Stardust Power (Nasdaq: SDST) has signed a non-binding letter of intent with Charge CCCV (C4V) to supply battery-grade lithium carbonate from its Muskogee, Oklahoma refinery, in the latest sign that America's non-FEOC lithium supply chain is thickening.
The ramp
C4V provided a phased demand forecast of 3,000 MT in 2028, 10,000 MT in 2029 and 20,000 MT by 2030 - a schedule keyed to C4V's growing US gigafactory joint-venture footprint. Pricing, delivery schedules and definitive contract terms are still under negotiation.
Stardust's pipeline
The C4V deal builds on a previously disclosed non-binding letter of agreement with a global trading house to sell up to 25,000 metric tonnes per year for 10 years, with a five-year extension option. Together, those commitments cover a substantial portion of the 50,000 MT per annum Muskogee refinery's planned capacity - a project Stardust Power CEO Roshan Pujari says represents up to billions of dollars in sales at current battery-grade lithium prices.
Why it matters
The offtake underlines how quickly US battery-grade lithium demand is materialising as domestic gigafactory output ramps. It complements coverage in TRM of hydrogen hub partnerships and SMR expansion in the Gulf South.
Reporting based on coverage from GlobeNewswire and Oklahoma Energy Today.