Welcome to our dedicated page for T1 Energy news (Ticker: TE), a resource for investors and traders seeking the latest updates and insights on T1 Energy stock.
T1 Energy Inc. (NYSE: TE) generates a steady flow of news as it builds out a U.S.-based solar and battery supply chain. The company’s announcements highlight its progress in manufacturing photovoltaic solar modules, developing a domestic solar cell fab in Texas, and structuring its business to align with U.S. energy and industrial policy. Readers following TE news can see how T1 Energy’s operational milestones, capital formation activities, and regulatory positioning evolve over time.
Recent press releases describe construction starting on the G2_Austin solar cell fab in Rockdale, Texas, which is planned as a multi‑gigawatt high‑efficiency TOPCon cell facility intended to supply cells for modules produced at the existing 5 GW G1_Dallas module plant. News items also cover commercial agreements, such as a three‑year contract to supply Treaty Oak Clean Energy, LLC with a minimum of 900 MW of modules built with domestic cells from G2_Austin, and a multi‑year frame supply agreement with Nextpower for steel module frames.
Investors can also track T1 Energy’s financing and capital markets activity through its news. The company has announced public offerings of common stock and 5.25% convertible senior notes due 2030, as well as registered direct offerings of common and preferred stock. These updates often explain how proceeds are expected to support working capital, the first phase of G2_Austin, and efforts to comply with Foreign Entity of Concern provisions under the One Big Beautiful Bill Act.
Another recurring theme in TE news is the monetization of Section 45X production tax credits. T1 Energy has reported accruing these credits and, in one release, completing a $160 million sale of Section 45X credits to a U.S. financial institution. For readers interested in the intersection of solar manufacturing, U.S. policy, and tax incentives, the TE news feed offers insight into how the company is responding to regulatory requirements and market demand. Bookmark this page to review earnings releases, project updates, policy‑related disclosures, and major contract announcements as they are reported.
T1 Energy (NYSE: TE) completed a $160 million sale of Section 45X production tax credits (PTCs) to an investment-grade U.S. buyer on Dec. 30, 2025. The Tax Credit Purchase and Sale Agreement was executed in December at a price of $0.91 per $1 of PTC, covering PTCs accrued and third-party verified through December 2025.
The parties intend a true-up in February 2026 after confirmation of December 2025 module production. Citigroup Global Markets served as financial advisor. Management said monetizing 45X credits supports investment in domestic production at G1_Dallas (fully ramped) and G2_Austin (under construction).
T1 Energy (NYSE: TE) announced completion of transactions with Trina Solar and other parties on Dec 30, 2025 aimed at preserving eligibility for Section 45X tax credits under the One Big Beautiful Bill Act by avoiding designation as a Foreign Entity of Concern (FEOC).
Key actions include amended corporate charter limits on FEOC equity, significant late‑2025 capital raises and a substantial debt repayment that reduced Trina Solar’s debt stake below the OBBBA threshold, removal of Trina’s right to appoint a covered officer, transfer of licensed IP to Evervolt (now T1’s licensor), and procurement steps toward non‑FEOC solar cells and increased domestic sourcing (G2 facility, Hemlock polysilicon, Corning wafers, Nextpower frames) for 2026 production.
T1 Energy (NYSE: TE) signed a three-year supply agreement with Treaty Oak Clean Energy to deliver a minimum of 900 MW of solar modules built with domestic solar cells from T1’s planned G2_Austin fab.
T1’s 5 GW Texas module facility uses high-efficiency TOPCon technology; G2_Austin first phase (2.1 GW) began construction in December 2025 and is scheduled to start production by end of 2026 with expected >60% domestic content, increasing thereafter. The two-phase G2_Austin (total 5.3 GW) will complement T1’s operational 5 GW G1_Dallas facility to supply FEOC-compliant, traceable modules aimed at improving project financing and regulatory compliance for customers like Treaty Oak.
T1 Energy (NYSE: TE) began construction on its G2_Austin solar cell fab, a planned $400–$425 million investment to build advanced U.S. manufacturing capacity.
The first phase targets 2.1GW annual TOPCon cell capacity and is expected to begin producing cells by end of 2026, a single phase larger than current U.S. silicon-cell capacity. The site covers >100 acres in Milam County, Texas, and is expected to support up to 1,800 advanced manufacturing jobs.
