STOCK TITAN

Notifications

Limited Time Offer! Get Platinum at the Gold price until January 31, 2026!

Sign up now and unlock all premium features at an incredible discount.

Read more on the Pricing page

T1 Energy CEO Discusses Energy Dominance with Vice President JD Vance

Rhea-AI Impact
(Moderate)
Rhea-AI Sentiment
(Neutral)
Tags

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) Il presidente e CEO Dan Barcelo ha incontrato il vicepresidente degli Stati Uniti JD Vance il 21 novembre 2025 per discutere dell’energia e della manifattura americana. T1 ha ribadito i piani per iniziare la costruzione di una fase da 2,1 GW della sua fabbrica di celle solari G2_Austin entro la fine dell’anno, con le prime celle previste nel Q4 2026. Si stima che la fase costerà $400–$425 milioni e impiegherà circa 1.700 lavoratori. T1 ha dichiarato di aver raccolto una parte significativa di capitale per la costruzione tramite aumenti di capitale in ottobre. L’azienda gestisce anche l’impianto di moduli G1_Dallas, previsto per produrre 2,6–3,0 GW di moduli nel 2025, e sta costruendo una catena di fornitura solare domestica integrata a base di silicio per soddisfare la crescente domanda di elettricità.

T1 Energy (NYSE: TE) El presidente y CEO Dan Barcelo se reunió con el vicepresidente de EE. UU., JD Vance, el 21 de noviembre de 2025 para discutir la energía y manufactura estadounidenses. T1 reiteró sus planes de iniciar la construcción de una fase de 2.1 GW de su planta de celdas solares G2_Austin antes de fin de año, con las primeras celdas previstas en Q4 2026. Se estima que la fase costará $400–$425 millones y empleará a unas 1,700 personas. T1 dijo que levantó una porción significativa de capital para la construcción mediante aumentos de capital en octubre. La compañía también opera la planta de módulos G1_Dallas, prevista para producir 2.6–3.0 GW de módulos en 2025, y está construyendo una cadena de suministro solar integrada basada en silicio para atender la creciente demanda de electricidad.

T1 Energy (NYSE: TE) 회장 겸 CEO인 Dan Barcelo가 2025년 11월 21일 미국 부통령 JD Vance를 만났고 미국의 에너지와 제조업에 대해 논의했습니다. T1은 연말 전에 G2_Austin 태양광 셀 공장의 2.1 GW 단계의 건설을 시작하겠다는 계획을 재확인했으며, 최초 셀은 2026년 4분기에 예상됩니다. 이 단계의 비용은 $400–$425백만으로 추정되며 약 1,700명의 직원이 고용될 예정입니다. T1은 또한 2025년에 2.6–3.0 GW의 모듈을 생산할 것으로 예측되는 G1_Dallas 모듈 공장을 운영하고 있으며, 증가하는 전력 수요를 충족시키기 위해 실리콘 기반의 국내 태양광 공급망을 구축하고 있습니다.

T1 Energy (NYSE: TE) Le président-directeur général Dan Barcelo a rencontré le vice-président américain JD Vance le 21 novembre 2025 pour discuter de l’énergie et de la fabrication américaines. T1 a réitéré ses plans de commencer la construction d’une phase de 2,1 GW de son site de cellules solaires G2_Austin avant la fin de l’année, les premières cellules devant arriver au Q4 2026. On estime que cette phase coûtera 400–425 millions de dollars et emploiera environ 1 700 travailleurs. T1 a déclaré avoir levé une part significative de capital pour la construction via des augmentations de capital en octobre. L’entreprise exploite également l’unité de modules G1_Dallas, dont la production est prévue à 2,6–3,0 GW de modules en 2025, et elle construit une chaîne d’approvisionnement solaire domestique intégrée à base de silicium pour répondre à la demande croissante d’électricité.

T1 Energy (NYSE: TE) Chairman und CEO Dan Barcelo traf sich am 21. November 2025 mit dem US-Vizepräsidenten JD Vance, um über amerikanische Energie und Fertigung zu sprechen. T1 bekräftigte Pläne, vor Jahresende mit dem Bau einer 2,1 GW Phase seiner G2_Austin-Solarmodulfabrik zu beginnen, wobei die ersten Zellen voraussichtlich im Q4 2026 kommen werden. Die Phase wird auf $400–$425 Millionen geschätzt kosten und etwa 1.700 Arbeitsplätze schaffen. T1 gab an, im Oktober durch Aktienemissionen eine bedeutende Kapitalportion für den Bau aufgenommen zu haben. Das Unternehmen betreibt außerdem die G1_Dallas-Modul-Fabrik, die voraussichtlich 2,6–3,0 GW an Modulen im Jahr 2025 produzieren wird, und baut eine integrierte inländische Silizium-basierte Solar-Versorgungs-kette auf, um der steigenden Nachfrage nach Strom gerecht zu werden.

