LibertyStream Announces Lithium Carbonate Offtake Milestone with U.S. Industrial Customer and Provides Operations Update
LibertyStream Infrastructure Partners Inc. (TSXV: LIB | OTCQB: VLTLF | FSE: I2D) (“LibertyStream” or the “Company”) has executed a term sheet containing material terms for a long-term lithium carbonate offtake agreement with a leading American industrial customer (the “Offtake Partner”). The parties expect to finalize and enter into a definitive arrangement (the “Offtake Agreement”) within 30 days of this announcement.
The Offtake Agreement will establish a multi‑year supply relationship for U.S.-produced lithium carbonate from Facility 1, LibertyStream’s first planned commercial lithium carbonate facility located at Select Water Solutions’ site in Howard County, Texas. Under the initial delivery schedule, LibertyStream will supply 600 tonnes per annum beginning in 2027, delivered in quarterly shipments of 150 tonnes. Pricing has been set for the first two years of the agreement.
This milestone represents a significant advancement in LibertyStream’s transition from technology validation to commercial execution. It follows years of field operations, extraction and refining validation, lithium carbonate production, customer sampling, third‑party qualification, and initial purchase‑order activity - now culminating in scheduled customer deliveries from Facility 1.
“This is the plan coming together,” said Alex Wylie, President and CEO of LibertyStream. “Our team has spent years doing the hard work required to move from field validation to commercial supply - operating in real-world conditions, producing lithium carbonate, moving product through customer channels, and building the partnerships needed to scale. This next step represents a significant advancement in establishing a fully domestic lithium carbonate supply chain for U.S. lithium carbonate customers.”
Operations Update
Based on current field operations and the Company’s planned commercial configuration, LibertyStream estimates that a 1,000‑tonne‑per‑annum facility can achieve all‑in operating costs of approximately US$6,200 per tonne of lithium carbonate at steady‑state commercial scale. This estimate includes royalties payable to Select, as previously disclosed in the Company’s press release dated February 9, 2026. Under these assumptions, management expects each 1,000‑tonne‑per‑annum facility to generate standalone positive operating cash flow, subject to realized lithium carbonate pricing, operating performance, ramp‑up timing, financing costs, and other factors.

