T1 Energy Inc.
Open AtlasT1 Energy Inc. is a U.S.-focused solar and battery manufacturing company that is building a vertically integrated supply chain for modules and solar cells, with headquarters in Austin, Texas. Its core business today is the G1 Dallas solar module plant in Texas, which is producing and selling modules, and the planned G2 Austin solar cell plant in Texas, which is under development and expected to supply domestic cells for G1 and outside customers. The company also has legacy battery-related assets and projects in Norway and Europe, including the Giga Arctic site and prior battery-cell technology work, but its current emphasis is on U.S. solar manufacturing, domestic sourcing, and securing long-term customer contracts.
G2 Austin
40 fndT1 starts G2 Austin Phase 1 at Rockdale, locking 100 acres in Milam County and targeting Q4 2026 cell output with up to $850 million of capex
The offering generated net proceeds that T1 said would help advance G2_Austin Phase 1 construction while it pursues a broader financing solution.
G1 Dallas
21 fndT1 Dallas converts construction loan to term loan on April 30, 2025 as 5 GW TOPCon module line hits safe-use certification and 2025 sales are effectively sold out
T1 said record quarterly profitability in Q1 2026 was driven by higher-than-forecasted G1_Dallas production and sales, a favorable mix shift, and lower third-party fees.
Solar Module Manufacturing Facility
18 fndG1 Dallas ramps Wilmer’s 5 GW module plant ahead of schedule, tops 220 MW in early 2025 and targets full production by H2 2025
T1 lowered its 2025 production forecast to 2.6-3.0 GW from 3.4 GW and reduced EBITDA guidance accordingly.