If EU is delayed it just gives them more time to either acquire or develop some new IP, or acquire an existing IP like Star Trek or Tolkien. Economic uncertainty could mean new and unexpected acquisitions and changes in the media landscape. Six Flags, Cedar Fair, and/or SeaWorld may go out of business and suddenly the rights to Looney Tunes, DC, Peanuts, and Sesame all go into play. After the park in China opens and people see Kung Fu Panda there may be clamoring for it to become one of the lands in EU. Anything is possible.