Standard Lithium (SLI) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
29 Sep, 2026Strategic 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.
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 key 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 DLE lithium output in 2029 with strong partners and DOE support.SLI
Investor presentation - 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 and Equinor deal drive project growth, net income, and tech milestones.SLI
Q4 2024