Corporate Overview TSX-V: SLL OTCQX: STLHF JULY 2020 XETRA: S5L - - PowerPoint PPT Presentation

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Corporate Overview TSX-V: SLL OTCQX: STLHF JULY 2020 XETRA: S5L - - PowerPoint PPT Presentation

Corporate Overview TSX-V: SLL OTCQX: STLHF JULY 2020 XETRA: S5L DISCLAIMER The Presentation is intended for educational and informational purposes only and does not replace independent professional judgment. Statements of fact and opinions


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TSX-V: SLL OTCQX: STLHF XETRA: S5L

Corporate Overview

JULY 2020

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DISCLAIMER

The Presentation is intended for educational and informational purposes only and does not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually. The information is not designed to provide financial, tax planning, accounting, investment, business or legal advice, in any way whatsoever. The reader should consult with a lawyer, accountant and other professionals in respect of contents hereof. Furthermore, the information in no way should be construed or interpreted as, or as a part of, an offering or solicitation of securities. Investors are advised to discuss any trading with a registered securities broker or personal finance professional prior to investing. This Presentation includes and is based on forward-looking information and statements that are subject to risks and uncertainties that could cause actual results to

  • differ. Factors that might cause or contribute to such differences include, but are not limited to, economic conditions globally, the impact of competition, political

and economic developments in the countries and states in which the Company operates, regulatory developments domestically and internationally and changes in lithium prices and in the margins for the Company’s products. These expectations, estimates and projections are generally identifiable by statements containing words such as "expects", "anticipates", "targets", "goals", "projects", "intends", "plans", "believes", "seeks", "estimates", variations of such words, and similar

  • expressions. Important factors that could cause actual results to differ materially from those expectations include, among others, economic and market conditions

in the geographic areas and industries that are or will be major markets for the Company’s businesses, lithium prices, market acceptance of new products and services, changes in governmental regulations, interest rates, fluctuations in currency exchange rates and such other factors as may be discussed from time to time. Although the Company believes that its expectations and the information in this Presentation were based upon reasonable assumptions at the time when they were made, it can give no assurance that those expectations will be achieved or that the actual results will be as set out in this Presentation. The Company is not making any representation or warranty, expressed or implied, as to the accuracy, reliability or completeness of the information in the Presentation, and neither the Company nor any of its directors, officers or employees will have any liability to the reader or any other persons resulting from the reader's use of the information in the Presentation. The Company undertakes no obligation to publicly update or revise any forward-looking information or statements in the Presentation. The reader should consult any further disclosures the Company may make in documents it files with the applicable securities regulators. The technical content of this presentation has been reviewed and approved by Steve Ross, P.Geol., a Qualified Person as defined by National Instrument 43-101 and an employee of the Company.

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TSXV: SLL | OTCQX: STLHF

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Standard Lithium’s industrial scale LiSTR direct lithium extraction demo plant installed at LANXESS south plant near El Dorado Arkansas

Largest reported lithium brine project in the U.S. . Initial target production of 21,000 tonnes LCE First mover with a clear path to production, existing infrastructure, most permits already in place Proprietary, Proven, Bolt-On Direct Lithium Extraction technology to extract and purify lithium from the waste brine by-product of existing bromine production facilities in south Arkansas. Strategic partnership with global chemical major LANXESS (Bayer, spinoff) includes project finance, off-take and operations commitment Geo-politically safe, business friendly, low cost Arkansas U.S. location

EXECUTIVE SUMMARY

The most rapidly advancing, de-risked lithium project in North America

Positive ESG profile as North America’s most sustainable direct lithium extraction and processing project, minimal environmental footprint, full social license Strong project economics – lowest quartile OPEX Battery Quality Li2CO3

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Current Demand 300k tonnes, growing to 930k tonnes in 2025 and 2.1mm in 2030 LITHIUM SUPPLY DEMAND PROJECTIONS

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TSXV: SLL | OTCQX: STLHF

1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 TotalDemand Total Operational Supply

Arkansas Target Initial Production Commences

Market set to move into a structural deficit from 2025 onward

Source Benchmark Mineral Intelligence

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Major auto makers release EV’s, cost parity with ICE Government CO2 & GHG regulations kick in Increased vehicle choice + lower prices + government incentives

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NO LONGER JUST A TESLA STORY

  • Major automakers

are all-in on EV’s

Limited vehicle choice – Higher price vehicles sales to early adopters

  • CO2 emission compliance

& infrastructure investments spurring EV development

  • Price parity with

internal combustion

engine (ICE) by 2023

  • Automakers moving to

ensure lithium supply

Arkansas Target Initial Production Commences

Comparison to internal combustion vehicles

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FIRST TO MARKET: SLL’s Disruptive Lithium Extraction & Crystallization Technologies Will Accelerate The Sustainable Energy Transition

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Standard Lithium’s proprietary direct lithium extraction and A.I. powered lithium crystallization technologies are the key to unlocking a globally significant domestic U.S. critical mineral resource.

