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| Favorite team: | Texas  |
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When the DOW falls because of China tensions, I think SLI should see a corresponding increase.
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What do you all think about the lithium carbonate price of $22,400/t used in the DFS?
"For 4 years I’ve been pissed I have that many but today i regret only having that many"
Same
Same
re: Diving deeper on Standard Lithium?
Posted by bet84 on 10/14/25 at 7:50 am to PotatoChip
News Release - DFS SWA Project
Info looks the same as reported in the release on 9/3/25 - 34 month development and 2028 production start
Ready to progress to FID
SMACKOVER LITHIUM FILES DFS
Info looks the same as reported in the release on 9/3/25 - 34 month development and 2028 production start
Ready to progress to FID
SMACKOVER LITHIUM FILES DFS
I signed on to my free Seeking Alpha account and the website message tells me I need a premium account. I believe you can read one premium article for free when you first sign up for a free account. I have already used mine.
Austin Craig was interviewed for this MSN article and he mentions SLI briefly.
LINK
Austin Craig was interviewed for this MSN article and he mentions SLI briefly.
LINK
SLI is involved with Telescope Innovations.
SLI was working with Aqualung on a carbon capture project in 2022, but Aqualung is not related to Aquatech.
I read that Aquatech is working with Controlled Thermal Resources in California and with LAC at Thacker Pass. I believe Aquatech works on the crystallization/purification part of the lithium process.
SLI was working with Aqualung on a carbon capture project in 2022, but Aqualung is not related to Aquatech.
I read that Aquatech is working with Controlled Thermal Resources in California and with LAC at Thacker Pass. I believe Aquatech works on the crystallization/purification part of the lithium process.
My search produced 75 leases, but some look like several family members signing leases for the same number of acres. Possibly undivided interests in the same acreage? So I don't know how to calculate total acres. I looked at a few of the leases and they are five year Brine leases with a 10 year option.
Thank you for the highlights from the article. Someone had blogged that SLI was negotiating leases in Franklin County as I mentioned in a post on 8/30/23.
I researched mineral leases online and believe I have the shell company name for the Franklin County leases, but SLI is trying to be "secretive" about the Texas leases according to a Facebook post. So maybe I shouldn't share the name. I'm sure Exxon and others already know, since it was easy for me to figure out.
I researched mineral leases online and believe I have the shell company name for the Franklin County leases, but SLI is trying to be "secretive" about the Texas leases according to a Facebook post. So maybe I shouldn't share the name. I'm sure Exxon and others already know, since it was easy for me to figure out.
This looks like an interesting article about East Texas lithium prospects, but it requires a subscription. Does anyone have a subscription with Longview News-Journal? Highlights...?
LINK
LINK
The way I understand the relationship - Standard Lithium pays Telescope Innovations for Contract Research, but the IP belongs to Telescope Innovations and SLI will have only non-exclusive rights to the IP. I assume SLI will have to pay Telescope Innovations some fee for using the IP?
I hope SLI has some sort of advantage, given they paid for the contract research and Mintak and Robinson sit on the BOD of Telescope.
I hope SLI has some sort of advantage, given they paid for the contract research and Mintak and Robinson sit on the BOD of Telescope.
SWA Lithium LLC received a drilling permit last week for a lithium brine well in Lafayette County. Lester No. 1 depth to 9000 ft along Arkansas 313.
Is SWA Lithium LLC a subsidiary of SLI?
Is SWA Lithium LLC a subsidiary of SLI?
I'm not sure how Lanxess right to buy potentially all of the off-take will affect SLI's ability to find a partner to share the build-out costs? I believe most of the companies looking to partner may be interested in the lithium for themselves so I assume the new agreement will limit Lanxess rights to all of the off-take.
This is from the February 2022 agreement:
If Lanxess does not acquire an ownership interest:
Standard Lithium will own 100% of the Project including customary dividends, distribution, or similar rights;
Standard Lithium can elicit bids from other interested parties to buy up to 49% of the Project Company; and,
Lanxess will have the right to acquire some, or all of the lithium carbonate off-take produced at the commercial plant at a price of market minus up to 20%, to be agreed by Lanxess and Standard Lithium and taking into consideration several key commercial agreements (including the costs of brine supply and disposal for the Project, the Project site lease cost and rights of way, infrastructure, and other services for the Project).
