- T1 Energy Inc. reported preliminary **total net sales for Q3 2025 between $200 million and $210 million** on module sales of approximately **725 MW**.  **[1992243_0001213900-25-101017_ea026209601ex99-1_t1energy.htm:0]** **[1992243_0001213900-25-101017_ea0262096-8k_t1energy.htm:1]** 
- The company is **maintaining its 2025 EBITDA guidance range of $25 million to $50 million**, with the forecast skewing towards the low end, and anticipates a significant increase in sales during Q4 2025.  **[1992243_0001213900-25-101017_ea026209601ex99-1_t1energy.htm:0]** **[1992243_0001213900-25-101017_ea0262096-8k_t1energy.htm:1]** **[1992243_0001213900-25-101017_ea026209601ex99-1_t1energy.htm:1]** **[1992243_0001213900-25-101017_ea0262096-8k_t1energy.htm:2]** 
- T1 provided an update on its G2_Austin facility, with the first phase projected to have **2.1 GW of annual production capacity** and an estimated capital expenditure of **$400 million to $425 million**, with production expected to commence in Q4 2026.  **[1992243_0001213900-25-101017_ea026209601ex99-1_t1energy.htm:0]** **[1992243_0001213900-25-101017_ea0262096-8k_t1energy.htm:1]** 
- Due to a potential dispute with an offtake customer, T1 is recording a non-cash impairment to intangible assets of **$53 million**, though the deferred Q3 2025 sales volumes from this contract are expected to be recognized in Q4 2025.  **[1992243_0001213900-25-101017_ea026209601ex99-1_t1energy.htm:1]** **[1992243_0001213900-25-101017_ea0262096-8k_t1energy.htm:2]**

T1 Energy Announces Preliminary Q3 2025 Results and Business Updates

- T1 Energy Inc. and Stellar Hann Investment Ltd. terminated their Securities Purchase Agreement (PIPE Agreement) on **September 10, 2025**, which previously involved Stellar Hann subscribing for **14,050,000 shares** at **$1.05 per share**.  **[1992243_0001213900-25-086663_ea0256560-8k_t1energy.htm:0]** 
- As consideration for the termination, T1 Energy Inc. will pay Stellar Hann **$5 million** within **90 days** of September 10, 2025.  **[1992243_0001213900-25-086663_ea025656001ex10-1_t1energy.htm:0]** **[1992243_0001213900-25-086663_ea0256560-8k_t1energy.htm:1]** 
- Additionally, T1 Energy Inc. issued **7,000,000 penny warrants** to Stellar Hann, allowing the purchase of Common Stock at an exercise price of **$0.01 per share**.  **[1992243_0001213900-25-086663_ea025656001ex10-1_t1energy.htm:0]** **[1992243_0001213900-25-086663_ea025656001ex10-2_t1energy.htm:0]** **[1992243_0001213900-25-086663_ea0256560-8k_t1energy.htm:1]** 
- These warrants become fully vested and exercisable on **March 10, 2026**, and will expire on **September 10, 2030**.  **[1992243_0001213900-25-086663_ea025656001ex10-2_t1energy.htm:0]** **[1992243_0001213900-25-086663_ea0256560-8k_t1energy.htm:1]**

T1 Energy (TE)