[8-K] T1 Energy Inc. Reports Material Event

Rhea-AI Filing Summary

T1 Energy Inc. filed an 8-K reporting a press release dated August 15, 2025, announcing an expanded partnership with Corning Incorporated. The filing identifies the items disclosed as a press release and includes an Inline XBRL cover page file reference. The form is signed by Daniel Barcelo, Chief Executive Officer and Chairman. The filing does not include details of the partnership terms, financial impact, or supporting financial data within the disclosed content.

Insights

Financial Analyst

TL;DR: Announcement of an expanded partnership is potentially positive but lacks financial detail to quantify impact.

The filing confirms T1 Energy announced an expanded partnership with Corning Incorporated via a press release dated August 15, 2025. From an analyst perspective this is a strategic commercial development that could affect revenue or technology collaboration, but the 8-K text provided contains no terms, revenue guidance, contract size, timelines, or operational details. Without those specifics, it's not possible to model earnings or cash flow effects; the disclosure is material in headline only.

M&A/Partnership Specialist

TL;DR: Partnership expansion signals business development momentum, but absent deal terms prevents assessment of strategic or valuation impact.

As disclosed, T1 Energy reported an expanded partnership with Corning. Such expansions can imply increased addressable markets or joint-product development, yet the filing provides no information on whether this is a commercial agreement, joint R&D, equity investment, or supply arrangement. Key contractual elements are missing, so materiality to shareholders cannot be reliably judged from the provided content.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): August 15, 2025 

T1 Energy Inc.

(Exact name of registrant as specified in its charter)

Delaware		333-274434		93-3205861
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

1211 E 4th St.

Austin, Texas 78702

(Address of principal executive offices, including zip code)

Registrant’s telephone number, including area code: 409-599-5706

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $0.01 par value		TE		The New York Stock Exchange
Warrants, each whole warrant exercisable for one Common Stock at an exercise price for $11.50 per share		TE WS		The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01. Other Events.

On August 15, 2025, the Company announced its expanded partnership with Corning Incorporated (“Corning”), by (i) entering into a wafer supply agreement with Solar Technology LLC (“Solar Tech”), also an affiliate of Corning, from which the Company will source solar wafers made in the United States (the “Wafer Supply Agreement”) and (ii) amending and restating the existing hyper-pure polysilicon supply agreement between T1 and Hemlock Semiconductor Operations LLC (“Hemlock”), an affiliate of Corning (the “A&R Supply Agreement”).

The Wafer Supply Agreement is subject to certain conditions and the A&R Supply Agreement is conditional upon the effectiveness of the Wafer Supply Agreement.

A copy of the press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The press release is being furnished pursuant to Item 8.01 and will not be deemed to be filed for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise be subject to the liabilities of that section, nor will it be deemed to be incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act.

Forward-Looking Statements

This Current Report on Form 8-K includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. The Company’s actual results may differ from its expectations, estimates and projections and consequently, you should not rely on these forward looking statements as predictions of future events. Words such as “expect,” “estimate,” “project,” “budget,” “forecast,” “anticipate,” “intend,” “plan,” “may,” “will,” “could,” “should,” “believes,” “predicts,” “potential,” “continue,” and similar expressions are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, the satisfaction of certain conditions for the effectiveness of the Wafer Supply Agreement and the A&R Supply Agreement, and other risks and uncertainties indicated from time to time in the Company’s other filings with the Securities and Exchange Commission. The Company cautions that the foregoing list of factors is not exclusive. The Company cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. The Company does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions or circumstances on which any such statement is based.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.		Description
99.1		Press Release, dated August 15, 2025, reporting T1 Energy Inc.’s expanded partnership with Corning Incorporated.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized. 

	T1 Energy Inc.
	By:	/s/ Daniel Barcelo
		Name:	Daniel Barcelo
		Title:	Chief Executive Officer and Chairman of the Board of Directors
	Dated: August 15, 2025

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