Stardust Power Secures Non-Binding Lithium Supply Deal with C4V
Event summary
- Stardust Power signed a non-binding Letter of Intent with C4V for battery-grade lithium carbonate supply from its Muskogee, Oklahoma refinery.
- C4V forecasts phased demand: 3,000 MT in 2028; 10,000 MT in 2029; and 20,000 MT by 2030.
- The deal complements Stardust Power’s earlier non-binding agreement for up to 25,000 MT/year with a global trading house.
- Stardust Power’s Muskogee refinery has planned capacity of 50,000 MT/year.
The big picture
The agreement underscores growing domestic demand for battery-grade lithium as U.S. manufacturers seek to reduce reliance on foreign supply chains. With C4V’s gigafactory expansion and Stardust Power’s planned production capacity, the deal highlights the strategic importance of securing long-term lithium supply contracts in a rapidly scaling industry.
What we're watching
- Demand Validation
- Whether C4V’s forecasted demand materializes as U.S. battery manufacturing expands.
- Contract Finalization
- The pace at which Stardust Power converts non-binding agreements into definitive deals.
- Production Scaling
- How quickly Stardust Power ramps up its Muskogee refinery to meet projected offtake volumes.