T1 Energy Inc. Files 8-K with Regulatory Updates

TL;DR

T1 Energy Inc. filed an 8-K on 10/22/25 covering Reg FD, other events, and financials. Formerly FREYR Battery.

AI Summary

T1 Energy Inc. filed an 8-K on October 22, 2025, reporting on various events. The filing includes information related to Regulation FD Disclosure, Other Events, and Financial Statements and Exhibits. The company, formerly known as FREYR Battery, Inc. /DE/, is incorporated in Delaware and has its principal executive offices in Austin, Texas.

Why It Matters

This 8-K filing provides crucial updates on T1 Energy Inc.'s corporate activities and regulatory disclosures, which are important for investors to monitor the company's compliance and operational status.

Risk Assessment

Risk Level: low — This filing is a routine 8-K report and does not appear to contain any immediate material adverse information.

Key Numbers

• 0001992243 — Central Index Key (Unique identifier for T1 Energy Inc. with the SEC)
• 93-3205861 — IRS Employer Identification No. (Tax identification number for T1 Energy Inc.)

Key Players & Entities

• T1 Energy Inc. (company) — Registrant
• FREYR Battery, Inc. /DE/ (company) — Former company name
• October 22, 2025 (date) — Date of earliest event reported
• Delaware (jurisdiction) — State of incorporation
• Austin, Texas (location) — Address of principal executive offices

FAQ

Key Financial Figures

• $0.01 — nge on which registered Common Stock, $0.01 par value TE The New York Stock Exc
• $11.50 — e Common Stock at an exercise price for $11.50 per share TE WS The New York Stock
• $200 — otal net sales for the third quarter of $200 - $210 million on modules sales of appr
• $210 million — t sales for the third quarter of $200 - $210 million on modules sales of approximately 725 M
• $25 — intaining 2025 EBITDA guidance range of $25 - $50 million. In Q4 2025, T1 expects a
• $50 million — ing 2025 EBITDA guidance range of $25 - $50 million. In Q4 2025, T1 expects a significant i
• $87 m — ash equivalents, and restricted cash of $87 million, of which $34 million was unrestr
• $34 million — estricted cash of $87 million, of which $34 million was unrestricted cash. In addition, T1
• $92 million — icted cash. In addition, T1 has accrued $92 million of Section 45X credits year-to-date tha
• $400 — ith an estimated capital expenditure of $400 - $425 million. The estimated annual ru
• $425 million — estimated capital expenditure of $400 - $425 million. The estimated annual run-rate EBITDA f
• $375 — 1 GW phase of G2_Austin fully online is $375 - $450 million. T1 expects to start G2
• $450 million — ase of G2_Austin fully online is $375 - $450 million. T1 expects to start G2 Phase 1 constru
• $100 million — . As previously disclosed, T1 entered a $100 million commitment for the issuance of preferre
• $650 — There are no changes to T1's projected $650 - $700 million annual run-rate EBITDA e

Filing Documents

• ea0262096-8k_t1energy.htm (8-K) — 42KB
• ea026209601ex99-1_t1energy.htm (EX-99.1) — 23KB
• ex99-1_001.jpg (GRAPHIC) — 2KB
• 0001213900-25-101017.txt ( ) — 284KB
• te-20251022.xsd (EX-101.SCH) — 4KB
• te-20251022_def.xml (EX-101.DEF) — 26KB
• te-20251022_lab.xml (EX-101.LAB) — 36KB
• te-20251022_pre.xml (EX-101.PRE) — 25KB
• ea0262096-8k_t1energy_htm.xml (XML) — 6KB

01. Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure On October 22 , 2025, T1 Energy Inc., a Delaware corporation ("T1" or "the Company") reported preliminary financial and operating results for the third quarter 2025. Preliminary Third Quarter 2025 Results Overview Total Net Sales/Modules Sales Volumes: T1 generated total net sales for the third quarter of $200 - $210 million on modules sales of approximately 725 MW. Maintaining 2025 EBITDA guidance range of $25 - $50 million. In Q4 2025, T1 expects a significant increase in sales related to the highest expected production year-to-date at G1_Dallas, as well as policy driven inventory sales from modules produced in Q3 2025. Cash, restricted cash and Section 45X tax credits. At September 30, 2025, T1 had cash, cash equivalents, and restricted cash of $87 million, of which $34 million was unrestricted cash. In addition, T1 has accrued $92 million of Section 45X credits year-to-date that the Company expects to monetize. Business Update and Guidance Updating G2_Austin phased development plan and initiating G2 Phase 1 EBITDA guidance. As mentioned in T1's Q2 2025 earnings release, the company has decided to develop its planned G2_Austin U.S. PV solar cell manufacturing facility in two phases. Each phase is a standalone development with limited shared infrastructure; T1 is positioned to flex capacity to add up to three phases potentially totaling as many as 8 GW on T1's existing Austin leasehold. The rationale behind the phased development approach is to match planned capacity with long-term offtake contracts; advance capital formation initiatives; and start production in Q4 2026 to address robust customer demand. Following the initial completion of detailed project engineering, the first phase of G2_Austin is now expected to total 2.1 GW of annual production capacity with an estimated capital expenditure of $400 - $425 million. The estimated annual run-rate EBITDA from G1_Dallas operating at 5 GW capacity with the first 2.1

01 Other Events

Item 8.01 Other Events On October 22, 2025, the Company announced preliminary financial and operating results for the third quarter 2025. A copy of the press release is attached hereto as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The press release is being furnished pursuant to Item 8.01 and will not be deemed to be filed for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise be subject to the liabilities of that section, nor will it be deemed to be incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act.

Forward-Looking Statements

Forward-Looking Statements This Current Report on Form 8-K contains forward-looking the G2_Austin phased development plan and associated G2 Phase 1 EBITDA guidance, the expected plans and benefits of such development plans, the expectation to bring the project online in Q4 2026 to address robust customer demand, the expected first phase of G2_Austin annual production capacity of 2.1 GW total, with an estimated capital expenditure of $400 - $425 million, the estimated annual run-rate EBITDA from G1_Dallas operating at 5 GW capacity with the first 2.1 GW phase of G2_Austin fully online being $375 - $450 million, the expected timeframe for constriction and start of production at G2; the Company's planned or expected capital formation activities and their success, including the exercise of the second tranche of the preferred stock with certain funds and accounts managed by Encompass Capital Advisors LLC, the Company's activities towards eligibility for section 45X tax credits in 2026 and beyond, and timeframe for expected compliance; the ability to meet the EBITDA guidance, and any outcomes or timeline for outcomes on the potential dispute with an offtake customer. Forward-looking statements include statements that are not historical facts and can be identified by terms such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "seek," "should," "will," "would" or similar expressions and the negatives of those terms. Our actual results and the timing of events could materially differ from those anticipated in such forward-looking statements as a result of certain risks and uncertainties including those described in more detail in the

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 99.1 Press Release, dated October 22, 2025, announcing the Company's preliminary financial and operating results for the third quarter 2025. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) 2 SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, hereunto duly authorized. T1 Energy Inc. By: /s/ Joseph Evan Calio Name: Joseph Evan Calio Title: Chief Financial Officer Dated: October 22, 2025 3

View Full Filing

View this 8-K filing on SEC EDGAR