{"filing":{"accession_number":"0001213900-26-104291","cik":"0001992243","ticker":"TE-WT","company_name":"T1 Energy Inc.","form":"8-K","filing_date":"2026-09-29","report_date":"2026-09-28","primary_document":"ea0306948-8k_t1energy.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1992243/000121390026104291/ea0306948-8k_t1energy.htm"},"events":[{"id":35572,"run_id":32771,"accession_number":"0001213900-26-104291","anchor_item_number":"1.01","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"summary":"T1 Energy Inc. entered into a note purchase agreement on September 28, 2026 to sell $50.0 million in aggregate principal amount of convertible senior notes to a qualified institutional buyer. The convertible notes have an initial conversion price of approximately $4.46 per share (224.0143 shares per $1,000 principal amount), with a maximum of 13,440,860 shares of common stock potentially issuable upon conversion. The company is obligated to register the underlying shares for resale, and the proceeds are intended to finance Phase 1 of G2_Austin.","company_name":"T1 Energy Inc.","ticker":"TE-WT","filing_date":"2026-09-29","form":"8-K","submitted_at":null,"items":[{"id":39663,"accession_number":"0001213900-26-104291","item_number":"1.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"T1 Energy entered into a note purchase agreement on September 28, 2026 to sell $50.0 million in aggregate principal amount of convertible senior notes to a qualified institutional buyer. While the primary instrument is debt (convertible notes), the disclosure emphasizes the conversion feature—holders may convert at an initial conversion price of approximately $4.46 per share, with 224.0143 shares per $1,000 principal amount. The convertible structure and registration rights for underlying common stock signal potential equity dilution. This is classified as dilutive_issuance rather than debt_issuance because the convertible feature and the company's obligation to register the underlying shares for resale are material to the equity structure and investor interests.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T10:49:42.234862+00:00","company_name":"","ticker":null,"filing_date":""},{"id":39664,"accession_number":"0001213900-26-104291","item_number":"2.03","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"Item 2.03 is titled \"Creation of a Direct Financial Obligation or an Off-Balance Sheet Arrangement\" and explicitly incorporates Item 1.01 by reference. Item 1.01 typically covers material agreements and transactions, including debt issuances. The reference to \"direct financial obligation\" strongly indicates a debt or financing event. Without access to Item 1.01 details, debt_issuance is the most probable classification for this Item 2.03 disclosure.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T10:49:42.234862+00:00","company_name":"","ticker":null,"filing_date":""},{"id":39665,"accession_number":"0001213900-26-104291","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"Item 3.02 discloses an unregistered private placement of Convertible Notes under Section 4(a)(2) of the Securities Act, with a maximum of 13,440,860 shares of common stock potentially issuable upon conversion. This is a classic dilutive issuance — a private placement of convertible securities that will result in equity dilution to existing shareholders. The filing explicitly references Item 1.01 for additional details on the offering, and the forward-looking statements indicate the company is raising capital to finance Phase 1 of G2_Austin, signaling material financing activity.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T10:49:42.234862+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":39663,"accession_number":"0001213900-26-104291","item_number":"1.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"T1 Energy entered into a note purchase agreement on September 28, 2026 to sell $50.0 million in aggregate principal amount of convertible senior notes to a qualified institutional buyer. While the primary instrument is debt (convertible notes), the disclosure emphasizes the conversion feature—holders may convert at an initial conversion price of approximately $4.46 per share, with 224.0143 shares per $1,000 principal amount. The convertible structure and registration rights for underlying common stock signal potential equity dilution. This is classified as dilutive_issuance rather than debt_issuance because the convertible feature and the company's obligation to register the underlying shares for resale are material to the equity structure and investor interests.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T10:49:42.234862+00:00","company_name":"T1 Energy Inc.","ticker":"TE-WT","filing_date":"2026-09-29"},{"id":39664,"accession_number":"0001213900-26-104291","item_number":"2.03","item_title":null,"event_type":"debt_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"Item 2.03 is titled \"Creation of a Direct Financial Obligation or an Off-Balance Sheet Arrangement\" and explicitly incorporates Item 1.01 by reference. Item 1.01 typically covers material agreements and transactions, including debt issuances. The reference to \"direct financial obligation\" strongly indicates a debt or financing event. Without access to Item 1.01 details, debt_issuance is the most probable classification for this Item 2.03 disclosure.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T10:49:42.234862+00:00","company_name":"T1 Energy Inc.","ticker":"TE-WT","filing_date":"2026-09-29"},{"id":39665,"accession_number":"0001213900-26-104291","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"Item 3.02 discloses an unregistered private placement of Convertible Notes under Section 4(a)(2) of the Securities Act, with a maximum of 13,440,860 shares of common stock potentially issuable upon conversion. This is a classic dilutive issuance — a private placement of convertible securities that will result in equity dilution to existing shareholders. The filing explicitly references Item 1.01 for additional details on the offering, and the forward-looking statements indicate the company is raising capital to finance Phase 1 of G2_Austin, signaling material financing activity.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-29T10:49:42.234862+00:00","company_name":"T1 Energy Inc.","ticker":"TE-WT","filing_date":"2026-09-29"}]}