Standard Lithium Ltd. · TSXV:SLI

Standard Lithium — Benchmark Tour (June 2018)

28 slides from Standard Lithium's conference presentation, June 2018

  1. Slide 1: Benchmark Tour

    TSX-V: SLL Benchmark Tour OTCQX: STLHF JUNE 2018 XETRA: S5L

  2. Slide 2: Disclaimer

    DISCLAIMER The Presentation is intended for educational and informational purposes only and does not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually. The information is not designed to provide financial, tax planning, ac

  3. Slide 3: Standard Lithium – Guiding Philosophy

    STANDARD LITHIUM – GUIDING PHILOSOPHY 01 Lithium Market Will Change Almost all of the new projects that have successfully ramped up production recently 02 have been brownfield developments of formerly No Shortage of Resources mothballed mineral concentrate operations, or operations that have 03 been

  4. Slide 4: Minimising Risk & Maximising Reward

    MINIMISING RISK & MAXIMISING REWARD Management Experienced Management & Project Development Team with deep experience in hydrogeology, project & chemical process engineering and capital markets. Strategic Alliances Agreements with active & permitted brine producers at the project level reduces permi

  5. Slide 5: Demand

    DEMAND Lithiumdemandwill experiencesustained growth(doublingevery5 years) Source: SQM Estimates STANDARD LITHIUM | TSXV: SLL | OTCQX: STLHF 5 212KMT-LCE 475KMT-LCE

  6. Slide 6: Demands and Uses

    DEMANDS AND USES MAIN USES • Lithium isusedin awide rangeof applications including energystorage, lubricating greases, glass and frits. • Energystoragebeingthe largest application(59%) • Li2CO3andLiOHconcentrate more than 80%of the demand. Main Usesof Lithium (1) (2017) Main Products(2) (2017) Cemen

  7. Slide 7: Global Supply

    GLOBAL SUPPLY “The U.S. has a lot more untapped lithium resources than economically mined reserves at this point.” Lithium Supply(2017) Brian Jaskula, USGS Mineral Commodity Specialist (2017) Other US-Canada Opportunity 2% 0% The USGS lists US lithium reserves of 35,000 tons or 186,000 tons LCE and

  8. Slide 8: Critical Mineral Designation – Executive Order

    21st CENTURY OIL BARREL” GEOPOLITICS Critical Mineral Designation – Executive Order STANDARD LITHIUM | TSXV: SLL | OTCQX: STLHF 8

  9. Slide 9: Flagship Project: Arkansas Smackover

    FLAGSHIP PROJECT Arkansas Smackover SOUTHERN ARKANSAS – EXTENSIVELY CHARACTERISED Low Risk, Near-Term Lithium Production Potential • WORLD CLASS INFRASTRUCTURE: Rail, Power, Water, Gas, Hot Brine, Proximity to Gulf Coast and Low Cost Reagents • SKILLED BRINE HANDLING WORKFORCE: 2000+ employed in bri

  10. Slide 10: Arkansas Lithium – Arkansas Smackover

    ARKANSAS LITHIUM Arkansas Smackover SOUTHERN ARKANSAS The Smackover Formation is an extensive porous and permeable limestone aquifer that hosts huge volumes of mineral-rich brines, as well as hydrocarbons. The Smackover brines are currently the largest source of bromine in the world, but the brine a

  11. Slide 11: Arkansas Lithium – Thousands of Data Points

    ARKANSAS LITHIUM Arkansas Smackover SOUTHERN ARKANSAS – EXTENSIVELY CHARACTERISED – THOUSANDS OF DATA POINTS Approximately 40 KM Each dot represents a well previously drilled into the Smackover Formation in the Southern Arkansas brine production fairway. Data available from the Arkansas Oil & Gas Co

  12. Slide 12: Arkansas Lithium – Highly Porous Aquifer

    ARKANSAS LITHIUM Arkansas Smackover SOUTHERN ARKANSAS – EXTENSIVELY CHARACTERISED – HIGHLY POUROUS AQUIFER – STORES AND MOVES BRINE EASILY Core sample from Smackover Formation visually demonstrates well defined porosity. Porosity is present throughout STANDARD LITHIUM | TSXV: SLL | OTCQX: STLHF 12 t

  13. Slide 13: Arkansas Lithium – Two Pronged Approach

    ARKANSAS LITHIUM – TWO PRONGED APPROACH SLL brine leases located in key production fairway (30,000+ acres) – Only Large Land parcel available SLL strategic alliance with existing brine producer – 150,000+ acres; over 500 employees; several hundred thousand barrels of brine processed per day STANDARD

  14. Slide 14: LANXESS Southern Bromine Process Facility – Eldorado Arkansas

    ARKANSAS LITHIUM LANXESS Southern Bromine Process Facility – Eldorado Arkansas STANDARD LITHIUM | TSXV: SLL | OTCQX: STLHF 14

  15. Slide 15: Demonstration Scale Pilot Plant

    ARKANSAS LITHIUM Arkansas Smackover Demonstration Scale Pilot Plant • Located in permitted chemical plant • Tail Brine (Post Bromine Extraction) • Supply/Disposal Pipeline • Full Service Rack at Site • Power PILOT PLANT • Water • Steam • Gas • Laboratory on Site • Trained Work Force • Common Chemica

  16. Slide 16: Arkansas Smackover – Albemarle

    ARKANSAS LITHIUM Arkansas Smackover – ALBEMARLE ALBEMARLE INVESTOR DAY PRESENTATION SLIDE EXTRACT STANDARD LITHIUM | TSXV: SLL | OTCQX: STLHF 16

