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Dan Barcelo

Chief Executive Officer & Chairman, T1

Search every verified Dan Barcelo interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dan Barcelo, chairman and CEO of T1, discussed the company's progress toward building a vertically integrated American silicon-based solar company during T1's second quarter 2026 earnings call. He stated that T1 has a fully domestic supply chain in the poly, cell, and module areas, and serves as an anchor customer for Hemlock poly and Corning wafers. Barcelo said the company was already aligned with the incentives of the Section 232 tariff framework before it was introduced, and that T1 has engaged in "productive discussions" with the U.S. Department of Commerce to maximize benefits from tariff offsets and the onshoring program. Barcelo also addressed the company's financing strategy, describing recent financings as "a means to an end" and emphasizing a focus on a comprehensive financing package with a significant debt component, which he said represents the most attractive combination of structure, quantum, cost, duration, and counterparty. He noted that SG&A expenses have increased partly due to team build-out for the G2 Austin facility, with costs expected to be carried more fully once operations begin.

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