T1 Energy (NYSE: TE) اجتمع الرئيس التنفيذي دان بارسيلو مع نائب الرئيس الأمريكي JD Vance في 21 نوفمبر 2025 لمناقشة الطاقة الأمريكية والتصنيع. T1 أكّدت خططها لبدء بناء مرحلة 2.1 جيجاوات من مصنع الخلايا الشمسية G2_Austin قبل نهاية العام، مع توقع وصول أول الخلايا في الربع الرابع 2026. وتقدر تكلفة هذه المرحلة بـ $400–$425 مليون وتوظيف نحو 1,700 عامل. ذكرت T1 أنها جذبت جزءاً كبيراً من رأس المال للبناء من خلال زيادات رأس المال في أكتوبر. كما تشغّل الشركة منشأة وحدات G1_Dallas، المتوقع أن تُنتج 2.6–3.0 جيجاوات من الوحدات في 2025، وتبني سلسلة إمداد محلية مدمجة قائمة على السيليكون لخدمة الطلب المتزايد على الكهرباء.

Positive
  • Construction start planned for 2.1 GW G2_Austin phase before year-end 2025
  • Production scheduled to begin in Q4 2026 for the G2_Austin phase
  • Project capex estimated at $400–$425 million signals material scale
  • G1_Dallas output expected 2.6–3.0 GW of modules in 2025
Negative
  • Equity capital raises in October may dilute existing shareholders
  • $400–$425 million capex for the phase could increase near-term cash or financing needs

Insights

T1 plans to start a 2.1 GW solar cell fab phase with secured partial funding and a clear timeline to first production in Q4 2026.

T1 Energy is advancing a domestic manufacturing step by starting the 2.1 GW phase of its G2_Austin solar cell fab and expects first cells in Q4 2026. The company states it raised a meaningful portion of the capital needed and pegs the phase cost at $400 - $425 million with an estimated workforce of about 1,700. The firm also reports its existing G1_Dallas module facility is expected to produce between 2.6 and 3.0 GW of modules in 2025.

The business mechanism is straightforward: build domestic upstream capacity (cells) to feed existing module production, supported by equity funding and stated government engagement. Key dependencies are completion of remaining capital raises, the planned construction start before year-end, and on-time ramp to the stated Q4 2026 production milestone. Watch for concrete confirmations of construction commencement, final capital close, and engineering procurement milestones over the next 6–12 months, with near-term visibility focused on start-of-construction and funding close and a 12–18 month horizon to initial cell output.

AUSTIN, Texas and NEW YORK, Nov. 21, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) Chairman and CEO Dan Barcelo held a discussion with U.S. Vice President JD Vance Thursday on the sidelines of a policy conference in Washington D.C.

“It was an honor to meet with Vice President Vance and discuss the resurgence of American energy and manufacturing,” said Dan Barcelo. “At T1, we are investing in energy from America, for America and by Americans. We are grateful for the Vice President’s time and attention to these critical matters. We want to thank the Vice President and the Administration for their pro-American growth economic and trade policies that have been foundational for T1’s strategy to build a domestic solar supply chain that is scalable, reliable and low cost.”

As previously announced, T1 Energy is moving forward with anticipated plans to start construction of the 2.1 GW phase of its G2_Austin solar cell fab before the end the year. In October, T1 raised a meaningful portion of the capital required to begin project construction through equity capital raises. This first phase is expected to begin producing solar cells in the fourth quarter of 2026, cost $400 - $425 million with a workforce of about 1,700.

T1 is committed to strengthening American energy dominance, reshoring manufacturing and establishing domestic solar supply chains.

T1 owns and operates one of the world’s most advanced solar module facilities, G1_Dallas, in Wilmer, Texas. It is expected to produce between 2.6 and 3.0 GW of solar modules in 2025. T1 is building an integrated, domestic silicon-based supply chain to manufacture scalable energy needed to meet rising demand for electricity from AI datacenters, industrialization and rising residential usage.

T1 Energy CEO discusses energy with U.S. Vice President JD Vance.

About T1 Energy

T1 Energy Inc. (NYSE: TE) is an energy solutions provider building an integrated U.S. supply chain for solar and batteries. In December 2024, T1 completed a transformative transaction, positioning the Company as one of the leading solar manufacturing companies in the United States, with a complementary solar and battery storage strategy. Based in the United States with plans to expand its operations in America, the Company is also exploring value optimization opportunities across its portfolio of assets in Europe.

To learn more about T1, please visit www.T1energy.com and follow us on social media.

