T1 Energy Strategy Supported by Section 232 Polysilicon and AD/CVD Investigations
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) ha espresso il proprio sostegno a due importanti sviluppi nella politica commerciale: un'indagine ai sensi della Sezione 232 sul polisilicio di origine estera e il caso Solar 4 AD/CVD che riguarda le importazioni da Indonesia, Laos e India. Il contratto esistente dell'azienda per il polisilicio prodotto negli Stati Uniti la pone in una posizione vantaggiosa nel caso vengano imposti dazi o restrizioni alle importazioni.
La strategia di produzione nazionale di T1 Energy include l'operativo impianto solare G1_Dallas da 5 GW e il previsto impianto di celle solari G2_Austin. Il CEO Daniel Barcelo ha sottolineato l'impegno dell'azienda a rivitalizzare la produzione americana, evidenziando come queste azioni commerciali siano destinate a creare un ambiente politico favorevole agli obiettivi aziendali di T1.
T1 Energy (NYSE:TE) ha expresado su apoyo a dos desarrollos importantes en la política comercial: una investigación bajo la Sección 232 sobre polisilicio de origen extranjero y el caso Solar 4 AD/CVD que apunta a las importaciones de Indonesia, Laos e India. El contrato vigente de la empresa para polisilicio fabricado en EE.UU. la posiciona ventajosamente en caso de que se implementen aranceles o restricciones a las importaciones.
La estrategia de fabricación nacional de T1 Energy incluye la planta solar G1_Dallas de 5 GW en operación y la planeada planta de celdas solares G2_Austin. El CEO Daniel Barcelo enfatizó el compromiso de la compañía con la revitalización de la manufactura estadounidense, y espera que estas acciones comerciales generen un entorno político favorable para los objetivos empresariales de T1.
T1 Energy (NYSE:TE)는 외국산 폴리실리콘에 대한 섹션 232 조사와 인도네시아, 라오스, 인도산 수입을 대상으로 하는 Solar 4 AD/CVD 사건 등 두 가지 중요한 무역 정책 발전을 지지한다고 밝혔습니다. 미국산 폴리실리콘에 대한 기존 계약 덕분에 관세나 수입 제한이 시행될 경우 유리한 위치에 있습니다.
T1 Energy의 국내 제조 전략에는 운영 중인 5GW G1_Dallas 태양광 모듈 공장과 계획 중인 G2_Austin 태양광 셀 공장이 포함됩니다. CEO 다니엘 바르셀로는 미국 제조업 부흥에 대한 회사의 의지를 강조하며, 이번 무역 조치들이 T1의 사업 목표에 유리한 정책 환경을 조성할 것으로 기대한다고 밝혔습니다.
T1 Energy (NYSE:TE) a exprimé son soutien à deux développements majeurs en matière de politique commerciale : une enquête en vertu de la Section 232 concernant le polysilicium d'origine étrangère et l'affaire Solar 4 AD/CVD visant les importations en provenance d'Indonésie, du Laos et de l'Inde. Le contrat actuel de l'entreprise pour le polysilicium fabriqué aux États-Unis lui confère un avantage si des tarifs ou des restrictions à l'importation sont mis en place.
La stratégie de fabrication nationale de T1 Energy comprend l'installation solaire G1_Dallas de 5 GW en fonctionnement et l'usine de cellules solaires G2_Austin prévue. Le PDG Daniel Barcelo a souligné l'engagement de la société à revitaliser la fabrication américaine, ces mesures commerciales devant créer un environnement politique favorable aux objectifs commerciaux de T1.
T1 Energy (NYSE:TE) hat seine Unterstützung für zwei bedeutende handelspolitische Entwicklungen zum Ausdruck gebracht: eine Untersuchung nach Abschnitt 232 bezüglich ausländisch bezogenem Polysilizium und den Solar 4 AD/CVD-Fall, der Importe aus Indonesien, Laos und Indien betrifft. Der bestehende Vertrag des Unternehmens für in den USA hergestelltes Polysilizium verschafft ihm eine vorteilhafte Position, falls Zölle oder Importbeschränkungen eingeführt werden.
Die inländische Fertigungsstrategie von T1 Energy umfasst die in Betrieb befindliche 5 GW G1_Dallas Solarmodul-Anlage sowie die geplante G2_Austin Solarzellen-Fabrik. CEO Daniel Barcelo betonte das Engagement des Unternehmens zur Wiederbelebung der amerikanischen Fertigung, wobei diese handelspolitischen Maßnahmen voraussichtlich ein günstiges politisches Umfeld für die Geschäftsziele von T1 schaffen werden.
- Existing contract for U.S.-made polysilicon provides competitive advantage under potential new trade policies
- Operational 5 GW G1_Dallas solar module facility demonstrates established manufacturing presence
- Strategic positioning to benefit from potential tariffs and trade restrictions
- G2_Austin solar cell facility still in planning phase, not yet operational
- Business strategy heavily dependent on favorable trade policy outcomes
Insights
T1 Energy's domestic polysilicon contracts and manufacturing facilities position it to benefit from potential new trade protection measures.
