Libertystream upbeat on Li carbonate refining results

Executive Summary

• Libertystream Infrastructure Partners Inc. has achieved consistent, specification-compliant production of lithium carbonate from its automated continuous-flow refining unit in the Texas Permian Basin.
• Independent third-party laboratories have validated multiple batches of the product, marking the completion of two of three near-term objectives previously outlined by the company.
• The company is currently conducting customer sampling supported by certificates of analysis (COAs) and plans to advance to bulk sampling and off-take discussions to support scale-up in 2026, targeting commercial volumes beginning in 2027.

Key Details

• Production Milestone: Achieved consistent production of lithium carbonate meeting target customer specifications from the field refining unit.
• Validation: Multiple batches validated by independent third-party laboratories.
• Objectives Status:
  • Objective 1 (Independent third-party validation): Completed.
  • Objective 2 (Consistent production meeting target specifications): Completed.
  • Objective 3 (Customer qualification supported by COAs and bulk sample delivery): Under way.
• Operational Metrics (Feb 2025 – Nov 2025):
  • Processed more than 350,000 barrels of oil field brine.
  • Completed over 2,500 real-time validation tests.
• Technology Capacity: The proprietary Generation 5 Direct Lithium Extraction (DLE) unit is designed to process up to 10,000 barrels of oil field brine per day into a lithium chloride eluate.
• Strategic Path:
  • Current focus: Preparing customer samples with COAs for qualification testing.
  • Next steps: Deliver bulk samples to prospective buyers upon successful COA validation.
  • Commercialization: Initiate off-take discussions with strategic partners to underpin scale-up in 2026.
  • Target: Supply commercial volumes to customers beginning in 2027.
  • Interim Strategy: Sell lithium carbonate produced outside of customer sampling into the spot market in 2026 from the Texas field site.
• Geographic Expansion: Plans to expand the scalable, repeatable development model across major U.S. basins, including the Permian (Texas) and Bakken (North Dakota).

Notable Quotes

• "Our team at Libertystream continues to advance our lithium carbonate refining capabilities, delivering consistent, specification-compliant product from our field refining unit," said Alex Wylie, president and chief executive officer of Libertystream. "With this progress, we are firmly positioned to expand across critical U.S. oil fields in the Permian basin in Texas and the Bakken in North Dakota."