFS 1 reducing DFS 2 capex but he really wasn't pushing that line much so I'm tempering my expectations for DFS 2 to materially surprise on relative capex.
Ann: Phase 1 HMW DFS Delivers Compelling Economic Results, page-140
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