Logotype for Standard Lithium Ltd

Standard Lithium (SLI) investor relations material

Standard Lithium Citigroup 2025 Basic Materials Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Standard Lithium Ltd
Citigroup 2025 Basic Materials Conference summary3 Dec, 2025

Company overviews and strategies

  • Lithium Royalty Corp holds 37 global royalties, with key assets in Brazil, Argentina, and a strong presence in Canada, Australia, and Brazil. It maintains a healthy balance sheet with no debt and $27.5 million in cash.

  • Standard Lithium is advancing the Southwest Arkansas project with a $1.5 billion investment, targeting 22,500 tons of lithium carbonate production by 2028, and plans to expand to 150,000 tons per year by 2035.

  • Standard Lithium secured a $225 million DOE grant and recently raised $130 million in equity, with strong support from partner Equinor.

  • Both companies are open to direct lithium extraction (DLE) technology, with Standard operating a demonstration facility and Lithium Royalty Corp considering asset-specific DLE investments.

Industry demand and supply outlook

  • Lithium demand is projected to grow 25-30% in 2026, with energy storage systems (ESS) driving a significant share of growth.

  • Energy storage is becoming a larger part of the market, expected to reach 27% of industry demand by year-end, with 50-70% growth rates.

  • Supply growth is expected at 20% next year, likely leading to a market deficit and tightening supply-demand balance by 2026.

  • Regional demand drivers include AI and data center build-out in the U.S., renewable integration in Europe, and solar expansion in the Middle East.

U.S. supply chain and government involvement

  • The U.S. is recognized as being decades behind China in battery supply chain development, with government agencies aware but under-resourced.

  • Permitting is a major challenge for U.S. projects, though private land projects like Standard's face fewer hurdles.

  • The government is considering multiple tools, including price supports, investments, and tariffs, to counteract market manipulation and support domestic supply.

  • Lithium Royalty Corp is considering more U.S. investments due to a pro-business environment and robust demand, while maintaining a diversified global portfolio.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Standard Lithium Ltd is a chemical company primarily engaged in the development and processing of lithium compounds, which are crucial for the production of lithium-ion batteries used in electric vehicles and other high-energy applications. The company focuses on unlocking the value of existing large-scale US-based brine resources that are potentially amenable to the production of high-purity lithium compounds. Through its proprietary lithium extraction technologies, Standard Lithium aims to facilitate the direct extraction of lithium from brine and improve the efficiency and sustainability of lithium production. The company is headquartered in Vancouver, British Columbia, Canada, and its shares are listed on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage