Standard Lithium Ltd 6-K, filed Oct 16, 2026
Standard Lithium Ltd. (SLI)
About this 6-K
Standard Lithium Ltd filed this 6-K on October 16, 2026.
Standard Lithium Ltd.'s Smackover Lithium partnership amended its Trafigura offtake agreement, raising maximum volumes to 12,000 metric tonnes per year. Total offtake commitments reached 20,000 metric tonnes annually, supporting a Final Investment Decision later this year. AI summary
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
Report
of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16
of the Securities
Exchange Act of 1934
| For the month of | October | 2026 | |
| Commission File Number | 001-40569 |
| Standard Lithium Ltd. |
| (Translation of registrant’s name into English) |
|
Suite 1625, 1075 W Georgia Street Vancouver, British Columbia, Canada V6E 3C9 |
| (Address of principal executive offices) |
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:
| Form 20-F o | Form 40-F x |
INCORPORATION BY REFERENCE
Exhibits 99.1 and 99.3 of this Report on Form 6-K are incorporated by reference into the Registration Statements on Form F-10EF (File No. 333-289110) and Form S-8 (File No. 333-262400) of the Registrant, as amended or supplemented.
DOCUMENTS INCLUDED AS PART OF THIS REPORT
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| Standard Lithium Ltd. | |||||
| (Registrant) | |||||
| Date: | October 16, 2026 | By: | /s/ Salah Gamoudi | ||
| Name: | Salah Gamoudi | ||||
| Title: | Chief Financial Officer | ||||
Exhibit 99.1
FORM 51-102F3
MATERIAL CHANGE REPORT
| Item 1. | Name and Address of Company |
Standard Lithium Ltd. (the “Company”)
Suite 1625 – 1075 West Georgia Street
Vancouver, BC V6E 3C9
| Item 2. | Date of Material Change |
September 28, 2026
| Item 3. | News Release |
The news release was disseminated by Globe Newswire on September 28, 2026, and was subsequently filed on SEDAR+.
| Item 4. | Summary of Material Change |
Smackover Lithium, a partnership between the Company, through its subsidiaries, and Equinor, through subsidiaries of Equinor ASA, announced that it has amended its binding commercial offtake agreement (the “Agreement”) with Trafigura Trading LLC (“Trafigura”) for the South West Arkansas Project (the “SWA Project”).
| Item 5. | Full Description of Material Change |
Smackover Lithium announced that it has amended its binding Agreement with Trafigura for the SWA Project. The amendment provides the additional offtake volumes targeted to complete the SWA Project’s customer offtake process and move to finalize the ongoing debt financing process.
Under the amended terms of the Agreement, Smackover Lithium now has the option, at its own election, to supply Trafigura with up to an additional 4,000 metric tonnes of battery-quality lithium carbonate in each year of the 10-year Agreement beginning at the start of commercial production. Combined with the initial 8,000 metric tonnes per year commitment under the Agreement, the maximum possible volumes to be delivered to Trafigura on a take-or-pay basis has increased to 12,000 metric tonnes of battery-quality lithium carbonate per year. Pricing and other key commercial terms remain subject to confidentiality.
The amended Agreement also provides valuable production flexibility for the SWA Project. Because the additional volume is deliverable solely at Smackover Lithium’s election, it retains the ability to allocate that volume to other strategic customers in the future if a superior commercial or strategic opportunity emerges. Importantly, an additional offtake agreement is not required to move forward with the SWA Project financing process.
The target for the SWA Project was to secure customer offtake agreements for roughly 80% (18,000) of the 22,500 tonnes of annual nameplate lithium carbonate capacity in its initial phase. Together with the recently announced binding take-or-pay agreement with LG Energy Solution for 8,000 metric tonnes per year, total possible commitments have now reached 20,000 metric tonnes of battery-quality lithium carbonate per year, exceeding the initial target.
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Smackover Lithium now has sufficient offtake commitments to focus on finalizing its SWA Project debt financing efforts. Due diligence and other customary processes in furtherance of SWA Project financing are well underway with three major Export Credit Agencies. The SWA Project continues to target a senior secured, limited recourse debt financing package of around $1.1 billion as outlined in its financing update on December 9, 2025.
Having successfully completed the commercial offtake workstream, Smackover Lithium continues to target a Final Investment Decision (“FID”) on the SWA Project later this year before moving promptly into construction. This would enable first commercial production of battery-quality lithium carbonate in 2029.
| 5.2 | Disclosure for Restructuring Transactions |
Not applicable.
| Item 6. | Reliance on Subsection 7.1(2) of National Instrument 51-102 |
Not applicable.
| Item 7. | Omitted Information |
None.
