Lithium from Oilfields - LibertyStream: Commercial Production Timeline, US Listing | Alex Wylie

Alex Wylie, CEO of LibertyStream Infrastructure Partners (TSXV: LIB | OTCQB: VLTLF), discusses the company’s evolving strategy to produce lithium carbonate from existing oil and gas infrastructure in the United States. Chapters (00:00) Introduction(03:34) Rebranding And Permian Basin Strategy(04:55) Production Progress And Key Milestones(07:33) Funding And Select Water Partnership(08:42) North Dakota Expansion And Military Supply(11:18) Offtake Progress And Grant Support(13:18) Select Water Partnership Benefits(15:12) Modular Growth And Scaling Strategy(17:32) Upcoming Milestones And Offtake Plans(18:46) Investor Support And Leadership Hire(20:46) U.S. Listing And Redomicile Plans(21:49) Government Support And U.S. Strategy(25:25) Production Roadmap And Expansion Timeline(27:49) Technical Vs Battery Grade Strategy(30:32) Long-Term Scaling Strategy(31:41) Closing And Future Outlook Liberty Stream, formerly Volt Lithium, is focused on extracting lithium from oilfield brines in major basins such as the Permian Basin and North Dakota, converting what has traditionally been considered a waste stream into a source of critical minerals. We cover Liberty Stream’s transition from pilot-scale operations to commercial readiness, including its in-field refining unit, progress toward its first 1,000-ton-per-year lithium carbonate production target, and its differentiated strategy of serving industrial and technical-grade lithium markets initially. This approach may enable faster commercialization compared to conventional lithium development projects, while leveraging existing infrastructure to reduce capital intensity and accelerate time to market. Alex explains the rationale behind the company’s rebranding and relocation to Texas, its partnership with Select Water Solutions for pretreatment infrastructure, and ongoing offtake discussions with prospective customers. We also discuss Liberty Stream’s capital raises totaling approximately $25 million, grant support from North Dakota, and its roadmap to scale production through modular expansion across multiple basins. From our perspective, Liberty Stream’s strategy represents an alternative approach to lithium supply development in North America, particularly as demand for domestically sourced critical minerals continues to grow. We examine key milestones achieved over the past year, the company’s commercial production timeline, and what investors and industry participants should watch for in 2026, including potential offtake agreements, expansion plans, and a possible future U.S. listing. Topics covered in this interview include: • Liberty Stream Infrastructure Partners overview and strategy• Direct lithium extraction (DLE) from oilfield brines• Permian Basin lithium production and infrastructure partnerships• Industrial vs battery-grade lithium carbonate markets• Commercial production targets and modular scaling strategy• Capital raises, grant funding, and investor support• U.S. critical minerals supply chain and domestic lithium production• Potential U.S. listing and corporate redomicile to Texas• Lithium market outlook and key milestones ahead Sponsors - Lithium Royalty Corp (TSX: LIRC) - diversified lithium royalty portfolio.(Website: https://www.lithiumroyaltycorp.com/ | X: https://x.com/Lithium_Royalty) - USCF Investments - commodity-focused ETFs (e.g., CPER copper, ZSB battery metals, USG gold, SDCI diversified commodities).(Website: https://www.uscfinvestments.com/ | X: https://x.com/USCFInvestments ) Links - Strategic Lithium Reserve (SLR) White Paper: https://blog.rkequity.com/2025/12/08/strategic-lithium-reserve/- Read Matt's research blog: https://blog.rkequity.com/- Sign up for the Lithium-Ion Bull newsletter/Matt's Blogs: https://rkequity.com/ Have a question? Drop us an email: rockstockchannel@rkequity.comPatreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://o