Research analysts who have asked questions during STANDARD LITHIUM earnings calls.
Recent press releases and 8-K filings for SLI.
Standard Lithium's Smackover Lithium JV Receives Project Finance Interest
SLI
Debt Issuance
New Projects/Investments
- Smackover Lithium, a joint venture between Standard Lithium and Equinor, has received expressions of interest for over $1 billion in senior secured project debt to fund the construction of Phase 1 of its South West Arkansas (SWA) Project.
- The expressions of interest came from three major Export Credit Agencies (ECAs), including Export-Import Bank of the United States (EXIM) and Export Finance Norway (Eksfin), as well as global commercial banks.
- The Project Debt package is targeting up to $1.1 billion in total, with the combined commercial bank interest and ECA Financing exceeding this targeted amount.
- The total estimated capital expenditures for the SWA Project are $1.45 billion, which will be funded by the Project Debt, a $225 million grant from the U.S. Department of Energy, and pro rata equity contributions from Standard Lithium and Equinor.
- These expressions of interest are not yet commitments and remain subject to customary due diligence, credit approvals, and satisfactory negotiation of definitive documentation.
13 hours ago
Standard Lithium's Smackover JV Receives Over $1 Billion in Project Finance Interest
SLI
New Projects/Investments
Debt Issuance
- Smackover Lithium, a joint venture between Standard Lithium Ltd. and Equinor, has received expressions of interest for over $1 billion in senior secured project debt for its South West Arkansas (SWA) Project.
- The targeted project debt is up to $1.1 billion, which, along with a $225 million grant from the U.S. Department of Energy, will help fund the SWA Project's total estimated capital expenditures of $1.45 billion.
- The expressions of interest came from three major Export Credit Agencies, including Export-Import Bank of the United States (EXIM) and Export Finance Norway (Eksfin), as well as global commercial banks, with the combined interest exceeding the targeted Project Debt.
- These expressions of interest, received as of December 9, 2025, are not yet commitments and remain subject to customary due diligence, credit approvals, and negotiation of definitive documentation.
13 hours ago
Standard Lithium and Lithium Royalty Corp Discuss Project Development, Market Outlook, and US Supply Chain
SLI
New Projects/Investments
Debt Issuance
- Lithium Royalty Corp (LRC) holds 37 royalties globally, with four cash-flowing assets, and maintains a healthy balance sheet with no debt and $27.5 million in cash. The company projects 25% demand growth for lithium in 2026, potentially exceeding 30%, and anticipates 2026 to be a very strong year for pricing due to supply constraints and demand dynamics.
- Standard Lithium (SLI) is advancing its Southwest Arkansas project, a 22,500-ton lithium carbonate project with an estimated cost of $1.5 billion, targeting construction in 2026 and production in 2028. The project is supported by $1 billion in non-recourse project financing and a $225 million grant from the U.S. Department of Energy.
- Standard Lithium reports a first quartile cost structure of under $6,000 a ton and believes long-term lithium pricing needs to be north of $18,000 to $20,000 a ton to incentivize new project development. The company's Direct Lithium Extraction (DLE) technology has been de-risked through an industrial-scale demonstration facility and successful diligence from partners and government agencies.
6 days ago
Standard Lithium and Lithium Royalty Corp Discuss 2026 Lithium Market and Project Development
SLI
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- Standard Lithium (SLI) is advancing its Southwest Arkansas project, a 22,500-ton lithium carbonate project in partnership with Equinor, targeting construction in 2026 and production in 2028. The project has secured a $225 million grant from the US Department of Energy and recently raised $130 million in equity.
- Lithium Royalty Corp (LRC) holds 37 royalties globally, with four cash-flowing royalties and a healthy balance sheet of $27.5 million in cash and no debt. The company projects 25% demand growth for lithium in 2026, potentially reaching 30%+, and anticipates a deficit going into 2026 leading to a very strong year for pricing.
- Both companies highlighted the growing importance of energy storage (ESS), particularly driven by AI and data center build-out, which is expected to comprise 27% of the overall lithium industry by the end of 2025.
- Standard Lithium emphasizes that long-term lithium pricing needs to be north of $18,000 to closer to $20,000 a ton to incentivize new project development, and its Southwest Arkansas project has a first-quartile cost structure under $6,000 a ton.
6 days ago
Standard Lithium Reports Q3 2025 Results and Project Milestones
SLI
Earnings
New Projects/Investments
- Standard Lithium reported its Q3 2025 financial and operating results on November 10, 2025, and announced a positive Definitive Feasibility Study (DFS) for the South West Arkansas (SWA) Project, which includes a 20.2% unlevered pre-tax internal rate of return and an all-in Class III capex estimate of $1.45 billion.
