local time, T1 Energy, an American shareholding company of Trina Solar, issued a preliminary performance announcement for the third quarter of 2025. According to
the announcement, T1 Energy achieved total net sales of about 2-2 in the third quarter of this year.
The company maintained 2025. The guidance range of EBITDA (earnings before interest, tax, depreciation and amortization) is 0.25-0.This is mainly due to the shift of product structure to spot sales agreement in the second half of 2025, the short-term uncertainty brought by AD/CVD policy and reciprocal tariff, and the backlog of customer safe harbor inventory.
T1 Energy expects a significant increase in sales in the fourth quarter of this year , mainly due to the expected highest production of G1 plant this year and the policy-driven sale of inventory components produced in the third quarter of this year.
In addition, the company has accumulated 0.

In March this year, T1 Energy announced that it planned to invest 8 in Texas, USA. The project will be constructed in two phases, with the original planned capacity of 2.
T1 Energy revealed the flexibility of its design on the G2 Austin solar cell project. The company said it could add up to three new phases to the existing Austin leased plant , with a total capacity of up to 8GW .
T1 Energy plans to start the first phase of the battery project in the fourth quarter of this year. Commencing production in the fourth quarter of 2026, the first phase of the project will have an annual production capacity of 2.
The company disclosed that it expects the annualized EBITDA level to reach $ 375-450 million when the G1 plant is fully productive (capacity 5GW) and the first phase of the G2 plant (2.1GW) is fully operational; After the full optimization and integration of the capacity of the two plants, the annual EBITDA level is expected to reach
6.T1 Energy disclosed in the announcement that the current potential dispute with a long-term customer has led to a decline in the expected sales volume in the third quarter.
As a result of this potential dispute, T1 Energy will take a $53 million non-cash impairment charge on its intangible assets. It is expected that the third quarter sales volume with this customer, which is delayed in recognition, will be realized in the fourth quarter of 2025.
At present, T1 is continuing to negotiate with the customer to find a solution.
浙公网安备33010802003254号