• 900MW module supply agreement over three years strengthens U.S. solar manufacturing amid tightening federal trade and content rules.
  • Modules will use domestically produced cells from T1 Energy’s G2_Austin facility, targeting more than 60% domestic content by late 2026.
  • Deal improves financing certainty and FEOC compliance for large-scale solar projects across the United States.

As U.S. trade and industrial policy reshapes the economics of clean energy deployment, independent power producer Treaty Oak Clean Energy has secured a long term solar module supply agreement with T1 Energy Inc. covering 900MW over three years. The modules will be manufactured using domestically produced solar cells from T1 Energy’s under-construction G2_Austin facility, positioning the partnership squarely within tightening federal requirements on foreign content and supply chain transparency.

The agreement provides Treaty Oak with access to high performance, silicon-based solar modules built with U.S. made cells, a feature that is rapidly becoming a prerequisite rather than a premium in American utility-scale solar development. With federal scrutiny increasing around foreign dependencies and Foreign Entity of Concern compliance, domestic manufacturing capacity is emerging as a decisive factor in project bankability.

Strengthening Domestic Solar Manufacturing Capacity

T1 Energy’s supply commitment will be fulfilled through its expanding U.S. manufacturing footprint. The company already operates a 5GW solar module facility in Dallas and is advancing its vertically integrated strategy through the G2_Austin site. According to company projections, G2_Austin is expected to begin production by the end of 2026 with more than 60% domestic content, a threshold that supports eligibility for incentives and reduces exposure to evolving trade enforcement.

Construction on the first 2.1GW phase of G2_Austin began earlier this month. Once fully built across two phases, the facility is expected to reach 5.3GW of capacity, working in tandem with the Dallas operation. Together, these sites are intended to supply a growing pipeline of FEOC-compliant solar components while giving developers and financiers greater confidence around origin traceability.

Regulatory Pressure Drives Supply Chain Realignment

The timing of the deal reflects broader structural shifts in the U.S. solar market. Trade policy and industrial strategy are increasingly aligned around reshoring clean energy manufacturing, reducing reliance on imported cells and modules, and enforcing stricter content rules tied to federal incentives. Modules built with domestic cells are now a strategic asset as developers navigate tariff uncertainty, customs enforcement risk, and evolving guidance around prohibited entities.

T1 Energy expects the domestic content ratio of its modules to rise further as G2_Austin ramps up production. This trajectory is likely to appeal to project sponsors seeking long-term supply stability, particularly as policy signals continue to favor traceable, U.S.-based manufacturing over globalized supply chains that carry regulatory risk.

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Strategic Alignment Between Supplier and Developer

For Treaty Oak Clean Energy, the agreement improves supply chain predictability at a moment when large-scale solar deployment depends on certainty across cost, compliance, and delivery timelines. By securing a significant volume of modules that meet advanced standards for quality and traceability, the company strengthens its ability to execute projects across multiple U.S. markets without disruption.

T1 Energy views the partnership as validation of its industrial strategy. Chief Executive Officer Dan Barcelo said that G2_Austin is central to the company’s plan to build an integrated U.S. solar supply chain, highlighting the role of domestic manufacturing in meeting customer and regulatory expectations. Treaty Oak Chief Executive Officer Chris Elrod emphasized that the agreement reduces execution risk and delivers greater value to end customers, particularly as compliance requirements become more complex.

What Executives and Investors Should Take Away

For C-suite leaders and investors, the deal illustrates how solar procurement is shifting from price-led sourcing toward policy-aligned supply strategies. Domestic content, FEOC compliance, and traceability are now core determinants of project viability, influencing financing terms and development timelines. Partnerships that lock in compliant capacity early can offer a competitive advantage as enforcement tightens.

At a regional and global level, the agreement reflects how U.S. industrial policy is reshaping clean energy markets. As domestic manufacturing scales, similar pressures are likely to ripple through other jurisdictions weighing energy security against cost efficiency. For now, the T1 Energy and Treaty Oak partnership offers a clear case study of how regulatory priorities, manufacturing investment, and project development are converging in the next phase of the U.S. energy transition.

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