Standard Lithium

10/20/2026

The positive Preliminary Economic Assessment (PEA) technical report has officially been filed for the Franklin Project. It highlights the globally significant size and quality of our first defined project area in the East Texas region of the Smackover Formation, which includes some of the highest lithium-in-brine concentrations reported in North America. It boasts annual production capacity of 70,000 tonnes per year of battery-quality lithium carbonate with an unlevered US$5.9 billion pre-tax NPV, a 25.7% pre-tax IRR and a payback of 3 years.

The Franklin Project is critical to unlocking the full potential of the Smackover Formation and developing a scalable domestic lithium supply chain. We’re excited about the opportunities ahead as we continue to advance our world class portfolio of assets alongside our partner, Equinor .

View the Franklin Project PEA technical report here:

https://www.standardlithium.com/news/press-releases/standard-lithium-files-positive-preliminary-economic-assessment-for-the-high-grade-70000-tonnes-per-year-franklin-project-in-east-texas

10/19/2026

It was a productive two days in El Dorado as Standard Lithium joined state, federal, and local leaders to discuss the future of South Arkansas.

As part of Arkansas Capital for a Day, Standard Lithium CEO David Park joined Governor Sarah Huckabee Sanders and regional leaders at South Arkansas College for a panel discussion focused on workforce development, economic growth, and future opportunities for the region.

We also welcomed U.S. Senator John Boozman to tour our Demonstration Plant with Lafayette County Judge Valarie Clark, where we discussed the recent updates on SWA Project offtakes and financing, and preparing for FID and construction.

In addition, Senator Tom Cotton visited our El Dorado office to ensure we have his support as we approach FID while battling continued suspicious lithium pricing and inventory reporting activities in China.

We appreciate the continued engagement and support from leaders at every level as we make the final push towards project construction. These conversations highlighted the strong partnerships and shared commitment helping to move the lithium industry in South Arkansas forward.

10/09/2026

We're proud to support the work being done through Smackover Lithium, our partnership with Equinor, and the collaboration that continues to strengthen Arkansas's growing lithium industry.

The Arkansas Lithium Safety Symposium brought together industry leaders, emergency management professionals, and public safety partners to share knowledge, build connections, and discuss best practices.

Thank you to everyone who contributed to a productive conversation and shared commitment to safety.

Photos courtesy of DNT Media

10/01/2026

Powering America's energy future requires the right workforce and the right infrastructure. Building both demands real collaboration across industry and government.

At , our CEO David Park joined JP Morgan's Jay Horine and Deputy Secretary of Energy James Danly to discuss the critical infrastructure investment and skilled workforce development that will define American energy dominance for generations to come.

09/28/2026

Smackover Lithium announced an amendment to its offtake agreement with Trafigura this morning, adding optionality to supply up to an additional 4,000 metric tonnes per year at its own election. Together with the recently announced binding take-or-pay agreement with LG Energy Solution for 8,000 metric tonnes per year, total possible commitments have now reached 20,000 metric tonnes of battery-quality lithium carbonate per year, exceeding the initial target of 80% of annual nameplate capacity for the project.

“This is a pivotal milestone for the SWA Project and a testament to the strength of our customer relationships. The offtake process has been one of the most important and time-intensive workstreams and we now have the volume commitments needed to support our Project debt financing, as well as the flexibility to continue to pursue transactions that maximize value for our stakeholders. Our path forward is clear as we focus on finalizing and closing the Project financing, taking FID and beginning construction.” - David Park, Chief Executive Officer of Standard Lithium

Amendment to Trafigura agreement provides Project with the option to deliver up to an additional 4,000 metric tonnes of battery-quality lithium carbonate per year, on top of the initial 8,000 metric tonne per year commitment All figures are in US dollars unless otherwise stated. Lewisville, AR Smack...

09/21/2026

Great to see more than 200 community members join the Smackover Lithium team in Stamps for the latest South West Arkansas Project community update.

Through our partnership with Equinor, we’re proud to support continued engagement with the communities surrounding the Project and appreciate everyone who came out to learn more and ask questions.

A special thank you to LafCo and DNT Media for being there and capturing the evening. We appreciate our local partners helping share these important community conversations.

09/16/2026

We’re looking forward to seeing you tomorrow night in Lafayette County!

We are looking forward to hosting a community update meeting on Thursday, September 17th, in Lafayette County. This event is an opportunity for everyone to stay informed about the progress of the South West Arkansas Project.

Our teams will share important updates and introduce the contractors selected for the project as we continue to prepare for construction.

Please feel free to submit questions in advance by scanning the QR code or emailing directly to [email protected]

We hope to see you all there!

Registration is not required to attend, but it is politely encouraged:

https://forms.gle/L8rgdHoPm6EGKq676

09/08/2026

Unlevered after-tax NPV 8 and IRR of US$5.0 billion and 24%, respectively Up to 70,000 tonnes per year of battery-quality lithium carbonate production Capital intensity of $49.9k per tonne with average annual cash operating cost of $4,226 per tonne Upgraded and upsized Mineral Resource with some of....

09/03/2026

Building a new industry takes more than technology and resources. It takes strong partnerships.

We appreciated the opportunity for Andy Robinson, President and Chief Operating Officer (COO) of Standard Lithium, to participate in Equinor Talks at ONS 2026, where industry leaders discussed how collaboration helps accelerate the development of new businesses and emerging industries.

At Smackover Lithium, partnership is central to our success. By bringing together complementary expertise, shared values, and a commitment to responsible development, we're helping unlock the Smackover’s world-class lithium resources and strengthen the domestic battery supply chain.

This conversation reinforced a simple but important lesson: when organizations combine their strengths, they can accomplish far more together than they can alone.

Watch the full discussion here: https://lnkd.in/gvPxSHgr

09/02/2026

Smackover Lithium, a partnership between Standard Lithium Ltd. and Equinor ASA, announced a second commercial agreement for its South West Arkansas project on Monday.

The agreement will supply LG Energy Solution, a global manufacturer of lithium-ion batteries, with about 8,800 tons a year of battery-quality lithium carbonate. The carbonate is worth an estimated $1.5 billion over a 10-year period following the start of commercial production.

Read more in the comments below.