Cells from G2_Austin are intended for modules at T1’s operational 5GW G1_Dallas facility; T1 cites contracts with partners Hemlock Semiconductor and Corning for polysilicon and wafers. A second phase of 3.2GW is planned and may expand if cell demand rises.
T1 Energy (NYSE: TE) priced concurrent public offerings: $140.0M aggregate principal of 5.25% convertible senior notes due 2030 (upsized from $120.0M) and 28,282,830 shares of common stock at $4.95 per share. The company estimates net proceeds of approximately $264.3M after fees. The convertible notes carry semi-annual interest, mature December 1, 2030, have an initial conversion rate of 144.3001 shares per $1,000 principal (≈$6.93 per share) and are convertible under specified conditions beginning September 1, 2030.
Proceeds are earmarked to pursue FEOC compliance under the One Big Beautiful Bill Act by December 31, 2025, repay certain indebtedness, advance construction of the first 2.1 GW phase of the G2_Austin facility, and for general corporate purposes. Offerings expected to close December 15–16, 2025, subject to customary conditions.
T1 Energy (NYSE: TE) announced proposed concurrent underwritten public offerings: $120.0 million aggregate principal amount of convertible senior notes due 2030 and $140.0 million of common stock, with underwriter over-allotment options of $18.0 million (notes) and $21.0 million (stock).
Net proceeds are intended to (i) progress FEOC compliance under the One Big Beautiful Bill Act by Dec 31, 2025 including repayment of certain indebtedness, (ii) fund working capital and construction for the first 2.1 GW phase of the G2_Austin facility, and (iii) general corporate purposes. Offerings are subject to market conditions and SEC registration.
T1 Energy (NYSE: TE) Chairman and CEO Dan Barcelo met with U.S. Vice President JD Vance on Nov. 21, 2025 to discuss American energy and manufacturing. T1 reiterated plans to begin construction of a 2.1 GW phase of its G2_Austin solar cell fab before year-end, with first cells expected in Q4 2026. The phase is estimated to cost $400–$425 million and employ about 1,700 workers. T1 said it raised a meaningful portion of capital for construction via equity raises in October. The company also operates the G1_Dallas module facility, forecast to produce 2.6–3.0 GW of modules in 2025, and is building an integrated domestic silicon-based solar supply chain to serve rising electricity demand.
T1 Energy (NYSE: TE) reported Q3 2025 results and provided operational updates on G1_Dallas and G2_Austin, reaffirming 2025 EBITDA guidance of $25–$50 million.
T1 expects Q4 2025 module sales to exceed total YTD sales and projects G1_Dallas to reach a 4.5 GW annualized run rate in Q4. The company closed equity and preferred financings that brought in proceeds including a $50M cash infusion from Encompass and a $72M registered direct offering plus a separate $50M convertible preferred offering.
G2_Austin Phase 1 is planned at 2.1 GW with estimated capex of $400–$425M and targeted start of production in Q4 2026. Q3 net loss was $140.8M; non-cash intangible impairment of $53.2M recorded. Cash and restricted cash totaled $86.7M as of September 30, 2025.
T1 Energy (NYSE: TE) rescheduled its third quarter 2025 earnings release and conference call to November 14, 2025. The Q3 press release will be issued at or around 6:00 AM Eastern Daylight Time and the conference call will begin at 8:00 AM Eastern Standard Time. Investors must register online to receive dial-in information and a unique PIN or use the webcast link. Dial-in and a “Call Me” option will be provided after registration. Investor contact: Jeffrey Spittel; Media contact: Russell Gold.
T1 Energy (NYSE: TE) will release third quarter 2025 results and host a conference call on November 6, 2025. The earnings press release will be issued at or around 6:00 AM Eastern Daylight Time and the conference call will begin at 8:00 AM Eastern Daylight Time. Call access includes a toll-free North American dial-in (+1 800 715-9871), an international dial-in (+1 646 307-1952), and a live webcast link. Investor contact is Jeffrey Spittel, EVP Investor Relations (Jeffrey.spittel@t1energy.com). Media contact is Russell Gold, EVP Strategic Communications (russell.gold@t1energy.com).
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