STANDARD LITHIUM LTD. (SLI) Form 6-K — Aug 31, 2026
Smackover Lithium, the joint venture between Standard Lithium (55%, operator) and Equinor (45%), signed a binding take-or-pay offtake agreement with LG Energy Solution for the South West Arkansas Project. Under the deal, the SWA Project will supply LG Energy Solution with 8,000 metric tonnes per year of battery-quality lithium carbonate over 10 years following the start of commercial production, with pricing confidential but structured to support project financing. This is the project's second offtake, matching the March 2026 Trafigura agreement of 8,000 tonnes per year over 10 years.
Key figures
- Fid target
- 2026
- Offtake term years
- 10
- Equinor ownership pct
- 45
- Eca debt indications usd
- over $1 billion
- Targeted offtake committed
- roughly 90%
- Export credit agencies count
- 3
- Targeted offtake of nameplate
- roughly 80%
- Offtake volume tonnes per year
- 8000
- Standard lithium ownership pct
- 55
- First commercial production year
- 2029
- Project nameplate capacity tonnes per year
- 22500
AI analysis
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