Standard Lithium Ltd. · TSXV:SLI
Standard Lithium — Echelon Wealth Partners Virtual Lithium Conference 2023
21 slides from Standard Lithium's conference presentation, Apr 13, 2023
Slide 1: Leading a new era of responsible lithium production in America
NYSE : SLI TSX.V : SLI FSE : S5I Leading a new era of responsible lithium production in America S C I E N C E S C A L E S P E E D VirtualLithium NYSE.A Standard Lithium Conference TSX.V April Standard Lithium FSE 13, S5I 2023 NYSE Standard Lithium TSX.V Standard Lithiumwww.standardlithium.com FSE S5
Slide 2: Cautionary Statement
Cautionary Statement This presentation and the information contained herein or provided orally in connection herewith is strictly confidential and is provided for the exclusive use of the recipients and may not be reproduced, provided or disclosed to others, or used for any other purpose, without th
Slide 3: Cautionary Statement
Cautionary Statement Forward-looking information involves known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements expressed or implied by the
Slide 4: Standard Lithium is Leading North America's Lithium Revolution
Standard Lithium is Leading North Lithium market undersupplied for the foreseeable future Record battery demand driven by EV adoption and a lack of structural investment in new lithium America’s Lithium supply have created an opportunity for companies able to successfully bring new supply to market.
Slide 5: The Global Lithium Market
The Global Lithium Market Demand for lithium is forecast to surge by 2040. Existing supply cannot facilitate demand, creating immediate need for new projects. A Global Lithium Supply Deficit A Significant Price Response 6 Supply & demand forecast (million tonnes LCE)1 Lithium carbonate average globa
Slide 6: Securing a Domestic Supply Chain
Securing a Domestic Supply Chain Domestic U.S. lithium demand is projected to maintain steady growth. • The U.S. accounts for less than 1% of global lithium U.S. lithium supply & demand forecast (thousand tonnes LCE)3 production1 900 Domestic Demand • China currently controls much of the critical mi
Slide 7: Our Assets
Our Assets Tested, scalable, fully-integrated DLE technology and first mover advantage on North America’s Premier Lithium Brine resource NYSE : SLI TSX.V : SLI TSX.V NYSE.ASLI FSE : FSE S5I SLI S5I S C I E N C E S C A L E S P E E D NYSE Standard Lithium TSX.V Standard Lithium FSE S5I 7
Slide 8: The Smackover Formation
The Smackover Standard Lithium has developed a Fully-Integrated Start to Finish DLE process to extract lithium from Smackover Formation brine and produce battery quality lithium chemicals Arkansas Mississippi For over 100 years, the Smackover formation in southern US has played a central role in Ame
Slide 9: Direct Lithium Extraction | Right Project – Right Place – Right Time
Direct Lithium Extraction | Right Project – Right Place – Right Time LOWER IMPACT ü No large mining pits or evaporation ponds Critical Success Elements ü Quick processing to end products A direct lithium extraction project requires ü Non-weather dependent several critical components to achieve succe
Slide 10: Leveraging major strategic partnerships to de-risk and accelerate
• $100M USD direct equity investment (US$7.42/sh) • Alignment with several Koch Industries business units: Koch Minerals and Trading, Koch Engineered Solutions, Leveraging major Formerly Koch Strategic Platforms and Optimized Process Designs (“OPC”) strategic partnerships to Koch Disruptive Technolo
Slide 11: Standard Lithium Projects Overview
Standard Lithium Projects Overview The right projects, the right CURRENT PROJECTS TARGET place, the right time PROJECT LOCATION STATUS PRODUCTION (tpa) Definitive Feasibility Lanxess 1A: South Plant Arkansas Study (DFS) 5,000 – 6,000 Li2CO3 Underway1 Location Region has a large existing brine proces
Slide 12: The Lanxess Project
The Lanxess Project One of the industry’s most advanced large- 160 7 167 scale Direct Lithium Extraction projects 57 335 63 82 El Dorado Phase 1A Phase 1B Phase 2 Phase 3 Phase 2 Phase 3 82 Phase 1A / 1B • Projects have significant local support 15 167 Demonstration Plant • The proposed facilities l
Slide 13: Lanxess Phase 1A
Lanxess Phase 1A Leveraging brownfield benefits, Lanxess Phase 1A has expedited time to construction Phase 1A Phase 1B Phase 2 Phase 3 STATUS: DFS & Full Feed Study for Phase 1A currently underway • DFS & Full Feed Study Underway BROWNFIELD BENEFIT LANXESS South Brine Processing Facility • Final Inv
Slide 14: The South West Arkansas Project
The South West Arkansas Project Elevated lithium brine concentrations Approximately 25 miles west of the Lanxess KS MO TN OK project, will benefit from much of the same 82 49 TX AR MS existing local infrastructure; water, power, LA 72 80 road, rail and workforce 132 / 187 371 Magnolia STATUS: Prelim
Slide 15: The Arkansas Advantage
The Arkansas Advantage 1 2 3 4 5 6 U . S . B AT T E R Y M A N U FA C T U R E R S Current and in Development 7 • Home to one of North America’s largest brine processing industries with 60+ years of operations 8 7 4 • A mature regulatory framework exists for 3 1 brine production and re-injection opera
Slide 16: Initial scale of proven DLE process & technology
Standard Lithium Scaling Formula Initial scale of DLE Formula Demo Plant Optimized Familiar geological structure proven DLE PRODUCTION Integrated, purpose-built DLE technology Lanxess Projects 21,7001 process & tpa Li2 CO3 3 Highest tested lithium brine concentration in the U.S. technology PRODUCTIO
Slide 17: The Smackover Expansion Project
The Smackover Expansion Project Targeting locations over optimal brine resources CONCENTRATION RANGE1 to secure a foothold for large-scale production 298 - 634 mg/L STATUS: Confirming resource • Team of Smackover specialists have been working for the past three years to identify the most prospective
Slide 18: Project Funding Sources
Project Funding Sources Government incentive programs have potential to put U.S. producers at a significant advantage globally. Government Sources Strategic Partnerships IRA Tax Credits To ensure new supplies of lithium go into Inflation Reduction Act (“IRA”) provides multiple tax credit opportuniti
Slide 19: Future Growth Catalysts
Future Growth Catalysts CATALYST CATALYST CATALYST CATALYST CATALYST Completion of Lanxess DFS Secure Additional Texas Government Feasibility Studies SWA PFS Partnerships Expansion Funding Completion of the Lanxess Phase 1A DFS Standard Lithium is Standard Lithium is Standard Lithium is Lanxess DFS
Slide 20: Investing In Carbon Solutions
Investing In Carbon Solutions In 2022 Standard Lithium made a strategic investment into Aqualung Carbon Capture AS (“Aqualung”), a leader membrane carbon capture and separation technology in heavy industry and transport. Addition of Aqualung technology has potential to capture for use or sequester s
Slide 21: Leading a new era of responsible lithium production in America
NYSE : SLI TSX.V : SLI FSE : S5I Leading a new era of responsible lithium production in America S C I E N C E S C A L E S P E E D Vancouver Head Office Arkansas Office 375 Water Street - Suite 110 116B E. Elm Street Vancouver, BC, Canada El Dorado, Arkansas, USA V6B 5C6 71730 NYSE Standard Lithium T
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