Thanks @Lefevre - another good summary to go with those of @prowiz and @Ildsrud
A very small anecdotal point to add to one of yours (note that I wasn't at the preso). From a previous life, I know a little of Technip. They are the real deal in EPC contracts for various offshore and onshore oil & gas projects worth hundreds of billions of dollars. As an example, they are trusted by the supermajors in a variety of jurisdictions to do the most complex EPC projects transporting oil out of the deepest water worldwide. The French Halliburton or Schlumberger, might be a decent description. In my opinion, their endorsement is substantial, and I can imagine it would be a persuasive data point for a major chemical or other market player seeking out a solution.
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