Company coverage
Research snapshot 2026-08-31
Research activity
TE 25 trade records · 20 option records · 2025-11-05 → 2026-07-15Moat
ModerateT1 Energy's moat rests primarily on regulatory protection: IRA tax credits, FEOC restrictions, and extraordinary tariffs on Chinese panels. Vertical integration from polysilicon to modules reduces supply chain risk. The real differentiation is execu…
Physical assets
StrongTwo major manufacturing facilities: the operational G1 Dallas module plant (5GW capacity, a half-mile-long facility) and the under-construction G2 Austin solar cell fab . Also acquired a 5GW module manufacturing plant from Trina Solar.
Software / hardware
Software5%
Hardware95%
Growth. Three manufacturing plants totaling 15GW+ capacity position TE as the largest U.S. solar manufacturer while IRA credits and China tariffs protect margins through 2034. Primary assets. G1 Dallas 5GW module plant, G2 Austin cell fab , acquired…
- manual · sw-hw
Growth. Three manufacturing plants totaling 15GW+ capacity position TE as the largest U.S. solar manufacturer while IRA credits and China tariffs protect margins through 2034. Primary assets. G1 Dallas 5GW module plant, G2 Austin…
- manual · physical-assets
Two major manufacturing facilities: the operational G1 Dallas module plant (5GW capacity, a half-mile-long facility) and the under-construction G2 Austin solar cell fab . Also acquired a 5GW module manufacturing plant from Trina…
- manual · moat
T1 Energy's moat rests primarily on regulatory protection: IRA tax credits, FEOC restrictions, and extraordinary tariffs on Chinese panels. Vertical integration from polysilicon to modules reduces supply chain risk. The real diff…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-15 | SELL | Equity | +76% |
| 2026-07-15 | SELL | Equity | +100% |
| 2026-07-07 | SELL | Equity | +57% |
| 2026-05-18 | EXPIRED | CALL option | 0% |
| 2026-05-08 | BUY | CALL option | +1% |
| 2026-05-08 | SELL | CALL option | +4% |
| 2026-05-07 | BUY | Equity | +6% |
| 2026-05-04 | SELL | CALL option | +2% |
| 2026-04-24 | BUY | Equity | +8% |
| 2026-01-28 | SELL | CALL option | +1% |
| 2026-01-21 | SELL | CALL option | +1% |
| 2026-01-08 | BUY | CALL option | +1% |
| 2026-01-07 | BUY | CALL option | +8% |
| 2025-12-22 | SELL | CALL option | +8% |
| 2025-12-22 | BUY | CALL option | +9% |
| 2025-12-22 | SELL | CALL option | +1% |
| 2025-12-17 | SELL | CALL option | +1% |
| 2025-12-04 | BUY | CALL option | +3% |
| 2025-12-03 | BUY | CALL option | +5% |
| 2025-12-03 | SELL | CALL option | +5% |
| 2025-11-28 | SELL | CALL option | +1% |
| 2025-11-18 | SELL | CALL option | +1% |
| 2025-11-18 | SELL | CALL option | +1% |
| 2025-11-06 | BUY | CALL option | +7% |
Notes
Full portfolio moat / asset analysis
T1 Energy's moat rests primarily on regulatory protection: IRA tax credits, FEOC restrictions, and extraordinary tariffs on Chinese panels. Vertical integration from polysilicon to modules reduces supply chain risk. The real differentiation is execution: scaling production while maintaining quality and cost control. The 2.1GW G2 Austin cell fab coming onlin…
Full portfolio moat / asset analysis
Two major manufacturing facilities: the operational G1 Dallas module plant (5GW capacity, a half-mile-long facility) and the under-construction G2 Austin solar cell fab . Also acquired a 5GW module manufacturing plant from Trina Solar.
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