Libertystream Infrastructure Partners Inc. · TSXV:LIB
Libertystream Infrastructure Partners — Investor Presentation (June 2026)
20 slides from Libertystream Infrastructure Partners's investor presentation, June 2026
Slide 1: Leveraging Energy Infrastructure Into a Critical Minerals Engine
Leveraging Energy Infrastructure Into a Critical Minerals Engine June 2026
Slide 2: Lithium Production from U.S. Oilfield Brine — Happening Now
Lithium Production from U.S. Oilfield Brine — Happening Now LibertyStream has proven a viable DLE technology in the Permian Basin and is producing lithium carbonate from oilfield brine today LibertyStream Overview Operations Today • Lithium development and technology company producing lithium • Libe
Slide 3: A Simple and Repeatable Story
A Simple and Repeatable Story LibertyStream has existing infrastructure that supports rapid execution and a repeatable deployment model Leveraging Existing Partner Applying Proven Direct Lithium Producing On-Spec Infrastructure Extraction Technology Lithium Carbonate • LibertyStream partners with mi
Slide 4: Lithium's Supply Deficit Requires Rapidly Employed Solutions
Lithium’s Supply Deficit Requires Rapidly Employed Solutions LibertyStream’s speed to production shines against its peers, allowing it to take advantage of market conditions …While Alternative Brine/Mining Requires Extended Rapid Demand Growth Expected… Development Timeline Global Lithium Supply vs
Slide 5: LibertyStream's Key Differentiators
LibertyStream's Key Differentiators Production Today Proven Technology Capital Efficency • Producing on-spec Li₂CO₃ for customer • 400,000+ barrels processed since • ~$37k / tonne Capex – below peers validation today inception, 99.5%+ purity, multiple customer • Modular deployment limiting capital a
Slide 6: Led by an Experienced and Dedicated Management Team
Led by an Experienced and Dedicated Management Team Management’s tenured and diverse backgrounds ensures the right skillset required for LibertyStream’s rapid growth Alex Wylie Morgan Tiernan Mark Watson President, CEO, Director Chief Financial Officer VP Corporate Development 25+ years in the O&G i
Slide 7: Our Business Model: Turning a Cost Center into a Revenue Source
Our Business Model: Turning a Cost Center into a Revenue Source LibertyStream’s DLE and refinement technologies turn water waste streams into revenue through lithium extraction Turn Disposal Costs into Revenue Scales with Oil Production Low-Cost, Infrastructure-Led Model • LibertyStream utilizes was
Slide 8: Our Partnership with Select Water Solutions (NYSE:WTTR)
Our Partnership with Select Water Solutions (NYSE:WTTR) Integrated partnership combining water infrastructure with extraction and refining platform turns Select Water Solutions’ wastewater disposal service into lithium revenue for both companies Partnership Contributions to the Partnership ◼ Definit
Slide 9: Built for Speed: From Deployment to Revenue in Months
Built for Speed: From Deployment to Revenue in Months Integrated infrastructure, technology and commercial strategy are built for rapid deployment to revenue Speed of Scaling Speed of Deployment ▪ Module-based capex enables flexible, lower-risk ▪ Standardized ~1,000 tpa modules enable deployment rep
Slide 10: Our Approach Has Lower Capital Intensity and Capital at Risk
Our Approach Has Lower Capital Intensity and Capital at Risk Capital requirements and time to production compare favorably to conventional lithium extraction projects LibertyStream’s Modular Process Results in a Low Capital Intense Production Over Brine Lithium Producers Limited Capital Intensity Re
Slide 11: Scaled, In-Field Testing Shows Results
Scaled, In-Field Testing Shows Results Significantly positive testing results has led to opportunity with upstream and downstream stakeholders Testwork Results Stakeholder Response • 2 Lab-scale pilots, 2 large-scale pilots, • Continuous stable field operations • Select Water partnership establishes
Slide 12: Customer Validation: Product Sold, Specs Met, Demand Building
Customer Validation: Product Sold, Specs Met, Demand Building LibertyStream’s field quality meets or exceeds customer purity standards Commercial Capabilities and Activity Meeting or Exceeding Customer Requirements(1) Lithium carbonate tested for customers was produced entirely on site • Product pro
Slide 13: First Offtake Milestone Announced: Industrial Customer
First Offtake Milestone Announced: Industrial Customer American Industrial Customer Offtake for early-stage production out of the Select Water partnership Signed on June 7, 2026, this term sheet highlights LibertyStream’s growing momentum with customers(1) • 600 tpa lithium carbonate offtake beginni
Slide 14: Opportunity for Long Term Growth: Replication Across Partners and Basins
Opportunity for Long Term Growth: Replication Across Partners and Basins LibertyStream has a clear path for growth amid a significant addressable market TODAY: Full Select Roll-Out Full Permian Opportunity+ Agreement with Select • Current agreement with Select covers up • Success with Select could l
Slide 15: Key Investment Highlights
Key Investment Highlights ✓ Field proven, de-risked technology platform: producing lithium carbonate today ✓ Consistently meeting battery-grade and industrial quality product specifications for customer sampling and qualification ✓ First offtake milestone secured with additional customer demand exce
Slide 16: Appendix
Appendix 15
Slide 17: LibertyStream – Infrastructure Matters
LibertyStream – Infrastructure Matters >20 Million BBLs of Produced Water Moved Per Day in Permian Basin Permian Produced Water Heat Map • Multi-billion-dollar water infrastructure invested across the Permian Basin over the past 20+ years • Significant OPEX reduction from leveraging wells, pipelines
Slide 18: LibertyStream – Select – Commercial Deployment
LibertyStream – Select – Commercial Deployment Integrated water handling, pretreatment, extraction and refining have accelerated 2026 production First Commercial Development – Midland Basin Select’s water recycling and pretreatment capabilities play a strategic role in LibertyStream’s lithium extrac
Slide 19: Disclaimer
Disclaimer Notice This presentation is provided for informational purposes only. No representations or warranties, express or implied are given in, or in respect of, this presentation. Industry, market and benchmark data used in this presentation have been obtained from third-party industry publicat
Slide 20: Disclaimer (cont'd)
Disclaimer (cont’d) Future-Oriented Financial Information This presentation contains future-oriented financial information and financial outlook information (collectively, “FOFI”) about the Company’s prospective results of operations, including anticipated operating costs and the size of a prospecti
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