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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.
The Story · In Order · 21 Statements
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.
T1 selected Milam County, Texas for its planned 5 GW U.S. solar cell manufacturing facility, G2 Austin.
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.
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.
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.
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.
T1’s 2025 guidance assumes G1_Dallas production of 2.6 GW to 3.0 GW.
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.
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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