T1 Energy Stock Price, News & Analysis

T1 Energy (NYSE:TE) has expressed support for two significant trade policy developments: a Section 232 investigation into foreign-sourced polysilicon and the Solar 4 AD/CVD case targeting imports from Indonesia, Laos, and India. The company's existing contract for U.S.-made polysilicon positions it advantageously if tariffs or import restrictions are implemented.

T1 Energy's domestic manufacturing strategy includes the operational 5 GW G1_Dallas solar module facility and planned G2_Austin solar cell facility. CEO Daniel Barcelo emphasized the company's commitment to revitalizing American manufacturing, with these trade actions expected to create a favorable policy environment for T1's business objectives.

T1 Energy (NYSE: TE) expressed confidence in its strategic positioning regarding the proposed 45X Production Tax Credit in the U.S. Senate's budget bill. The legislation, extending through 2032, aims to boost domestic solar module production and supply chain development.

The company highlighted key aspects of the bill including transferability and stackability of 45X credits, which are expected to contribute to T1's EBITDA. T1 is advancing capital formation initiatives for its planned 5 GW U.S. Solar Cell Facility (G2_Austin) in Milam County, Texas, with construction expected to begin in Q3 2025.

Regarding the proposed excise tax on solar projects using components from Foreign Entities of Concern (FEOC), T1 Energy believes it can adapt its manufacturing operations to provide tax-exempt American solar modules through its operational 5 GW Solar Module Facility (G1_Dallas).

T1 Energy (NYSE: TE) has made significant progress on its planned $850 million G2_Austin 5 GW Solar Cell Facility by selecting Yates Construction for preconstruction services and securing unanimous approval for tax abatements from Milam County, Texas. The facility, expected to begin production by end of 2026, will create up to 1,800 full-time jobs. This project complements T1's operational G1_Dallas 5 GW Solar Module Facility and aims to address U.S. customer demand for solar cells and modules using TOPCon technology. The development aligns with policies supporting American manufacturing and energy independence. Yates Construction, a leading builder of complex projects, will provide preconstruction services, while SSOE Group continues providing project engineering services since December 2024.

T1 Energy (NYSE: TE) has signed a non-binding Heads of Agreement with Manaar Gulf Saudi Arabia Ltd. to explore potential strategic investment in their planned G2_Austin 5 GW solar cell manufacturing facility. The agreement was signed on May 13th, 2025, during a ceremony in Riyadh hosted by the Saudi Ministry of Investment (MISA), aligning with the Trump administration's 'America First' program and Saudi Arabia's commitment to U.S. energy infrastructure investments.

CEO Daniel Barcelo emphasized the importance of establishing a domestic solar manufacturing supply chain, building upon their existing G1_Dallas facility. The partnership aims to accelerate T1's development plans and strengthen their position as a U.S. solar energy leader. The collaboration also opens possibilities for T1 to explore investments in Saudi Arabia's solar manufacturing sector.

T1 Energy (NYSE: TE) reported Q1 2025 results with mixed developments. The company secured a 253 MW sales agreement with a U.S. utility-scale developer, bringing total 2025 commitments to 1.75 GW. However, T1 reduced its 2025 EBITDA guidance to $25-50 million from $75-125 million, with production forecast lowered to 2.6-3.0 GW. Q1 2025 saw $64.6 million revenue from G1 Dallas facility, with 690 MW modules produced as of May 11th. The company reported a net loss of $17.1 million ($0.11 per share). Notable developments include entering a Heads of Agreement with a Saudi partner for G2 Austin investment, completing G1 Dallas construction loan conversion to a $235 million term loan, and strengthening leadership with key appointments. Despite guidance reduction, T1 maintains projected $650-700 million annual run-rate EBITDA estimate for integrated G1/G2 operations.

T1 Energy (NYSE: TE) has announced its schedule for the first quarter 2025 earnings release and conference call. The company will issue its Q1 2025 results press release on May 15, 2025, at 6:00 AM EDT, followed by a conference call at 8:00 AM EDT. Participants can access the call through online registration, which provides dial-in information and a unique PIN, or through a "Call Me" feature. A webcast option will also be available. The company has designated its website and social media channels, including X, LinkedIn, and Instagram, as platforms for communicating material information to investors, with CEO Daniel Barcelo actively participating in these communications.

T1 Energy (NYSE: TE) has announced significant progress at its G1 Dallas solar module manufacturing facility in Wilmer, Texas. The company successfully converted its construction loan to a $235 million term loan on April 30th, 2025, after meeting key conditions including customer acknowledgment, construction completion verification, and independent certification. The facility, with a 5 GW annual production capacity, achieved 443 MW of PV solar module production in Q1 2025, reaching 96% of its planned production target. Additionally, T1 is adapting to market demands by converting three production lines from PERC to TOPCon technology.

T1 Energy (NYSE: TE) has announced two key additions to its leadership team, effective May 1st. Andy Munro joins as Chief Legal Officer, bringing over 30 years of legal and management experience, particularly in solar energy manufacturing. He previously held positions at SOLARCYCLE, Calypso Energy, and Qcells North America.

Russell Gold has been appointed as Executive Vice President of Strategic Communications. Gold comes with a distinguished background as an author and journalist, including a 21-year tenure at the Wall Street Journal as an energy industry investigative reporter. He is a two-time Pulitzer Prize finalist and Gerald Loeb Award winner.

These appointments align with T1's strategy to establish itself as a vertically integrated solar and storage manufacturing and technology leader in the United States.

T1 Energy Inc. (NYSE: TE) expresses support for newly announced U.S. tariffs that align with their strategy to build an integrated domestic solar supply chain. The company operates a 5 GW solar module facility (G1 Dallas) and is developing the G2 Austin solar cell facility in Texas.

CEO Daniel Barcelo states these tariffs should accelerate T1's expansion plans in the U.S. solar value chain. The company currently employs over 1,000 people between G1 and corporate staff, with the planned G2 facility expected to create up to 1,700 new jobs in Milam County, Texas.

The tariffs are anticipated to enhance U.S. solar production competitiveness by providing developers with financial incentives to purchase domestically produced technology.