T1 and Treaty Oak Execute Strategic Partnership

Core Insights - T1 Energy has signed a three-year contract with Treaty Oak Clean Energy to supply a minimum of 900MW of solar modules using domestic solar cells from T1's upcoming G2_Austin solar cell fabrication facility [1][2] Group 1: Agreement Details - The agreement ensures Treaty Oak receives high-performance, silicon-based solar modules that comply with new federal regulations regarding foreign content [2] - T1's strategy focuses on providing a traceable and reliable solar supply chain, with its Texas facility utilizing high-efficiency TOPCon technology [2][3] Group 2: Domestic Content and Production - T1 aims to increase the domestic content of its solar modules, expecting to exceed 60% domestic content with the first phase of G2_Austin production starting by the end of 2026 [3] - The company plans to develop G2_Austin in two phases totaling 5.3GW, complementing its existing 5GW G1_Dallas solar module facility [5] Group 3: Strategic Importance - The partnership enhances Treaty Oak's ability to deliver competitively priced, regulatory-compliant renewable energy at scale, reinforcing its commitment to sourcing technology that meets high standards of traceability and domestic content [4][5] - T1's Chairman and CEO emphasized the importance of building an integrated U.S. polysilicon solar supply chain, aligning with the growing demand for domestically produced solar modules [4]