Production And Supply ChallengesThe tightening of export controls by China on key minerals, including Tellurium, may pose a near-term headwind for First Solar's module production process.
Regulatory And Policy RisksUncertainty around the Treasury's forthcoming safe harbor rules and Interior Department permitting could keep the near-term booking pace softer.
Tariff And International RisksPotential for additional international curtailment due to risk related to tariffs, Section 232 investigation on polysilicon and derivatives, and FEOC restrictions.