Core Viewpoint - Standard Lithium Ltd. announced a public offering of common shares amounting to $120 million, subject to market conditions and other factors [1] Group 1: Offering Details - The company plans to grant underwriters a 30-day option to purchase an additional 15% of the common shares sold under the offering at the public offering price [1] - Morgan Stanley and Evercore ISI will act as co-lead book-running managers for the offering, with BMO Capital Markets also participating [2] - The net proceeds from the offering will be used for capital expenditures at the South West Arkansas Project and the Franklin Project in East Texas, as well as for working capital and general corporate purposes [2] Group 2: Regulatory Filings - The company filed a preliminary prospectus supplement with securities commissions in all Canadian provinces and territories except Quebec, as well as a preliminary prospectus supplement in the United States [3] - The offering is being made in the United States and in each of the provinces and territories of Canada, excluding Quebec [4] Group 3: Company Overview - Standard Lithium is focused on the sustainable development of high-grade lithium-brine properties in the United States, aiming for commercial-scale lithium production through a Direct Lithium Extraction process [6] - The company's flagship projects are located in the Smackover Formation in Arkansas and Texas, with a partnership with Equinor for the South West Arkansas project [7]

Core Viewpoint - Standard Lithium's shares surged significantly, increasing by 25% in early trading and maintaining a 15% rise later in the morning, driven by a major milestone in its pre-production phase rather than external factors like tariffs or lithium prices [1]. Group 1: Company Progress - Standard Lithium is in the pre-production stage, focusing on projects in the lithium-brine-rich Smackover Formation, particularly in South-West Arkansas and East Texas [3][4]. - The company has filed a definitive feasibility study (DFS) for its South-West Arkansas project, indicating an annual production capacity of 22,500 tonnes of battery-grade lithium carbonate over a 20-year lifespan [4][5]. - The DFS confirms the commercial viability of the SWA project, allowing Standard Lithium to proceed to the next stage of raising funds for production [5]. Group 2: Timeline and Future Expectations - Standard Lithium estimates a 34-month timeline from construction to the start of commercial operations, with the earliest expected production date around the end of 2028 if construction begins in early 2026 [7]. - The company's stock has seen significant growth, doubling in value over the past month and increasing over 300% in 2025, largely due to speculation regarding a potential U.S. government stake [9][8].

Core Insights - Smackover Lithium, a joint venture between Standard Lithium and Equinor, has filed the Definitive Feasibility Study for its South West Arkansas project, marking a significant step towards lithium production in the U.S. [1][5] Project Overview - The DFS outlines a production capacity of 22,500 tonnes per annum of battery-quality lithium carbonate over a 20-year operational life, with a total output of 447,000 tonnes of lithium carbonate equivalent [3] - The project will initiate production with an average lithium concentration of 549 mg/L and will process brine over its 20-year life at an average concentration of 442 mg/L [3] Financial Metrics - The project is projected to have a 20.2% unlevered pre-tax internal rate of return (IRR) [4] - Average cash operating costs are estimated at $4,516 per tonne, with all-in costs at $5,924 per tonne [4] - The all-in Class III capital expenditure estimate is $1.45 billion, which includes a 12.3% Monte Carlo risked contingency [4] Community and Government Support - The project enjoys strong backing from the local community, the state of Arkansas, and the U.S. government, positioning it as the first commercial Direct Lithium Extraction operation in the U.S. [5] Development Timeline - The estimated development schedule is 34 months from the start of construction to the commercial operation date, with construction expected to begin in 2026 and first production targeted for 2028 [6]

Last week, Seeking Alpha asked me for my opinion concerning "Will President Trump buy into more mineral companies"? I think this picture answers that question when it comes to batteries. A battery is typically made up of a cathode and an anode. We"Never let formal education get in the way of your learning". - Mark TwainYou are here for one reason. You want "actionable Intelligence". If you wanted a history lesson on a company then Google is your friend. My aim is to provide intelligence that you can read, p ...

