External Permitting And Infrastructure RiskConversion of open capacity into contracts depends on permitting, land access, gas supply, and construction, creating execution risk driven by external factors.
Margin Pressure From Re-rented EquipmentA higher mix of re-rented turbines compresses gross margins and can weaken profitability until owned fleet utilization increases.
Supply Chain And Delivery DelaysSlower equipment deliveries reduce the expected capacity ramp, which can temper near-term operational growth and revenue momentum.