  • LiSTR Direct Lithium Extraction:
  • Not weather dependent, rapid manufacture – hours not months and

more efficient than evaporation ponds

  • Shrink environmental footprint – several dozen acres vs. thousands and

all lithium-void brine returned to source aquifer

  • Faster to market – Proven, Bolt-On process leverages the permitted

infrastructure of North America’s largest brine processing facilities

  • SiFT Lithium Carbonate Crystallization:
  • A.I.-powered continuous crystallization designed to produce highest purity

>99.9% Li2CO3 for next generation lithium ion batteries

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LITHIUM: A Critical Mineral For National Security

  • The United States is largely absent from most steps of this

supply chain, with virtually no mining or chemical processing

  • f these materials domestically.

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USA 1%

China 14% Australia 46% Chile 28% Argentina 11%

Lithium Mining USA 7%

China 51% Chile 29% Argentina 11% Russia 2%

Lithium Chemical Processing USA

11% China 57% Japan 15% Korea 10% Europe 7%

Lithium Battery Cell Production

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The most rapidly advanced, proven direct lithium project in North America SOUTH ARKANSAS LITHIUM PROJECT: Project Summary

Largest reported lithium brine asset in the U.S. - 3.9 mm MT LCE*

  • Planned JV with global chemical company LANXESS**
  • Fast track to production by leveraging North America’s largest brine

processing facilities, existing infrastructure, most permits in place

  • Positive Preliminary Economic Assessment
  • 21,000 tonnes/year Li2CO3 (Initial target)
  • Post-tax NPV USD $ 900 mm
  • Post-tax IRR 36%
  • Total CAPEX USD $ 430 mm
  • All-in OPEX USD $ 4,300/tonne battery quality Li2CO3
  • Non dilutive project finance & off-take commitment***

ARKANSAS

  • * 3.14 mm tonnes indicated & 802K tonnes inferred resource – NI 43-101
  • ** 70/30 JV in favor of LXS with option for SLL to reach 40%
  • *** See news release Nov 12, 2018
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ARKANSAS EL DORADO

LANXESS West Plant LANXESS Central Plant LANXESS South Plant

LANXESS Project:

  • 3.14 million tonne LCE Indicated Resource
  • 150,000 acres of operating brine leases
  • 3 permitted brine processing plants
  • 5+ billion gallons of existing brine flow
  • Initial targeted production 21,000 tonne/year Li2CO3 from waste brine

TETRA Project:

  • 802,000 tonne LCE Inferred Resource
  • 27,000+ acres of brine leases
  • Future expansion target 15K tonne/year LCE

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Located on one of the worlds largest brine reservoirs.

SOUTH ARKANSAS LITHIUM PROJECT

MAGNOLIA ARKANSAS

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Standard Lithium & LANXESS AG: Joint Venture Joint Development Project

Apply Innovative Technologies & Strategic Partnership To Develop America’s Next Lithium Project * Expertise & Capital

  • LANXESS is a global specialty chemical

company (Bayer spinoff)

  • 60+ chemical production sites globally
  • 21 North American sites – 14,000+ employees
  • USD $ 7 billion revenue 2019
  • LANXESS project finance and off-take

commitment*

Fast-track to Production

  • LANXESS brings expertise in specialty chemicals,

sales & marketing, operational expertise in brine processing, economies of scale for large power contracts & chemical reagent purchases

  • Operates the largest brine processing

facilities in North America

  • Provided CDN $5 mm loan to Standard

Lithium for project development**

*News Announcement November 12, 2018: standardlithium.com/investors/news-events **News Announcement November 01, 2019 standardlithium.com/investors/news-events

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WEST PLANT

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CENTRAL PLANT SOUTH PLANT LANXESS FACILITIES IN SOUTH ARKANSAS

South Arkansas Operations

  • North America’s largest brine processing facilities
  • 3 permitted operating brine processing plants
  • 5.25 billion gallons of brine processed annually
  • 500+ employees
  • 150,000 acres of brine leases
  • 250 miles of pipelines
  • 26 supply and 36 disposal wells in place
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  • Selectively extracts lithium ions from raw brine (no pre-concentration)
  • Bolt-on process to existing commercial bromine processing waste brine stream
  • More efficient - increases Li recovery to >90% vs <50% evaporation process
  • Shrink environmental footprint – several dozen acres vs. thousands
  • Modular, scalable & flexible increase or manage production based on demand
  • All lithium-void brine is returned to aquifer
  • Not weather dependent
  • Faster – Li recovery in hours vs. months/year
  • Continual analysis and optimization processes improves final purity

