AUSTIN, Texas and NEW YORK — December 22, 2025 — Leads & Copy — T1 Energy Inc. (NYSE: TE) has signed a three-year contract to supply independent power producer Treaty Oak Clean Energy, LLC, with a minimum of 900MW of solar modules. The modules will be built with domestic solar cells from T1’s planned G2_Austin solar cell fab, the company announced this morning.
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. The deal marks a continuation of T1’s 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 and expects to offer modules with greater than 60% domestic content when the first phase of G2_Austin is scheduled to begin production by the end of 2026. The company 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.
According to T1’s Chairman and CEO Dan Barcelo, the U.S. solar market is moving toward domestically produced solar and momentum is growing for modules manufactured in America. He said G2_Austin is a centerpiece of their strategy to build an integrated U.S. polysilicon solar supply chain, and they’re pleased Treaty Oak shares their 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 their commitment to sourcing technology that aligns with industry leading traceability, quality, and domestic content standards.
Treaty Oak CEO Chris Elrod said this partnership solidifies their commitment to build a U.S. based supply chain, supporting growth and value for their customers. Elrod said T1 is the right partner for them as they share in their commitment and focus to secure domestic cell supply and predictable delivery—reducing risk, improving financing, and delivering better value for their 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.
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.
Treaty Oak Clean Energy, LLC, headquartered in Austin, Texas, 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.
Investor contact:
Jeffrey Spittel
EVP, Investor Relations and Corporate Development
jeffrey.spittel@T1energy.com
Tel: +1 409 599 5706
Media contact:
Russell Gold
EVP, Strategic Communications
russell.gold@T1energy.com
Tel: +1 214 616 9715
Source: T1 Energy Inc.
