Standard Lithium stock falls 8.5 percent to USD 1.89

Published on 09/25/2026 at 17:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Standard Lithium stock stood at USD 1.89 on September 25, 2026, down 8.50 percent. Q2 loss narrowed to USD 3.1 million, while Franklin showed a USD 5.0 billion NPV.

SLI, CA8536061010, Illustration mit AI erstellt.

Standard Lithium stock (ISIN CA8536061010) was trading at USD 1.89 on the NYSE on September 25, 2026, down 8.50 percent from the prior close of USD 2.06. Trading volume reached 3,515,298 shares, giving the lithium developer a market capitalization of USD 459,674,213.

Franklin adds a major project valuation

On September 8, 2026, the Franklin Project in East Texas produced an after-tax NPV of USD 4,992 million at an 8.0 percent discount rate, according to GlobeNewswire. The preliminary economic assessment also showed a 24.0 percent after-tax IRR, a 3.1-year after-tax payback period and initial lithium capital expenditure of USD 3,496 million.

The study targets annual production capacity of 70,000 tonnes of battery-quality lithium carbonate and models a 20-year operating life. Its preliminary status matters: the source states that the assessment uses inferred resources and does not establish demonstrated economic viability.

Loss narrows while cash funds development

For the quarter ended June 30, 2026, Standard Lithium reported a net loss of USD 3.1 million, compared with USD 5.0 million in Q2 2025, according to Quartr. Cash stood at USD 137.3 million and working capital at USD 137.1 million on June 30, 2026, while the company had no term or revolving debt obligations.

Commercial progress also received a concrete marker. TipRanks reported on September 10, 2026, that SWA Lithium entered an agreement effective August 27, 2026, to supply LG Energy Solution 80,000 metric tons of battery-grade lithium carbonate over 10 years.

Stock trades near its yearly low

At USD 1.89, the shares were USD 0.08 above the 52-week low of USD 1.81 and USD 4.51 below the 52-week high of USD 6.40 on September 25, 2026. The combination of a lower quarterly loss, project valuation and continued capital needs leaves the stock price tied closely to execution of the Southwest Arkansas development plan.