Standard Lithium(US:SLI)2025-11-10 11:00Company Overview - Standard Lithium aims to be a leading low-cost, sustainable U S lithium producer [22] - The company plans for near-term commercial-scale production using innovative technologies on its Arkansas and Texas assets [24] - The company is developing projects with global partners, benefiting from stakeholder and regulatory support [26] Resource and Project Highlights - The Smackover Formation is a premier lithium resource in North America, with concentrations up to 616 mg/L in Arkansas and 806 mg/L in East Texas [27] - The South West Arkansas (SWA) Project has been awarded a $225 million grant from the U S Department of Energy (DOE) [27] - The SWA Project is targeting commercial production in 2028, with an initial capacity of 22,500 tonnes per annum (TPA) of lithium carbonate [30, 38] - The East Texas Projects have the potential for over 100,000 TPA LCE production across three projects [38] Market and Economics - Global lithium demand is projected to reach 2.8 million tonnes of lithium carbonate equivalent (LCE) by 2030 [27] - The SWA Project DFS indicates a $1.7 billion unlevered pre-tax NPV and a 20% pre-tax IRR, with a total CAPEX of $1.449 billion [40]