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$TET1 Energy Inc · Electrical Equipment & Parts · $760.7M
$2.54
post-0.1%
Event thread
Key events, in time order
24 items
8-K filing
8-K: Item 8.01, Item 9.01
D1 -1.8% · +5d -22.3%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 +5.6% · +5d +0.8%
22 earlier events›
Capital
T1 Energy secures $50M convertible notes financing
Issued additional $50M 4.75% convertible senior notes due 2031 to existing shareholder for solar fab
D1 +5.6% · +5d +0.8%
CompanyBull
Multiple tailwinds converge; TE's US domestic cell capacity draw attention
Tariffs, 45X credits and FEOC rules exclude Chinese cells; AI infra optionality and Clearway supply deal strengthen domestic capacity value
D1 +10.0% · +5d -15.0%
8-K filing
8-K: Item 8.01, Item 9.01
D1 -7.1% · +5d +13.7%
Company
T1 Energy releases digital render of Giga Arctic campus, targeting 50MW in 2027
First render unveils the physical form of next-phase capacity expansion, reinforcing market attention on 2027 targets.
D1 -3.4% · +5d -4.0%
RegulationBull
Trump Signs Order Restricting Foreign Grid Equipment, Boosts TE
US reduces reliance on Chinese power equipment, potentially directing more grid spending to domestic suppliers
D1 +10.0% · +5d -8.5%
Company
T1 Gets Approval to Convert Part of Giga Arctic into Data Center
Local approval enables initial 50MW data center targeted for 2027; company in talks to monetize site.
D1 +10.0% · +5d -8.5%
Earnings
Earnings report
D1 -4.7% · +5d +0.0%
Earnings
Earnings report
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.
D1 -10.4% · +5d -7.1%
Earnings
T1 Energy Q2 Results: Revenue Beat, EPS Miss
Revenue $250M beat, EPS loss widened; G2_Austin on track
D1 -10.4% · +5d -7.1%
›2 waves of this story
2026-08-12 Earnings calendar confirms Aug 12 pre-market release; options imply large swing
2026-08-12 Revenue $250M beat, EPS loss widened; G2_Austin on track
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -10.4% · +5d -7.1%
Regulation
After US Tariffs, Chinese Polysilicon Majors Pledge to End Loss-Making Sales
Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
D1 +1.5% · +5d -13.7%
›2 waves of this story
2026-08-07 White House formalizes tariffs and minimum import prices for polysilicon and downstream products, impacting solar supply chain
2026-08-08 Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
RegulationBull
Trump weighs 15% polysilicon tariff as U.S. solar stocks jump
New tariff may raise import costs but benefits domestic makers; solar stocks like TE rise
D1 +5.4% · +5d -12.6%
CompanyBull
T1 Energy Signs 641MW Offtake Deal with Clearway
Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
D1 +18.5% · +5d +7.5%
›3 waves of this story
2026-08-03 T1 Energy to supply 641MW of domestic solar cells and modules to IPP Clearway, expanding order book.
2026-08-03 Multiple sources confirm modules from G1_Dallas, cells from G2_Austin; equals 13% of G1 module output and 31% of G2 cell capacity
2026-08-07 Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
8-K filing
8-K: Item 8.01, Item 9.01
D1 +5.4% · +5d -12.6%
Regulation
Trump Admin Weighs Polysilicon Price Floor and Tariffs
Multiple sources report U.S. plans minimum import price and tariffs on polysilicon and derivatives, impacting solar supply chain.
D1 +0.7% · +5d -10.4%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 -2.3% · +5d +40.3%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01
D1 +14.8% · +5d +30.0%
Capital
T1 Energy Announces Private Placement of Convertible Notes Due 2031
Company raises capital via private placement of convertible notes
D1 +14.8% · +5d +30.0%
CompanyBull
T1 Energy Announces Acquisition of Advanced Solar IP from Evervolt
Stock up 14% today, linked to rebound in Aschenbrenner portfolio
D1 -15.3% · +5d +30.8%
›2 waves of this story
2026-07-28 Company announces acquisition of foundational solar patents and other IP, expanding technology portfolio.
2026-07-30 Stock up 14% today, linked to rebound in Aschenbrenner portfolio
8-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -15.3% · +5d +30.8%
Earnings
T1 Energy Announces Preliminary Q2 2026 Results
Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
D1 -15.3% · +5d +30.8%
›2 waves of this story
2026-07-28 Company releases preliminary financial and operating results for Q2 2026, with details to follow.
