Domestic Supply-chain And Tax-credit PositioningSupply agreements with domestic wafer, frame, and cell partners combined with progress on Section 45X credit monetization enhance eligibility for U.S. incentives and reduce exposure to tariffs and import constraints.
Financing And LiquiditySecuring a sizeable equity-plus-convert financing materially strengthens liquidity and secures Phase 1 funding for the G2 Austin build, lowering near-term funding risk for the expansion.
Offtake Contracts And Revenue VisibilityAddition of cost-plus offtake agreements for 2026 raises contracted volumes to multiple gigawatts, improving sales visibility and confidence in the company’s 2026 revenue outlook.