T1 Energy Stock Price, News & Analysis

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).

T1 Energy (NYSE: TE) announced expected proceeds of $72 million from a registered direct equity offering and an expected $50 million convertible preferred issuance to fund the first 2.1 GW phase of its G2_Austin PV solar cell manufacturing facility.

The company said these transactions provide a meaningful portion of the $400–$425 million capital expenditures for the phase and position T1 to start construction in Q4 2025, subject to customary closing conditions. T1 completed contractor and vendor selection and is progressing detailed engineering; remaining capital is expected to come from debt and anticipated customer offtake deposits.

T1 Energy (NYSE: TE) priced a registered direct offering to raise $72 million of gross proceeds by selling 22,153,850 common shares at $3.25 per share. The company said net proceeds will be used for working capital, strategic investments/partnerships, and advancement of energy technology and infrastructure projects.

Closing is expected on or about October 24, 2025, subject to customary conditions. After closing, T1 expects to hold approximately $155 million in cash, cash equivalents, and restricted cash, including $102 million of unrestricted cash. A.G.P./Alliance Global Partners is sole placement agent. The offering is made under an effective Form S-3 registered on September 22, 2025.