Standard Lithium Ltd. · TSXV:SLI
Standard Lithium — Investor Presentation (November 2023)
36 slides from Standard Lithium's investor presentation, November 2023
Slide 1: Management Presentation
— Management Presentation Leading a New Era of Responsible Lithium Production Fall 2023 NYSE.A SLI TSX.V SLI FSE S5I NYSE SLI TSX.V SLI FSE S5I 1
Slide 2: Cautionary Statement
NYSE SLI TSX.V SLI FSE S5I Cautionary Statement This Presentation should be read in conjunction with the Company’s news releases and latest management discussion and analysis (“MD&A”), financial statements, technical reports, annual information form (“AIF”) and management information circular (colle
Slide 3: Cautionary Statement
NYSE SLI TSX.V SLI FSE S5I 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
Slide 4: Why Standard Lithium?
Why Standard Lithium? Right Projects, Right Place, Right Time Meeting U.S. Lithium Needs and Targeting a Growing Addressable Market Committed to addressing the growing domestic demand, our projects stand out by reinforcing U.S. green energy strategies with the unmatched advantage of robust stakehold
Slide 5: Snapshot
Snapshot | Highest Grade Lithium Brine Project Outside of South America Standard Lithium: Leading the Way to New U.S. Lithium Production with Advanced, Sustainable and Ready-to-Scale DLE Technology Asset Base on the Country’s Largest Lithium Brine Aquifer Phase 1A(1) Location Key Feature Significanc
Slide 6: Direct Lithium Extraction | Technology Overview
Direct Lithium Extraction | Technology Overview Substantial Evolution in Lithium Production • Continuous pumping of brine, selective extraction of lithium, and re-injection of the brine to the formation • Higher lithium recovery compared to evaporation ponds (90+% vs 50% and less) • Ensures consiste
Slide 7: Direct Lithium Extraction | Right Project – Right Place – Right Time
Direct Lithium Extraction | Right Project – Right Place – Right Time Critical Success Elements SMACKOVER BRINES: ARKANSAS/ TEXAS Not all DLE projects are equal. Direct Lithium Extraction ü Highest grade lithium brine outside of South America demands critical components for commercial lithium typical
Slide 8: Industry Leading Experience
Industry Leading Experience Management team is supported by 30+ highly-trained and experienced operations personnel 20+ years experience 20+ years experience 15+ years experience 20+ years experience Robert Mintak Dr. Andy Robinson Salah Gamoudi, CPA Mike Barman CEO President & COO CFO CDO 45+ years
Slide 9: Resource Overview
Resource Overview NYSE.A SLI TSX.V SLI FSE S5I 9
Slide 10: North America's Premiere Lithium Brine Resource
North America's Premiere Lithium Brine Resource Smackover Formation: Lithium concentrations comparable to select South American brines • Globally Significant Resource: A pivotal and responsible lithium source, addressing U.S. critical mineral needs • Highest-Grade: Home to North America’s only high-
Slide 11: Smackover Formation: A Grade Above the Rest In North America
North America's Premiere Lithium Brine Resource Smackover Formation: A Grade Above the Rest In North America Grade reigns supreme in lithium production. The Smackover's Average Lithium Concentration Amongst NAM Projects (mg / L) exceptional grade, coupled with our advanced DLE extraction process, po
Slide 12: Projects Overview
Projects Overview NYSE.A SLI TSX.V SLI FSE S5I 12
Slide 13: Projects Map
Projects Map South West Arkansas Production: 30,000 - 35,000 TPA Product: BQ LiOH Lanxess 1A Smackover Expansion Initial Production: 5,700 TPA Objective: Product: BQ Li2CO3 The Path to 100,000 TPA LCE 13 NYSE SLI TSX.V SLI FSE S5I
Slide 14: Why Arkansas | The Optimal Starting Point
Why Arkansas | The Optimal Starting Point Arkansas is the ideal location to develop a new U.S. commercial lithium business. The state's established brine operations, led by industry leaders like Albemarle and LANXESS, provide a solid foundation for the application Direct Lithium Extraction (DLE) tec
Slide 15: Arkansas Projects Asset Map
Arkansas Projects Asset Map Currently developing two projects in Southern Arkansas: •A 2.8 Mt(1) LCE LANXESS Project •B 1.8 Mt(2) LCE SWA Project A A B A P Phase 1A Brownfield Project P South West Arkansas has some of the highest reported lithium concentrations in the state. (1) Definitive Feasibili
Slide 16: Why Phase 1A
A Why Phase 1A | Optimal Launchpad for First Commercial DLE Plant 16 NYSE SLI TSX.V SLI FSE S5I
Slide 17: Why Phase 1A | Optimal Launchpad for First Commercial DLE Plant
A Why Phase 1A | Optimal Launchpad for First Commercial DLE Plant Phase 1A is the ideal launchpad for commercial DLE production, utilizing a well-established brownfield site with six decades of brine and bromine extraction operations, accompanied by an existing 3,000 GPM brine supply and extensive o
Slide 18: Why Phase 1A | Optimal Launchpad for First Commercial DLE Plant
A Why Phase 1A | Optimal Launchpad for First Commercial DLE Plant One of the industry’s most advanced large-scale lithium extraction projects over the country’s highest-grade lithium brine aquifer Summary Metrics (USD)(1) Average Annual Production(2) 5,400 tonnes Li2CO3 Proven and Probable Reserves
Slide 19: South West Arkansas Project
B South West Arkansas Project With lithium grades averaging 437 mg/L, double those of Phase 1A, this project marks a significant step in our de-risked expansion, solidifying the region as a sustainable U.S. lithium hub − and there is still room to grow Location • Adjacent to Albemarle's existing bri
