Standard Lithium Stock Price, News & Analysis

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.

Smackover Lithium's South West Arkansas (SWA) Project has been designated as a priority transparency critical mineral project under Executive Order 14241, issued by President Trump on March 20, 2025. The project, a joint venture between Standard Lithium (NYSE:A:SLI) and Equinor, is among the first critical mineral initiatives selected for advancement.

The SWA Project has been included on the Federal Permitting Dashboard as a transparency project, becoming one of only three domestic lithium projects and the sole Direct Lithium Extraction (DLE) initiative on the initial selected projects list. It is also the first project supported by the DOE's Office of Manufacturing and Energy Supply Chains to join the Transparency Program.

This designation ensures enhanced transparency, accountability, and predictability in the permitting review process, aimed at expediting domestic critical mineral development and reducing U.S. dependence on China.

Standard Lithium (SLI) has announced key corporate developments in its lithium projects. The company has initiated a project finance and off-take process for the South West Arkansas (SWA) Project's first phase, targeting 22,500 tonnes annual production of battery-quality lithium carbonate, with completion expected in Q3-Q4.

The Smackover Lithium JV with Equinor continues expanding in East Texas, now actively leasing within 185,000 acres. The first ETX project area spans approximately 67,000 acres in Franklin County, where previous drilling revealed North America's highest known lithium in brine grades (806 mg/L). A maiden Inferred Resource Report is expected in Q3 2025.

The company maintains its demonstration plant in Union County with Koch Technology Solutions for technology development. While commercial development at Lanxess Projects remains possible, Standard Lithium is prioritizing JV opportunities at SWA Project and East Texas, which they believe will become North America's premier lithium brine assets.

Standard Lithium (SLI) has reported its financial results for the six-month fiscal period ended December 31, 2024. The company secured a significant $225 million grant from the U.S. Department of Energy for its South West Arkansas (SWA) project, which is set to become one of the world's first commercial-scale Direct Lithium Extraction facilities.

Key operational highlights include: successful completion of extensive field testing with lithium recovery exceeding 99%, implementation of Koch Technology Solutions' Li-Pro LSS technology with 95.4% recovery efficiency over 10,000 operational cycles, and continued progress on FEED and DFS studies expected to complete in summer. The company maintains a strong financial position with $31.2 million in cash and $27.5 million in working capital, with no term or revolving debt obligations.

The company also announced the formation of Smackover Lithium, a joint venture with Equinor, and made strategic additions to its leadership team, including new CEO David Park and board members Karen G. Narwold and Paul Collins.

Standard Lithium (TSXV:SLI) (NYSE American:SLI) has appointed Karen G. Narwold as an independent member of its board of directors. Narwold brings over 30 years of executive leadership experience in manufacturing and chemicals, most recently serving as Chief Administrative Officer, General Counsel and Corporate Secretary at Albemarle until her retirement in 2023.

Narwold's extensive background includes leadership roles in legal, compliance, external affairs, governance, human resources, and corporate development for multinational companies. She previously held positions as Vice President and Strategic Counsel at Barzel Industries and Vice President, General Counsel at GrafTech International. Currently, she serves on the Board of Directors for Ingevity , where she chairs the Sustainability & Safety Committee.