Key Points Investors are buying into the idea that the company will be a net winner from the trade conflict. JPMorgan Chase has recently made a significant investment commitment that aligns with the interests of lithium materials companies. 10 stocks we like better than Standard Lithium › Share in Standard Lithium (NYSEMKT: SLI) rose by a whopping 15.3% before 1 p.m. ET today. The move comes as the market digests China's latest move in the trade conflict and the favorable consequences of it for Sta ...

Key Points On Monday, the U.S. government announced significant investments in two metals companies, and both stocks flew higher. Shoring up domestic lithium supply is a top priority for this White House, making Standard Lithium a possible target for government investment. 10 stocks we like better than Standard Lithium › Shares of Standard Lithium (NYSEMKT: SLI) are soaring on Wednesday, up 8.3% as of 12:47 p.m. ET. The jump comes as the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ...

Key Points The U.S. government wants to boost domestic lithium supply in the nation. It just bought a stake in Lithium Americas to advance its key lithium project. Can Standard Lithium be the next target? 10 stocks we like better than Standard Lithium › Standard Lithium (NYSEMKT: SLI) stock surged 10% through 11:30 a.m. ET Wednesday following the explosive rally in shares of rival Lithium Americas (NYSE: LAC) on a significant development. Investors are hoping Standard Lithium is next in line for a ...

Core Insights - U.S. stocks experienced a decline, with the Dow Jones index dropping over 100 points on Wednesday [1] - Acuity Inc. reported better-than-expected fourth-quarter earnings, with an adjusted EPS of $5.20, surpassing the analyst consensus estimate of $4.84 [1] - Acuity's quarterly net sales grew by 17.1% year-over-year to $1.21 billion, slightly below the analyst consensus estimate of $1.23 billion [1] - Acuity's shares increased by 5.3% to $362.54 following the earnings report [1] Company Performance Highlights - Lithium Americas Corp. shares surged by 17.5% to $6.72 after an agreement with GM and the U.S. Department of Energy regarding its DOE loan [4] - Rezolve AI PLC's shares rose by 15.8% to $5.77 after raising its 2025 revenue target to $150 million ARR and setting a $500 million goal for 2026 [4] - The AES Corporation's shares increased by 14.2% to $15.02 amid reports of BlackRock's Global Infrastructure Partners nearing an acquisition [4] - Sunrun Inc. gained 12.7% to $19.49 after Jefferies upgraded the stock from Hold to Buy and raised its price target from $11 to $21 [4] - Plug Power Inc. shares rose by 12.7% to $2.63 following the delivery of its first 10-megawatt GenEco™ electrolyzer array to Galp [4] - Hycroft Mining Holding Corporation's shares jumped by 10.7% to $6.87 [4] - United States Antimony Corporation shares gained 10.3% to $6.87 [4] - Upexi, Inc. increased by 9.7% to $6.33 [4] - Fluence Energy, Inc. rose by 8.3% to $11.70 [4] - Intellia Therapeutics, Inc. shares increased by 8.1% to $18.67 [4] - Standard Lithium Ltd. shares gained 8.1% to $3.6442 [4] - Zeta Global Holdings Corp. rose by 7.4% to $21.34, announcing plans to acquire Marigold's Enterprise business for up to $325 million [4] - Regeneron Pharmaceuticals, Inc. gained 5.6% to $593.71, with third quarter 2025 financial results set to be reported on Oct. 28 [4]

Key Points Reuters reports the U.S. government may take a 10% stake in Lithium Americas. That stock nearly doubled when the news broke, and investors are hoping for something similar from Standard Lithium stock. 10 stocks we like better than Standard Lithium › Lithium Americas (NYSE: LAC) stock exploded Wednesday morning after Reuters reported that the start-up miner of lithium for electric car batteries may be in line for a big investment from the U.S. government. No sooner had this happened than ...

LEWISVILLE, Ark., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Smackover Lithium, a Joint Venture (“JV”) between Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE.A: SLI) and Equinor (“Equinor”) (OSE: EQNR) (NYSE: EQNR), announced today a maiden inferred resource for its Franklin Project (the “Project”) in the northeast region of Texas, USA. This report for the JV’s first project in the East Texas region of the Smackover highlights the size and quality of its brine position. It contains th ...