@sarah.chen
@marcus.webb
@financing-team
Flagging this now so we have options before Thursday.
Polk County hearing slipped 6 weeks (May 14 → June 25). Anticipate is showing the financing close moving August → October, which puts the ITC safe harbor window at material risk — $4.2M exposure.
We also have a 30-day PPA offtaker notification clock running. We need to decide this week whether to move the financing timeline or absorb the slip another way.
Can we get 30 minutes today or tomorrow to model both scenarios?