If Lanxess does not acquire an ownership interest:
Standard Lithium will own 100% of the Project including customary dividends, distribution, or similar rights;
Standard Lithium can elicit bids from other interested parties to buy up to 49% of the Project Company; and,
Lanxess will have the right to acquire some, or all of the lithium carbonate off-take produced at the commercial plant at a price of market minus up to 20%, to be agreed by Lanxess and Standard Lithium and taking into consideration several key commercial agreements (including the costs of brine supply and disposal for the Project, the Project site lease cost and rights of way, infrastructure, and other services for the Project).
re: Diving deeper on Standard Lithium?
Posted by bet84 on 12/1/23 at 9:03 am to SuperSaint
Lanxess issued a press release. They will provide the brine and lease the land to SLI, but it looks like they will not be participating in the infrastructure for the extraction plant. It will be interesting to see who SLI partners with now.
LINK
LINK
Exxon has the following statement on their website and has named their project Mobil Lithium:
"We have the technology that can extract lithium with fewer carbon emissions, we can deliver a transparent supply chain, and we can scale projects that can reliably execute."
So Exxon already has DLE technology? A Nov 14 Reuters article mentioned Exxon had met with some companies such as IBAT and EnergySource, but as of the article date Exxon had not yet made a decision regarding the DLE tech to be used. Does anyone have any information regarding the DLE tech that Exxon plans to use?
LINK
"We have the technology that can extract lithium with fewer carbon emissions, we can deliver a transparent supply chain, and we can scale projects that can reliably execute."
So Exxon already has DLE technology? A Nov 14 Reuters article mentioned Exxon had met with some companies such as IBAT and EnergySource, but as of the article date Exxon had not yet made a decision regarding the DLE tech to be used. Does anyone have any information regarding the DLE tech that Exxon plans to use?
LINK
re: Diving deeper on Standard Lithium?
Posted by bet84 on 11/1/23 at 8:57 am to ApexHunterNetcode
(No Message)
ETNR has also been executing brine leases in Cass County.
Someone mentioned ETNR is a Schlumberger related entity? I see a relationship with Werrus Energy but no info on Schlumberger, so that may not be good info. I believe Werrus Energy is a private equity fund located in Houston.
Someone mentioned ETNR is a Schlumberger related entity? I see a relationship with Werrus Energy but no info on Schlumberger, so that may not be good info. I believe Werrus Energy is a private equity fund located in Houston.
re: Diving deeper on Standard Lithium?
Posted by bet84 on 10/11/23 at 6:52 pm to ThermoDynamicTiger
Oil majors interested in lithium extraction as mentioned in a Financial Times article 06/24/23.
Schlumberger, Occidental, BP, Shell..
The article said two sources indicated Schlumberger was interested in the Smackover leases purchased by Exxon.
I'm not ruling out Tesla, as they are ramping up their lithium refinery in Texas.
This waiting is not for sissies.
Schlumberger, Occidental, BP, Shell..
The article said two sources indicated Schlumberger was interested in the Smackover leases purchased by Exxon.
I'm not ruling out Tesla, as they are ramping up their lithium refinery in Texas.
This waiting is not for sissies.
From the June 30, 2023 Annual Report disclosures:
"As at June 30, 2023, the Company has entered into lease and option agreements for certain properties in East Texas. The leases are for a 5-year term with extension for a further 10-year period with the first renewal due or expiry in July 2027. The Options are for a 2-year period with the first set to expire in February 2024 if leases are not signed and additional payments are not made to the lessor."
"As at June 30, 2023, the Company has entered into lease and option agreements for certain properties in East Texas. The leases are for a 5-year term with extension for a further 10-year period with the first renewal due or expiry in July 2027. The Options are for a 2-year period with the first set to expire in February 2024 if leases are not signed and additional payments are not made to the lessor."
re: Diving deeper on Standard Lithium?
Posted by bet84 on 9/6/23 at 9:16 am to Beerinthepocket
And Phase 1A is just 5% of the Measured and Indicated resource per the DFS. They have great resources but are moving like the tortoise. I hope slow and steady wins the race for SLI. I'm getting a little jittery.
