Tariffs, 45X credits and FEOC rules exclude Chinese cells; AI infra optionality and Clearway supply deal strengthen domestic capacity value
첫날 +10.0% · 5일 후 -15.0%
8-K 공시
8-K: 기타 주요 사항
첫날 -7.1% · 5일 후 +13.7%
기업
T1 Energy releases digital render of Giga Arctic campus, targeting 50MW in 2027영어 원문
First render unveils the physical form of next-phase capacity expansion, reinforcing market attention on 2027 targets.
첫날 -3.4% · 5일 후 -4.0%
기업
T1 Gets Approval to Convert Part of Giga Arctic into Data Center영어 원문
Local approval enables initial 50MW data center targeted for 2027; company in talks to monetize site.
첫날 +10.0% · 5일 후 -8.5%
규제호재
Trump Signs Order Restricting Foreign Grid Equipment, Boosts TE영어 원문
US reduces reliance on Chinese power equipment, potentially directing more grid spending to domestic suppliers
첫날 +10.0% · 5일 후 -8.5%
실적
실적 발표
첫날 -4.7% · 5일 후 +0.0%
실적
T1 Energy Q2 Results: Revenue Beat, EPS Miss영어 원문
Revenue $250M beat, EPS loss widened; G2_Austin on track
첫날 -10.4% · 5일 후 -7.1%
›전개 과정 2회
2026-08-12Earnings calendar confirms Aug 12 pre-market release; options imply large swing
2026-08-12Revenue $250M beat, EPS loss widened; G2_Austin on track
실적
실적 발표영어 원문
T1 produced 935 megawatts of solar modules in Q2 2026, the second highest quarterly production, and expects full-year 2026 production near the high end of its 3.1 to 4.2 gigawatts guidance.
첫날 -10.4% · 5일 후 -7.1%
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -10.4% · 5일 후 -7.1%
규제
After US Tariffs, Chinese Polysilicon Majors Pledge to End Loss-Making Sales영어 원문
Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
첫날 +1.5% · 5일 후 -13.7%
›전개 과정 2회
2026-08-07White House formalizes tariffs and minimum import prices for polysilicon and downstream products, impacting solar supply chain
2026-08-08Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
규제호재
Trump weighs 15% polysilicon tariff as U.S. solar stocks jump영어 원문
New tariff may raise import costs but benefits domestic makers; solar stocks like TE rise
첫날 +5.4% · 5일 후 -12.6%
기업호재
T1 Energy Signs 641MW Offtake Deal with Clearway영어 원문
Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
첫날 +18.5% · 5일 후 +7.5%
›전개 과정 3회
2026-08-03T1 Energy to supply 641MW of domestic solar cells and modules to IPP Clearway, expanding order book.
2026-08-03Multiple sources confirm modules from G1_Dallas, cells from G2_Austin; equals 13% of G1 module output and 31% of G2 cell capacity
2026-08-07Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
8-K 공시
8-K: 기타 주요 사항
첫날 +5.4% · 5일 후 -12.6%
규제
Trump Admin Weighs Polysilicon Price Floor and Tariffs영어 원문
Multiple sources report U.S. plans minimum import price and tariffs on polysilicon and derivatives, impacting solar supply chain.
첫날 +0.7% · 5일 후 -10.4%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 -2.3% · 5일 후 +40.3%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 +14.8% · 5일 후 +30.0%
M&A·자금조달
T1 Energy Announces Private Placement of Convertible Notes Due 2031영어 원문
Company raises capital via private placement of convertible notes
첫날 +14.8% · 5일 후 +30.0%
기업호재
T1 Energy Announces Acquisition of Advanced Solar IP from Evervolt영어 원문
Stock up 14% today, linked to rebound in Aschenbrenner portfolio
첫날 -15.3% · 5일 후 +30.8%
›전개 과정 2회
2026-07-28Company announces acquisition of foundational solar patents and other IP, expanding technology portfolio.
2026-07-30Stock up 14% today, linked to rebound in Aschenbrenner portfolio
실적
T1 Energy Announces Preliminary Q2 2026 Results영어 원문
Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
첫날 -15.3% · 5일 후 +30.8%
›전개 과정 2회
2026-07-28Company releases preliminary financial and operating results for Q2 2026, with details to follow.
