Stardust Power’s supply strategy is designed to support long-term, reliable lithium refining at scale in the United States. The Company is building a diversified, North American focused feedstock platform centered on aggregation, logistics efficiency, and supply chain resilience positioning refining as the critical link in securing domestic lithium capability.

Supply Built for Scale and Security
Aggregating North American Lithium Brine Supply
This aggregation model creates a clear pathway for producers of all sizes to access downstream refining capacity. For many emerging and smaller-scale operators without dedicated processing infrastructure, Stardust Power provides a commercial outlet for their lithium production. By integrating supply from multiple sources, the Company reduces reliance and risk on any single project while enabling broader participation in the domestic lithium value chain.

A Central Hub-and-Spoke Refining Model
This model allows producers, including those without refining capabilities, to efficiently supply material into a centralized processing hub, avoiding the capital burden of standalone refining infrastructure.
Muskogee’s access to rail, barge, and highway networks supports efficient aggregation of supply across North America, creating a streamlined pathway from production to refined product.

Engineered for North American Feedstock Variability
This technical adaptability positions the Muskogee refinery to integrate new and incremental supply streams supporting a more resilient and geographically distributed domestic supply chain.

Creating a Market for Domestic Lithium Supply
At the same time, the Company’s aggregation model helps unlock value across the broader resource base by providing a consistent buyer for lithium chloride feedstock. This is particularly relevant for producers who may not have the scale, capital, or timeline to develop their own refining solutions.
By creating a reliable destination for domestic lithium supply, Stardust Power is helping to bridge the gap between upstream production and downstream demand, supporting the buildout of a fully integrated U.S. lithium supply chain.