TE·Atlas·G1 Dallas

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G1 Dallas

T1’s G1 Dallas module plant in Texas is ramping through 2025-2026: three production lines were reconfigured in Q1 2025 for TOPCon modules, an independent engineer certified the site’s 5 GW annual capacity and safe use, and the construction loan was converted to a term loan on April 30, 2025 after verification of completed construction, commissioning, and testing. The facility generated $64.6 million of Q1 2025 revenue from Trina deliveries, had produced 690 MW by May 11, surpassed 1 GW cumulative output in Q2, and was reported sold out for 2025 at the low end of a 2.6 GW production plan; T1 also secured 1.75 GW of 2025 customer module sales and has 3 GW contracted for 2026. Management guides 2.6-3.0 GW of Dallas module output in 2025, expects a 4.5 GW annualized run rate in Q4 2025, and plans 3.1-4.2 GW in 2026 using its global cell vendor network, while negotiating 2027 deliveries of Dallas modules paired with G2 Austin cells and a framework with Nextpower for steel module frame technology.

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The Story · In Order · 21 Statements

2025
2025-02-19
8-K

Site selection for the planned U.S. solar cell manufacturing facility G2 is expected in Q1 2025, with construction still targeted to start in mid-2025.

2025-03-17
8-K

T1 selected Milam County, Texas for its planned 5 GW U.S. solar cell manufacturing facility, G2 Austin.

2025-04-09
8-K

T1 Energy entered into a preferred stock purchase agreement to help finance construction, commissioning, and ramp-up of the solar cell manufacturing facility to be developed by TUM 2.

2025-05-01
8-K

T1 reconfigured three production lines at G1 Dallas in Q1 2025 to produce TOPCon modules.

An independent engineer certified that G1 Dallas has a total annual production capacity of 5 GW and is ready for safe use.

T1 converted the G1 Dallas construction loan to a term loan on April 30, 2025.

The loan conversion required third-party verification that all G1 Dallas production line equipment had completed construction, commissioning, and testing.

2025-05-15
8-K

T1 said it has secured 1.75 GW of 2025 customer module sales and offtake commitments for G1 Dallas.

T1 said G1 Dallas generated $64.6 million of revenue in Q1 2025 from deliveries under the Trina offtake contract.

T1 said it had produced 690 MW of modules from G1 as of May 11.

2025-08-20
8-K

T1 said G1_Dallas surpassed the 1 GW cumulative production milestone in the second quarter.

T1 said G1_Dallas is sold out for 2025 based on the low end of its 2.6 GW production plan.

2025-10-22
8-K

T1’s 2025 guidance assumes G1_Dallas production of 2.6 GW to 3.0 GW.

2025-11-14
8-K

T1 and Nextpower signed a framework agreement to use Nextpower’s steel module frame technology for G1_Dallas modules.

T1 expects G1_Dallas to reach a 4.5 GW annualized production run rate in Q4 2025.

T1 is negotiating offtake customers for G1_Dallas modules made with G2_Austin cells for deliveries starting in 2027.

2026
2026-03-31
8-K

T1 plans to produce 3.1 to 4.2 GW of modules at G1_Dallas in 2026 using cells from its global vendor network.

T1 has 3 GW of G1_Dallas production contracted for 2026.

G1_Dallas set a company record for quarterly production and sales in Q4 2025.

T1 says it ramped production and sales at its G1_Dallas facility.

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