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
- Secured major offtake, $1B+ finance interest, and $130M equity; FID set for 2026.SLI
Q4 202530 Mar 2026 - Targeting first U.S. commercial lithium output from Smackover in 2029 with strong federal backing.SLI
Corporate presentation30 Mar 2026 - $225M DOE grant and Equinor deal drive project growth, net income, and tech milestones.SLI
Q4 202419 Jan 2026 - $225M DOE grant, new CEO, and tech advances drive lithium project progress amid uncertainties.SLI
Q1 202513 Jan 2026 - $225M DOE grant, DLE tech success, and cost cuts drive Arkansas and Texas lithium projects.SLI
Q2 202526 Dec 2025 - Lithium demand and prices are set to rise as energy storage grows and supply remains tight.SLI
Citigroup 2025 Basic Materials Conference3 Dec 2025 - Net loss fell 79% as a $225M DOE grant and >99% lithium recovery drove project momentum.SLI
Q1 202525 Nov 2025 - Federal support, record lithium grades, and strong liquidity position for FID by year-end.SLI
Q2 202523 Nov 2025 - Strong DFS, resource upgrades, and $130M equity raise position projects for 2026 construction.SLI
Q3 202511 Nov 2025