Standard Lithium Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
FY EPS (est.)
-$0.08next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Preliminary Economic Assessment (PEA) for East Texas Franklin Project | 31 Dec 2026 |
| Q3 2026 Financial Results Release | 13 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Demonstration Plant Brine Processed Quarterly1MTarget: Continuous operational validation
Direct Lithium Extraction (DLE) Cycles Completed Quarterly15KTarget: Continuous technology de-risking
Lithium Recovery Rate Quarterly9,500.0%Target: 95% or higher
Key Contaminant Rejection Rate Quarterly9,900.0%Target: 99% or higher
Binding Offtake Volume Secured (Trafigura) Annually8KTarget: 18000 (80% of SWA nameplate capacity)
Watch Items
- Final Investment Decision (FID) on South West Arkansas (SWA) ProjectTrigger: Board approval and joint venture sign-off with EquinorAction: Transition project from development phase to active construction
- SWA Project Debt Financing ClosureTrigger: Securing approximately $1.1 billion in senior secured limited-recourse debtAction: Finalize syndication with export credit agencies and commercial banks
- Additional Binding Customer Offtake AgreementsTrigger: Securing remaining ~40% of targeted offtake commitments (approx. 10,000 tonnes/year)Action: Finalize advanced negotiations with tier-1 battery makers and OEMs by Q3 2026
- Preliminary Economic Assessment (PEA) for East Texas Franklin ProjectTrigger: Publication of the PEA reportAction: Evaluate economic viability of high-grade East Texas brine assets in H2 2026
Research as of 19 Jun 2026