Slide 20: South West Arkansas Project
B South West Arkansas Project 25 miles west of the Lanxess Projects, Standard Lithium has drilled one of the highest confirmed lithium grade brine in Arkansas Summary Metrics (USD)(1) Base Case High Case Annual Production 30,000 tonnes LiOH 35,000 tonnes LiOH Estimated Resource(2) 1.8 Mt LCE 1.8 Mt
Slide 21: South West Arkansas Project | Recent Developments
B South West Arkansas Project | Recent Developments The South 118-acreWest parcel,Arkansas Project strategically located| Recent Developments in Lafayette County, near state highway 29, has a history of use for logging operations. This site has been carefully selected for its ideal location, setting
Slide 22: Smackover Expansion Opportunity | East Texas
Smackover Expansion Opportunity | East Texas • Secured land, drilled and sampled lithium brine showing significant potential • Nearly four years spent securing geological data, analyzing brine samples and reviewing mineral ownership • Defined areas of the Smackover Formation with optimal brine condi
Slide 23: Smackover Expansion Opportunity | East Texas
Smackover Expansion Opportunity | East Texas Targeting locations over optimal brine resources to secure a foothold for LITHIUM CONCENTRATION RANGE1 large-scale production. 298 - 806 mg/L Status: Confirming Resource • Team of Smackover specialists have been working for the past 3.5 years to identify
Slide 24: Most Advantaged Lithium Projects in the US
Most Advantaged Lithium Projects in the US US needs significant supply growth to meet forecasted demand, 1 2 3 4 5 6 augmented by Inflation Reduction U . S . B AT T E R Y M A N U FA C T U R E R S Act (“IRA”) Current and in Development 7 • IRA Requirements: >40% of the value of critical minerals 8 mu
Slide 25: Stakeholder Engagement & Sustainability
Stakeholder Engagement & Sustainability NYSE.A SLI TSX.V SLI FSE S5I 25
Slide 26: Stakeholder Engagement | Being a Good Neighbor
Stakeholder Engagement | Being a Good Neighbor Building Together: Respectful Engagement and Benefits Fostering EV-Friendly Communities Unlocking Potential: STEM Education and Celebrating Together: Our Partnership in Local Employment Training Initiatives Festivities Standard Lithium proudly sponsors
Slide 27: Sustainability | A Science Based Approach
Sustainability | A Science Based Approach • Leveraging innovative technologies like DLE for sustainable practises • Utilizing real world data to understand and address our environmental footprint • Exploring partnerships to enhance regional sustainability efforts • Investing in innovative Carbon Cap
Slide 28: Sustainability | A Science Based Approach
Sustainability | A Science Based Approach SLI's 2022 investment in Aqualung Carbon Capture aligns with our science-based sustainability approach. The Aqualung technology is highly efficient, eco-friendly, and scalable, presenting an opportunity to implement it in our projects to reduce our carbon fo
Slide 29: Partnerships
Partnerships Leveraging major • $100M USD direct equity investment (US$7.42/sh) strategic partnerships to • Alignment with several Koch Industries business units: Koch Minerals and Trading, Koch Engineered Solutions, and de-risk and accelerate Formerly Koch Strategic Platforms Optimized Process Desi
Slide 30: Future Growth Catalysts
Future Growth Catalysts NYSE SLI TSX.V SLI FSE S5I MILESTONE MILESTONE MILESTONE MILESTONE MILESTONE MILESTONE MILESTONE Operate Industrial Secured East Texas JDA with Koch Completion of Completion of East Texas Scale Right Portfolio Technology PFS for SWA DFS for Lanxess Produces Demonstration Stra
Slide 31: Why Standard Lithium?
Why Standard Lithium? Right Projects, Right Place, Right Time Meeting U.S. Lithium Needs and Targeting a Growing Addressable Market Committed to addressing the growing domestic demand, our projects stand out by reinforcing U.S. green energy strategies with the unmatched advantage of robust stakehold
Slide 32: Appendix
Appendix NYSE.A SLI TSX.V SLI FSE S5I 32
Slide 33: Board of Directors & Advisors
Board of Directors & Advisors The Board of Directors comprises Robert Mintak, CEO and Andy Robinson, COO and President of Standard Lithium, along with: ROBERT CROSS JEFF BARBER DR. VOLKER BERL ANCA RUSU ANTHONY ALVARO CLAUDIA DORAZIO Non-exec Chairman Independent Director Independent Director Indepe
Slide 34: Strategic Advisors
Strategic Advisors Standard Lithium’s strategic advisor representatives are comprised of an accomplished list of industry professionals. DAVID PARK PROF. JASON HEIN PROF. BARRY CRAIG BROWN DR. RON MOLNAR DR. MIKE DRY SHARPLESS Dr. Mike Dry, a seasoned David Park brings over 28 years Professor Jason
Slide 35: Glossary Terms
Glossary Terms BQ Battery Quality DFS Definitive Feasibility Study DLE Direct Lithium Extraction DPA Defense Production Act FEED Front-End Engineering and Design IRA Inflation Reduction Act LCE Lithium Carbonate Equivalent Li2CO3 Lithium Carbonate LiCl Lithium Chloride LiOH Lithium Hydroxide LiSTR L
Slide 36: 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 1075 West Georgia - Suite 1625 116B E. Elm Street Vancouver, BC, Canada El Dorado, Arkansas, USA V6E 3C9 71730 Robert Mintak Andy Ro
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