Domestic Supply-chain IntegrationSupply agreements for wafers, module frames, and flexible cell sourcing position the company to build an integrated U.S. supply chain and benefit from domestic content incentives.
Liquidity And FinancingUnderwritten equity-plus-convert financing and a registered direct placement increase pro forma liquidity to about $640–650 million, materially strengthening the company’s ability to fund G2 Austin and reduce exposure to risky contracts.
Offtake Contracts For 2026Cost-plus offtake agreements totaling 3 gigawatts for 2026, including a newly announced 2 gigawatt contract, increase confidence in the company's 2026 sales outlook and support planned production.