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.
El Dorado Arkansas
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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.
standardlithium.com/investor…
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Standard Lithium retweeted
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
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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
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Domestic Lithium = Energy Storage = Energy Abundance = Energy and National Security
#HeartlandSummit2026
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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.
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Standard Lithium retweeted
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: standardlithium.com/news/pre…
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Standard Lithium retweeted
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.
wsj.com/politics/national-se…
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Standard Lithium retweeted
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.
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Check out David’s latest interview with @RKEquityRocks, where he breaks down the significance of our binding LGES offtake, provides an update on SWA Project financing, and explains how the new Franklin Project PEA puts @SmackoverLi on a path to producing more than 100,000 tonnes/year of battery-grade lithium carbonate!
Shale’s breakthrough wasn’t finding oil. It was technology making unconventional resources economic.
In the Smackover, DLE could do the same for lithium-rich oilfield brines.
@StandardLithium's David Park joins us on Franklin’s 70ktpa PEA and $SLI’s path toward 100ktpa+
📺: piped.video/uYTvVlq_6Qc
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We greatly appreciate the support for our SWA Project from the Arkansas Federal Delegation!
Thank you @SenTomCotton and @JohnBoozman!
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.
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Hope you saw our recent news.
@SmackoverLi announced a positive PEA for the Franklin Project in East Texas: after-tax NPV of US$5.0B, 24% IRR, and up to 70,000 tpa of battery-quality lithium carbonate, with some of the highest lithium-in-brine grades reported in North America.
standardlithium.com/news/pre…
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Smackover = America's Lithium Permian
It is hard to find a copper or gold bear -- but still quite easy to find a lithium bear.
Yet lithium prices have nearly doubled, inventories are depleting and 2027 forecasts are shifting from surplus to deficit.
My latest Lithium-ion Bull connects my journey from @robert_ivanhoe and the China-led supercycle to today’s race for Battery Energy Dominance.
The BESSt is yet to come for lithium across the Americas - and Australia.
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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. ⬇️
Episode 242 with @StandardLithium CEO David Park & President/COO Dr. Andy Robinson is online. open.spotify.com/episode/3ub…
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RT @globallithium: Episode 242 with @StandardLithium CEO David Park & President/COO Dr. Andy Robinson is online. open.spotify.com/episode/3ub… h…
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