Welcome to our dedicated page for Standard Lithium SEC filings (Ticker: SLI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Standard Lithium Ltd.’s SEC filings document the disclosures of a Canadian foreign private issuer developing U.S. lithium brine assets. The company’s Form 6-K reports include press releases, material change reports, and exhibits covering quarterly and annual results, the South West Arkansas Project, East Texas properties, the Arkansas demonstration plant, direct lithium extraction operations, and Smackover Lithium joint venture agreements.
Filings also disclose capital-structure activity, including common share issuances under the at-the-market equity program, incorporation by reference into Form F-10EF and Form S-8 registration statements, project finance updates, offtake documentation, and formal reporting status as a Form 40-F filer.
Standard Lithium Ltd. filed a Form 6-K highlighting two related material changes for its South West Arkansas lithium project, held through the Smackover Lithium partnership with Equinor subsidiaries. Smackover Lithium has entered into an engineering, procurement, and construction management (EPCM) agreement with Wood Group USA for the upstream well field, and an engineering, procurement, construction, and commissioning (EPCC) agreement with S&B Engineers and Constructors for the Central Processing Facility (CPF).
The project is designed to produce 22,500 tonnes per annum of battery-quality lithium carbonate in its initial phase. The well field covers four pads with twelve supply and ten injection wells, associated pipelines, and gas gathering, accounting for less than one‑third of estimated capital expenditure, while the CPF represents approximately two‑thirds. Both agreements include Limited Notices to Proceed for detailed engineering, permitting and early procurement, with Full Notices to Proceed expected after a positive Final Investment Decision anticipated in 2026.
The company states that, together with the EPCM agreement for the wellfield and the EPCC agreement for the CPF, key construction vendor contracts needed before a Final Investment Decision are now complete, and Smackover Lithium is focusing on customer offtake arrangements and project financing.
Standard Lithium Ltd., through its Smackover Lithium partnership with Equinor, has awarded the last key construction contract for the South West Arkansas lithium project. Smackover Lithium entered into an engineering, procurement, construction and commissioning agreement with S&B Engineers and Constructors for the project’s Central Processing Facility.
The Central Processing Facility will be built on a 118-acre site in Lafayette County, Arkansas and is designed to support initial production of 22,500 tonnes per annum of battery-quality lithium carbonate. The facility scope represents about two-thirds of the project’s estimated capital expenditure, as outlined in the Definitive Feasibility Study filed on October 15, 2025.
The agreement includes a Limited Notice to Proceed so S&B, supported by Hatch Ltd., can advance detailed engineering, permitting and early procurement while the partners work toward a positive Final Investment Decision expected in 2026. Remaining pre-FID priorities are finalizing customer offtake agreements and closing project financing.
Standard Lithium Ltd. is calling a virtual annual general and special meeting for July 16, 2026 at 10:00 a.m. Pacific time, using a notice-and-access format for meeting materials. Shareholders will vote online on director elections, auditor re-appointment, and re-approvals of the stock option and long‑term incentive plans.
The circular details proxy voting procedures for registered and beneficial owners, outlines compensation for four named executive officers, and discloses director fees and equity awards. As of the May 20, 2026 record date, the company had 243,859,072 common shares issued and outstanding, each carrying one vote.
Standard Lithium Ltd., through its Smackover Lithium partnership with Equinor, has signed an engineering, procurement and construction management agreement with Wood Group USA for the upstream well field of the South West Arkansas lithium project. The scope covers well pads, pipelines and related surface facilities, while the project team leads subsurface and drilling activities.
The project is designed for 22,500 tonnes per year of battery-quality lithium carbonate in its initial phase, with well field activities representing less than one-third of total estimated capital expenditure in the definitive feasibility study. A Limited Notice to Proceed allows Wood to continue detailed engineering, permitting and early procurement ahead of a potential Final Investment Decision, which is expected in 2026.
Van Eck Associates Corporation reports beneficial ownership in STANDARD LTD. Van Eck Associates states it beneficially owns 18,782,350 common shares of STANDARD LTD., representing 7.74% of the class as reported on this amendment to Schedule 13G/A. The filing identifies the VanEck Rare Earth and Strategic Metals ETF as having rights to dividends and sale proceeds for 12,672,072 shares of the reported position. The filing is signed by an authorized representative.
Standard Lithium Ltd., through its Smackover Lithium partnership with Equinor, announced that the U.S. Department of Energy has completed its National Environmental Policy Act review of the South West Arkansas Project with a Finding of No Significant Impact (FONSI). The DOE issued this decision without imposing additional mitigation measures or conditions, indicating the project’s plans are viewed as compatible with environmental standards.
The FONSI completes the federal NEPA process that was required in connection with a $225 million grant awarded by the DOE’s Office of Critical Minerals and Energy Innovation to support the project’s initial phase. Smackover Lithium is now advancing construction contracts, customer offtake and project financing ahead of a Final Investment Decision, which the partnership expects to take in 2026, targeting first commercial production in 2029.
Standard Lithium Ltd. reported first quarter 2026 results and key milestones for its U.S. lithium projects. The company signed its first binding offtake agreement with Trafigura, under which Smackover Lithium will supply 8,000 metric tonnes per year of battery-quality lithium carbonate for 10 years from the South West Arkansas (SWA) Project once in commercial production.
At its Arkansas Demonstration Plant, Standard Lithium has processed 1 million barrels of Smackover brine, completed over 15,000 direct lithium extraction cycles, and logged roughly 340,000 man hours over six years with zero incidents. As of March 31, 2026, the company reported cash of $141.0 million, working capital of $139.5 million, and no term or revolving debt obligations.
Management outlined four primary items to complete before a Final Investment Decision on the SWA Project: EPCC and EPCM contracts, NEPA approval, final offtake agreements, and project financing. The partnership targets taking FID and starting construction in 2026, with first commercial production in 2029.
Standard Lithium Ltd. reported major operational milestones at its El Dorado, Arkansas demonstration plant, which converts brine into battery-quality lithium carbonate using direct lithium extraction technology.
The facility has processed 1 million barrels of real brine and completed over 15,000 DLE cycles, achieving more than 95% lithium recovery and over 99% rejection of key contaminants. The same DLE process is planned for the South West Arkansas Project, which targets 22,500 tonnes per year of battery-quality lithium carbonate.
Over 340,000 man hours across six years of operation have been completed without a safety incident, highlighting a strong safety record. The company plans to keep using the demo plant to refine its process, gather operational data, support engineering design, and train employees ahead of a future Final Investment Decision for the South West Arkansas Project.
Standard Lithium Ltd. reports quarterly activity under its previously announced at-the-market equity program. The program permits issuances of up to US$50,000,000 of common shares from treasury through agents Canaccord Genuity and Evercore ISI.
For the quarter ended March 31, 2026, the Company issued 2,267,842 common shares on the NYSE American at an average price of US$4.86, generating gross proceeds of US$11,026,050. A commission of US$275,651 was paid to the agents in connection with these sales.