Standard Lithium (SLI) Corporate Presentation summary

Strategic vision and market positioning

• Aims to become a leading low-cost, sustainable U.S. lithium producer with near-term commercial-scale production in Arkansas and Texas, leveraging innovative direct lithium extraction (DLE) technology and strong partnerships.

• Focuses on projects in regions with established infrastructure, skilled workforce, and proximity to key battery supply chains, providing a strategic advantage for domestic supply.

• U.S. lithium demand is projected to double by 2030, with a significant supply gap and strong government support for domestic production.

Project portfolio and resource highlights

• South West Arkansas (SWA) Project targets first commercial production in 2028, with initial capacity of 22,500 tpa lithium carbonate and a 20+ year operating life.

• SWA Project has a total resource of 1.5Mt LCE, average grade of 481 mg/L, and is supported by a $225 million DOE grant.

• East Texas (Franklin Project) holds a maiden inferred resource of 2.2Mt LCE at an average 668 mg/L, with potential for 100,000+ tpa LCE production across three projects.

• Smackover Formation offers some of the highest lithium brine concentrations in North America, with extensive infrastructure and over 60 years of continuous brine extraction operations.

Technology and operational de-risking

• Commercial-scale demonstration plant using Aquatech’s Lithium Selective Sorption (LSS) DLE technology has processed 35 million gallons of brine since 2020, achieving >95% lithium recovery and >99% contaminant rejection.

• Field tests at SWA exceeded key performance criteria, confirming engineering design and underpinning the project’s feasibility study.

• License agreement with Aquatech includes technology performance guarantees and regional exclusivity for the Smackover.