Industry Growth ConcernsContinued policy uncertainty has meaningfully reduced the growth profile for the solar industry overall.
Regulatory ChallengesUncertainty around the Treasury's forthcoming safe harbor rules and Interior Department permitting could keep the near-term booking pace softer.
Supply Chain RisksThe tightening of export controls by China on key minerals, including Tellurium, may pose a near-term headwind for First Solar's module production process.