This. The reason for the delay to 2027 is likely the uncertainty with the tariffs and affected shipping costs and prices. When the bill falls back to within the budget (+ X% more they're willing to incur to get it done under the circumstances), they'll hit the bid. But no one can predict these unique market forces, so they made 2026 a total wash to give themselves a wider window for possible order/shipping and took the PR hit. If the rates improve sooner, a mid to late-2026 debut is certainly doable.