2026-07-28Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
8-K 공시
8-K: 실적 공시, 기타 주요 사항
첫날 -15.3% · 5일 후 +30.8%
8-K 공시
8-K: 기타 주요 사항
첫날 +8.2% · 5일 후 -21.7%
8-K 공시
8-K: 주주총회 표결 결과, 기타 주요 사항
첫날 +4.8% · 5일 후 -6.0%
8-K 공시
8-K: 주식 발행
첫날 -3.2% · 5일 후 -2.3%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
25건
M&A·자금조달
T1 Energy, 5,000만 달러 규모 전환사채 자금 조달 확보
태양광 공장을 위해 기존 주주에게 2031년 만기 4.75% 전환사채 5,000만 달러 추가 발행
Tariffs, 45X credits and FEOC rules exclude Chinese cells; AI infra optionality and Clearway supply deal strengthen domestic capacity value
첫날 +10.0% · 5일 후 -15.0%
8-K 공시
8-K: 기타 주요 사항
첫날 -7.1% · 5일 후 +13.7%
기업
T1 Energy releases digital render of Giga Arctic campus, targeting 50MW in 2027영어 원문
First render unveils the physical form of next-phase capacity expansion, reinforcing market attention on 2027 targets.
첫날 -3.4% · 5일 후 -4.0%
이전 이벤트 20건›
기업
T1 Gets Approval to Convert Part of Giga Arctic into Data Center영어 원문
Local approval enables initial 50MW data center targeted for 2027; company in talks to monetize site.
첫날 +10.0% · 5일 후 -8.5%
규제호재
Trump Signs Order Restricting Foreign Grid Equipment, Boosts TE영어 원문
US reduces reliance on Chinese power equipment, potentially directing more grid spending to domestic suppliers
첫날 +10.0% · 5일 후 -8.5%
실적
실적 발표
첫날 -4.7% · 5일 후 +0.0%
실적
T1 Energy Q2 Results: Revenue Beat, EPS Miss영어 원문
Revenue $250M beat, EPS loss widened; G2_Austin on track
첫날 -10.4% · 5일 후 -7.1%
›전개 과정 2회
2026-08-12Earnings calendar confirms Aug 12 pre-market release; options imply large swing
2026-08-12Revenue $250M beat, EPS loss widened; G2_Austin on track
실적
실적 발표영어 원문
T1 produced 935 megawatts of solar modules in Q2 2026, the second highest quarterly production, and expects full-year 2026 production near the high end of its 3.1 to 4.2 gigawatts guidance.
첫날 -10.4% · 5일 후 -7.1%
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -10.4% · 5일 후 -7.1%
규제
After US Tariffs, Chinese Polysilicon Majors Pledge to End Loss-Making Sales영어 원문
Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
첫날 +1.5% · 5일 후 -13.7%
›전개 과정 2회
2026-08-07White House formalizes tariffs and minimum import prices for polysilicon and downstream products, impacting solar supply chain
2026-08-08Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
규제호재
Trump weighs 15% polysilicon tariff as U.S. solar stocks jump영어 원문
New tariff may raise import costs but benefits domestic makers; solar stocks like TE rise
첫날 +5.4% · 5일 후 -12.6%
기업호재
T1 Energy Signs 641MW Offtake Deal with Clearway영어 원문
Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
첫날 +18.5% · 5일 후 +7.5%
›전개 과정 3회
2026-08-03T1 Energy to supply 641MW of domestic solar cells and modules to IPP Clearway, expanding order book.
2026-08-03Multiple sources confirm modules from G1_Dallas, cells from G2_Austin; equals 13% of G1 module output and 31% of G2 cell capacity
2026-08-07Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
8-K 공시
8-K: 기타 주요 사항
첫날 +5.4% · 5일 후 -12.6%
규제
Trump Admin Weighs Polysilicon Price Floor and Tariffs영어 원문
Multiple sources report U.S. plans minimum import price and tariffs on polysilicon and derivatives, impacting solar supply chain.
첫날 +0.7% · 5일 후 -10.4%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 -2.3% · 5일 후 +40.3%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 +14.8% · 5일 후 +30.0%
M&A·자금조달
T1 Energy Announces Private Placement of Convertible Notes Due 2031영어 원문
Company raises capital via private placement of convertible notes
첫날 +14.8% · 5일 후 +30.0%
기업호재
T1 Energy Announces Acquisition of Advanced Solar IP from Evervolt영어 원문
Stock up 14% today, linked to rebound in Aschenbrenner portfolio
첫날 -15.3% · 5일 후 +30.8%
›전개 과정 2회
2026-07-28Company announces acquisition of foundational solar patents and other IP, expanding technology portfolio.
2026-07-30Stock up 14% today, linked to rebound in Aschenbrenner portfolio
실적
T1 Energy Announces Preliminary Q2 2026 Results영어 원문
Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
첫날 -15.3% · 5일 후 +30.8%
›전개 과정 2회
2026-07-28Company releases preliminary financial and operating results for Q2 2026, with details to follow.
2026-07-28Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
