Contract Disputes And ImpairmentA recent non-cash impairment tied to an offtake dispute highlights counterparty and contractual risks that may reduce expected volumes and increase earnings uncertainty.
Milestone And Execution RiskCompany value is sensitive to achieving G2 financing, FEOC compliance, and credit monetization, and delays or failures on these milestones would significantly constrain upside.
Regulatory And Legal RiskDisclosure of DOJ grand jury subpoenas and an SEC information request linked to a director's stock sales raises regulatory and reputational risk that may pressure investor sentiment.