Smackover Lithium Aims for Production in 2028

Smackover Lithium

Smackover Lithium aims for production in 2028 and targets first-of-its-kind US DLE output. The Standard Lithium–Equinor venture plans 22,500 t/yr of battery-grade lithium carbonate in South West Arkansas. Therefore, Smackover Lithium aims for production in 2028 as it advances permitting, engineering, and financing. The project forecasts average cash operating costs of $4,516/t.

First US commercial DLE project and licensed technology

The project will be the first commercial direct lithium extraction operation in the US. It is licensed to Koch Technology Solutions’ Lithium Selective Sorption process with performance guarantees. As a result, the venture expects consistent recoveries and lower reagent intensity. Meanwhile, the Smackover formation offers brine rich in lithium, bromine, and hydrocarbons. The brine setting supports modular plants and short ramp timelines. Importantly, Smackover Lithium aims for production in 2028 using proven pilot data.

Resource base and market positioning

The updated measured and indicated resource stands at 1.18mn t LCE in the Upper Smackover. It also includes 278,000 t LCE in the Middle Smackover area. Therefore, the JV underpins multi-phase expansion potential beyond nameplate. The output would supply US battery supply chains and reduce import dependence. Furthermore, domestic IRA-aligned sourcing may improve project economics and offtake interest.

The Metalnomist Commentary

This JV marries upstream brine access with licensed DLE technology and oil-and-gas execution. Watch offtake, power costs, and wellfield performance for capex discipline and schedule risk. If costs hold near $4,516/t, the project could sit low on the US cost curve.