I had that discussion last night - I pointed out that the only reason our budget rose in the recent past was because the orange dude called everyone out, and when things don't look so orange outside, there will be far less impetus to appease, and far less money thrown at looking to solve problems.
Someone mentioned being concerned about whether or not we get 15 RCDs....I don't know if we've ordered any of the long-lead items yet beyond the first 3. (Gearboxes/etc)
That will be a real indicator in my opinion.