On October 16, 2025, T1 Energy Inc. (NYSE: TE) and Nextracker (NASDAQ: NXT) announced a strategic framework agreement to supply Nextracker’s patented steel module frame technology to T1’s new 5‑GW G1_Dallas solar manufacturing facility. The multi‑year deal is valued at more than $75 million and is intended to replace imported aluminum frames with domestically produced specialty steel frames.
The agreement aligns directly with T1’s goal of building a fully integrated U.S. solar supply chain. By using steel frames, the company can increase the domestic content of its modules, reduce exposure to import tariffs, and offer a stiffer, more durable product that can accelerate installation rates for utility‑scale projects. Nextracker’s technology also positions T1 to meet growing demand from data‑center and AI infrastructure customers.
For T1, the contract is expected to deliver cost efficiencies and strengthen its competitive position in the U.S. market. The partnership will support the ramp‑up of the G1_Dallas facility, create high‑quality jobs in Texas, and provide a reliable supply of frames that can be scaled as the company expands its G2 Austin cell plant. The deal also signals confidence from a leading tracker and component supplier in T1’s manufacturing strategy.
Nextracker plans to increase its U.S. steel frame capacity in the Midwest and add new lines in Texas, further reinforcing the domestic supply chain. The collaboration exemplifies T1’s broader strategy of leveraging acquired assets and strategic partnerships to accelerate its transition from a battery developer to a leading U.S. solar module manufacturer.
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