LibertyStream Enters Definitive Lithium Carbonate Offtake Agreement with U.S. Industrial Customer
Libertystream Infrastructure Partners secured a definitive offtake agreement locking 60% of its Texas capacity to anchor demand for the 2027 ramp.
LibertyStream Infrastructure Partners Inc. has entered into a definitive lithium carbonate offtake agreement with a previously announced U.S. industrial customer. The contract secures 600 tonnes per year (tpa) of lithium carbonate, representing 60% of the Freedom 1 facility's 1,000 tpa design basis. Deliveries are scheduled to commence in 2027, with quarterly shipments of 150 tonnes. Pricing is fixed for the first two years of supply, providing a clear demand anchor and pricing visibility.
The agreement formalizes the term sheet announced on June 8, 2026, and links planned production to a definitive commercial contract. Next steps include coordination on product specifications, quality control, packaging, logistics, and delivery planning.
Libertystream Infrastructure Partners Inc. (LIB) released a definitive agreement following the June 8 term sheet announcement. The market was already aware of the 600 tpa volume and 2027 delivery timeline. Securing the agreement with fixed pricing for two years reduces execution risk and validates the commercial viability of the Freedom 1 facility. The news aligns with previous expectations and management guidance, confirming the execution path without introducing new surprises or altering the fundamental investment thesis.
LibertyStream Infrastructure Partners Inc. (LIB) is a pre-revenue lithium development company focused on extracting lithium from oilfield brine using proprietary Direct Lithium Extraction (DLE) technology. Its flagship project, Freedom 1, is a 1,000 tpa commercial-scale lithium carbonate facility located at Select Water Solutions' site in Howard County, Texas. The project leverages existing oilfield water infrastructure to reduce capital and operating costs.
The company has successfully processed over 400,000 barrels of brine and validated its Generation 6 DLE platform, which reduces cycle times to approximately 20 minutes. LibertyStream’s strategic goal is to replicate the model across major U.S. basins, including the Permian and Bakken.