Standard Lithium Ltd. · TSXV:SLI
Standard Lithium — Investor Presentation (August 2024)
27 slides from Standard Lithium's investor presentation, August 2024
Slide 1: The Future of Lithium in North America
NYSE : SLI | TSX.V : SLI | FSE : S5L The Future of Lithium in North America Creating a Sustainable U.S. Lithium Business AUGUST 2024 www.standardlithium.com
Slide 2: Cautionary Statement
Cautionary Statement This presentation and the information contained herein or provided orally in connection herewith 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 the written authorization of St
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 on the path to becoming a leading low-cost sustainable American lithium producer
Standard Lithium is on the path to becoming a leading We aim to achieve highly low-cost sustainable value-accretive near-term American lithium producer commercial-scale production by applying innovative Building projects with our technologies to our world class global partners, in a region assets in
Slide 5: Investment Highlights
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Investment Highlights Premier Lithium Smackover is North America's highest grade lithium brine – Brine Resource in concentrations up to 597 mg/L in Arkansas1 and up to 806 mg/L in East Texas2 North America Arkansas Projects in Disciplined developm
Slide 6: Brine to Battery – A Clear Path
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Brine to Battery – A Clear Path UNLOCK THE DEVELOP SECURE THE EXECUTION RESOURCE WITH DERISK THE PROJECT BEST OF BEST PROJECT WITH RIGHT RESOURCE STRATEGY TECHNOLOGY PARTNERS Entered Smackover - Signed Joint Commenced Strategic partnership Targeti
Slide 7: Our Strategic Approach
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Our Strategic Approach Standard Lithium is positioning itself to achieve highly value accretive, globally significant production scale, in a sustainable and responsible manner Partnerships & Resource & Location Phased Development Responsible Funda
Slide 8: Smackover: A World Class Lithium Brine Asset
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Smackover: A World Class Lithium Brine Asset Smackover Formation is a high-quality lithium brine resource Elevated lithium concentrations are some of the highest recorded outside of South America In Arkansas, +8 billion gallons of brine extrac
Slide 9: Project Overview
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Project Overview East Texas JV (Exploration) South West Arkansas JV (Development) SOUTH WEST EAST TEXAS JV PHASE 1A ARKANSAS JV Phase 1A (Development) Ownership: Ownership: Ownership: 55% Standard Lithium1 55% Standard Lithium1 100% Standard Lithi
Slide 10: High Grade Resource Drives Compelling Economics
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION High Grade Resource Drives Compelling Economics The Smackover Formation’s high lithium concentration drives low-cost estimates – Standard Lithium anticipates projects to rank among top quartile on global lithium cost curve 700 $45,000 $40,000 600
Slide 11: Capital Formation “Pyramid”
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Capital Formation “Pyramid” Standard Lithium is committed to maximizing shareholder returns through a strategic and methodical approach to capital formation Leveraging strategic partnerships to maximize project success Standard Lithium has secur
Slide 12: Strategic Partnerships: More than Capital
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Strategic Partnerships: More than Capital Refining and Direct Lithium Extraction From Brine to Battery Grade Lithium – Leveraging Strategic Partnerships Utilizing Koch’s proprietary Lithium Selective Sorption (“LSS”) process across the Smackover
Slide 13: Equinor: Strategic Partnership at South West Arkansas and Texas
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Equinor: Strategic Partnership at South West Arkansas and Texas Equinor acquires 45% interest in the South West Arkansas (SWA) Project and East Texas Properties Equinor committed to contribute up to a gross US$160 million to advance projects S
Slide 14: Proven Technology at Commercial-Scale
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Proven Technology at Commercial-Scale Standard Lithium successfully installed and commissioned the Li-Pro TM Lithium Selective Sorption (LSS) commercial scale unit supplied by KTS This unit is believed to be the largest known commercial-scale
Slide 15: Large Demonstration Plant in Operation Since 2020
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Large Demonstration Plant in Operation Since 2020 15
Slide 16: Capitalization & Liquidity
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Capitalization & Liquidity Financial Highlights Liquidity & Capitalization1 (CAD millions) Positive working capital with no outstanding indebtedness at March 31, 2024 Cash $15.7 Recent transaction bolsters strength of balance sheet (USD $30 mi
Slide 17: Appendix
NYSE : SLI | TSX.V : SLI | FSE : S5L Appendix AUGUST 2024 www.standardlithium.com
Slide 18: Compelling Market Fundamentals
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Compelling Market Fundamentals A looming global supply gap, and a substantial market deficit in North America driven by US policy demands, presents a compelling opportunity for new projects GLOBAL SUPPLY DEMAND BALANCE REGIONAL SUPPLY DEMAND BALAN
Slide 19: Koch | Experts in Mineral Processing
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Koch | Experts in Mineral Processing Koch Industries brings significant expertise and Second-largest privately held company in America, with over 80 years of experience throughout the energy chain experience in energy and chemicals Founded as an
Slide 20: Equinor | International Pioneers in the Energy Transition
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Equinor | International Pioneers in the Energy Transition Equinor is a leading multinational energy company with operations across 36 countries Equinor are energy experts and world-leaders in renewable and low carbon solutions Historically focus
Slide 21: Phase 1A | Premier Resource with Derisked Facility
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Phase 1A | Premier Resource with Derisked Facility STATUS: Project Definition & Commercial Agreements One of the industry’s most advanced large-scale lithium extraction projects over the country’s highest-grade lithium brine aquifer Summary Metric
Slide 22: Phase 1A | Definitive Feasibility Study Summary
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION Phase 1A | Definitive Feasibility Study Summary Significant field and engineering work completed as part of the Definitive Feasibility Study, allowing SLI the option to advance Phase 1A to the final technical frontier toward FID and commercializat
Slide 23: South West Arkansas (SWA) Project
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION South West Arkansas (SWA) Project STATUS: Front-End Engineering Design The SWA Project with… Lithium avg. Grade of 437 mg/L (max of 597 mg/L)1; Planned annual output of +30,000 tonnes lithium hydroxide; Existing project and regional infrastr
Slide 24: South West Arkansas (SWA) Project
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION South West Arkansas (SWA) Project Located near Magnolia, Standard Lithium has drilled some of the highest confirmed lithium- in-brines grades in Arkansas: 597 mg/L Summary Metrics (US$)1 Base Case High Case Annual Production 30,000 tonnes LiOH 35,
Slide 25: East Texas Greenfield Exploration
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION East Texas Greenfield Exploration Standard Lithium has secured a significant brine lease position, drilled, and sampled lithium brine showing significant potential to expand resource and future production Opportunity to develop 644 mg/L 806 mg/L l
Slide 26: East Texas Greenfield Exploration
STANDARD LITHIUM AUGUST 2024 MANAGEMENT PRESENTATION East Texas Greenfield Exploration Targeting locations with optimal brine grades to secure a foothold for large-scale production LITHIUM CONCENTRATION RANGE1 298 - 806 mg/L STATUS: Resource Definition Team of Smackover specialists have been worki
Slide 27: Leading a new era of responsible lithium production in America
Vancouver Arkansas Texas Head Office Office Office Leading a new era of responsible lithium production in America 1075 West Georgia - 116B E. Elm Street 3600 N. Capital of Suite 1625 TX Hwy, Bldg. B, El Dorado, Ste. 230 Vancouver, BC, Arkansas, USA Canada Austin, TX, USA 71730 V6E 3C9 78746 NYSE : S
Standard Lithium — Investor Presentation (August 2024) on 6ix