T1 Energy Inc.

America’s energy buildout is accelerating. From generation to storage, the need for scalable energy infrastructure is no longer theoretical, it’s happening now. “Practically every corner of America needs power solutions, not someday, but right now.” — John Ketchum, Chairman, President & CEO of NextEra Energy We agree. And at T1 Energy, we’re focused on helping build the domestic energy infrastructure needed for what comes next.

Progress you can actually see. What started as a foundation is quickly becoming critical energy infrastructure designed to help strengthen America’s domestic solar supply chain. Built in America. Built for scale. G2_Austin.

Our second stage of the manufacturing process takes place inside our stringer machines, where solar cells are electrically connected to form the electrical core of the module. Using high-speed automation and precision engineering, these systems assemble more than 70 solar cells per minute while maintaining alignment tolerances measured in fractions of a millimeter. Thin conductive ribbons connect the cells into long electrical chains known as cell strings, enabling the flow of electricity generated through the photovoltaic effect. Additionally, copper plays a critical role in this process, serving as one of the most effective conductors of electricity and reinforcing the importance of resilient domestic supply chains. Looking ahead, T1 Energy expects to produce solar cells domestically in Rockdale, Texas, to help expand America’s solar manufacturing ecosystem and strengthen energy infrastructure for the future.

After a rainy spring, blue skies have returned to Rockdale (finally) and progress at G2_Austin is moving along. With the steel delivered, construction of the structural frame has begun. The first phase of G2_Austin, our $425 million 2.1GW solar cell fab is expected to begin cell production in Q4. Check back for more updates. We build energy. #AmericanSolar

Scale matters in energy. At our G1_Dallas advanced manufacturing facility, we can produce more than 20,000 solar modules a day, reaching 5GW/yr. That’s roughly 10% of all U.S. solar module manufacturing coming from a single site. That level of output reflects more than just industrial capability, it represents the accelerating build-out of domestic energy infrastructure. Each module produced contributes directly to expanding solar deployment across the country, supporting grid resilience and energy independence at scale. We’re proud to be building the foundation of America’s energy future—at industrial scale, and with speed that matches the urgency of the transition.

Every solar panel starts with precision. Stage 1 of our manufacturing process begins with specialized high-transparency solar glass, engineered to maximize light transmission while protecting the solar cells underneath. Even microscopic impurities can impact panel efficiency, so every sheet undergoes automated inspection and structural integrity testing before entering production. The glass is carefully flex-tested to ensure it can withstand both the manufacturing process and long-term field conditions. Glass represents nearly 75% of a completed panel’s weight, making it one of the most critical structural components in solar manufacturing. This is where quality starts.

Built in America.

“Our first key objective this year is to fund and build G2.” In our 1Q 2026 financial and operating results, T1 Energy leadership shared updates on G2 construction progress, capital formation efforts, and the long-term opportunity for domestic solar manufacturing in the U.S. Read the full release: https://lnkd.in/gwZ3BWfy

Q1 marked record net income from continuing operations and record adjusted EBITDA, while construction of G2 remains on track for year-end 2026 cell production. Read the full report here: https://lnkd.in/gwZ3BWfy

Energy. Everywhere.