My personal belief is that we are waiting for the Q3 earnings report. I said this about a month ago and
@MarcoRP called me down on it, but as the date approaches, I feel it more and more. Just 2 more days - Wed Oct 23. My prediction is we'll see a lot of V3 progress starting this coming Thursday.
Let me go out on another limb and predict that either Saskatchewan or Manitoba will be the first 100% V3 state/province. North Dakota is also eligible but I don't think any site is advanced enough in the construction phase.