To put a slightly rosier picture out there.
It’s worth remembering that since the 787 EA was signed up to, of the 15 airframe orders that have come due, 14 have been taken up. (The one skipped is apparently still available)
There has been no indication that the next tranch will not be taken up next year.
I have also heard rumour (this is a rumour network right?) that the Project Sunrise order due in 2019 will include a some non-ULR models of the selected aircraft type for delivery closer to 2020. These aircraft will replace the outgoing 744’s on certain routes.
And finally, given most 787 patterns I have looked at are built on MDC, the lack of night credits is having very little effect at this early stage. This will be true of the upcoming BNE-LAX-JFK patterns also. Beyond that, who knows.