T1 Energy Signs Over 1.58 GW of Solar Module Offtake Deals

• T1 Energy signed offtake deals for more than 1.58 GW of TOPCon modules, to ship from G1_Dallas in 2027 and 2028.
• Subsidiaries of Avantus are among the buyers; prices and the other customers were not disclosed.
• Its G2_Austin cell fab is expected to start producing cells in the first quarter of 2027.

T1 Energy Inc. has signed module offtake agreements totaling more than 1.58 GW, the US solar manufacturer said on Oct. 30. The TOPCon modules will ship from its G1_Dallas factory in 2027 and 2028.

Subsidiaries of independent power producer Avantus are among the buyers. T1 named no other customers and did not disclose prices, contract values or the split between the two delivery years. The modules are expected to combine imported cells with cells from G2_Austin, the cell fab T1 began building in Rockdale, Texas, in December 2025. T1 announced the deals in a statement on its website.

Avantus is a sizeable buyer. It has developed over 7 GW of projects operating or under construction in the Western US and Texas, and expects its development pipeline to deliver about 13 GW of solar.

The deals in numbers

• 1.58 GW-plus of TOPCon modules contracted for delivery in 2027 and 2028.
• About 32% of G1_Dallas's 5-GW annual module capacity, or roughly 3.8 months of output at full nameplate (list.solar calculation).
• 2.1 GW of cells a year from G2_Austin's first phase, enough for about 42% of G1_Dallas's module nameplate (list.solar calculation).
• Over 60% domestic content in the modules T1 expects to offer in 2027.
• 13 GW of solar in the Avantus development pipeline, according to Avantus.

The cell gap explains the blend. Until G2_Austin grows past its first phase, G1_Dallas can't run on Texas-made cells alone. In August, T1 agreed to supply Clearway Energy Group with 641 MW of modules built with cells from the Austin fab. Together, the two announcements add up to about 2.2 GW (list.solar calculation). T1 is one of a small group of module makers expanding US output, alongside First Solar, which started making modules in Gaffney, South Carolina in October.

Chairman and Chief Executive Officer Dan Barcelo called TOPCon one of the most advanced crystalline-silicon module technologies in commercial production.

T1 expects the first 2.1-GW phase of G2_Austin to produce cells in the first quarter of 2027, the year deliveries under the new contracts begin.