Treaty Oak Secures Traceable, High-Performance Modules with Advanced Domestic Cells through Multiyear Agreement
AUSTIN, Texas and NEW YORK, Dec. 22, 2025 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) announced this morning the Company has signed a three-year contract to supply independent power producer Treaty Oak Clean Energy, LLC (“Treaty Oak”) with a minimum of 900MW of solar modules built with domestic solar cells from T1’s planned G2_Austin solar cell fab.
Under the agreement, Treaty Oak secures a supply of high-performance, silicon-based solar modules expected to be fully compliant with new federal rules governing foreign content. For T1, the deal marks a continuation of its commercial strategy to offer customers a traceable and reliable solar supply chain. T1’s 5GW solar module facility in Texas utilizes high-efficiency TOPCon technology and allows the company to offer structured solutions to enhance client’s project planning, financing, and returns.
T1 continues to increase the domestic content of its modules. With the first phase of G2_Austin scheduled to begin production by the end of 2026, T1 expects to offer modules with greater than 60% domestic content. T1 expects the domestic content percentage to continue to grow. Domestic modules with domestic cells are highly valued given rising uncertainty around trade and tariff policy.
“The U.S. solar market is moving toward domestically produced solar and momentum is growing for modules manufactured in America,” said T1’s Chairman and CEO Dan Barcelo. “G2_Austin is a centerpiece of our strategy to build an integrated U.S. polysilicon solar supply chain, and we’re pleased Treaty Oak shares our belief in the value of American modules.”
For Treaty Oak, this partnership strengthens its ability to deliver competitively priced, regulatory compliant renewable energy at scale. The agreement further enhances Treaty Oak’s development certainty and underscores our commitment to sourcing technology that aligns with industry leading traceability, quality, and domestic content standards.
“This partnership solidifies our commitment to build a U.S. based supply chain, supporting growth and value for our customers,” said Chris Elrod, CEO of Treaty Oak. “T1 is the right partner for us as they share in our commitment and focus to secure domestic cell supply and predictable delivery—reducing risk, improving financing, and delivering better value for our customers.”
Construction of the first 2.1GW phase of T1’s G2_Austin solar cell fab started earlier this month. T1 plans to develop G2_Austin in two phases totaling 5.3GW to complement its existing, operational 5GW G1_Dallas solar module facility. Together, these facilities are intended to satisfy rising demand from customers such as Treaty Oak for FEOC-compliant, high-domestic content, high efficiency and technologically advanced solar energy materials.
About T1 Energy
T1 Energy Inc. (NYSE: TE) is an energy solutions provider building an integrated U.S. supply chain for solar and batteries. In December 2024, T1 completed a transformative transaction, positioning the Company as one of the leading solar manufacturing companies in the United States, with a complementary solar and battery storage strategy. Based in the United States 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 us on social media.
About Treaty Oak Clean Energy, LLC
Headquartered in Austin, Texas, Treaty Oak develops, builds, and operates clean energy projects in targeted US markets. It works with consumers and communities to create reliable, cost-effective energy solutions benefiting generations to come. Treaty Oak is a Macquarie Asset Management portfolio company, operating on a stand-alone basis.
More information on Treaty Oak is available at
treatyoakcleanenergy.com.
Investor contact:
Jeffrey Spittel
EVP, Investor Relations and Corporate Development
jeffrey.spittel@T1energy.comTel: +1 409 599 5706
Media contact:
Russell Gold
EVP, Strategic Communications
russell.gold@T1energy.comTel: +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 with respect to: solar modules produced in compliance with new federal rules governing foreign content; any expected benefits or outcomes of the agreement between T1 and Treaty Oak (any operational, strategic and business commitments enhanced by the agreement); any projected or scheduled production timelines of T1; any projections or expectations around the domestic content percentage of modules; T1’s ability to secure domestic cell supply and predictable delivery; the planned development phases of G2_Austin (and any expected production outputs); Treaty Oak’s ability to deliver competitively priced, regulatory compliant renewable energy at scale; and the ability of T1’s facilities to satisfy the rising demand of its customers. 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 the Company’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 (i) T1’s annual report on Form 10-K for the year ended December 31, 2024 filed with the Securities and Exchange Commission (the “SEC”) on March 31, 2025, as amended and supplemented by Amendment No. 1 on Form 10-K/A filed with the SEC on April 30, 2025, (ii) T1’s Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2025 filed with the SEC on May 15, 2025, as amended and supplemented by Amendment No. 1 on Form 10-Q/A filed with the SEC on August 18, 2025, (iii) T1’s Quarterly Report on Form 10-Q for the period ended June 30, 2025, filed with the SEC on August 19, 2025 and (iv) T1’s Quarterly Report on Form 10-Q for the period ended September 30, 2025, filed with the SEC on November 14, 2025. All of 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 the Company as of the date of this press release, and the Company 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.
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