SUMMARY:

• T1 and Clearway Energy Group have entered an agreement for T1 to provide Clearway with 641MW of solar modules.
• Clearway, an independent power producer, is one of the largest owners of clean energy generation assets in the U.S., with a portfolio that comprises approximately 13.9GW of gross capacity in 27 states.
• This contract is for solar modules built with domestic solar cells from T1’s G2_Austin solar cell fab, which is expected to begin operations in Q1 2027.

Today, we announced T1 Energy has signed a contract with Clearway Energy Group to provide Clearway with 641MW of solar modules built with domestic solar cells from T1’s G2_Austin solar cell fab.

This deal is part of our commercial strategy to offer customers a traceable and reliable solar supply chain. Leveraging our 5GW solar module facility, G1_Dallas, T1 offers integrated solutions that help clients like Clearway build top-tier energy resources.

This agreement underscores Clearway’s commitment to drive investment in American manufacturing, while maintaining industry-leading traceability, quality, and domestic content standards.

At T1, we’re continuing to increase the domestic content of our modules. Domestic modules with domestic cells are in high demand given rising uncertainty around trade and tariff policy. As part of our strategy, T1 began construction of our G2_Austin solar cell fab in December 2025, and we expect the first 2.1GW phase to be producing cells in Q1 2027. T1 expects to offer modules with greater than 60% domestic content in 2027.

To learn more about this announcement, read the full press release here:

Forward-Looking Statements

This article contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this article that do not relate to matters of historical fact should be considered forward-looking statements, including, without limitation, statements regarding the timing for completion of G2_Austin Phase 1, any projections or expectations around the domestic content percentage of modules, the expected benefits of T1's supply chain strategy for its customers, and the impact of trade and tariff policy. 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 T1’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 T1’s Annual Report on Form 10-K for the year ended December 31, 2025 filed with the U.S. Securities and Exchange Commission (the “SEC”) on March 31, 2026, as amended and supplemented by Amendment No. 1 on Form 10-K/A filed with the SEC on April 30, 2026, and in T1’s other filings with the SEC, including risks related to: (1) T1’s ability to (i) construct and equip manufacturing facilities in a timely and cost-effective manner; (ii) target and retain customers and suppliers; (iii) attract and retain key employees and qualified personnel; (iv) protect its intellectual property; (v) comply with legal and environmental regulations; (vi) compete in international markets in light of export and import controls; (vii) incur substantially more debt; (viii) remediate the material weakness in T1’s internal control over financial reporting or otherwise maintain effective internal control over financial reporting, (ix) qualify for the advanced manufacturing production credit under Section 45X of the Internal Revenue Code of 1986, as amended, and (x) rely on third-party warranties; (2) T1’s ability to secure a comprehensive financing solution to fund the remaining capital expenditure for G2_Austin Phase 1 on favorable terms, or at all, and the timing of such financing; (3) the concentration of T1’s operations in Texas and its dependence on a limited number of suppliers; (4) changes adversely affecting the flow of components and materials from international vendors, the costs of raw materials, components, equipment, and machinery; (5) general economic and geopolitical conditions, (6) changes in applicable laws or regulations, including environmental, export control and tax laws and incentives and renewable energy targets, as well as international trade policies, including tariffs, on T1’s products and competitive position; (7) the outcome of any legal proceedings relating to T1’s products and services, including intellectual property or product liability claims, commercial or contractual disputes, warranty claims, and other proceedings; (8) the capital-intensive nature of T1’s business and its ability to raise additional capital on attractive terms or service its debt. 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 article and are based on information available to T1 as of the date of this article, and T1 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.