T1 Receives Commerce Department Polysilicon 232 Waiver

The waiver supports continued module production while T1 expects its first G2_Austin solar cells in the first quarter of 2027.

Rhea-AI Summary

T1 Energy (NYSE: TE) received a Commerce Department waiver supporting continued solar module manufacturing while its Texas solar cell factory remains under construction. T1 requested permission to import up to 1.725 GW of solar cells to meet existing and expected contracted demand at G1_Dallas. The waiver relates to the administration’s August Section 232 proclamation covering polysilicon and derived solar products.

The imports are intended as a limited-duration bridge while construction continues on the 2.1 GW Phase 1 of G2_Austin in Rockdale, Texas. T1 expects the factory’s first solar cells in the first quarter of 2027 and says customer demand for domestic solar cells and modules has risen since the proclamation.

3 points · 0 major

PositiveiHow this balance works

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Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

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0 major · 1 point

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate pointCommerce Department waiver supports uninterrupted G1_Dallas manufacturing to meet existing and expected contracted demand.
• Minor point. Forward-looking: it has not happened yet and may not happen.2.1 GW Phase 1 construction continues at G2_Austin; T1 expects first cells in the first quarter of 2027.
• Minor pointCustomer demand for domestic solar cells and modules has risen since the proclamation, T1 says.

Negative

• Minor pointLimited-duration import access bridges solar cell needs while G2_Austin remains under construction.

Key Figures

Solar cell imports: Up to 1.725 GW G2_Austin Phase 1 capacity: 2.1 GW First solar cell production: First quarter of 2027

Solar cell imports

Up to 1.725 GW

Waiver request to support uninterrupted G1_Dallas module manufacturing

G2_Austin Phase 1 capacity

2.1 GW

Solar cell fab under construction in Rockdale, Texas

First solar cell production

First quarter of 2027

Expected at G2

Historical Context

1 past event · Latest: Aug 07

1 event

1. Aug 07

   Section 232 policy

   24h Move

   +5.4%

   T1 supported the polysilicon proclamation that the current waiver relates to.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

polysilicon, photovoltaic, section 232

3 terms

polysilicon technical

"imported polysilicon and solar products derived from polysilicon"

Polysilicon is a high-purity form of silicon used as the basic raw material to make solar panels and semiconductor components; think of it as the refined steel that carmakers use. It matters to investors because its availability, production cost and price affect the profitability and supply chains of large industries like solar power and electronics, so changes in polysilicon supply or cost can move company margins and stock valuations.

photovoltaic technical

"supports our advanced photovoltaic module manufacturing activities"

Photovoltaic describes the technology that converts sunlight directly into electricity using panels made of semiconductor materials; think of it like leaves turning sunlight into usable energy for a plant, but producing power for homes, factories and the grid. It matters to investors because photovoltaic systems represent assets, revenue sources, cost structures and regulatory exposure for energy and manufacturing companies, and their adoption rates and efficiency gains affect long-term profitability and market demand.

section 232 regulatory

"The waiver relates to the Trump Administration’s Section 232 proclamation"

A provision of U.S. trade law that lets the government review whether certain imports threaten national security and, if they do, impose measures such as tariffs, quotas or restrictions. For investors, it matters because these actions can suddenly raise costs, disrupt supply chains, or shield domestic producers—like a safety valve that can change competitive dynamics and profit outlooks for companies tied to affected imports.

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Decision allows for uninterrupted manufacturing activities as T1 Energy continues construction on solar cell fab in Texas

AUSTIN, Texas and NEW YORK, Oct. 22, 2026 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) announced it has received a waiver from the Department of Commerce that supports our advanced photovoltaic module manufacturing activities and plans to expand U.S. solar cell manufacturing. T1, the largest American-owned manufacturer of silicon-based TOPCon solar modules, requested the expedited waiver to import up to 1.725GW of solar cells to facilitate uninterrupted manufacturing at T1’s G1_Dallas solar module facility in order to meet existing and expected contracted demand.

The waiver relates to the Trump Administration’s Section 232 proclamation in August that takes decisive steps to prevent market dumping and price manipulation of imported polysilicon and solar products derived from polysilicon. T1 unequivocally supports the proclamation and believes the Commerce Department’s action strengthens American manufacturing and provides a foundation for a thriving domestic solar industry. T1 requested the waiver to ensure access to necessary solar cells for a limited duration while construction on the 2.1 GW Phase 1 of the Company’s G2_Austin solar cell fab in Rockdale, Texas continues. T1 expects to produce the first solar cells at G2 in the first quarter of 2027.

“We appreciate the Commerce Department’s support in granting this waiver, allowing us to deliver solar modules assembled in Texas and expand U.S. solar cell manufacturing capacity without any unnecessary delays,” said Dan Barcelo, Chairman and CEO of T1 Energy. “Since the Section 232 proclamation, customer demand for domestic solar cells and modules has meaningfully risen, and receiving a waiver positions T1 to meet this demand.”

About T1 Energy

T1 Energy Inc. (NYSE: TE) is an energy solutions provider building an integrated U.S. supply chain for solar. In December 2024, T1 completed a transformative transaction, positioning the Company as one of the leading solar manufacturing companies in the U.S., with a complementary solar and storage strategy. Based in the U.S. 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 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, statements with respect to the expected benefits of the waiver from the Department of Commerce and statements with respect to the expected timing for production of the first solar cells at G_2 Austin. 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 T1’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 T1’s Annual Report on Form 10-K for the year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission (the “SEC”) on March 31, 2026, as amended and supplemented by Amendment No. 1 on Form 10-K/A filed with the SEC on April 30, 2026, and in T1’s other filings with the SEC, including risks related to: (1) T1’s ability to (i) construct and equip manufacturing facilities in a timely and cost-effective manner; (ii) target and retain customers and suppliers; (iii) attract and retain key employees and qualified personnel; (iv) protect its intellectual property; (v) comply with legal and environmental regulations; (vi) compete in international markets in light of export and import controls; (vii) incur substantially more debt; (viii) remediate the material weakness in T1’s internal control over financial reporting or otherwise maintain effective internal control over financial reporting; and (ix) qualify for the advanced manufacturing production credit under Section 45X of the Internal Revenue Code of 1986, as amended; (2) T1’s ability to secure a comprehensive financing solution to fund the remaining capital expenditure for G2_Austin Phase 1 on favorable terms, or at all, and the timing of such financing; (3) the concentration of T1’s operations in Texas and its dependence on a limited number of suppliers; (4) changes adversely affecting the flow of components and materials from international vendors, the costs of raw materials, components, equipment, and machinery; (5) general economic and geopolitical conditions; (6) changes in applicable laws or regulations, including environmental, export control and tax laws and incentives and renewable energy targets, as well as international trade policies, including tariffs, on T1’s products and competitive position; (7) the outcome of any legal proceedings relating to T1’s products and services, including intellectual property or product liability claims, commercial or contractual disputes, warranty claims, and other proceedings; and (8) the capital-intensive nature of T1’s business and its ability to raise additional capital on attractive terms or service its debt. 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 T1 as of the date of this press release, and T1 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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does T1 Energy’s Commerce Department solar cell waiver cover?

T1 received a waiver supporting continued manufacturing at G1_Dallas, after requesting permission to import up to 1.725 GW of solar cells. The imports are intended to meet existing and expected contracted demand while its domestic solar cell factory is under construction.

When does T1 Energy expect G2_Austin to produce its first solar cells?

T1 expects the first solar cells from G2_Austin in the first quarter of 2027. Construction continues on the factory’s 2.1 GW Phase 1 in Rockdale, Texas.