FE · 10-Q · 2026Q1 · Full report

Supply Chain Constraints and Tariffs

FIRSTENERGY CORP · 2026-04-28 · Importance 26 · Surprise 24

FirstEnergy is monitoring supply lead times amid rising industry demand (including data center load) and notes the imposition of tariffs and retaliatory tariffs by the U.S. government as a potential supply risk. The filing cites ongoing geopolitical conflicts that have contributed to volatility in global energy markets and higher fuel and transportation costs, which could further impact supply availability and pricing. The company says it is implementing mitigation strategies to address volatility in interest rates, inflation and supply constraints and does not expect material impacts to its capital investment plan in the near term. However, it warns that prolonged demand increases, escalated geopolitical tensions, rising fuel costs, inflationary pressures or new/increased tariffs could increase supply chain disruptions and adversely affect results of operations, cash flow and financial condition.

Key facts

• FirstEnergy continues to monitor supply lead times and tariffs and does not expect service disruptions or a material impact on its capital investment plan, but stated that prolonged demand increases, geopolitical tensions, rising fuel costs or tariffs could increase supply chain disruptions and adversely affect results.