T1 Energy Sets Ambitious 70%+ U.S. Content Target for Solar Modules by 2027 Amid Policy Clarity and Corning Partnership

T1 Energy Inc. has set a target of having 70%+ of its solar modules sourced from the US by 2027, driven by policy clarity and a partnership with Corning. CEO Daniel Barcelo noted that customers are increasingly turning to T1 amid the One Big Beautiful Bill's passage and clearer policy roadmaps.

T1 Energy Inc. has set an ambitious target to source 70% or more of its solar modules from the United States by 2027, driven by policy clarity and a strategic partnership with Corning. CEO Daniel Barcelo noted that customers are increasingly turning to T1 amid the passage of the One Big Beautiful Bill and clearer policy roadmaps [1].

In its Q2 2025 earnings call, T1 Energy reported a shortfall in EBITDA expectations but maintained its full-year guidance. The company's strategic focus includes the development of its G2 Austin solar cell manufacturing facility, with targeted first production in Q4 2026. This expansion is part of T1's strategy to increase its domestic content and strengthen its position in the US solar market [1].

The partnership with Corning is a significant step for T1 Energy. The agreement aims to enhance US wafer sourcing and provide a stable supply of components amid global disruptions. The company is also targeting a $650M-$700M annual EBITDA run rate by 2027, with new production facilities expected to boost domestic solar manufacturing [1].

Despite the financial miss in Q2 2025, T1 Energy is optimistic about its future prospects. The company secured a 473 MW merchant sales agreement with a major US utility and is sold out for 2025 based on its current 2.6 gigawatt production plan. T1 Energy's strategic focus on expanding its manufacturing capabilities and securing key partnerships positions it to capitalize on the growing demand for solar energy solutions in the US [1].

T1 Energy's Q2 2025 earnings call highlighted its strategic initiatives and future growth plans, positioning the company to leverage the increasing demand for renewable energy solutions. The company's vision for the future is to be a leading domestic solar manufacturer and a strategic enabler of AI development and US energy security [1].

References:
[1] https://www.investing.com/news/transcripts/earnings-call-transcript-t1-energys-q2-2025-results-highlight-growth-plans-93CH-4202281