Standard Lithium Stock Price, News & Analysis

Standard Lithium (NYSE: SLI), a near-commercial lithium company, has appointed Michael Lutgring as General Counsel, effective August 18, 2025. Lutgring brings over 20 years of legal and strategic advisory experience, having previously served as Vice President and Deputy General Counsel at Albemarle Corporation.

During his tenure at Albemarle, Lutgring played a key role in major transactions, including the $6.2 billion Rockwood Holdings acquisition and the $3.2 billion divestiture of Chemetall Surface Treatment to BASF. His expertise spans corporate law, regulatory compliance, and commercial transactions, with significant experience in mergers and acquisitions, securities, and governance matters.

Standard Lithium (NYSE.A: SLI) reported its Q2 2025 financial results, highlighting significant progress in its South West Arkansas (SWA) Project. The company achieved several key milestones, including recording the highest lithium concentration of 616 mg/L from its Lester well, with an average concentration of 582 mg/L.

Notable developments include securing a 2.5% royalty rate approval from the Arkansas Oil and Gas Commission, receiving special designation under Executive Order 14241, and obtaining approval for the Reynolds Brine Unit. The company maintains a strong financial position with $33.8 million in cash and $30.6 million in working capital as of June 30, 2025, with no debt obligations.

Standard Lithium is progressing towards a Final Investment Decision for Phase 1 of SWA by year-end 2025, targeting a production capacity of 22,500 tonnes per annum of battery-quality lithium carbonate.

Smackover Lithium (NYSE.A: SLI), a joint venture between Standard Lithium and Equinor, has reported exceptional results from its newest exploration well in the South West Arkansas (SWA) Project. The Lester well has yielded the highest lithium concentration to date in the project area at 616 mg/L, with an average concentration of 582 mg/L from three brine samples.

This milestone marks the completion of all sub-surface exploration activities for Phase 1 of the SWA Project. The results significantly exceed expectations, as the area was projected to yield approximately 500 mg/L. The joint venture team is currently finalizing the FEED study, with a Definitive Feasibility Study expected in Q3 2025. The company is targeting a Final Investment Decision by year-end 2025, while advancing through off-take negotiations and project finance.

Standard Lithium (NYSE:SLI) has strengthened its leadership team with two key appointments. Daniel Rosen joins as VP of Strategy and Investor Relations, bringing 13 years of experience in corporate strategy, finance, and capital markets, including significant roles at Rio Tinto and Arcadium Lithium. Tim Sobel has been appointed as VP of Health, Safety, Social and Environment (HSSE), contributing over 30 years of leadership experience in HSSE across global industrial sectors, most recently at DP World. These appointments align with Standard Lithium's growth strategy as it progresses toward first production. The company also noted that Chris Lang will now focus more on financial planning and treasury aspects of his role.

Standard Lithium (SLI) has successfully developed a novel low-temperature process for producing lithium sulfide (Li2S), a crucial material for next-generation solid-state batteries, in partnership with Telescope Innovations. The company has converted lithium hydroxide from its Arkansas Demonstration Plant into battery-quality lithium sulfide, with samples sent to battery companies in Asia and North America for validation. The patented process operates at temperatures below 100°C, accepts both lithium hydroxide and carbonate inputs, tolerates technical-grade feedstocks, and offers enhanced manufacturing safety. While Standard Lithium's main focus remains on developing North America's first DLE project at South West Arkansas Project Phase 1 with Equinor, this technological advancement positions them strategically in the evolving lithium industry.

The Arkansas Oil and Gas Commission (AOGC) has unanimously approved a 2.5% royalty rate for the Reynolds Unit in Phase I of Smackover Lithium's South West Arkansas (SWA) Project. This marks the first-ever lithium brine extraction royalty rate approval in Arkansas, setting a precedent for the industry. The total compensation package includes an additional brine fee of $65.05 per acre annually, bringing the total royalty to approximately 3% at current lithium prices.

Smackover Lithium, a joint venture between Standard Lithium (NYSE:A:SLI) and Equinor, plans to achieve a production capacity of 22,500 tonnes per year of battery-quality lithium carbonate at the Reynolds unit, with full commercial production expected by 2028.

Standard Lithium (NYSE:SLI) reported its Q1 2025 fiscal results, highlighting significant progress in its lithium development projects. Key achievements include: finalizing a $225 million DOE grant for the South West Arkansas (SWA) Project, completing extensive reservoir testing, and achieving over 99% lithium recovery in final DLE field-pilot tests. The company's SWA Project received priority designation under Executive Order 14241 and secured approval for its first brine production unit. Through Smackover Lithium, its joint venture with Equinor, the company continues to advance projects in Southwest Arkansas and East Texas. As of March 31, 2025, Standard Lithium maintained a strong financial position with $31.6 million in cash and $31.3 million in working capital, with no debt obligations.

Smackover Lithium, a joint venture between Standard Lithium (NYSE:A:SLI) and Equinor, has submitted an application to establish a lithium royalty for the Reynolds Unit in their South West Arkansas (SWA) Project. The proposed quarterly gross royalty of 2.5% will be based on lithium production and FastMarkets North American Index Price for technical grade lithium carbonate.

Combined with the existing brine fee of $65.05 per acre per year, the total proposed royalty compensation amounts to approximately 3% based on current lithium prices. The hearing is scheduled for May 28th, 2025, at the Donald W. Reynolds Community Center in Magnolia, Arkansas.

Smackover Lithium, a joint venture between Standard Lithium (NYSE:A:SLI) and Equinor, has received unanimous approval from the Arkansas Oil and Gas Commission (AOGC) for its Phase I brine production unit, named the Reynolds Unit, at the South West Arkansas (SWA) Project.

The Reynolds Unit, spanning 20,854 acres, is projected to produce 22,500 tonnes per year of battery-quality lithium carbonate when it reaches full commercial production, expected in 2028. The approval came with no objections during a public hearing open to all community stakeholders.

This regulatory milestone is a important step toward the project's final investment decision, with the company planning to set a royalty rate for the unit in late May.