LibertyStream Infrastructure Partners (LIB) investor relations material

Strategic vision and market context

• Focused on leveraging existing oil and gas infrastructure to produce lithium carbonate from oilfield brine, addressing the U.S. domestic lithium supply gap and reducing reliance on imports from China, Australia, and Chile.

• Bipartisan U.S. policy support and surging demand for lithium carbonate, projected to exceed 500,000 tonnes by 2031, drive urgency for domestic solutions.

• Market faces a projected U.S. supply shortage of over 600,000 tonnes by 2034, with price escalation expected as demand outpaces supply.

Technology and operations

• Proprietary direct lithium extraction (DLE) and on-site refining platform validated in the Permian Basin, currently producing lithium carbonate at field scale.

• Modular, repeatable deployment model leverages partnerships with midstream operators, enabling rapid scale-up and capital efficiency.

• Over 400,000 barrels processed and more than 2,500 operating tests completed since February 2025, demonstrating robust field performance.

• Automated refining unit produces up to 10 tonnes per annum of technical- and battery-grade lithium carbonate, meeting stringent customer specifications.

Commercial progress and partnerships

• First commercial offtake agreement signed with an American industrial customer for 600 tpa lithium carbonate starting in 2027, following a year-long qualification process.

• Partnership with Select Water Solutions integrates water recycling and pretreatment, reducing capital and operating costs and accelerating deployment.

• Active discussions underway with additional feedstock providers and offtake customers, with demand backlog exceeding 10,000 tpa.