Independent power producer Treaty Oak Clean Energy has signed a strategic agreement with T1 Energy Inc. for the supply of 900MW of solar modules over a three-year period. The modules, built using domestically produced solar cells, will be sourced from T1’s under-construction G2_Austin facility.
The agreement secures Treaty Oak a supply of high-performance silicon-based modules that comply with new federal regulations concerning foreign content. T1 Energy, which already operates a 5GW facility in Dallas, is continuing its vertical integration strategy aimed at securing a traceable, domestic supply chain. The G2_Austin site is expected to begin production by the end of 2026 with more than 60% domestic content, according to company projections.
Strengthening the U.S. solar supply chain
This partnership comes amid growing regulatory pressure in the United States, where trade policy is increasingly focused on local content and reducing foreign dependencies. Modules built with domestic cells are becoming a strategic asset as uncertainty surrounding tariffs and trade policy increases. T1 expects the domestic content ratio to continue rising as G2_Austin ramps up operations.
The first 2.1GW phase of G2_Austin began construction earlier this month. Once completed, the facility will reach 5.3GW across two phases, complementing the capacity of the Dallas site. Together, these sites aim to meet growing demand for FEOC-compliant (Foreign Entity of Concern) solar components while improving financing prospects for customer projects.
Aligned industrial goals between the two partners
For Treaty Oak, the agreement improves supply chain predictability and helps optimise large-scale energy deployment nationwide. By securing a significant volume of modules meeting advanced standards for traceability and quality, the company strengthens its long-term project execution capabilities.
T1 Energy sees this agreement as confirmation of its industrial positioning. Chief Executive Officer Dan Barcelo stated that G2_Austin is a central part of the company’s plan to build an integrated U.S. solar supply chain. Treaty Oak CEO Chris Elrod emphasised the importance of the partnership in reducing risk and delivering greater value to end customers.
