Investor presentation outlines Arkansas and Texas lithium plans
Standard Lithium outlined plans to reach final investment decision for its South West Arkansas direct lithium extraction project by year-end 2026.
First commercial production is targeted in 2029; initial capacity is set at 22,500 tpa of lithium carbonate.
Project economics on a 100% basis: pre-tax NPV of USD 1.7 billion, pre-tax IRR of 20%, total capex of USD 1.45 billion, and average cash opex of USD 4,516/t.
DOE grant funding totals USD 225 million; the first binding offtake has been signed with Trafigura for over 40% of targeted volumes.
Liquidity at June 30, 2026: cash of USD 137.3 million, debt of USD 0, basic shares outstanding of 246 million, share price of USD 2.37.
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