Investor contact:

Jeffrey Spittel
EVP, Investor Relations and Corporate Development
jeffrey.spittel@T1energy.com
Tel: +1 409 599 5706

Media contact:

Russell Gold
EVP, Strategic Communications
russell.gold@T1energy.com
Tel: +1 214 616 9715

Cautionary Statement Concerning Forward-Looking Statements:

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including without limitation with respect to: the U.S. government’s policy aims and agenda; T1’s investment in energy from America and strategy to build a scalable, reliable and low cost domestic solar supply chain; T1’s timeline, cost and execution of the construction of G2_Austin; the expected benefits and job creation from G2_Austin; T1’s expected production output and ability to build an integrated, domestic silicon-based supply chain to manufacture scalable energy needed meet rising demand for electricity. These forward-looking statements are based on management’s current expectations. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause actual future events, results, or achievements to be materially different from the Company’s expectations and projections expressed or implied by the forward-looking statements. Important factors include, but are not limited to, those discussed under the caption “Risk Factors” in (i) T1's Annual Report on Form 10-K for the year ended December 31, 2024 filed with the U.S. Securities and Exchange Commission (the “SEC”) on March 31, 2025, as amended and supplemented by Amendment No. 1 on Form 10-K/A filed with the SEC on April 30, 2025, (ii) T1’s Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2025 filed with the SEC on May 15, 2025, as amended and supplemented by Amendment No. 1 on Form 10-Q/A filed with the SEC on August 18, 2025, (iii) T1's Quarterly Report on Form 10-Q for the period ended June 30, 2025, filed with the SEC on August 19, 2025, (iv) T1's Quarterly Report on Form 10-Q for the period ended September 30, 2025, filed with the SEC on November 14, 2025, (v) T1’s Post-Effective Amendment No. 1 to the Registration Statement on Form S-3 filed with the SEC on January 4, 2024, (vi) T1’s Registration Statement on Form S-4 filed with the SEC on September 8, 2023 and subsequent amendments thereto filed on October 13, 2023, October 19, 2023 and October 31, 2023, and (vii) T1’s Registration Statements on Form S-3 filed with the SEC on September 23, 2025, November 17, 2025 and November 17, 2025, respectively. All of the above referenced filings are available on the SEC’s website at www.sec.gov. Forward-looking statements speak only as of the date of this press release and are based on information available to the Company as of the date of this press release, and the Company assumes no obligation to update such forward-looking statements, all of which are expressly qualified by the statements in this section, whether as a result of new information, future events or otherwise, except as required by law.

T1 intends to use its website as a channel of distribution to disclose information which may be of interest or material to investors and to communicate with investors and the public. Such disclosures will be included on T1’s website in the ‘Investor Relations’ section. T1, and its CEO and Chairman of the Board, Daniel Barcelo, also intend to use certain social media channels, including, but not limited to, X, LinkedIn and Instagram, as means of communicating with the public and investors about T1, its progress, products, and other matters. While not all the information that T1 or Daniel Barcelo post to their respective digital platforms may be deemed to be of a material nature, some information may be. As a result, T1 encourages investors and others interested to review the information that it and Daniel Barcelo posts and to monitor such portions of T1’s website and social media channels on a regular basis, in addition to following T1’s press releases, SEC filings, and public conference calls and webcasts. The contents of T1’s website and its and Daniel Barcelo’s social media channels shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/baad0616-70e4-4168-920d-67929129218a


FAQ

What did T1 Energy (TE) announce about the G2_Austin solar cell fab on Nov. 21, 2025?

T1 said it plans to start construction of the 2.1 GW G2_Austin phase before year-end 2025 and begin producing cells in Q4 2026.

How much will the G2_Austin phase cost and how many jobs will it create for TE?

The phase is expected to cost $400–$425 million and employ about 1,700 workers.

Did T1 Energy (TE) raise funding for the G2_Austin project?

T1 raised a meaningful portion of the capital required via equity capital raises in October 2025.

When will the new G2_Austin solar cells start producing for TE (NYSE: TE)?

First production from the G2_Austin phase is expected in Q4 2026.

What is T1 Energy's current module production outlook for 2025?

T1 expects its G1_Dallas facility to produce between 2.6 and 3.0 GW of solar modules in 2025.

What investor risks did T1 (TE) disclose related to the Austin project?

The company noted equity capital raises for the project and a $400–$425 million project cost that could affect near-term financing and shareholder dilution.
T1 Energy

NYSE:TE

TE Rankings

TE Latest News

TE Latest SEC Filings

TE Stock Data

613.74M
163.23M
36.4%
41.89%
7.67%
Electrical Equipment & Parts
Semiconductors & Related Devices
Link
United States
AUSTIN