T1 Wins Treaty Oak’s 900MW U.S. Solar Order

• T1 Energy secures 900 MW solar deal with Treaty Oak, leveraging G1 Dallas TOPCon modules and G2 Austin cells for 60%+ U.S. content, bankability, traceability, and schedule certainty.

T1 Energy, rebranded from FREYR Battery, won a three-year deal to supply at least 900 MW of solar modules to Treaty Oak Clean Energy, with deliveries built at its 5‑GW G1_Dallas TOPCon plant and powered by cells from its G2_Austin fab as it ramps. G2 has a 2.1‑GW first phase targeting late‑2026 output toward a 5.3‑GW buildout, enabling modules with 60%+ U.S. content.

Treaty Oak cited bankable tech, shorter logistics and traceable provenance. T1’s n‑type bifacial, glass‑glass modules and extended warranties aim to ease non‑recourse financing and EPC design. The deal underscores a shift from lowest price to schedule certainty and compliance, anchoring T1’s cell-scale ramp.

What makes T1’s 900‑MW Treaty Oak pact pivotal for U.S.-made TOPCon?

• Anchors domestic cell-to-module scale, moving U.S. solar beyond final assembly to true n‑type TOPCon manufacturing
  
• Provides a bankable offtake that helps finance and accelerate the TOPCon cell ramp and future capacity expansions
  
• Enables buyers to pursue the ITC domestic-content bonus while T1 captures 45X manufacturing credits, narrowing the cost gap with imports
  
• Mitigates AD/CVD, UFLPA, and logistics exposure, giving developers schedule certainty and smoother project financing
  
• Locks in high‑efficiency n‑type bifacial performance that can cut BOS and LCOE on tracker-based utility projects
  
• Pairs long warranties and U.S. support with traceable supply, improving lender diligence and ESG compliance
  
• Creates a reference deal for utility‑scale procurement of U.S.-made TOPCon, accelerating the market’s shift from PERC
  
• Pulls through demand for upstream U.S. components (glass, frames, junction boxes), reinforcing supply-chain localization
  
• Builds a Texas-centered workforce and learning curve, reducing costs over time and strengthening manufacturing resilience