A Sustainable Solution to High Impact Mining

Bromine Extraction Lithium Extraction Waste Brine

LiSTR Direct Lithium Extraction

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* EXISTING INFRASTRUCTURE

LEVERAGE EXISTING BRINE SUPPLY INFRASTRUCTURE CURRENT BROMINE PROCESSING FLOW SHEET

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26 SUPPLY & 35 DISPOSAL WELLS IN PLACE BROMINE TOWER

125 mm barrels of brine processed annually

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* EXISTING INFRASTRUCTURE

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LEVERAGE EXISTING BRINE SUPPLY INFRASTRUCTURE LiSTR BOLT-ON PROCESS TO RECOVER LITHIUM FROM BROMINE WASTE BRINE

LiSTR Direct Extraction Process

Bromine Extraction* Extraction* Wellfield* pH Balance And Filter* Reinjection Wellfield* Lithium Loading Reactor Washing Stage Lithium Stripping Reactor Ion Exchange Polishing High Purity Lithium Chloride Solution

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  • In-line analytical tools to sample & visualize the crystallization process in real time
  • A.I. powered self-optimization for final product specification
  • Prototype pilot plant produced >99.9% purity lithium carbonate
  • Industrial scale pilot plant commissioning underway

The Problem: Producers Struggle to Make Battery Quality Lithium Chemicals The Answer:

SiFT Lithium Carbonate Crystallization

SiFT: AI-powered continuous crystallization designed to produce highest purity Li2CO3 for next generation lithium ion batteries

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SiFT LITHIUM CARBONATE CRYSTALLISATION TECHOLOGY

SiFT: AI-powered continuous crystallization designed to produce highest purity Li2CO3 for next generation lithium ion batteries

Technology Innovation – High Purity Li2CO3

SODA ASH ADDITION/SOFTENING PURIFIED LiCl CONCENTRATE FROM LiSTR COOLING LOOP WASH, FILTER & DRY >99.9% LITHIUM CARBONATE PRODUCT HEATING LOOP LITHIUM CARBONATE SLURRY REAL TIME PHOTO MICROSCOPY OF CRYSTAL MORPHOLOGY & SIZE HOT REACTOR VESSEL COLD REACTOR VESSEL MACHINE LEARNING PROCESS CONTINUOUSLY OPTIMIZES BASED ON ANALYTIC INPUTS

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LEVERAGING EXISTING INFRASTRUCTURE FOR PHASED BUILD-OUT

Initial Target – 21,000 tonnes/year battery quality Li2CO3 from existing waste brine stream

DEMONSTRATION PLANT PHASE 1: SOUTH PLANT PHASE 2: WEST PLANT PHASE 3: CENTRAL PLANT EXPANSION 100-150 TPA Li2CO3 9,700 TPA Li2CO3 8,300 TPA Li2CO3 3,000 TPA Li2CO3 30,000+ TPA Li2CO3

Expansion Target – total production 50,000+ tonnes/year battery quality Li2CO3

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Standard Lithium owns or holds the exclusive worldwide rights for its LiSTR direct extraction and SiFT continuous crystallization technologies

INTELLECTUAL PROPERTY OVERVIEW

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TSXV: SLL | OTCQX: STLHF

  • LiSTR: Direct Lithium Extraction. Standard Lithium maintains exclusive
  • wnership of the process for selectively extracting lithium from brine

utilizing a ceramic ionic sieve sorbent material in a stirred tank reactor process. Patent pending.

  • Sorbent material manufacture. Standard Lithium maintains
  • wnership of the manufacturing method of the sorbent material

through trade secrets and know-how.

  • SIFT: Lithium Continuous Carbonate Crystallization Process. Standard

Lithium holds the exclusive worldwide license through an agreement with the University of British Columbia.

  • Freedom to Operate opinions and patent filings are available from

patent and IP counsel.