- The company also announced a Maiden Inferred Resource for its Franklin Project in East Texas, comprising 2.2 million tonnes of Lithium Carbonate Equivalent (LCE) at an average lithium grade of 668 mg/L, noted as the highest reported lithium-in-brine grades in North America.
- Subsequent to the quarter, Standard Lithium completed an upsized $130 million follow-on equity offering on October 20, 2025.
- As of September 30, 2025, the company held $32.1 million in cash and $29.0 million in working capital.
Nov 10, 2025, 1:15 PM
Standard Lithium Reports Q3 2025 Results and Project Milestones
SLI
Earnings
New Projects/Investments
- Standard Lithium released a positive Definitive Feasibility Study (DFS) for its South West Arkansas (SWA) Project, projecting a 20.2% unlevered pre-tax internal rate of return (IRR) and an all-in Class III capex estimate of $1.45 billion.
- The company announced a Maiden Inferred Resource for its Franklin Project in East Texas, comprising 2.2 million tonnes of Lithium Carbonate Equivalent (LCE) at an average lithium grade of 668 mg/L, representing the highest reported lithium-in-brine grades in North America.
- Subsequent to the quarter, Standard Lithium completed an upsized $130 million follow-on equity offering on October 20th, supported by strong institutional investor demand.
- As of September 30, 2025, the company held cash of $32.1 million and working capital of $29.0 million, with no term or revolving debt obligations.
Nov 10, 2025, 1:00 PM
Standard Lithium's Joint Venture Files Maiden Inferred Resource for Franklin Project
SLI
New Projects/Investments
- On November 5, 2025, Smackover Lithium, a joint venture 55% owned by Standard Lithium and 45% by Equinor, filed its Maiden Inferred Resource report for the Franklin Project in East Texas.
- The Franklin Project's inferred resource is highlighted by 2,159,000 metric tonnes of lithium carbonate equivalent at an average lithium concentration of 668 mg/L, representing the highest reported lithium-in-brine grades in North America.
- The project also contains 15,414,000 tonnes of potash and 2,638,000 tonnes of bromide within 0.61 km3 of brine volume.
- The ultimate goal for the joint venture is to reach production of over 100,000 tonnes of lithium chemicals per year in Texas through multiple phases.
Nov 5, 2025, 1:45 PM
Standard Lithium's Joint Venture Files Maiden Inferred Resource for Franklin Project
SLI
New Projects/Investments
- Smackover Lithium, a joint venture 55% owned by Standard Lithium and 45% by Equinor, has filed its Maiden Inferred Resource report for the Franklin Project in East Texas.
- The report identifies 2,159,000 metric tonnes of lithium carbonate equivalent at an average lithium concentration of 668 mg/L, along with 15,414,000 tonnes of potash and 2,638,000 tonnes of bromide, contained within 0.61 km3 of brine volume.
- The Franklin Project boasts the highest reported lithium-in-brine grades in North America, with a previously measured 806 mg/L at the Pine Forest 1 well.
- The joint venture aims to achieve production of over 100,000 tonnes of lithium chemicals per year in Texas through multiple phases, with plans for two additional projects in East Texas.
Nov 5, 2025, 1:30 PM
Standard Lithium's Smackover Lithium JV Receives Final Integration Approval for South West Arkansas Project
SLI
New Projects/Investments
- Smackover Lithium, a 55:45 Joint Venture between Standard Lithium and Equinor, received unanimous approval from the Arkansas Oil and Gas Commission (AOGC) for its Integration Application for the Reynolds Brine Unit.
- This final AOGC approval is a key de-risking step for the South West Arkansas Project, providing certainty on the resource underpinning the project.
- The project plans for an initial annual capacity of 22,500 tonnes of battery-quality lithium carbonate, with first production expected in 2028.
- Prior approvals for the project included unitization of the Reynolds brine production area on April 24th and a 2.5% lithium royalty on May 29th.
Oct 30, 2025, 8:20 PM
Standard Lithium Ltd. Closes $130 Million Public Offering
SLI
New Projects/Investments
- Standard Lithium Ltd. completed an underwritten public offering on October 20, 2025, generating approximately US $130 million in gross proceeds.
- The offering involved the sale of 29,885,057 common shares at an issue price of US $4.35 per share.
- The net proceeds are intended to fund capital expenditures for the South West Arkansas Project and the Franklin Project in East Texas, as well as for working capital and general corporate purposes.
- Underwriters were granted an option to purchase up to 4,482,758 additional common shares at the issue price, exercisable for 30 days after the closing of the offering.
Oct 27, 2025, 12:33 PM
Quarterly earnings call transcripts for STANDARD LITHIUM.
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