T1 Energy (TE) Registration filing summary

Company overview and business model

• Operates as an energy solutions provider focused on building an integrated U.S. supply chain for solar and batteries, manufacturing and selling photovoltaic (PV) solar modules in the U.S. for domestic customers.

• Owns and operates a technologically advanced PV solar module facility in Wilmer, TX (G1 Dallas), expected to reach 5 GW annual capacity after equipment commissioning in 2025.

• Completed the acquisition of T1 G1 Dallas Holding and related subsidiaries from Trina Solar (Schweiz) AG, including commercial support and technology licensing agreements.

• Entered into multiple operational, IP, and supply agreements with Trina Solar and affiliates to support manufacturing and sales.

Financial performance and metrics

• As part of the Trina Business Combination, paid $100 million in cash, issued $50 million for loan repayment, 15,437,847 shares of common stock, a $150 million 1% senior unsecured note, and an $80 million 7% unsecured convertible note due in five years.

• On September 5, 2025, issued 12,521,653 shares of common stock as part of the partial conversion of the convertible note.

• Outstanding $80.7 million on the convertible note as of December 31, 2024.

Use of proceeds and capital allocation

• Will not receive any proceeds from the resale of securities by selling securityholders; proceeds go directly to selling securityholders.

• Company bears registration and filing fees, NYSE fees, and legal/accounting expenses related to the registration.