No. The value of a feasibility assessment holds regardless of what
the verdict is.
If the binding constraint is confirmed as capacity, that finding is
itself a governance asset. The board and the regulator can be told:
the system has been independently assessed, and investment is aimed
at the confirmed binding cause. That changes the nature of every
capital decision that follows.
If the binding constraint is a policy interaction, the assessment
identifies what capacity investment cannot resolve — and specifies
the minimum calibration required to restore feasibility. Either way,
the decision that follows is taken from proof, not inference. That
standard holds regardless of which constraint the logic finds.