🔋 Strengthening Domestic Feedstock Supply
Q1 2026 highlights:
• LOI for up to 15,000 tpa of lithium chloride feedstock from a California brine project
• Joined the Cornerstone Consortium
• Joined the Lithium Regional Innovation Cluster
$SDST #Lithium#StardustPower
💰 Advancing Project-Level Financing
In Q1 2026, we secured access to up to $15M through an equity financing facility and announced an LOI supporting up to $150M in project-level financing for the Muskogee lithium refinery.
$SDST #ProjectFinance#Lithium#StardustPower
🔋 Stardust Power has been selected as an industrial partner in a DOE-funded lithium research program led by Ohio University. The collaboration supports new domestic lithium supply pathways and US critical mineral independence.
📰https://t.co/gtBrprR3mR
$SDST #DOE#Lithium
🏛️ Supporting Domestic Critical Mineral Development
During Q1 2026, we expanded engagement in Washington, D.C. and were invited to the White House to discuss our lithium refinery and its role in supporting America’s national security.
$SDST #EnergySecurity#StardustPower
🌿 Oklahoma lithium processing plant designed for a limited emissions profile.
Q1 2026 milestone was achieved: Securing the minor source air quality construction permit for the Muskogee refinery. No smokestacks required.
$SDST #Lithium#Infrastructure#stardustPower
📈 Key Milestones Achieved in Q1 2026
✅ Received the air quality construction permit
✅ Advanced project-level financing discussions
✅ Expanded domestic feedstock supply agreements
✅ Strengthened industry & government engagement
#Lithium#StardustPower
📈 “Q1 marks a clear transition for Stardust Power... from materially de-risking the project to advancing financing and execution...the constraint in the US Li supply chain is not resource availability, it’s refining capacity."
- Roshan P.
🔊 Q1 '26 https://t.co/W2nMuAWMzI
👮 Last week, John Riesenberg joined Leadership Muskogee Class 32 for its final public service session, featuring Police Chief Johnny Teehee, Sheriff Andy Simmons, and other local leaders, while learning more about community safety and public service.
#Muskogee#StardustPower
👏 Last week, John Riesenberg participated in Public Service Recognition Week with the Muskogee Chamber, delivering lunch to the Muskogee Police Department.
Thank you to the officers and public servants serving the Muskogee community every day.
#Muskogee#StardustPower
⏰ Reminder: Stardust Power Q1 2026 earnings call is today at 5:30 PM ET with CEO Roshan Pujari & CFO Uday Devasper.
Q1 2026 results will be released after market close.
Register: https://t.co/ADkp4WiQEL
Webcast: https://t.co/0NwtFzigfF
Join 15 mins early.
#Earnings $SDST
🎤 Roshan Pujari will be speaking on May 19 in New York at the SME's 11th Current Trends in Mining Finance Conference (CTMF 2026).
Theme: “Financing the Future: Funding for Mine Development 2026”
🔗 More info: https://t.co/G0IsDmQf5R
#MiningFinance#Lithium#StardustPower
Recently, John Riesenberg, Managing Director, Oklahoma at Stardust Power, participated as a Community Advisor at Generation Citizen’s Spring Civics Day at the Oklahoma History Center, where students presented community-based projects addressing local issues.
#StardustPower
🔋 Processing capacity remains the key bottleneck in the U.S. lithium supply chain. Upstream supply is growing across North America, but refining capacity hasn’t kept pace, even as EV & energy storage demand rises. The result is a clear supply gap.
$SDST #Lithium#StardustPower
📢 Q1 2026 Earnings Call on May 14, 2026
⏰ Call at 5:30 PM ET with CEO Roshan Pujari & CFO Uday Devasper.
Stardust Power will report Q1 2026 results after market close May 14.
Register: https://t.co/p8sCdAfVx4
Webcast: https://t.co/jU0hJmhNIB
Join 15 mins early.
#Earnings
🛠️ De-risking turns projects into reality. In 2025, we focused on reducing uncertainty across key execution areas: FEL-3 engineering, air permit secured, supply agreements advanced & independent validation completed, positioning ourselves for project financing & construction.
⚡ Energy storage is driving LFP growth
ESS is scaling fast, with LFP widely used due to lower cost, longer cycle life and safety.
LFP battery production typically relies on lithium carbonate, which SDST will produce.
Fastmarkets Q1 ’26
#EnergyStorage#StardustPower
⚡ The US can’t scale without battery-grade lithium carbonate. Demand across energy storage, EVs, AI & defense is rising fast, with Li-ion demand up ~20% in 2025, but processing capacity remains the bottleneck. A clear need for domestic refining!
$SDST #Lithium#StardustPower
🔋 Battery mix is changing
~72% nickel-based in 2021, but LFP has been gaining ground as manufacturing improves and battery metals prices rise. China was ~70% LFP in 2024.
LFP batteries are typically produced using Li carbonate.
Fastmarkets Q1 ’26
#LithiumCarbonate#StardustPower