| Item 8. | Executive Officer |
David Park
Chief Executive Officer
(604) 409-8154 | investors@standardlithium.com
| Item 9. | Date of Report |
October 14, 2026
Cautionary Note Regarding Forward-Looking Statements
This material change report may contain certain “Forward-Looking Statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 and applicable Canadian securities laws. When used in this material change report, the words “anticipate”, “believe”, “estimate”, “expect”, “target, “plan”, “forecast”, “may”, “could”, “should”, “schedule”, “predict”, “budget”, “project”, “potential” and other similar words or expressions identify forward-looking statements or information. These forward-looking statements or information may relate to the timing of any development of the SWA Project, the Agreement’s ability to move the SWA Project towards FID and commercial production on the timelines anticipated, the expectation that the SWA Project will provide Trafigura with a long-term, reliable supply of U.S. based and sustainably-produced battery-quality lithium carbonate, the amended Agreement’s ability to provide ongoing production flexibility, the ability of the SWA Project to supply up to 12,000 metric tonnes per year of battery-quality lithium carbonate to Trafigura and up to 20,000 metric tonnes to all its offtake customers, generally, the ability to secure debt financing on terms and timelines acceptable to the Company, including the ability to obtain a debt financing package in the range of $1.1 billion, regulatory or government requirements or approvals and other factors or information. Such statements represent the Company’s current views with respect to future events and are necessarily based upon a number of assumptions and estimates that, while considered reasonable by the Company, are inherently subject to significant business, economic, competitive, political and social risks, contingencies and uncertainties. Many factors, both known and unknown, could cause results, performance or achievements to be materially different from the results, performance or achievements that are or may be expressed or implied by such forward-looking statements. The Company does not intend, and does not assume any obligation, to update these forward-looking statements or information to reflect changes in assumptions or changes in circumstances or any other events affecting such statements and information other than as required by applicable laws, rules and regulations.
Exhibit 99.2
|
| [Commercial Information] [Commercial Information] [Commercial Information] |
| [Commercial Information] [Commercial Information] |
| [Commercial Information] [Commercial Information] [Commercial Information] |
| [Commercial Information] [Commercial Information] |
| [Commercial Information] [Commercial Information] |
| [Commercial Information] |
| /s/ "Andy Robinson" |
| /s/ "Christopher Valentine" /s/ "Joshua Lawrence" [Personal Information] [Personal Information[ |
| [Commercial Information] |
|
| [Commercial Information] |
| [Commercial Information] |
Exhibit 99.3
FORM 51-102F3
MATERIAL CHANGE REPORT
| Item 1. | Name and Address of Company |
Standard Lithium Ltd. (the “Company”)
Suite 1625 – 1075 West Georgia Street
Vancouver, BC V6E 3C9
| Item 2. | Date of Material Change |
October 13, 2026
| Item 3. | News Release |
The news release was disseminated by Globe Newswire on October 13, 2026, and was subsequently filed on SEDAR+.
| Item 4. | Summary of Material Change |
The Company announced the appointment of Ralph Alexander as an independent member of the Company’s Board of Directors (the “Board”), effective immediately.
| Item 5. | Full Description of Material Change |
The Company announced the appointment of Ralph Alexander as an independent member of the Board, effective immediately.
Mr. Alexander served as Chief Executive Officer of Talen Energy Corporation, one of the largest power generation and infrastructure companies in North America, from 2016 to 2021, and subsequently served as its Chairman of the Board through 2023. He was a Managing Director and Partner at Riverstone Holdings LLC, an energy and power-focused private equity firm, from 2007 to 2016. Prior to that he served in various positions over nearly 25 years with BP plc (“BP”), one of the world’s largest oil and gas companies. From 2004 until 2006, Mr. Alexander was Chief Executive Officer of Innovene, BP’s $20 billion olefins and derivatives subsidiary, and from 2001 to 2004, he was Chief Executive Officer of BP’s Gas, Power and Renewables and Solar segment and a member of the BP group executive committee.
Mr. Alexander currently serves as an independent director of NET Power Inc. and as a director of SHINE Technologies. He is also the Co-Founder and Executive Chairman of GridFree.AI, a private modular off-grid data center platform integrating power, cooling and compute. Mr. Alexander previously served on the boards of several public companies, including Anglo American plc and Enviva Inc., among others.
Mr. Alexander holds an M.S. in Nuclear Engineering from Polytechnic University (now the NYU School of Engineering) and an M.S. in Management Science from Stanford University.
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In connection with the appointment of Mr. Alexander, the Company granted to him 300,000 incentive stock options (the “Options”). The Options vested immediately and will be exercisable for a period of sixty (60) months at a price equivalent to the US dollar closing price on the NYSE American on the date of grant.
| 5.2 | Disclosure for Restructuring Transactions |
Not applicable.
| Item 6. | Reliance on Subsection 7.1(2) of National Instrument 51-102 |
Not applicable.
| Item 7. | Omitted Information |
None.
| Item 8. | Executive Officer |
David Park
Chief Executive Officer
(604) 409-8154 | investors@standardlithium.com
| Item 9. | Date of Report |
October 14, 2026
Cautionary Note Regarding Forward-Looking Statements
This material change report may contain certain “Forward-Looking Statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 and applicable Canadian securities laws. When used in this material change report, the words “anticipate”, “believe”, “expect”, “plan”, “intend”, “may”, “will” and other similar words or expressions identify forward-looking statements or information. These forward-looking statements or information may relate to Mr. Alexander’s appointment to the Board, the Option grant, and other factors or information. Such statements represent the Company’s current views with respect to future events and are necessarily based upon a number of assumptions and estimates that, while considered reasonable by the Company, are inherently subject to significant business, economic, competitive, political and social risks, contingencies and uncertainties. Many factors, both known and unknown, could cause results, performance or achievements to be materially different from the results, performance or achievements that are or may be expressed or implied by such forward-looking statements. The Company does not intend, and does not assume any obligation, to update these forward-looking statements or information to reflect changes in assumptions or changes in circumstances or any other events affecting such statements and information other than as required by applicable laws, rules and regulations.