Company Overview - Standard Lithium Ltd. is a leading near-commercial lithium development company focused on sustainable development of high-grade lithium-brine properties in the United States [3] - The company aims for sustainable, commercial-scale lithium production using a scalable and fully integrated Direct Lithium Extraction and purification process [3] - Key projects are located in the Smackover Formation in Arkansas and Texas, with a partnership with Equinor ASA on the South West Arkansas project [3] Leadership Appointment - Michael Lutgring has been appointed as General Counsel effective August 18, 2025 [1] - Lutgring brings over two decades of legal and strategic advisory experience, previously serving as Vice President and Deputy General Counsel at Albemarle Corporation [2] - His experience includes leading legal support for global supply chain operations and playing a pivotal role in significant corporate initiatives, including a $6.2 billion acquisition and a $3.2 billion divestiture [2]

Not for distribution to U.S. news wire services or dissemination in the United States VANCOUVER, British Columbia, Aug. 18, 2025 (GLOBE NEWSWIRE) -- American Lithium Corp. ("American Lithium" or the "Company") (TSX-V:LI | OTCQX:AMLIF | Frankfurt:5LA1) is pleased to announce that it has closed its previously announced non-brokered private placement for aggregate gross proceeds of $9,400,000 (the "Private Placement"). The Private Placement consisted of the issuance and sale of 34,814,815 units of the Company ...

Initial Drill Holes Confirm High-Quality Lithium Mineralization Near Surface, Positioning Salinas as Company's Next Growth Frontier August 18, 2025 6:00 AM EDT | Source: Atlas Lithium Corporation Boca Raton, Florida--(Newsfile Corp. - August 18, 2025) - Atlas Lithium Corporation (NASDAQ: ATLX) ("Atlas Lithium" or "Company"), a leading lithium development company, is pleased to announce exceptional exploration results from its 100%-owned Salinas Project in Brazil's Lithium Valley. The Company has completed i ...

Second Quarter 2025 Earnings Release Presentation Aug 2025 : SGML : SGML : S2GM34 Disclaimer (…) to risks associated with its reliance on consultants and others for mineral exploration and exploitation expertise; The current COVID-19 pandemic could have a material adverse effect on Sigma's business, operations, financial condition and stock price; If Sigma is unable to ultimately generate sufficient revenues to become profitable and have positive cash flows, it could have a material adverse effect on its pr ...

Core Insights - Sigma Lithium Corporation reported its second-quarter results for 2025, highlighting a disciplined commercial strategy and operational resilience despite market volatility [3][4]. Production and Sales - The company achieved production volumes of 68,368 tonnes in Q2 2025, a 38% increase year-on-year, and slightly above the quarterly target of 67,500 tonnes [5][8]. - Sales volumes totaled 40,350 tonnes in Q2 2025, down 23% from Q2 2024 and down 34% compared to Q1 2025, primarily due to a strategy of withholding product during price volatility [7][8]. Financial Performance - Sales revenue for Q2 2025 was reported at $21.1 million, reflecting a 62% decrease year-on-year and a 56% decrease from Q1 2025 [5][7]. - The average revenue per tonne decreased to $524, a 51% decline compared to Q2 2024 [5][7]. - The company reported an EBITDA of $(16.9) million for Q2 2025, a significant decrease from $8.6 million in Q2 2024 [5][7]. Cost Management - The cost of sales was $23.6 million for Q2 2025, a 20% decrease compared to Q2 2024 [9]. - The all-in sustaining cash cost (AISC) was $594 per tonne, a 24% decrease year-on-year and below the target of $660 per tonne [6][11]. - CIF China cash operating costs averaged $442 per tonne, remaining 12% below the 2025 target of $500 per tonne [10][11]. Balance Sheet and Liquidity - As of June 30, 2025, cash and cash equivalents totaled $15.1 million, an 80% decrease from $75.3 million in Q2 2024 [12][30]. - The company reduced its short-term trade finance by approximately $6 million, bringing the balance to $45.5 million [13]. Expansion Plans - Sigma Lithium is progressing on its Phase 2 expansion project, which aims to double production capacity to 520,000 tonnes per year [15][17]. - The company is focused on strategic alignment and procurement to ensure readiness for the next construction milestones [16][18].

Lithium is poised to become a red-hot commodity in the basic materials sector, driven by a couple of key macro tailwinds. First and foremost, the new data center buildout across the United States will require a decent amount of lithium to be used in the supercomputers that will train tomorrow's leading artificial intelligence models. Secondly, more than three-quarters of the global lithium production and supply chain originates from China. One of the leading Chinese lithium companies has just announced its ...

Financial Data and Key Metrics Changes - For the second quarter ended June 30, 2025, the company reported a net loss of approximately $4 million compared to a net gain of $128.3 million during the same quarter in 2024, primarily due to a one-time gain from the sale of a 45% interest in two project areas in 2024 [11][12] - General and administrative expenses decreased by $4.5 million, reflecting cost-sharing with joint ventures and strong corporate cost management [12] - The company ended the quarter with strong cash and working capital positions of $33.8 million and £30.6 million respectively [13][14] Business Line Data and Key Metrics Changes - The company completed all planned fieldwork for the first phase of the Southwest Arkansas project, achieving a lithium concentration of 660 mg/L from the Leicester well, the highest recorded to date [9] - Phase one of the Southwest Arkansas project plans for 22,500 tonnes per year of battery-quality lithium carbonate, with first production expected in 2028 [10] Market Data and Key Metrics Changes - The Southwest Arkansas project was selected as one of the first critical mineral production projects under Executive Order 14,241, which aims to increase American mineral production [5] - The company received a $225 million grant from the DOE's Office of Manufacturing and Energy Supply Chains, reinforcing its project development timeline [6] Company Strategy and Development Direction - The company is focused on advancing lithium development projects in partnership with Equinor, with a final investment decision targeted by the end of 2025 [4][16] - The company is also exploring next-generation battery materials, having developed a new process for producing battery-quality lithium sulfide [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the critical milestones achieved in the second quarter and the support from local and federal governments for securing critical minerals production in the U.S. [16] - The company believes it is well-positioned to deliver significant value to shareholders and communities as it progresses towards a final investment decision [16] Other Important Information - The company strengthened its senior management team with two new VP hires, enhancing its capabilities and execution of growth strategy [7] Q&A Session Summary Question: Regarding DOE funding opportunities - Management indicated ongoing support from the DOE and the White House for direct lithium extraction projects, but it is premature to comment on specific funding avenues [19][20] Question: Details on remaining milestone payments - The milestone payments from Equinor are $40 million for Southwest Arkansas and $30 million for East Texas, which will be used to fund the company's share of the projects [21][23] Question: Future expenditures related to Southwest Arkansas - Management expects to be fully funded for commitments prior to FID at Southwest Arkansas through existing cash, Equinor funding, and prudent use of the ATM program [24] Question: Offtake agreements and pricing discussions - The company is in discussions with multiple parties regarding offtake agreements, focusing on both structure and pricing mechanisms, with confidence in concluding discussions by Q4 [43][44] Question: Updates on geological modeling and resource mapping - Management stated that drilling work has refined their understanding of the resource position, with a maiden resource report expected to provide further insights [46][49] Question: Debt financing discussions - Discussions with export credit agencies and commercial banks are progressing well, with confidence in achieving the previously indicated debt financing range [53][54]

In addition, ALE must invest US$2,000,000 in the Amelia Properties during the calendar year 2026 and US$4,000,000 during the calendar year 2027. Pursuant to the Fourth Addendum, the Company must also issue the equivalent number of Company shares (the "Option Shares") having a value of US$100,000 to the Amelia Optionor at a price of $0.06 per share using the Bank of Canada exchange rate of $1.4376 (CAD/USD) as at March 31, 2025, being the date of the Third Addendum. The issuance of the Option Shares is subje ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Lithium Supply in China - **Recent Events**: The lithium market has experienced significant changes due to mining license issues and production suspensions, notably affecting CATL's Jianxiawo operation, which has led to a suspension of 14% of domestic output [1][2] Core Insights and Arguments - **Supply Disruption**: The suspension of projects represents 14% of domestic lithium output, with an additional 30% of output facing potential disruptions. The risk profile for non-suspended projects is lower as they do not require mining license renewals [1][2] - **Price Movements**: Spot prices for lithium have rebounded nearly 30% from their June lows, with a notable decline in imports in Q2 2025, which accounted for 51% of domestic output, translating to a reduction of approximately 236kt-LCE [1][13] - **Market Balance**: The domestic lithium market balance has improved since April, with a reduction in imports leading to a decrease in the domestic lithium surplus from 34% to 13% [13][14] - **Future Price Outlook**: Despite the current supply disruptions, the long-term price outlook for lithium remains positive due to global supply dynamics, although risks to spot prices are considered to be on the downside [15] Additional Important Details - **Mining License Issues**: Approximately 45% of domestic lithium production is linked to technically incomplete mining licenses, with two major issues identified: - 37% of licenses do not include lithium in the mined minerals [7] - 21% are subject to renewal in 2025, with half of these linked to the Jianxiawo project [7] - **Regulatory Uncertainties**: Key unknowns include the lack of defined cutoff grades for resource accounting and potential retroactive mining royalty payments, which could lead to further disruptions [9] - **Producer Feedback**: Some lepidolite producers are preparing for mining reserve verification reports, indicating readiness for compliance with local regulations [10] Company Ratings - **Investment Recommendations**: Goldman Sachs maintains a "Sell" rating on Tianqi-H/A and Ganfeng-A, reflecting concerns over the current market conditions and company-specific risks [1][26]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Lithium - **Key Players**: CATL, Zangge Mining, Australian producers (IGO, PLS, MIN), Rio Tinto Core Insights and Arguments 1. **Supply Disruption Risks**: Recent scrutiny over mining licenses in China has led to supply concerns, particularly after CATL halted operations at its Jianxiawo lepidolite mine due to an expired license, indicating a closure of "at least 3 months" [1][2] 2. **Price Outlook Upgrade**: Due to supply disruptions and updated supply forecasts, lithium price outlooks have been revised upwards, with spodumene prices expected to rise by 16-27% and lithium chemicals (carbonate & hydroxide) by 5-14% across CY25-28E [1][5] 3. **Compliance Issues**: Many lithium miners are not compliant with licensing regulations, with an estimated 229kt LCE of lithium supply at risk and up to 120kt LCE facing high risk of curtailment [2] 4. **Demand Signals**: The demand for electric vehicles (EVs) remains strong, with global EV sales growing 26% year-over-year in June, led by a 31% increase in China [4] 5. **Battery Energy Storage Systems (BESS)**: The global BESS project pipeline is projected to reach approximately 1.6TWh from 2025 to 2030, indicating significant growth in this sector [58] Additional Important Insights 1. **Market Dynamics**: The worst of the lithium price downcycle is believed to have passed, although the company remains below consensus estimates [1][5] 2. **Supply Growth Adjustments**: Supply growth expectations for listed Australian producers have been updated, with delays in projects like Rio Tinto's James Bay [3] 3. **Inventory Management**: Chinese chemical inventories are currently sufficient but may see restocking due to mine supply shutdowns, which could support higher chemical prices [4] 4. **Future Catalysts**: Potential further disruptions in Chinese mine supply and inventory restocking of lithium chemicals are seen as upcoming catalysts for price movements [1][4] Conclusion The lithium industry is currently facing significant supply risks due to regulatory scrutiny in China, which has led to an upward revision in price forecasts. Demand for EVs and BESS remains robust, indicating a strong market outlook despite potential compliance issues among miners.