Core Viewpoint - Sigma Lithium Corporation has successfully resumed mining activities at its Mine 1 in Vale do Jequitinhonha, Brazil, following a restructuring aimed at enhancing safety and operational efficiency [2][3][6]. Restructuring and Operations - The restructuring of Sigma Lithium's mining operations was completed in 4Q25, focusing on increasing safety and operational efficiency, with a larger off-road equipment fleet incorporated to match the production capacity of the Greentech Industrial Plant [3][4][6]. - The restructuring was partially financed by the successful sales of high-purity low-grade lithium oxide concentrate fines, which can generate proceeds equivalent to selling approximately 70,000 tonnes of high-grade lithium oxide concentrate [4][6][9]. - The new operational structure is expected to support increased production scale within the next 12 months, coinciding with the construction and commissioning of the Phase 2 Greentech Industrial Plant [4][6][10]. Production and Financial Outlook - The mining restart is being executed through a staged equipment deployment plan, ensuring a controlled ramp-up process in 1Q26, which will lead to gradually increasing ore deliveries to the Greentech Industrial Plant [5][6]. - Sigma Lithium plans to provide guidance for full-year 2026 output once production reaches a steady state during 1Q26, with cash flow forecasts indicating robust generation under various production scenarios [7][8][10]. - The company has outlined potential cash flow generation based on different production volumes and realized prices, demonstrating resilience to market volatility [8][9]. Commitment to Sustainability - Sigma Lithium emphasizes its commitment to environmental and social sustainability, producing "Quintuple Zero Green Lithium," which includes zero coal power, zero tailings dams, zero utilization of potable water, zero use of hazardous chemicals, and zero accidents [14][15].

Core Viewpoint - Sigma Lithium Corporation has successfully sold 100,000 tonnes of high purity lithium fines and is advancing its mining remobilization activities, including securing working capital for future operations [1][3][10]. Sales of High Purity Lithium Fines - The first sale of high purity lithium fines was completed at a price of U$ 125 per tonne, generating net revenues of approximately USD 11 million [3]. - An additional 850,000 tonnes of high-purity lithium fines are available for sale, produced using environmentally sustainable technology [4]. Mining Remobilization - Sigma Lithium is implementing a remobilization plan at its Mine 1, aiming to enhance mining safety and operational efficiency while maintaining over 100 million tonnes of mining reserves [5]. - The restructuring involves leasing large mining equipment and subcontracting personnel, which is expected to nearly triple mining capacity [6][8]. - Financial support from global clients is facilitating the remobilization process, reducing reliance on third-party contractors [7][9]. Working Capital Agreement - A working capital agreement has been signed with a major client, providing capital against monthly sales totaling 70,500 tonnes by the end of 2026, with the first tranche of USD 5 million already closed [10]. Appointment of New Board Member - Katia Abreu, a prominent agribusiness leader and former Minister of Agriculture, has been appointed as an independent board member, replacing Eugenio de Zagottis [2][11]. - Abreu's extensive experience in agribusiness and public policy is expected to be valuable during Sigma Lithium's transformational period, including the construction of a second Greentech Industrial Plant [15][16].

Core Viewpoint - Stardust Power Inc. has signed a Letter of Intent with Prairie Lithium to secure a supply of 6,000 metric tons per annum of lithium carbonate equivalent, which is crucial for the company's lithium processing operations in Oklahoma and supports its growth strategy [1][2][7]. Supply Agreement Details - The supply agreement with Prairie Lithium will provide a near-term feedstock that accelerates Stardust Power's business model and reduces risks associated with the development of Phase 1 [2][7]. - The agreement allows for flexibility in future phases to incorporate multiple chloride sources as production scales [2]. - Initial deliveries are expected to start in 2027, with the potential to scale up to 6,000 metric tons per annum, and Prairie Lithium has identified a production capacity of up to 17,000 metric tons per annum [3][7]. Strategic Location and Infrastructure - Feedstock will be delivered to the Port of Muskogee's Free Trade Zone, which offers strategic access to transportation networks and potential tariff exemptions [3]. - The Prairie Lithium Project is located in a resource-rich area with access to critical infrastructure, including electricity, water, and transportation [5][9]. Operational and Financial Implications - The agreement enhances Stardust Power's commercial position and opens new financing opportunities, including project-level debt and equity [7]. - The company is advancing in permitting and construction, with ground already broken at the Muskogee site, indicating strong operational execution [7]. Commitment to Sustainability - Stardust Power emphasizes its commitment to sustainability and aims to bolster North America's energy security through resilient supply chains [8][9]. - Prairie Lithium's project is designed to minimize environmental impact by using less freshwater and land, aligning with sustainable lithium production goals [9].