Under the agreement, Treaty Oak secures a supply of high-performance, silicon-based solar modules expected to be fully compliant with new federal rules governing foreign content. For T1, the deal marks a continuation of its commercial strategy to offer customers a traceable and reliable solar supply chain. T1’s 5GW solar module facility in Texas utilizes high-fficiency TOPCon technology and allows the company to offer structured solutions to enhance client’s project planning, financing, and returns.
T1 continues to increase the domestic content of its modules. With the first phase of G2_Austin scheduled to begin production by the end of 2026, T1 expects to offer modules with greater than 60% domestic content. T1 expects the domestic content percentage to continue to grow. Domestic modules with domestic cells are highly valued given rising uncertainty around trade and tariff policy.
“The U.S. solar market is moving toward domestically produced solar and momentum is growing for modules manufactured in America,” said T1’s Chairman and CEO Dan Barcelo. “G2_Austin is a centerpiece of our strategy to build an integrated U.S. polysilicon solar supply chain, and we’re pleased Treaty Oak shares our belief in the value of American modules.”
For Treaty Oak, this partnership strengthens its ability to deliver competitively priced, regulatory compliant renewable energy at scale. The agreement further enhances Treaty Oak’s development certainty and underscores our commitment to sourcing technology that aligns with industry leading traceability, quality, and domestic content standards.
“This partnership solidifies our commitment to build a U.S. based supply chain, supporting growth and value for our customers,” said Chris Elrod, CEO of Treaty Oak. “T1 is the right partner for us as they share in our commitment and focus to secure domestic cell supply and predictable delivery—reducing risk, improving financing, and delivering better value for our customers.”
Construction of the first 2.1GW phase of T1’s G2_Austin solar cell fab started earlier this month. T1 plans to develop G2_Austin in two phases totaling 5.3GW to complement its existing, operational 5GW G1_Dallas solar module facility. Together, these facilities are intended to satisfy rising demand from customers such as Treaty Oak for FEOC-compliant, high-domestic content, high efficiency and technologically advanced solar energy materials.
