Libertystream installing DLE systems at Select's site

Executive Summary

• Libertystream Infrastructure Partners Inc. has completed site preparations and begun the installation and integration of its direct lithium extraction (DLE) and lithium carbonate refining systems at Select Water Solutions' facility in Howard County, Texas.
• The project remains on schedule to commence initial lithium carbonate production in early Q2 2026, with the deployment intended to validate systems integration, support bulk sample production for customer qualification, and establish an operating template for scaling.
• The company is advancing a separate commercial-scale expansion targeted to bring annualized production capability to up to 1,000 tonnes by year-end 2026.

Key Details

• Project Location: Select Water Solutions' facility in Howard County, north of Midland, Texas.
• Current Status: Site preparations completed; installation and integration of DLE extraction and refining systems underway.
• Integration: Systems are being integrated with Select Water Solutions' existing produced water pretreatment and recycling infrastructure.
• Production Timeline: Initial lithium carbonate production expected early in the second quarter of 2026.
• Strategic Purpose:
  • Validate on-site systems integration at Select.
  • Support continued bulk sample production for customer qualification (industrial and battery-grade markets).
  • Establish the operating template for scaling throughout the remainder of 2026.
• Near-Term Strategy (2026):
  • Complete installation, systems integration, and commissioning in early Q2 2026.
  • Commence production and ship bulk samples with certificates of analysis (COAs) for customer testing.
  • Continue qualifying customers for offtake through a continuing sampling program.
  • Advance construction of a separate commercial-scale DLE extraction and refining system later in 2026.
• Expansion Goals: Target annualized production capability of up to 1,000 tonnes by year-end 2026.
• Future Scaling: The model aims to be repeatable for future deployments across high-volume U.S. basins, including the Permian and Bakken.

Notable Quotes

• "Our team has made significant progress over the past month preparing the site and installing our DLE extraction and refining systems at Select's facility... We remain ahead of schedule for commissioning and expect to begin initial lithium carbonate production early in the second quarter. This deployment is designed to support bulk sample production and customer qualification while establishing the integration template for planned scaling through the balance of 2026." — Alex Wylie, President and CEO