It was nice to see the Chairman of the Committee on Natural Resources Representative Bruce Westerman include Standard Lithium in his responses and talk about how SLI is ahead of the curve with their pilot plant. It would be easy to let Exxon suck all of the air out of the discussions, so I was glad Standard Lithium was mentioned in such a positive way.
Interview with Representative Bruce Westerman
Interview with Representative Bruce Westerman
The timeline could keep the price depressed. No revenue on this project until 2027.
Do we know how they plan to spend the money to be raised from the shelf offering?
Never mind - I found the Use of Proceeds section in the Prospectus. I was hoping to see the exercise of options on the 35,000 acres of Tetra mineral properties, but that wasn't mentioned in the Prospectus.
Never mind - I found the Use of Proceeds section in the Prospectus. I was hoping to see the exercise of options on the 35,000 acres of Tetra mineral properties, but that wasn't mentioned in the Prospectus.
re: Diving deeper on Standard Lithium?
Posted by bet84 on 8/1/23 at 10:16 am to ThermoDynamicTiger
Mintak mentioned possible partnership with an energy company at the Jan 6 EV conference but Exxon and Tetra have obviously not made a final decision on the DLE process yet. I have looked more closely at IBAT but my bet is still on SLI . I think we are at the tipping point for info regarding lithium extraction from the Smackover formation. Wishing everyone much success as the final decisions and reports are released.
Tetra mentioned they are in the late stages of due diligence in regards to selecting a DLE process.
LINK
LINK
I believe the question of the moment is what process is Exxon and Tetra going to use to extract the lithium from their bromine?
SLI has been testing both their own LISTR process and Koch's LiPro process. I believe the agreement with Koch provides SLI with exclusive rights to use the Li-Pro process in the Smackover Formation (if it turns out better than the LISTR process), which I think covers the Exxon and Tetra mineral properties along with SLI's East Texas mineral properties.
So if Lanxess takes the offtake from their projects, Koch takes the offtake from the SW Ark project, and IF SLI gets the contract to extract the lithium for the Exxon/Tetra mineral properties with Tesla and Ford taking the offtake.... then that would be good news in my opinion. Just hopeful speculation at this point.
Does anyone have any info regarding which extraction process Exxon and Tetra plan to use?
SLI has been testing both their own LISTR process and Koch's LiPro process. I believe the agreement with Koch provides SLI with exclusive rights to use the Li-Pro process in the Smackover Formation (if it turns out better than the LISTR process), which I think covers the Exxon and Tetra mineral properties along with SLI's East Texas mineral properties.
So if Lanxess takes the offtake from their projects, Koch takes the offtake from the SW Ark project, and IF SLI gets the contract to extract the lithium for the Exxon/Tetra mineral properties with Tesla and Ford taking the offtake.... then that would be good news in my opinion. Just hopeful speculation at this point.
Does anyone have any info regarding which extraction process Exxon and Tetra plan to use?
Thank you for your very helpful analysis. So we are still waiting on new news, heh?
re: Diving deeper on Standard Lithium?
Posted by bet84 on 7/23/23 at 1:28 pm to SmackoverHawg
Glad to hear you weigh in.
re: Diving deeper on Standard Lithium?
Posted by bet84 on 7/21/23 at 7:44 am to Franticlethargy
This article has some information about the IBAT testing. Some positive points were mentioned such as acids are not needed in the IBAT process, but the average lithium recovery rate was only 69%.
LINK
LINK
Tetra Technologies' News Release:
LINK
The News Release mentions that Saltwerx LLC is a subsidiary of a Fortune 500 company. Would the parent company be Exxon? I read previously that Saltwerx LLC was a subsidiary of Galvanic Energy, so I wonder if Saltwerx became a subsidiary of Exxon when Exxon acquired the leases from Galvanic Energy?
LINK
The News Release mentions that Saltwerx LLC is a subsidiary of a Fortune 500 company. Would the parent company be Exxon? I read previously that Saltwerx LLC was a subsidiary of Galvanic Energy, so I wonder if Saltwerx became a subsidiary of Exxon when Exxon acquired the leases from Galvanic Energy?
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