On October 16, 2025, Nextracker Inc. (NASDAQ: NXT) and T1 Energy Inc. (NYSE: TE) announced a strategic framework agreement to supply Nextracker’s patented steel module frame technology to T1 Energy’s new 5‑GW G1_Dallas solar manufacturing facility.
The multi‑year agreement is valued at more than $75 million and will provide the steel frames needed for the Dallas plant, which is set to produce 5 GW of solar modules. The deal is designed to accelerate the industry’s shift away from imported aluminum frames toward domestically manufactured specialty steel, enhancing module durability and installation speed.
Nextracker plans to expand its U.S. steel frame capacity in the Midwest and add new manufacturing lines in Texas, creating high‑quality jobs and increasing domestic content for solar projects. The partnership also supports the company’s broader strategy of building a comprehensive solar power technology platform that includes trackers, foundations, eBOS, and AI/robotics solutions.
By securing a long‑term supply contract with a major U.S. solar manufacturer, Nextracker strengthens its domestic manufacturing advantage, positions itself to capture a larger share of the growing U.S. solar market, and lays the groundwork for future revenue growth from both hardware and associated services.
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