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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
T1 Energy
T1 Energy (TE) investor relations material
T1 Energy 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Strategic transformation and business overview
Executed a major pivot from battery technology to solar, becoming the largest American-owned polysilicon solar module manufacturer in the U.S. over the past 12–18 months.
Acquired and scaled a five-gigawatt module facility in Dallas (G1) and began construction on a five-gigawatt solar cell facility in Austin (G2), aiming for an integrated domestic supply chain.
Targeting over 70% domestic content in modules by 2027, with a fully U.S.-based supply chain from polysilicon to finished modules.
Closed the Trina Solar facility acquisition in late 2024, with 2025 focused on scaling operations and navigating policy changes.
Ownership and management are predominantly American, with over 75% U.S. ownership and a focus on reshoring manufacturing.
Supply chain and partnerships
Built a coalition of American partners, including Hemlock Semiconductor for polysilicon and Corning for wafers, to support domestic content goals.
Secured contracts for U.S.-made frames and established offtake agreements, notably with Treaty Oak for 900 MW from G1.
Current supply chain involves some overseas processing, but by 2027, all steps will be domestic, enhancing traceability and eligibility for incentives.
Section 232 tariffs could make domestic polysilicon more competitive, further supporting the U.S.-based supply chain strategy.
Commercial progress and financials
Signed cost-plus and fixed-quantity offtake contracts, including a four-year, one-gigawatt annual deal with Trina Solar US and a three-year, 300 MW/year deal with Treaty Oak.
Raised over $440 million since October, improved liquidity, and retired significant debt, positioning for G2 financial close.
G2 construction underway, with plans to complete and ramp by early 2027, targeting $650–$700 million annualized EBITDA at full scale.
Interim guidance for phase one of G2 and G1 is $300–$400 million EBITDA, with further upside possible depending on market and policy.
What is Trina's ongoing role in T1's operations?
What is the next step for G2 Austin financing?
What is the value proposition of 70% domestic content?
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Next T1 Energy earnings date
Q4 202527 Feb, 2026
T1 Energy
Next T1 Energy earnings date
Q4 202527 Feb, 2026
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