2026-07-28 Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
8-K filing
8-K: Item 8.01, Item 9.01
D1 +8.2% · +5d -21.7%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
24 items
8-K filing
8-K: Item 8.01, Item 9.01
D1 -1.8% · +5d -22.3%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 +5.6% · +5d +0.8%
Capital
T1 Energy secures $50M convertible notes financing
Issued additional $50M 4.75% convertible senior notes due 2031 to existing shareholder for solar fab
D1 +5.6% · +5d +0.8%
CompanyBull
Multiple tailwinds converge; TE's US domestic cell capacity draw attention
Tariffs, 45X credits and FEOC rules exclude Chinese cells; AI infra optionality and Clearway supply deal strengthen domestic capacity value
D1 +10.0% · +5d -15.0%
8-K filing
8-K: Item 8.01, Item 9.01
D1 -7.1% · +5d +13.7%
19 earlier events›
Company
T1 Energy releases digital render of Giga Arctic campus, targeting 50MW in 2027
First render unveils the physical form of next-phase capacity expansion, reinforcing market attention on 2027 targets.
D1 -3.4% · +5d -4.0%
RegulationBull
Trump Signs Order Restricting Foreign Grid Equipment, Boosts TE
US reduces reliance on Chinese power equipment, potentially directing more grid spending to domestic suppliers
D1 +10.0% · +5d -8.5%
Company
T1 Gets Approval to Convert Part of Giga Arctic into Data Center
Local approval enables initial 50MW data center targeted for 2027; company in talks to monetize site.
D1 +10.0% · +5d -8.5%
Earnings
Earnings report
D1 -4.7% · +5d +0.0%
Earnings
Earnings report
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.
D1 -10.4% · +5d -7.1%
Earnings
T1 Energy Q2 Results: Revenue Beat, EPS Miss
Revenue $250M beat, EPS loss widened; G2_Austin on track
D1 -10.4% · +5d -7.1%
›2 waves of this story
2026-08-12 Earnings calendar confirms Aug 12 pre-market release; options imply large swing
2026-08-12 Revenue $250M beat, EPS loss widened; G2_Austin on track
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -10.4% · +5d -7.1%
Regulation
After US Tariffs, Chinese Polysilicon Majors Pledge to End Loss-Making Sales
Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
D1 +1.5% · +5d -13.7%
›2 waves of this story
2026-08-07 White House formalizes tariffs and minimum import prices for polysilicon and downstream products, impacting solar supply chain
2026-08-08 Top 8 Chinese producers controlling >90% capacity pledge to stop dumping, potentially reshaping industry.
RegulationBull
Trump weighs 15% polysilicon tariff as U.S. solar stocks jump
New tariff may raise import costs but benefits domestic makers; solar stocks like TE rise
D1 +5.4% · +5d -12.6%
CompanyBull
T1 Energy Signs 641MW Offtake Deal with Clearway
Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
D1 +18.5% · +5d +7.5%
›3 waves of this story
2026-08-03 T1 Energy to supply 641MW of domestic solar cells and modules to IPP Clearway, expanding order book.
2026-08-03 Multiple sources confirm modules from G1_Dallas, cells from G2_Austin; equals 13% of G1 module output and 31% of G2 cell capacity
2026-08-07 Up 10% pre-market; new deal uses domestic cells, boosting local supply chain
8-K filing
8-K: Item 8.01, Item 9.01
D1 +5.4% · +5d -12.6%
Regulation
Trump Admin Weighs Polysilicon Price Floor and Tariffs
Multiple sources report U.S. plans minimum import price and tariffs on polysilicon and derivatives, impacting solar supply chain.
D1 +0.7% · +5d -10.4%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 -2.3% · +5d +40.3%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01
D1 +14.8% · +5d +30.0%
Capital
T1 Energy Announces Private Placement of Convertible Notes Due 2031
Company raises capital via private placement of convertible notes
D1 +14.8% · +5d +30.0%
CompanyBull
T1 Energy Announces Acquisition of Advanced Solar IP from Evervolt
Stock up 14% today, linked to rebound in Aschenbrenner portfolio
D1 -15.3% · +5d +30.8%
›2 waves of this story
2026-07-28 Company announces acquisition of foundational solar patents and other IP, expanding technology portfolio.
2026-07-30 Stock up 14% today, linked to rebound in Aschenbrenner portfolio
8-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -15.3% · +5d +30.8%
Earnings
T1 Energy Announces Preliminary Q2 2026 Results
Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
D1 -15.3% · +5d +30.8%
›2 waves of this story
2026-07-28 Company releases preliminary financial and operating results for Q2 2026, with details to follow.
2026-07-28 Q2 revenue $245-255M beats; net loss $34-37M; G2 Austin capex +20% to $510M, production delayed to Q1 2027
