You are correct.
Sulzer (They purchased Bingham Pumps of Portland) has long supplied pumps to Enbridge for many of their other pipelines. If the pumps are not used for the XL expansion, their will be other opportunities.
These pumps were likely made at the old Bingham facility in Portland.
I know there’s the Warren Buffett theory, the Saudi theory, etc., but at the heart of 0bama’s childish vindictiveness is that 0bama wants to deny Texas of the economic benefit from XL.