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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.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.
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