The reason to do it now is that every day that they don't hit critical desorption pressure, they demonstrate that the reservoir is worse because either it is very hard to dewater/deplete (i.e. needs more wells/investment, and harder to produce the real "cream" of the isotherm at low pressures) or the gas saturation is lower than anticipated (i.e. there is less gas to produce), or both of the above.
The point isn't to produce gas, it's to produce gas in a way that makes you money. Having to drill more wells, in order to produce less gas, is not the way to do that. EXRs data so far has presumably demonstrated to the EXR team that the project isn't all that likely to be able to produce gas economically.
If they don't make the deal now, they may be forced to accept worse terms in the future even if desorption does happen because the timing is important.
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