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SLI のニュース
SLI のイベント
Standard Lithium and Equinor Submit Economic Assessment Report for Franklin Project in Texas
Standard Lithium, in partnership with Equinor, announced that the preliminary economic assessment technical report for the Franklin project in the northeast region of Texas has been filed on SEDAR+, the Canadian securities filing system. The assessment contemplates annual production capacity of up to 70,000 tons of battery-quality lithium carbonate and 1.29M tons of total lithium carbonate production over a 20-year modelled operating life, with a starting lithium concentration of 562 mg/L and an average lithium concentration of 515 mg/L. Initial production could begin in the early 2030's. The assessment is highlighted by an unlevered pre-tax net present value of $5.9B, an internal rate of return of 25.7% and a 3-year payback period, along with average annual lithium cash operating cost of $4,226 per ton and a capital intensity of $49,945 per ton. The report also considers a scenario based on a co-located bromine facility of 50,000 tons per year alongside the lithium operation. The principal recommendation of the assessment is to advance the Franklin project to a preliminary feasibility study. Standard Lithium's economic interest in the project is 55%.
Standard Lithium Partners with Equinor on SWA Project Agreement
Smackover Lithium, a partnership between Standard Lithium (SLI) and Equinor (EQNR), through subsidiaries of Equinor ASA, announced that it has entered into an engineering, procurement, construction and commissioning agreement with S&B Engineers and Constructors for the Central Processing Facility for the South West Arkansas Project, SWA Project. Dr. Andy Robinson, President and COO of Standard Lithium stated, "We are excited to be working with S&B and Hatch who bring deep project experience and share our commitment to safety, operational excellence and disciplined project delivery. This partnership reflects the significant progress we have made in engineering and Project definition and positions us to move forward with greater cost and schedule visibility and execution confidence."
Standard Lithium and Equinor Project Approved by DOE
Smackover Lithium, a partnership between Standard Lithium (SLI) and Equinor (EQNR), announced that the U.S. Department of Energy, or DOE, has concluded its review of the South West Arkansas Project, or SWA project, under the National Environmental Policy Act, or NEPA. The DOE issued a finding of no significant impact, or FONSI, based on the Environmental Assessment prepared and did not impose any further mitigation measures or conditions on the project. Receipt of a FONSI marks the completion of the U.S. federal government's NEPA review process for the SWA project, which was required in connection with the awarding of a $225M grant from the DOE's Office of Critical Minerals and Energy Innovation to support development of the initial phase of the project. The DOE grant was awarded in January 2025. The project was assisted in this timely review process by its designation as a priority critical mineral project in the Fast-41 Program under Executive Order 14241: Immediate Measures to Increase American Mineral Production. There are no further federal government reviews or approvals expected in order to take a final investment decision for the project. Smackover Lithium continues advancing key construction contracts, customer offtake and project financing workstreams required ahead of final investment decision for the SWA project. Further updates on these efforts will be provided as progress is made and deliverables are achieved. The partnership expects to take final investment decision and begin construction in 2026, and to achieve first commercial production in 2029.
Standard Lithium Engages Strategic Advisors to Strengthen Supply Chains
Standard Lithium announced the engagements of The Walsh Group, LLC, led by its Principal, Lieutenant General Robert S. Walsh, USMC and Global Mineral Strategies, led by its Managing Director, Mr. Gary Stanley, as strategic advisors to the Company. The engagements of Lieutenant General Walsh and Mr. Stanley bring exceptional national security, trade policy and strategic supply chain expertise to Standard Lithium at a pivotal moment for the United States as it seeks to strengthen domestic critical mineral supply chains. Both Strategic Advisors have devoted decades of public service to advancing U.S. economic and national security interests, with a particular focus on securing resilient and competitive supply chains for strategic materials and advanced technologies. Partnering with the Strategic Advisors will strengthen Standard Lithium's engagement with federal stakeholders and policymakers as the Company continues its discussions with the U.S. Administration and related federal agencies regarding the development of secure domestic lithium supply chains.
Standard Lithium and Equinor Sign First Lithium Carbonate Offtake Agreement
Smackover Lithium, a joint venture between Standard Lithium (SLI) and Equinor (EQNR) announced the signing of its first commercial offtake agreement for the South West Arkansas project with Trafigura Trading. Under the terms of this binding take-or-pay offtake agreement, the JV will supply Trafigura with 8,000 metric tons per year of battery-quality lithium carbonate over a 10-year period, beginning at the start of commercial production. Pricing terms of the agreement are subject to confidentiality but are structured to support the anticipated financing for the project. The JV is seeking to finalize customer offtake agreements for roughly 80% of the 22,500 tons of annual nameplate lithium carbonate capacity for the initial phase of the SWA project. This first agreement represents over 40% of the targeted offtake commitments. The JV is in advanced commercial negotiations with multiple additional parties with the aim to complete this process as soon as practical. The offtake process is being run in conjunction with the SWA project financing process and is critical to supporting the contemplated debt size, duration and structure. The JV plans to announce additional customer offtake agreements as they are finalized, in preparation for a final investment decision for the SWA project and the close of project financing. The JV provided a financing update on December 9, 2025 highlighting indications of interest for over $1B in debt. Standard Lithium intends to provide an update on customer offtakes and FID plans for the project with its upcoming fourth quarter 2025 earnings release and conference call.
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