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ARKANSAS

LOCATION PROVIDES COMPETITIVE ADVANTAGE

  • Unparalleled infrastructure - Road, rail, power, water onsite
  • Most permits already in place
  • Low-cost power and gas
  • Most chemical reagents produced locally

Low-cost operating environment

  • Arkansas has 50+ years of brine processing experience
  • Gulf coast region USA among world’s premier chemical processing regions

Deep talent pool

  • US has lowest corporate tax rate among major Western countries
  • US does not have a Value-Added Tax (China 16%)

Low tax rates

  • USA + EU represent over 30% of world automotive sales
  • COVID has changed supply chain dynamics globally
  • Western battery supply chains are growing

Proximity to major automotive markets

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MANAGEMENT - DIRECTORS

ROBERT MINTAK

CEO

  • DR. ANDY ROBINSON

PRESIDENT, COO 20+ years experience in corporate management, with a specific emphasis on strategic development .He has a global network of lithium industry contacts and is a pioneer in the rapidly evolving lithium space

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TSXV: SLL | OTCQX: STLHF An experienced geoscientist with a PhD in Geochemistry from the University of Bristol, UK, and has worked

  • n a wide range of projects

in the resource, power and energy sectors in Europe, Africa, and North and South America.

ROBERT CROSS

NON-EXEC CHAIRMAN

An engineer with 25 years of experience as a company builder. He co-founded and serves as Chairman of B2Gold, which will achieve almost one million ounces

  • f low-cost gold production in
  • 2019. Mr. Cross has an

Engineering Degree from the University of Waterloo (1982) and received an MBA from Harvard in 1987.

KARA NORMAN

CFO A Chartered Professional Accountant with extensive experience in financial reporting for resource development and technology companies.

ANTHONY ALVARO

DIRECTOR Co-founder of Standard Lithium with over two decades capital markets. Experience., Anthony Alvaro has raised in excess of $500 million in for both public and private companies. Jeff is a CFA charter holder and holds a masters degree in Finance and Economics from the University of

  • Alberta. He extensive

capital market experience as an investment banker with both Canaccord Genuity and Raymond James and an economist at Deloitte.

JEFF BARBER

DIRECTOR

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TECHNICAL TEAM - SCIENTIFIC ADVISERS

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  • PROF. BARRY SHARPLESS
  • PROF. JASON HEIN
  • DR. RON MOLNAR

LITHIUM EXTRACTION

CRAIG BROWN

LITHIUM EXTRACTION Craig Brown is a hydrometallurgical expert with

  • ver 45 years experience in

developing processes for separating a wide range of chemicals from aqueous solutions. He was a central figure in the development and application of ion exchange technology, which is now well established and utilized in over 50 countries in dozens of different applications.

ROSS LEWIS

SENIOR PROJECT MANAGEMENT Ross has over 45 years of experience in process engineering, mechanical engineering, materials handling systems design, project management, procurement and construction in projects around the globe.

STEVE ROSS P.GEO

PROJECT MANAGEMENT Steve is an environmental and water resource professional. His water resources background includes hydrogeology, water quality, groundwater modeling, regulatory strategy, and water resources evaluation, and he is Licensed as a Professional Geologist in California and Alberta. Jason is a recognized global expert

  • n the application of A.I. and

robotics on reaction optimization. Jason’s work with Standard Lithium integrates machine learning and newly developed robotic tools to visualize and control reactions as they happen in real time.. LITHIUM CRYSTALLIZATION LITHIUM CRYSTALLIZATION

  • Prof. Sharpless received the No

Nobel Pr Prize ze for Chemistry in 2001 for his work on chirally catalyzed oxidation

  • reactions. Prof. Sharpless received

the Priestley Medal, the American Chemical Society’s highest honor, in 2019. He discovered several chemical reactions which have transformed asymmetric synthesis from science fiction to the relatively routine.

  • Dr. Molnar is a chemical engineer

with over 35 years experience in hydrometallurgical bench and pilot plant testing. He has successfully built and operated more than 60 pilot plants around the globe.

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Corporate Snapshot Capital Structure

Shares outstanding

105,484,296

Warrants & Options outstanding 24,000,000 Cash balance (3/31/2020) $7.1mm CDN Share price 07/10/20 $1.01 CDN Market Capitalization 07/10/20 $105mm CDN 52 Week Share Price Range $0.39-$1.54 CDN

Legal Counsel: Cassels Brock & Blackwell LLP Auditors: MacKay LLP Transfer Agent: AST Trust Company Ltd.

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SLL S5L

CUSIP: 853606101 WKN A2DJQP │ ISIN CA8536061010

STLHF

STANDARD LITHIUM LTD. 1100 Melville Street - Suite 835 Vancouver, BC, Canada V6E 4A6 1-604-409-8154 CONTACT INFORMATION Robert Mintak Chief Executive Officer Standard Lithium, Ltd. r.mintak@standardlithium.com 1-604-440-5229