T1 Energy Bets Big On Domestic Solar Amid Losses Mounting

T1 Energy (NYSE:TE) reported Q2 2026 net sales of $250.1m and G1_Dallas module production of 935 MW, yet posted a net loss from continuing operations of $36.9m. The company is betting big on domestic solar, signing a deal with Clearway Energy Group for 641 MW of solar modules built from domestic cells. T1 Energy is constructing a 2.1 GW fab and has acquired TOPCon solar cell patents from Evervolt and KORE Power. However, the losses tell a rougher story, with the net loss attributable to common stockholders widening to $44.5m from $32.8m YoY.