Standard Lithium Ltd. · TSXV:SLI
Standard Lithium — Loop Capital Markets 2023 Investor Conference
22 slides from Standard Lithium's conference presentation, Mar 13, 2023
Slide 1: Leading a new era of responsible lithium production
NYSE: SLI | TSX.V: SLI | FSE: SLI Leading a new era of responsible lithium production Loop Capital Markets 2023 Investor Conference March 13th - 14th, 2023 Investor Presentation 1
Slide 2: Cautionary Statement
Cautionary Statement This presentation and the information contained herein or provided orally in connection herewith is strictly “predict”, “propose”, “potential”, “target”, “intend”, “could”, “might”, “should”, “believe”, “scheduled”, “implement” and confidential and is provided for the exclusive
Slide 3: Cautionary Statement Continued
Cautionary Statement Continued Forward-looking information involves known and unknown risks, uncertainties and other factors that may cause the Currency actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements expresse
Slide 4: The New Standard for Lithium Production in the U.S.
The New Standard for Lithium Production in the U.S. Standard Lithium is leading the new wave of U.S. lithium Asset Base on the Country’s Largest Lithium Brine Aquifer production with a comprehensive approach to project development utilizing a fully integrated direct lithium extraction process to unl
Slide 5: Building America's Next-Generation Lithium Supplier
Building America’s Next-Generation Lithium Supplier Setting a new Standard for environmentally sustainable and strategically located lithium production in the U.S. Massive Demand for Lithium Strategically Located with Premier Asset Base DLE: Proven Technology Social License to Operate • Demand: >6x
Slide 6: Arkansas: In Proximity to the Electric Mobility Manufacturing Corridor
Arkansas: In Proximity to the Electric Mobility Manufacturing Corridor Localizing supply and leveraging a century of energy production, plus decades of brine processing infrastructure Significant Community and Stakeholder Support • Home to North America’s largest brine processing industry • Signific
Slide 7: United States: Facing an Extreme Lithium Supply Shortfall
United States: Facing an Extreme Lithium Supply Shortfall New EV tax credit rules in the Inflation Reduction Act of 2022 (IRA) are expected to both deepen the supply deficit and significantly increase lithium extraction and refining capital spending US Lithium Supply & Demand Estimates (kt LCE) Lack
Slide 8: Smackover Formation: One of the World's Largest Brine Aquifers
Smackover Formation: One of the World’s Largest Brine Aquifers Productive bromine operations and elevated lithium concentrations make the Smackover a promising lithium production powerhouse with room to scale Smackover Advantage: • Extensive, porous and permeable limestone aquifer hosts huge volumes
Slide 9: Proven Technology: The Technology to Unlock the Resource Base
Proven Technology: The Technology to Unlock the Resource Base Fully integrated DLE process for optimum recovery of lithium from both raw Smackover brine, and tail brine from existing bromine operations 9
Slide 10: DLE: The Benefits & Results Speak for Themselves
DLE: The Benefits & Results Speak for Themselves DLE technology is the key to unlocking a globally significant Smackover lithium resource Scalable, modular, highly automated process Efficient, not weather dependent, fast – hours not months, higher recovery, higher purity than solar evaporation ponds
Slide 11: Arkansas Projects: Overview
Arkansas Projects: Overview SLI’s has numerous Smackover assets to bring to market First Phase Projects Next Phase Projects LANXESS South Plant LANXESS South Plant Expansion LANXESS South Plant Expansion Key Operating Metrics: • Production: ~5-6,000 TPA BQ Li2CO3 • Ownership: LANXESS has option to a
Slide 12: Arkansas Projects: Existing Infrastructure Reduces Risk
Arkansas Projects: Existing Infrastructure Reduces Risk First phase is a ‘brownfield’ project leveraging existing commercial brine operations to fast-track production; scale achieved through ‘greenfield’ projects with large resource potential Access to Existing Resources • Brine Supply & Disposal •
Slide 13: Project Details
Project Details 13
Slide 14: Arkansas Projects: SLI Asset Map
Arkansas Projects: SLI Asset Map Currently developing two projects in Southern Arkansas: LANXESS Project A 3.1 Mt(1) LCE B A SWA Project B 1.2 Mt(1) LCE 1. LANXESS Preliminary Economic Assessment August 2019. 2. SWA Preliminary Economic Assessment November 2021. 14
Slide 15: LANXESS Project: Overview
A LANXESS Project: Overview One of the industry’s most advanced projects to develop, leveraging significant infrastructure, and active existing large-scale brine extraction, processing, and brine reinjection Overview • DLE demonstration plant operating at South Plant since May 2020 • Finalized MOU w
Slide 16: South West Arkansas Project: Overview
B South West Arkansas Project: Overview Greenfield project to add battery-quality LiOH supply to Standard’s asset base Overview • Approximately 25 miles west of the LANXESS Project • Well understood geology with extensive data including 2,444 wells drilled in the general South West Arkansas Property
Slide 17: Arkansas Projects: Summary Timeline
Arkansas Projects: Summary Timeline A LANXESS Project $100M USD Expected completion DLE demonstration Strategic Investment SLI & LANXESS of DFS & FEED study plant commissioning from Koch Strategic announce completed Platforms commercial arrangements Phase 1A DFS & Target to commence FEED study const
Slide 18: Strategic Smackover Resource Expansion Program
Strategic Smackover Resource Expansion Program 18
Slide 19: US Government: Funding Opportunities
US Government: Funding Opportunities The coming lithium shortfall prompted the US government Department of Energy Defense Production Act (DPA) Inflation Reduction Act to provide several financing opportunities to help fund domestic lithium projects. • The Loans Programs Office has • Authorizes the P
Slide 20: Aqualung: Carbon Capture and Sequestration Technology Enhances Opportunity
Aqualung: Carbon Capture and Sequestration Technology Enhances Opportunity New technology has potential Objective • Core membrane technology is the culmination of over 20 years of research from for significant sustainability Norwegian University of Science and Technology (NTNU) benefits across the e
Slide 21: Project Advantages: Clear Path to Commercializing
Project Advantages: Clear Path to Commercializing Construction Infrastructure Technology ü First project has brownfield benefits ü Existing infrastructure lowers cost and ü Integrated, proven DLE technology decreases time to first production optimized for recovery from Smackover ü Stage construction
Slide 22: Thank You
Thank You Contact Us Head Office – Vancouver Arkansas Office – El Dorado 375 Water Street 116B E. Elm Street Suite 110 El Dorado, Arkansas, USA Vancouver, BC, Canada 71730 V6B 5C6 NYSE: SLI | TSX.V: SLI | FSE: SLI 22
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