Orlando is not "Dead", that is just not true and its way too early to say that. If we're in this exact same kind of stop next fall, 2021, then I am MUCH more worried about the parks operations for the foreseeable future but we aren't there yet. Really not trying to get political here and I know I do, but frankly, if we had a competent leader leading our country things simply wouldn't be this bad. Get him out in November and next January some REAL leadership can be made to progress this. Now, that may take another year so we are talking 2022. That is where my head is at now. If Trump is still our President then I do fear for the longevity of this country, as the President currently wants to slow down testing. Which is utterly insane. Vote him out people. There are ways to contain this and America just simply isn't doing it properly to large scales it seems.
Too early to spell doom for the whole industry however. I just think it will take another year or two to pick up. I wouldn't be shocked if EU is delayed further, I wouldn't be shocked if any VB expansions are scrapped for the foreseeable future, I wouldn't be surprised to not see any hotels added at WDW or UOR until EU opens. I think thats the ripple effect we see over the next decade. Lots of projects we thought we'd have by 2025/2026, won't happen until the end of/early next decade. Too early to tell exactly on a lot of this but personally this is where my thinking is. Its going to take time.