  17. Slide 17: Shortened Project Development – Arkansas

    SHORTENED PROJECT DEVELOPMENT – ARKANSAS TRADITIONAL BRINE PROJECT INITIAL INFERRED FULL-SCALE INITIAL RESOURCE PERMITTING PILOT & POND PLANT INITIAL PROCESS RESOURCE PERMITTING POND PRODUCTION ASSESSMENT FOR PILOT FEASIBILITY CONSTRUCT CONSTRUCT EVAP CYCLE WORK AND PEA AND EIS FILLING • Argentina -

  18. Slide 18: Simplified Process – Arkansas

    SIMPLIFIED PROCESS – ARKANSAS BROMINE EXTRACTION * pH BALANCE* AND FILTER HYDROCARBON STRIPPING OF RAW BRINE* LOAD SORBENT WASH LOADED STRIP SORBENT LOADED SORBENT POLISH CRYSTALLISE TAILBRINE FILTER REINJECTION EXTRACTION WELLFIELD* WELLFIELD* * EXISTING INFRASTRUCTURE STANDARD LITHIUM | TSXV: SLL

  19. Slide 19: Updating Crystallisation Techniques for a New Generation of End-Users

    UPDATING CRYSTALLISATION TECHNIQUES FOR A NEW GENERATION OF END-USERS OLD NEW STANDARD LITHIUM | TSXV: SLL | OTCQX: STLHF 19

  20. Slide 20: Milestones – Arkansas

    MILESTONES – ARKANSAS MINI-PILOT COMMENCE FINALIZE MOBILISE FULL-SCALE CONNECT & COMMISSION PLANT FABRICATION OF FABRICATION OF PILOT TO SITE FULL-SCALE COMPLETE FULL-SCALE PILOT FULL SCALE PILOT PILOT Q2/3 '18 Q3 '18 Q4 '18 Q1 '19 Q1 '20 DESIGN FOR FULL- TWO NI-43-101 PRELIMINARY FEASIBILITY AND SI

  21. Slide 21: California Lithium – Mojave Project

    CALIFORNIA LITHIUM Mojave Project MOJAVE, SAN BERNARDINO COUNTY, CA • 45,000+ acre project, covers majority of the playa; overlies basin estimated to be >1,000 m deep. • Two active, permitted, brine processing companies have operated for decades producing industrial minerals from brines on Bristol D

  22. Slide 22: Mojave Project Exploration Program

    CALIFORNIA LITHIUM Mojave Project MOJAVE, SAN BERNARDINO COUNTY, CA Exploration Program: • Phase I - seven boreholes target deeper zones of little-investigated deeper aquifer(s) • Six holes completed, final deeper borehole underway • Six test evaporation ponds have been installed on the Bristol Dry

  23. Slide 23: Simplified Process – California

    SIMPLIFIED PROCESS – CALIFORNIA PRE- WASH / CONVERT & FILTER LOAD POLISH CONCENTRATE STRIP CRYSTALLISE • Brine pumped to • Concentrated brine • Pre-filtered brine • Solid sorbent • Residual hardness • Conversion to final evaporation ponds pH adjusted and mixed in tanks with removed as slurry removed

  24. Slide 24: Development Timeline – California

    DEVELOPMENT TIMELINE - CALIFORNIA COMPLETE MINI-PILOT REPURPOSE TRANSPORT COMPLETE PHASE I PROCESS WORK AND EXISTING PONDS PRELIMINARY CONCENTRATED BRINES EXPLORATION MAIDEN RESOURCE FOR PILOT SCALE ECONOMIC TO ARKANSAS FOR PILOT PROGRAMME ASSESSMENT EVAPORATION ASSESSMENT SCALE TESTING Q3 '18 Q3-4

  25. Slide 25: Management

    MANAGEMENT ROBERT MINTAK DR. ANDY ROBINSON RAYMOND P. SPANJERS JOHN E. YOUNG STEVE ROSS M.S., P. Geo P.E. P. Geo SENIOR PROJECT CEO & DIRECTOR PRESIDENT, COO & DIRECTOR VP EXPLORATION & SENIOR CORPORATE MANAGER DEVELOPMENT DEVELOPMENT OFFICER Mr. Spanjers is a Professional John is a petroleum engine

  26. Slide 26: Scientific Advisory Team & Partnerships

    SCIENTIFIC ADVISORY TEAM & PARTNERSHIPS DR. MIKE DRY DR. RON MOLNAR DR. JASON HEIN LARRY LIEN ROSS LEWIS P.ENG FEC CRAIG BROWN, P.ENG Mike is a chemical engineer Dr. Molnar is a chemical Prof. Hein is a recognized Larry is the Principal at Ross has over 45 years of Craig Brown is a with 40 years exp

  27. Slide 27: Capital Structure

    CAPITAL STRUCTURE TSX VENTURE EXCHANGE: SLL Co-Listed/Quoted XETRA: S5L | OTCQX: STLHF Shares Outstanding 72,017652 52 Week Range (TSXv) $0.80 / $2.85 Share Price (TSXv) $1.21 (07.11.18) Avg. Daily Volume 297k (10 days) Market Capitalization $101M Cash Balance $13 M TRANSFER AGENT AST Trust Company

  28. Slide 28: Standard Lithium Ltd. Contact and Advisors

    S5L SLL STLHF WKN A2DJQP │ ISIN CA8536061010 CUSIP: 853606101 STANDARD LITHIUM LTD. 835 – 1100 Melville St. Advisors Vancouver, BC V6E 4A6 Legal Counsel: Cassels Brock & Blackwell LLP Tel: +1 (604) 409-8154 Auditors: MacKay LLP info@standardlithium.com Transfer Agent: AST Trust Company Ltd. www.stan

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