T1 Energy Inc.

Good day, everyone, and thank you for standing by. Welcome to the T1 Energy second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the presentation, there will be a question-and-answer session. To ask a question, you will need to press star 1-1 on your telephone. You will then hear a message advising your hand is raised. To withdraw the question, press star 1-1 again. Please be advised that today's conference is being recorded. Now it's my pleasure to hand the conference to Jeff Spittel, Executive Vice President of Investor Relations and Corporate Development. Please proceed.

Good morning and welcome to T1 Energy's second quarter 2026 earnings conference call. Before we get started, please turn to slide two for our forward-looking statements and disclaimers. During today's call, management may make forward-looking statements about our business. These forward-looking statements involve significant risks and uncertainties that could cause actual results to differ materially from expectations. Most of these factors are outside T1's control and are difficult to predict. Additional information about risk factors that could materially affect our business are available in our annual report on Form 10-K, followed with the Securities and Exchange Commission and our other filings made with the FTC, all of which are available on the investor relations section of our website. Turning to slide three, with me today on the call are Dan Barcelo, our chairman and CEO, Evan Calio, our chief financial officer, Jaime Gualy, our chief operating officer, and Andy Munro, our chief legal and policy officer. I'll now turn the call over to Dan to get us started.

Thanks, Jeff, and welcome everyone to our second quarter 2026 earnings call. We'll begin on slide four. Our theme for today's call is ambition and execution. When we set out on this journey as T1, our ambition was clear, to build the first vertically integrated American silicon-based solar company. Every milestone we have reached and every initiative we have pursued has been a step towards that North Star. Today, I'm pleased to report that we are executing that mission across every dimension of our business while remaining focused on the most important open items on our to-do list. As a growth company building out our American supply chain, capital is the lifeblood of our strategy. And through a series of capital market transactions, we have been advancing construction of the 2.1 gigawatt phase one of our G2 Austin, T1 solar cell fab in Rockdale, Texas. As we have noted previously, We have been funding construction of G2 Austin opportunistically with junior capital because the capital markets have signaled an appetite to underwrite our growth with equity and equity-linked instruments at the most favorable terms and conditions. In July, we executed a $120 million private placement of convertible notes, which is intended to bridge us to the comprehensive financing solution that we have been pursuing for several months. We view these financings as a means to an end and we remain focused on this comprehensive financing based on a significant debt component, which we believe represents the most attractive combination of structure, quantum, cost, duration, and counterparty. In the interim, the continued support we have received from our convertible and equity investors has enabled us to keep G2 moving while we advance our other key strategic initiatives. On the policy front, The Trump administration issued a Section 232 proclamation last week. We believe this new framework aligns with T1's commitment to establish the first end-to-end domestic polysilicon solar supply chain built on leading US technology. While we and other industry participants are still working through the details, we believe we are witnessing the beginnings of a major American solar manufacturing industry. Andy will share more about 232 momentarily. Commercially, we announced a significant achievement just last week. T1 has executed a strategic off-stake deal with Clearway Energy Group to supply 641 megawatts of G1 Dallas modules built with domestic solar cells from G2 Austin. This agreement augments our existing 900 megawatt Treaty Oaks contract and further validates the demand for what T1 intends to uniquely offer once G2 Austin is online. High domestic content, We also recently announced a landmark move to strengthen C1's competitive differentiation by acquiring the foundational TopCon intellectual property we had previously licensed. This is an example of how our growing involvement in the solar industry presents us with opportunities unavailable to our competitors. We also recently announced the landmark move to strengthen T1's competitive differentiation by acquiring the foundational Topcon intellectual property we had previously licensed. This is an example of how our growing involvement in the solar industry presents us with opportunities unavailable to our competitors. This acquisition enhances our competitive position, eliminates future licensing costs, is value accretive and opens the door to potential partnerships and licensing revenue from third parties. Technology transfer is a multistage process, and we believe that owning the industry's leading intellectual property is a necessary element of T1's plan to build an American solar champion. T1's domestic solar manufacturing platform and emergence as a significant player in the sector has unearthed several opportunities to expand our partnership network and revenue share with IPPs, developers and hyperscalers. Earlier this summer, we closed on one such opportunity with the acquisition of Core Power, which we have rebranded as T1 NRI. NRI has a 50-year history of providing our system solutions to blue chip customers in the industrial data center and government sectors. We believe this acquisition of a capital light, high margin business that provides T1 with a presence in the best and data center support markets is an ideal complement to our solar business. NRI also brings world-class engineering talent to our organization. I'd like to welcome Jay Bellows and the entire NRI team to the T1 family. We're excited to have you on board, and we look forward to growing the business together. Turning to Europe, we continue to advance our value optimization initiative for our legacy assets. Data center development in the Nordic region has been ramping up and we believe that our data center asset in Moirana, Norway, which has been granted a 50 megawatt power allowance from the Norwegian grid operator, is an attractive strategic target. We are currently engaged in multiple conversations to explore monetization pathways through a variety of structures and we are excited to share more details about the path forward as it's appropriate. At G2 Austin, our flagship US solar cell fab in Rockdale, Texas, construction is progressing steadily. The building is now ready for mechanical, electrical, and plumbing installation, and all key shipments from our production line equipment vendor are either on the water or already in the U.S. As we indicated in our recent Q2 preliminary results announcement, first cell production is expected in Q1 2027. At G1 Dallas, production volumes moved higher sequentially throughout the second quarter, during which we produced 935 megawatts of solar modules. Based on our continued success in sourcing sales from the non-FEOC international suppliers and firming customer demand, we now expect full-year 2026 production and sales to fall near the high end of our guidance range of 3.1 to 4.2 GW. Taken together, these achievements represent a company that is moving forward with purpose. Let's now go through each of these in more detail, starting with an overview of the Section 232 ruling and the implications for T1. I'll now hand the call over to our Chief Legal and Policy Officer, Andy Munro, to walk you through it. Andy?