Project CancelationThe recent cancelation of the Jackalope Wind project has raised investor concerns over the potential hole this could leave in the capex plan.
Stock PerformanceIDA's stock has been under pressure, falling ~330bps over Thursday and Friday (~200bps underperformance compared to the UTY).
Supply Chain IssuesSupply chain bottlenecks, such as gas turbines and transformers, limit the company's capacity to add generation and upgrade the grid.