Standard Lithium (SLI) Corporate presentation summary

Strategic 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 proximity to key battery supply chains, enhancing competitive advantage.

• Strategic partnerships with Equinor and Aquatech provide technical, operational, and financial strength, including technology exclusivity and performance guarantees.

Project portfolio and resource highlights

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

• SWA Project features high lithium grades (549 mg/L at start, 481 mg/L average), robust economics ($1.7bn pre-tax NPV, 20% IRR), and low operating costs ($4,516/t).

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

• Smackover Formation is a world-class lithium brine resource, supported by over a century of energy operations and significant existing infrastructure.

Technology and de-risking

• Commercial-scale demonstration plant has processed 42 million gallons of brine since 2020, achieving >95% lithium recovery and >99% contaminant rejection.

• Field testing at SWA exceeded key performance criteria, underpinning engineering design and feasibility studies.

• License agreement with Aquatech ensures regional exclusivity and technology performance guarantees for the DLE process.