Andy Robinson

[Howard Klein @LithiumIonBull]

Nice coverage in Fortune @StandardLithium

$SLI

[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

[Daniel Jimenez Sch @D_Jimenez_Sch]

Sentiment on lithium has turned very negative, mostly on the back of unrelated bits of information. So let's talk numbers, not opinions. What do we actually know?

Demand. The hard data: China's battery production through August 2026 is up the equivalent of ~400kt LCE vs last year. If we carry only part of that growth through to year-end, Chinese batteries alone add at least ~500kt LCE of demand vs 2025.

Supply. Here the only hard data is exporters' trade statistics. Change vs 2025, in kt LCE (YTD Aug → full-year 2026F):

🇦🇺 Australia: +30 → +60
🇨🇱 Chile: +70 → +50
🇦🇷 Argentina: +30 → +65
🇧🇷 Brazil: -10 → -15
🌍 Africa: +50 → +65
🇨🇦 Canada: 0 → 0
🇨🇳 China: +40 → +70 (the softest number)
Total: +210 → ~+295
Even after adding the production that projects and producers have announced, 2026 supply growth comes to roughly 300kt. It's not much more than that. It can't be much more than that.
So for 2026:
Demand: +500kt
Supply: ~+300kt
Balance: a deficit of ~200kt LCE
The deficit is already here.
2027? The bears say demand will pull back. That's much harder to agree or disagree with. But the inventory drawdown happening right now will clearly push the market into deficit.
Figures and views are iLiMarkets' assessment.

[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.

[Oliver Groß @minenergybiz]

There is lots of interest in U.S.-based lithium products
Smackover Lithium Exceeds Targeted Customer Offtake Volumes for South West Arkansas Project 🇺🇸
https://t.co/EK2xiQPupG

[Tom Cotton @SenTomCotton]

Investing in South Arkansas’s lithium production means high-paying jobs and economic development for the region.

I’m proud to work with @DeptofWar to make the Smackover Formation a hub for domestic production of this critical mineral.

[Standard Lithium @StandardLithium]

Catch the latest @globallithium podcast for details on our just-announced offtake agreement with LG Energy Solution and updates on the South West Arkansas Project. ⬇️

[Joe Lowry @globallithium]

Episode 242 with @StandardLithium CEO David Park & President/COO Dr. Andy Robinson is online. https://t.co/7Y9VRP4m2R

[Standard Lithium @StandardLithium]

China has been subsidizing its lithium industry for decades.

We must build a domestic lithium supply chain to protect national security and our energy future, and this week's announcement between Smackover Lithium and LG Energy Solution is exactly how we are doing that.

[Howard Klein @LithiumIonBull]

LGES + Trafigura agreement in March = 16,000 tpa for 10 years locked in binding, take or pay agreements, or 90% of targeted capacity 👉 @StandardLithium @equinor Smackover Lithium JV en route to finalize project debt financing with export credit agencies and FID later this year.

Check out our discussion with CEO David Park and @DrAndyRobinson

👉Lithium’s Permian? https://t.co/Q95rfOga9T via @YouTube

$SLI

[Standard Lithium @StandardLithium]

SLI CEO David Park joined @BloombergTV this AM to break down Smackover Lithium's offtake agreement with LG Energy Solution and why a final investment decision this fall puts American lithium on the map.

We are building U.S. energy dominance.

#lithium

[Joe Lowry @globallithium]

Recorded today. Online soon. Episode 242 with @StandardLithium’s #DavidPark & #AndyRobinson. We discuss the #LGES offtake agreement and next steps for the SW Arkansas project with @Equinor

[Sarah Huckabee Sanders @SarahHuckabee]

Who needs China when Arkansas is ready to supply up to 19 million tons of lithium?

Arkansas’ lithium industry is moving fast, and this agreement is proof.

[Howard Klein @LithiumIonBull]

Big news @StandardLithium $SLI

LG Energy Solution is doubling down on North American BESS. Under a new 10-year, binding, take-or-pay offtake, Smackover Lithium will supply 8,000 tpa of battery-grade lithium carbonate from its South West Arkansas Project directly to LGES.

LGES notes in its press release that it is "obtaining a key cathode material that meets non-PFE requirements. The company operates seven production facilities in the U.S., including three standalone sites, and most of them already have established production capacity for batteries utilizing LFP chemistry. By combining its strong U.S. manufacturing footprint with Smackover Lithium’s lithium carbonate, the company now has secured a fully integrated local supply chain from sourcing to production"

Standard Lithium CEO David Park " The Agreement further anchors our customer offtake portfolio, complementing the contract with Trafigura we announced in March of this year, and is another major milestone in the development of the SWA Project. We have now secured a vast majority of the offtake agreements needed to move forward with our Project financing plans and a Final Investment Decision”

Smackover Lithium Press Release 👉https://t.co/0wKGtBOjPH

LGES Press Release 👉https://t.co/u1XSEJTvr7

[Jesse Edmondson @jesse_edmondson]

@LithiumIonBull @StandardLithium https://t.co/AMHcGlFZnp

[Giovanni Staunovo🛢 @staunovo]

LG Energy Solution, one of the world’s biggest makers of lithium-ion batteries, has agreed to buy a key raw material from Smackover Lithium https://t.co/qEI3Gr0uXf

[Standard Lithium @StandardLithium]

https://t.co/tXGjNXdqQD

[Jesse Edmondson @jesse_edmondson]

👀 #lithium

[Standard Lithium @StandardLithium]

Excited to share: Battery-grade lithium carbonate from our SWA Project has been successfully used by @NanoOne_NANO in their One-Pot™ process to produce LFP CAM and North American battery cells.

Result: ~155 mAh/g first discharge.

Another step toward a fully domestic lithium chemical + CAM supply chain.

#Lithium #LFP #BatteryMaterials #SupplyChain #CriticalMinerals #Arkansas #Smackover

Read more: https://t.co/q696TFMq4S

[Howard Klein @LithiumIonBull]

Nine years ago, Dr. Andy Robinson, Rob Mintak and legendary Canadian mining entrepreneur Bob Cross entered Arkansas’s Smackover Basin with a bold vision: that unconventional oilfield brines could become a major new source of American lithium - much as Harold Hamm helped pioneer America’s shale oil revolution at Continental Resources.

That vision attracted a US$100 million strategic investment from Koch Industries in 2021. Today, David Park, who helped lead that investment during his 30+ year at Koch is helping @StandardLithium realize lithium’s Permian potential as $SLI CEO.

Strongly encourage all to tune in and hear our first deep dive with David and Andy as the company marches on to full financing and Final Investment Decision on the first of its many projects expected later this year.

$SLI 👇