Standard Lithium Stock Price, News & Analysis

Standard Lithium (TSXV: SLI; NYSE.A: SLI) said senior leadership will participate in multiple investor conferences in late 2025. Virtual presentations are scheduled for the Deutsche Bank Lithium and Battery Supply Chain Conference on Nov 20, 2025 and the Bank of America Critical Materials Conference on Nov 24, 2025. CEO David Park will speak at Citi’s Basic Materials Conference in New York on Dec 3, 2025 at 10:50 a.m. ET. Live access and replay will be available on the company investor relations site and the provided webcast link. The company will hold one-on-one investor meetings; contact investor relations to schedule.

Standard Lithium (NYSE.A:SLI) reported Q3 2025 results and several material milestones toward commercialization.

Key highlights include a Definitive Feasibility Study (DFS) for the South West Arkansas (SWA) Project showing a 20.2% unlevered pre-tax IRR, average cash operating costs of $4,516/t, all-in costs of $5,924/t, and a Class III capex estimate of $1.45 billion. The SWA Project targets initial production of 22,500 tpa lithium carbonate with 447,000 t Proven Reserves over a 20-year life.

Other milestones: a maiden inferred resource at Franklin of 2.2M t LCE at 668 mg/L, an upsized $130M follow-on equity raise, unanimous AOGC integration approval for Reynolds Brine Unit, and cash of $32.1M as of Sept 30, 2025.

Smackover Lithium (TSXV: SLI; NYSE.A: SLI) filed a Maiden Inferred Resource for the Franklin Project in East Texas reporting 2,159,000 tonnes LCE at an average lithium concentration of 668 mg/L, within 0.61 km3 of brine. The report also lists 15,414,000 tonnes of potash (KCl) and 2,638,000 tonnes of bromide. Over 46,000 leased acres support the inferred resource and a historic Pine Forest 1 well measured 806 mg/L, noted as among the highest lithium-in-brine grades in North America.

Next steps include additional appraisal drilling, re-entering three shut-in wells, DLE testing, and work toward a Preliminary Feasibility Study aimed at multi-phase development.

Smackover Lithium (SLI), a 55:45 joint venture between Standard Lithium and Equinor, received unanimous final integration approval from the Arkansas Oil and Gas Commission for the Reynolds Brine Unit on Oct 30, 2025. Integration formalizes access to brine across the unit and further de-risks the JV's South West Arkansas Project.

Key facts:

• Unit area: 20,854 acres (unitization approved Apr 24)
• Royalty: 2.5% lithium royalty approved May 29
• Planned capacity: 22,500 tonnes/year battery-quality lithium carbonate
• First production target: 2028

The company said the milestone supports progress toward a Final Investment Decision for the SWA Project.

Standard Lithium (TSXV: SLI; NYSE.A: SLI) closed an underwritten public offering on Oct 20, 2025, selling 29,885,057 common shares at US$4.35 per share for aggregate gross proceeds of approximately US$130 million. The offering was led by Morgan Stanley and Evercore ISI with a syndicate of underwriters and included a 30-day option to purchase up to 4,482,758 additional shares at the same price. Net proceeds are intended to fund capital expenditures at the South West Arkansas and Franklin projects, plus working capital and general corporate purposes. Prospectus materials are filed on SEDAR+ and SEC EDGAR.

Standard Lithium (TSXV: SLI; NYSE American: SLI) priced an underwritten public offering of 29,885,057 common shares at US$4.35 per share for aggregate gross proceeds of US$130 million. The underwriters include Morgan Stanley and Evercore ISI as co-leads with BMO Capital Markets and others. The company granted an over-allotment option for 4,482,758 additional shares exercisable for 30 days. Net proceeds are intended to fund capital expenditures at the South West Arkansas Project and the Franklin Project in East Texas, plus working capital and general corporate purposes. Closing is expected on or about October 20, 2025, subject to customary conditions and regulatory approvals.

Standard Lithium (TSXV: SLI; NYSE.A: SLI) announced a proposed underwritten public offering of $120,000,000 of common shares on Oct. 16, 2025. The company expects to grant underwriters a 30‑day option to purchase up to an additional 15% of the shares at the public offering price.

Proceeds are intended to fund capital expenditures at the South West Arkansas Project and the Franklin Project in East Texas, plus working capital and general corporate purposes. The Offering is subject to market and other conditions and may not be completed as proposed.

Prospectus supplements were filed in Canada (except Quebec) and the United States; final documents will be available on SEDAR+ and the SEC website.

Smackover Lithium (SLI) filed a Definitive Feasibility Study for its South West Arkansas project, a 55:45 JV between Standard Lithium and Equinor, targeting commercial Direct Lithium Extraction in the U.S.

Key metrics: 22,500 tpa battery‑quality lithium carbonate capacity; 20‑year modeled life; 447,000 tonnes LCE proven reserves (38% of 1,177,000 t Measured & Indicated); average starting brine concentration 549 mg/L; processed brine volume 0.50 km3.

Economics: 20.2% unlevered pre‑tax IRR; average cash operating cost $4,516/t; all‑in cost $5,924/t; Class III capex estimate $1.45B (12.3% risked contingency). Schedule: 34 months construction, FID recommendation, construction expected 2026, first production targeted 2028.

Smackover Lithium (NYSE.A: SLI), a joint venture between Standard Lithium and Equinor, has announced a significant maiden inferred resource for its Franklin Project in East Texas. The project revealed 2.2M tonnes of Lithium Carbonate Equivalent (LCE) with the highest reported lithium-in-brine grades in North America at 668 mg/L.

The resource assessment also identified 15.4M tonnes of potash and 2.6M tonnes of bromide within 0.61 km³ of brine volume. The project spans approximately 80,000 acres, with over 46,000 acres already leased. The highest concentration of 806 mg/L lithium was measured from the Pine Forest 1 well.

This development marks a crucial step toward the JV's goal of achieving 100,000 tonnes annual lithium chemicals production in Texas through multiple phases, supported by two additional planned projects that triple the portfolio area in the state.