Standard Lithium (SLI) investor relations material

Strategic vision and market positioning

• Aims to become a leading low-cost, sustainable U.S. lithium producer with near-term commercial-scale production using innovative technologies in Arkansas and Texas.

• Focuses on building projects with global partners in regions with strong stakeholder and regulatory support.

• Positioned in the Smackover Formation, offering some of the highest lithium-in-brine grades in North America and scalable resources.

• Strong government support, including a $225 million DOE grant and designation as a federal transparency project.

• Strategic location near established infrastructure and battery supply chains, with partnerships enhancing technical and operational capabilities.

Project portfolio and development milestones

• South West Arkansas (SWA) Project targets first commercial production in 2029 with an initial capacity of 22,500 tpa lithium carbonate and a 20+ year operating life.

• Franklin Project in East Texas aims for 70,000 tpa lithium carbonate capacity in the early 2030s, with significant resource upside and additional bromine and potash potential.

• Both projects leverage advanced direct lithium extraction (DLE) technology, with extensive field testing and demonstration plant operations since 2020.

• SWA Project has finalized its Definitive Feasibility Study (DFS), completed NEPA review, secured offtake agreements, and advanced project financing.

• Franklin Project completed its Preliminary Economic Assessment (PEA) and is targeting a Preliminary Feasibility Study in 2027.

Technology and operational excellence

• Utilizes Aquatech’s proprietary Lithium Selective Sorption (LSS) process, with regional exclusivity in the Smackover and performance guarantees for >95% lithium recovery and >99% contaminant rejection.

• Demonstration plant has processed over 42 million gallons of brine, achieving consistent results and de-risking commercial deployment.

• Field tests at SWA exceeded key performance criteria, underpinning engineering design and project economics.

• Partnerships with Equinor and Aquatech provide expertise in reservoir development, project execution, and technology innovation.