Stardust Power expands US lithium supply pipeline for Oklahoma refinery 

US lithium developer Stardust Power (NASDAQ: SDST) announced Monday that it has entered into a Letter of Intent (LOI) for the supply of up to 15,000 metric tons per annum of lithium carbonate equivalent (LCE) in the form of lithium chloride.  

This potential supply represents a key step in securing US-based feedstock for the company’s Muskogee, Oklahoma refinery as it advances toward construction, Stardust said, referring to the partner only as a “strategic counterparty”. 

The LOI relates to a lithium brine project in California and expands the company’s domestic feedstock pipeline, it said. 

 Initial deliveries are planned for the beginning of Q1 2028, with feedstock delivered to its Oklahoma facility. The agreement would give the right to Stardust Power to purchase additional volumes at its discretion. 

This LOI follows Stardust Power’s strategy to secure diversified, scalable lithium chloride supply to support its refining operations.  

With multiple feedstock arrangements now in place and underway, Stardust Power said it continues to strengthen its supply pipeline. This integrated approach is intended to support long-term operational readiness and position the company to meet anticipated demand for domestically refined battery-grade lithium carbonate, it said.  

Stardust Power continues to advance development of its Muskogee lithium refinery, supported by completion of the Front-End Loading 3  engineering study and receipt of its air quality construction permit, positioning the project to move toward construction and commissioning.  

With proximity to the Port of Muskogee’s Free Trade Zone and established road, rail, and water access, the refinery is designed to deliver scalable refining capacity in support of the growing US energy storage market and energy security. 

“Our focus is on aggregating reliable U.S. based feedstock with scalable refining infrastructure in Oklahoma,” Stardust Power CEO Roshan Pujari said in a news release. 

“As the market continues to evolve to upstream lithium chloride production, we are well positioned to build an American lithium supply chain.”