Episode Details

Standard Lithium (NYSE: SLI) CEO David Park joins Howard Klein to discuss the Franklin Project PEA, Southwest Arkansas, and the growing potential of the Smackover Basin as a major U.S. lithium hub.

We cover Franklin’s $5 billion after-tax NPV, project financing and the path to FID, plus the importance of Equinor, LG Energy Solution and Trafigura in de-risking Standard Lithium’s growth strategy. We also discuss direct lithium extraction, U.S. critical minerals policy and what investors may be missing in Standard Lithium’s valuation.

Standard Lithium Deck:
https://www.standardlithium.com/_resources/presentations/202609.pdf

Follow Standard Lithium:
LinkedIn (David Park) - https://www.linkedin.com/in/david-park-76484b1b/
LinkedIn (Andy Robinson) - https://www.linkedin.com/in/andy-robinson-3922a118/
X/Twitter (Company) - https://x.com/StandardLithium

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Chapters

(00:00) Standard Lithium’s Smackover Ambition
(03:30) Washington Backs Domestic Lithium
(04:59) Franklin PEA Shows World-Class Scale
(09:49) Franklin Rewrites The Valuation Case
(12:00) Market May Be Missing The Disruptor
(14:51) Why The Equinor Partnership Matters
(19:05) LG Offtake Validates US Supply
(23:21) Trafigura Broadens The Offtake Strategy
(27:52) Cheap Debt Protects Equity Upside
(35:24) Lithium’s Role In Energy Dominance

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/

Questions:
rockstockchannel@rkequity.com

Patreon:
https://www.patreon.com/rockstockchannel

Podcast  
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13
Ben: https://x.com/benjihammond
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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein