I really like the whole, Single IP immersive setting that EU was/is going for, like HTTYD for example. I hope no matter what happens, that stays.
I feel the solutions are “easy” for Universal if this is delayed long term, if 2030. I see Potter concepts moved to USF, Nintendo to USF, and *maybe* KFP or HTTYD to Islands. That would fill us for the 2020s for new attraction openings at UOR, along with maybe a JWRA re-do one day. Plenty of stuff.
If 2030 is a thing, dunno if it is and I praaayyyyy it’s not, I think Monsters stays. For the other 3 lands, you go with Pokemon and Zelda to double down on Nintendo openings, and Dreamworks can fill the other land. Plenty of time for a new IP to show of go with Trolls which is likely not going anywhere. Just my two cents, I think they have options and if LOTR is actually on the table then they have loads of options.