T1 Energy Inc. · NYSE:TE
T1 Energy — Q3 2025 Earnings Presentation
12 slides from T1 Energy's earnings presentation, Nov 14, 2025
Slide 1: Q3 2025 Earnings Call
TM Q3 2025 Building America’s Solar Supply Chains Earnings Call November 14, 2025 T1 Energy _ Q3 2025 Earnings Call Pictured: Nextpower Founder and CEO, Dan Shugar, and T1 CEO and Chairman of the Board, Dan Barcelo at G1_Dallas _01
Slide 2: Important Notices
TM Important Notices Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of present or historical facts included in this presentation, including, without lim
Slide 3: Participants and Agenda
Participants and Agenda TM Prepared Remarks Daniel Barcelo ▪ T1 investment themes Chairman of the Board and ▪ Business updates Chief Executive Officer ▪ Concluding remarks Otto Erster Bergesen ▪ G2_Austin overview and update SVP, Project Development Evan Calio ▪ 2025 operating and financial guidance
Slide 4: T1 is the Leading U.S. Silicon-Based Solar Module Manufacturer
TM T1 is the Leading U.S. Silicon-Based Solar Module Manufacturer T1 is the Largest American Silicon-Based Solar Module Manufacturer T1 is the Second Largest American-Owned Solar Module Manufacturer by U.S. Capacity by U.S. Capacity 6.0 5.0 T1 Energy: 5.0 GW 5.0 T1 represents >50% of the 4.0 America
Slide 5: T1 Investment Themes
TM T1 Investment Themes T1 is building a U.S. silicon-based solar supply chain aligned with emerging macro trends Supporting AI Power Reshoring Advanced Enhancing U.S. Demand Manufacturing Energy Security ▪ AI and data center development underpin ▪ T1 is focused on bringing back American ▪ Establish
Slide 6: AI Power Demand Unprecedented
TM AI Power Demand Unprecedented Electrons are needed today and for foreseeable future Projected Share of U.S. Power Consumption by Data Centers, 2023 – 2030 AI driving enormous electron chasm ▪ Tech industry leaders recommend U.S. add 100 GW in new energy capacity per year to power AI1 ▪ This is ne
Slide 7: Business Update
TM Business Update T1 is building the foundation of America’s polysilicon solar supply chain Capital formation progress unlocks initial G2_Austin development ▪ Registered direct equity and convertible preferred proceeds to trigger Q4 2025 start of Phase 1 construction at G2 ▪ T1 is advancing debt an
Slide 8: G2_Austin Update
TM G2_Austin Update Detailed design and partner selection complete; T1 moving forward with the 2.1 GW first phase of its planned U.S. solar cell fab Measure Twice … G2_Austin Virtual Design Renderings ▪ G2_Austin iterates on proven designs of Trina’s 5 GW Huai’an and 1 GW Indonesia solar cell fabs ▪
Slide 9: G1_Dallas Operations Update
TM G1_Dallas Operations Update Revenues expected to ramp in Q4 2025 with customer deliveries Production status G1_Dallas 2025 Production and Sales Summary ▪ Produced 2,128 MW of solar modules in 2025 through November 2nd, 2025 ▪ Maintaining 2025 production plan of 2.6 – 3.0 GW ▪ Achieved a new daily
Slide 10: Maintaining 2025 Operating and Financial Guidance
TM Maintaining 2025 Operating and Financial Guidance Expect significant ramp in G1 production and sales in Q4 2025 Production: Maintaining 2025 production guidance of 2.6 – 3.0 GW ▪ T1 is sold out for 2025 based on 2.6 GW production plan EBITDA: Maintaining 2025 full-year guidance of $25 - $50 milli
Slide 11: T1 Financial Summary
T1 Financial Summary TM Summary of T1 financial position G1 revenues and volumes ramped in Q3 2025 T1 Balance Sheet Summary ▪ Generated Q3 net sales of $211 million from G1_Dallas As of As of ▪ Module production exited Q3 at 400 MW+ monthly run rate, highest to date at G1 $ in millions 30-Sep-25 31-
Slide 12: T1's Strategic Priorities
TM T1’s Strategic Priorities Positioning T1 as the first vertically integrated American silicon-based advanced solar company Ensure 45X Expand integrated Establish T1 as a eligibility and fund American supply cash flow T1’s growth chain powerhouse ▪ T1 is discussing with Trina to make ▪ Source non-F