Standard Lithium

Using proprietary modern process technologies & strategic partnerships $SLI is poised to bring the 1st new U.S. based lithium project in over 50 years online.

[Standard Lithium @StandardLithium]

From Conditional to Final. With our partner @Equinor we have finalized our $225MM grant with the US Department of Energy @ENERGY to help secure lithium production in the heartland of the United States.

https://t.co/kNanVIoG38

[Rock Stock Channel @RKEquityRocks]

@russ_kol @StandardLithium @CommerceGov Make sure to subscribe to the channel and hit the notification bell and you’ll get every video as soon as it’s published
https://t.co/3mEB0AaNYi

[FORTUNE @FortuneMagazine]

The reason Exxon and Chevron bought in is because the Smackover requires direct lithium extraction technology. Operators drill wells much like oil and gas producers do, pump out the brine water, process and refine the lithium, and return more than 90% of the brine underground. https://t.co/laEAZHWJxz

[Standard Lithium @StandardLithium]

The SWA Project is the only true shovel-ready DLE project in the Smackover.

✅Federal Permits
✅Offtakes
✅Class II level accuracy on engineering
✅Proven DLE technology with continuous live brine
✅Project financing is well advanced

We are setting the Standard for how it should be done.

https://t.co/AQir25Sykh

[The Northern Miner @northernminer]

Standard nears lithium investment decision

@StandardLithium (TSXV, NYSE-A: $SLI; $SLI.V) aims for a year-end investment decision on its $1.45-billion South West Arkansas lithium project, potentially the Smackover Formation’s first large-scale lithium producer.
https://t.co/DDcgHs9vVC

[Standard Lithium @StandardLithium]

Check out this new article from @northernminer!

https://t.co/kcdDjRP2VY

[Standard Lithium @StandardLithium]

Thank you Senator @JohnBoozman for your leadership and support. Domestic lithium is a national security priority, and Arkansas can help America break its dependence on foreign adversaries for the materials that power our economy and defense

[Rock Stock Channel @RKEquityRocks]

Goldman sees a 444Kt lithium surplus in 2028. @usuallyYJLee sees a 204Kt deficit. Nearly 650Kt separate the forecasts.

We challenge assumptions with the Lithium Whisperer: inventory math, electric trucks, mine delays and equity valuations.

Enjoy 👇

(00:00:00) Goldman’s Lithium Surplus Faces Bullish Challenge
(00:07:16) Research And Membership Details
(00:12:18) Are Storage Batteries Really Inventory?
(00:14:58) Why Goldman Underestimates Storage Demand
(00:20:18) AI Power Race Drives Battery Demand
(00:25:51) Electric Trucks Reshape Lithium Demand
(00:33:24) Electric Trucks Undercut Diesel Costs
(00:36:08) Lithium Mine Delays Tighten Supply
(00:40:00) Sodium-Ion Faces Cost And Scale Barriers
(00:44:39) Why Lithium Inventory Counts Mislead
(00:48:53) Lithium Correction Leaves Equities Cheap
(00:54:42) Strongest Signals Of Lithium Tightness
(00:59:51) China's Battery Advantage Complicates US Strategy

(01:04:47) @StandardLithium Update $SLI
(01:11:29) @PowerMetallic Update $PNPN
(01:20:09) @NOAlithium Update $NOAL

[Standard Lithium @StandardLithium]

Productive two days in El Dorado. Standard Lithium joined state, federal & local leaders on the future of South Arkansas lithium.

At Arkansas Capital for a Day, CEO David Park joined @SarahHuckabee & regional leaders at South Arkansas College for a panel on workforce development & economic growth.

@JohnBoozman toured our Demonstration Plant with Lafayette County Judge Valarie Clark — updates on SWA Project offtakes, financing & prep for FID/construction.

@SenTomCotton visited our El Dorado office to reaffirm support as we push toward FID while addressing suspicious lithium pricing & inventory reporting from China.

Grateful for the partnership at every level as we move the Smackover lithium industry forward.

#Smackover #Arkansas #CriticalMinerals #Lithium #NationalSecurity

[SmackoverLithium @SmackoverLi]

https://t.co/zB7r0MSavh

[Standard Lithium @StandardLithium]

Domestic Lithium = Energy Storage = Energy Abundance = Energy and National Security

#HeartlandSummit2026

[Standard Lithium @StandardLithium]

https://t.co/lP8KqV9RjX

[Standard Lithium @StandardLithium]

Powering America's energy future requires the right workforce and infrastructure. Our CEO David Park joined JP Morgan's Jay Horine and @ENERGY Deputy Secretary James Danly at #HeartlandSummit2026 to talk about how we get there.

[Standard Lithium @StandardLithium]

Another major milestone for the SWA Project.

Our amended Trafigura agreement increases potential offtake by up to 4,000 tonnes/year, bringing total potential commitments with Trafigura and LG Energy Solution to 20,000 tonnes/year of battery-quality lithium carbonate.

That exceeds our initial 80% nameplate capacity target and completes the commercial offtake workstream.

Next up: finalize Project debt financing and advance toward FID by year-end, followed by construction and targeted first production in 2029.

The pieces are coming together.

More details: https://t.co/jGxjokg6VV

[Standard Lithium @StandardLithium]

Lithium powers our military and our economic future. We thank the Administration and Congress for their work to keep China out of America's critical mineral supply chain.

This is a national security imperative, and Standard Lithium is proud to be part of the solution.

https://t.co/TuOsrzn5oH

[Standard Lithium @StandardLithium]

Our very own, @DrAndyRobinson , spoke last week at the @payneinstitute Critical Mineral Symposium at the @coschoolofmines on a panel discussing new geographies for critical mineral projects.

Andy's message:
The Smackover Formation is a globally significant lithium resource that we are about to unlock with proven DLE technology. This region has the potential to be one of the largest producers globally, with production potential of 200,000-400,000 tonnes/yr of LCE from the combination of our portfolio as well other energy majors developing projects in the region.

[Standard Lithium @StandardLithium]

Our very own, @DrAndyRobinson , spoke last week at the @payneinstitute Critical Mineral Symposium at the @coschoolofmines on a panel discussing new geographies for critical mineral projects.

Andy's message:
The Smackover Formation is a globally significant lithium resource that we are about to unlock with proven DLE technology. This region has the potential to be one of the largest producers globally, with production potential of 200,000-400,000 tonnes/yr of LCE from the combination of our portfolio as well other energy majors developing projects in the region.

[Standard Lithium @StandardLithium]

Lithium powers our military and our economic future. We thank the Administration and Congress for their work to keep China out of America's critical mineral supply chain.

This is a national security imperative, and Standard Lithium is proud to be part of the solution.

https://t.co/TuOsrzn5oH

[Standard Lithium @StandardLithium]

Another major milestone for the SWA Project.

Our amended Trafigura agreement increases potential offtake by up to 4,000 tonnes/year, bringing total potential commitments with Trafigura and LG Energy Solution to 20,000 tonnes/year of battery-quality lithium carbonate.

That exceeds our initial 80% nameplate capacity target and completes the commercial offtake workstream.

Next up: finalize Project debt financing and advance toward FID by year-end, followed by construction and targeted first production in 2029.

The pieces are coming together.

More details: https://t.co/jGxjokg6VV