LibertyStream Infrastructure Partners Stock Price, News & Analysis

LibertyStream Infrastructure Partners Inc. (OTCQB: VLTLF), referred to as "LibertyStream", is described in its public disclosures as a lithium development and technology company. The company focuses on producing lithium carbonate from oilfield brine, using proprietary direct lithium extraction ("DLE") technology deployed on existing oil and gas infrastructure. LibertyStream’s stated objective is to become one of North America’s first commercial producers of lithium carbonate from oilfield brine.

LibertyStream’s shares trade on multiple markets, including the TSX Venture Exchange under the symbol LIB, the OTCQB under VLTLF, and the Frankfurt Stock Exchange under I2D. The company reports that it operates field sites in the Permian Basin in Texas and is advancing activities in North Dakota’s Bakken region. According to its news releases, LibertyStream has been operating in the Permian Basin since mid-2024 and has developed an expanding operational presence in West Texas.

Business focus and technology

According to LibertyStream’s own descriptions, the company’s strategy is to leverage management’s hydrocarbon experience to deploy its proprietary DLE technology directly into existing oil and gas infrastructure. This approach is intended to extract lithium from oilfield brine and convert it into lithium carbonate. The company states that this model is designed to reduce capital costs and lower risks by using established oil and gas facilities instead of building entirely new infrastructure.

LibertyStream reports that its Generation 5 DLE field unit in Texas is designed to process up to 10,000 barrels of oilfield brine per day into a lithium chloride eluate. Over a multi‑month period beginning in February 2025, the company states that it processed more than 350,000 barrels of brine and completed over 2,500 real‑time validation tests, which it cites as evidence of the robustness and reliability of its technology platform.

To complete the value chain from brine to finished product, LibertyStream has installed an automated continuous‑flow lithium carbonate refining unit (the "Refining Unit") at its Texas field operations. Company disclosures state that this Refining Unit converts lithium chloride eluate from the DLE system into technical‑grade or battery‑grade lithium carbonate and is engineered with a capacity of up to 10 tonnes per annum. The system is described as modular and scalable, and is intended to integrate directly with LibertyStream’s DLE platform at disposal well sites.

Operations in Texas and North Dakota

LibertyStream’s public updates emphasize its field operations in the Permian Basin in Texas. The company reports that it has achieved first field production of lithium carbonate from oilfield brine at its Texas site, demonstrating an integrated pathway from produced water to saleable lithium carbonate at the disposal well location. Subsequent news releases state that LibertyStream has achieved consistent production of lithium carbonate from the Refining Unit, with multiple consecutive batches meeting target customer specifications as validated by independent third‑party laboratories.

In addition to its Texas activities, LibertyStream has reported successful DLE field trials in North Dakota and has highlighted strategic initiatives in that region. The company has also entered into a Memorandum of Understanding with Packet Digital, an engineering firm based in Fargo, North Dakota, to collaborate on future lithium carbonate supply for Packet Digital’s U.S. manufacturing for industrial and military customers. LibertyStream has indicated that funds from grant programs and warrant and option exercises are being directed to strategic initiatives in both Texas and North Dakota, with a focus on advancing its transition to commercial‑scale lithium carbonate production.

Re‑domiciliation to Texas and corporate footprint

LibertyStream has announced plans to seek shareholder approval to re‑domicile the company to the State of Texas and to establish its corporate head office in Dallas, Texas. According to the company, this proposed re‑domiciliation is intended to align its corporate domicile with its expanding operational presence in West Texas and to support a strategic pathway toward a future U.S. exchange listing. The company states that senior executives relocated to Dallas to be closer to field operations, reflecting what it describes as a deepening operational footprint in the region.

In its own materials, LibertyStream links this Texas focus to broader policy and market themes. The company notes that lithium is designated a critical mineral in the United States and that building domestic supply chains is a strategic priority for North American industry. LibertyStream positions its operations as enabling the sale of American‑produced lithium to American customers and notes that a U.S. corporate domicile and listing could enhance eligibility for certain U.S. government loan and grant programs related to energy and defense.

Commercialization pathway and partnerships

LibertyStream describes itself as being in a transition phase from field‑scale demonstration to commercial operations. Its near‑term focus, as outlined in multiple news releases, is to produce consistent lithium carbonate that meets technical specifications required by future customers and to support customer qualification testing. The company has identified a sequence of objectives that includes independent third‑party validation of product, consistent production meeting target specifications, and customer qualification supported by certificates of analysis and bulk sample deliveries.

Upon successful qualification, LibertyStream has stated that it plans to initiate offtake discussions with strategic partners and pursue long‑term supply agreements. In the interim, the company has indicated that lithium carbonate produced outside of customer sampling is intended to be sold into the spot market from its Refining Unit in Texas. LibertyStream has also highlighted a Memorandum of Understanding with Packet Digital as part of its efforts to support domestic supply chains for next‑generation battery and power systems used in industrial and military applications.

Financing and capital access

LibertyStream’s public disclosures describe several financing activities intended to support the development and scale‑up of its DLE technology and refining operations. These include non‑brokered private placements conducted under the listed issuer financing exemption in Canada, grant funding backed by the State of North Dakota, and the exercise of share purchase warrants and stock options by investors, including its largest institutional shareholder and members of its board of directors.

The company has stated that net proceeds from these financings are being used to develop and optimize its direct lithium extraction technology, continue the scale‑up of lithium carbonate production at its Texas field unit, create pathways to provide lithium product samples to potential customers and offtakers, and fund general working capital and corporate purposes. LibertyStream has also indicated that it views a future U.S. exchange listing as a means to provide shareholders with access to deeper capital markets.

Technical leadership and expertise

LibertyStream has highlighted the role of technical expertise in its development efforts. The company has appointed a Chief Technical Advisor with a Ph.D. in physical chemistry and experience in process optimization, process control, and sustainable water operations, and has noted this advisor’s involvement in the construction and commissioning of the Refining Unit in Texas. The company also reports that qualified persons under National Instrument 43‑101 have reviewed and approved certain scientific and technical information in its disclosures related to its field operations and technology performance.

Across its communications, LibertyStream emphasizes a focus on efficient operations, transparency, and what it describes as a long‑term, sustainable approach to creating shareholder value. The company presents its proprietary DLE technology and integrated refining process as core elements of its approach to producing high‑purity lithium carbonate for American industrial, electric vehicle, and military customers.