Standard Lithium (SLI) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
3 Apr, 2026Strategic vision and 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 regulatory support, targeting first commercial production in 2029.
Project portfolio and resource highlights
South West Arkansas (SWA) Project targets 22,500 tpa lithium carbonate production, with a 20+ year operating life and average grade of 481 mg/L; first commercial DLE in the U.S.
East Texas (Franklin Project) holds a maiden inferred resource of 2.2Mt LCE, with average lithium concentration of 668 mg/L and potential for 100,000+ tpa LCE production across three projects.
Smackover Formation offers some of the highest lithium brine concentrations in North America, supported by decades of geological and operational data.
Technology and operational de-risking
Demonstration plant has processed 40 million gallons of brine since 2020, achieving >95% lithium recovery and >99% contaminant rejection using Aquatech’s LSS technology.
Field tests at SWA exceeded key performance criteria, underpinning engineering design and definitive feasibility study (DFS).
License agreement with Aquatech includes technology performance guarantees and regional exclusivity for the Smackover.
Latest events from Standard Lithium
- Targeting low-cost, sustainable U.S. lithium production with advanced technology and strong partners.SLI
Corporate presentation - SWA Project advances toward 2026 FID with major milestones, strong cash, and no debt.SLI
Q2 2026 - Targeting 2029 for first U.S. commercial lithium output using advanced DLE technology and top-tier partners.SLI
Investor presentation - Targeting first U.S. commercial lithium output from Smackover by 2029 with strong partners and DOE support.SLI
Investor presentation - Secured Trafigura offtake, hit major plant milestones, and targets 2026 FID for SWA Project.SLI
Q1 2026 - Targeting first U.S. commercial lithium output from Smackover in 2029 with strong federal backing.SLI
Corporate presentation - Secured major offtake, $1B+ finance interest, and $130M equity; FID set for 2026.SLI
Q4 2025 - $225M DOE grant, new CEO, and tech advances drive lithium project progress amid uncertainties.SLI
Q1 2025 - $225M DOE grant and Equinor deal drive project growth, net income, and tech milestones.SLI
Q4 2024