Loading…
Loading…
The one theme we're hearing from other manufacturers across other industries is inflation on the CapEx estimates.
just on the operating leverage. How should we think about that with the volumes to 5 gigawatts here?
Could you just talk about like the reason to not disclose that? Is it just timing of these lumpy installations
I presume your guidance of 100 basis points of impact you talked about is more on the 10% tariff right now.
it looks like the EBITDA is 36% in the first half, but 44% of the volumes. So just trying to understand
Is there a scenario where you foresee potential competition and oversupply on that aspect a few years down the line?
if M&A is part of the 2026 guidance here? And you didn't do an acquisition in Q1
Can you just talk about the accounting here? It seems like 50-50 JV and NiSource talked about like a $6 billion, $7 billion CapEx.