T1 Energy is strategically positioned to capitalize on two significant trade policy developments that could reshape the U.S. solar manufacturing landscape. The company supports the recently announced Section 232 investigation into foreign-sourced polysilicon and plans to file in support of the Solar 4 anti-dumping/countervailing duty case targeting imports from Indonesia, Laos, and India.
What makes this particularly noteworthy is T1's existing contract for U.S.-made hyper-pure polysilicon, which would likely gain competitive advantage if tariffs or import restrictions emerge from these investigations. This aligns perfectly with their vertical integration strategy that includes their operational 5 GW G1_Dallas solar module facility and planned G2_Austin solar cell facility.
The timing of these investigations coincides with the current administration's focus on boosting domestic manufacturing. For T1, these potential trade actions wouldn't just provide short-term protection - they could fundamentally enhance the company's strategic position in building a complete domestic solar supply chain. By securing access to American polysilicon while potential restrictions may limit competitors' access to foreign sources, T1 is positioning itself as a domestic solar manufacturing leader with first-mover advantages.
The company's vocal support of these trade actions signals confidence that their business model - focused on building a vertically integrated U.S. solar manufacturing capability - may soon receive significant policy tailwinds that could accelerate their competitive positioning in the domestic market.
T1’s access to U.S.-made polysilicon through existing supply contract offers potential competitive advantages
AUSTIN, Texas and NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) supports the recent announcement that the U.S. Secretary of Commerce will initiate an investigation under Section 232 of the Trade Expansion Act of 1962 into the use of foreign-sourced polysilicon and polysilicon derivatives. T1 Energy’s contract to purchase hyper-pure American polysilicon would likely be advantaged by any potential tariffs or import restrictions that result from this case. T1 Energy also believes the Section 232 investigation will result in strengthening U.S. energy security and boosting American advanced manufacturing.
In alignment with its strategy to build a domestic solar supply chain, T1 also plans to file in support of tariffs under the recently filed Solar 4 anti-dumping and countervailing duty case (“AD/CVD”) covering certain imports from Indonesia, Laos and India. T1 expects to benefit from potential tariffs under this case, which will support the Company’s efforts to build a vertically integrated supply chain including the G2_Austin solar cell manufacturing facility. As a Texas-based, NYSE listed, U.S. solar manufacturing leader, T1 has and will continue to actively advocate for strong trade policy, enforcement and remedies that promote the strategic development of the U.S. solar value chain. T1 believes these two trade actions are consistent with the Trump Administration’s efforts to safeguard and prioritize American manufacturing.
“It is time to bring back American manufacturing. We’re doing that at T1 Energy. The Commerce Department’s 232 polysilicon investigation and the Solar 4 AD/CVD case should strengthen our efforts to build an American advanced manufacturing champion. We believe these cases will put the wind at our back and provide the right policy environment to execute our business plan,” said Daniel Barcelo, T1’s Chairman of the Board and Chief Executive Officer.
T1 Energy plans to develop a domestic solar supply chain are ongoing. They include the operational 5 GW G1_Dallas solar module facility and its current contract to source domestic polysilicon, as well as its planned G2_Austin solar cell facility. T1 Energy plans to actively participate in the development of a federal trade policy that supports the expansion of U.S. energy and advanced manufacturing.
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
T1 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: potential advantages of the Company’s existing polysilicon supply contract related to tariffs or import restrictions resulting from the Section 232 polysilicon investigation; the Company’s belief that the Commerce Department’s Section 232 investigation will result in strengthening U.S. energy security and boosting American advanced manufacturing; the Company’s strategy to build a domestic solar supply chain; the Company’s plans to file in support of tariffs under the recently filed Solar 4 anti-dumping and countervailing duty case covering certain imports from Indonesia, Laos and India; the expectation that the Company will benefit from potential tariffs under the 232 case, which will support its efforts to build a vertically integrated supply chain including the planned G2_Austin solar cell manufacturing facility; the Company’s efforts to advocate for strong trade policy, enforcement and remedies that promote the strategic development of the U.S. solar value chain; the Company’s belief that these two trade actions are consistent with the Trump Administration’s efforts to safeguard and prioritize American manufacturing; the Company’s belief that the Commerce Department’s 232 polysilicon investigation and the Solar 4 AD/CVD case will provide the right policy environment to execute its business plan; and the Company’s plans to actively participate in the development of a federal trade policy that supports the expansion of U.S. energy and advanced manufacturing. 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 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 quarter ended March 31, 2025 filed on May 15, 2025; (iii) T1’s Post-Effective Amendment No. 1 to the Registration Statement on Form S-3 filed with the SEC on January 4, 2024; and (iv) 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. 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.
FAQ
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