Image: T1 Energy

US solar manufacturer T1 Energy reported selling approximately 725MW of solar modules in the third quarter of 2025, continuing its rapid expansion of domestic solar manufacturing capabilities.

According to preliminary financial results, the company achieved net module sales of between US$200 million and US$210 million, equivalent to roughly 725MW of modules shipped. T1 Energy said it expects a “significant increase” in sales in Q4 2025, citing record production levels at its Dallas, Texas manufacturing facility and policy-driven inventory sales from modules produced in Q3.

In August, T1 announced that it had sold out its entire 2025 module production. The company acquired its Texas module plant from Chinese solar giant Trina Solar last year, transitioning from its previous identity as Freyr Battery to the current T1 Energy brand.

Despite market uncertainties, T1 said it is maintaining its 2025 EBITDA guidance of US$25–50 million, though the company noted the outlook “continues to skew toward the low end of the range.” The forecast reflects a growing share of merchant sales agreements in H2 2025, along with potential impacts from antidumping and countervailing duty (AD/CVD) measures, reciprocal tariffs, and supply chain and backlog challenges.

As of 30 September 2025, T1 reported US$87 million in cash, cash equivalents, and restricted cash, including US$34 million in unrestricted cash. The company also accrued US$92 million in Section 45X Advanced Manufacturing Tax Credits, which it plans to monetize.

“T1 Energy continued to make meaningful strides during the third quarter to build our American solar supply chain and provide scalable, reliable, low-cost energy,” said Dan Barcelo, T1’s CEO and chairman. “With our expanding US partnership network—highlighted by recent agreements with Hemlock, Corning, Talon, and Nextracker—we are investing in domestic advanced manufacturing to power America’s clean energy future.”