StockWatch
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Industrial Machinery/Components
DealsAug 3, 2026, 06:08 AM

T1 Energy to supply 641MW solar modules to Clearway

AI Summary

T1 Energy Inc. announced a contract to supply Clearway Energy Group with 641MW of solar modules, which will be built with domestic solar cells from T1's G2_Austin fab. This deal reinforces T1's strategy to offer a traceable and reliable U.S. solar supply chain, leveraging its 5GW G1_Dallas module facility. The company anticipates its G2_Austin fab's 2.1GW phase to begin cell production in Q1 2027, aiming for modules with over 60% domestic content by 2027.

Key Highlights

  • T1 Energy secured a contract to supply 641MW of solar modules to Clearway Energy Group.
  • Modules will be built with domestic solar cells from T1's G2_Austin fab.
  • T1 leverages its 5GW G1_Dallas solar module facility for integrated solutions.
  • The G2_Austin solar cell fab's 2.1GW phase is expected to produce cells in Q1 2027.
  • T1 expects to offer modules with over 60% domestic content in 2027.
  • Construction of the G2_Austin fab began in December 2025.