Business Context and Reporting Period
Company: Stardust Power Inc. (SDST)
Filing Type: Form 8-K (Current Report)
Date of Report: August 5, 2026
Reporting Period: Single event date (August 5, 2026)
Business Context: The Company operates a lithium refinery in Muskogee, Oklahoma, and is an emerging growth company listed on The Nasdaq Capital Market.
Key Financial Metrics
This filing is a Current Report on Form 8-K regarding a corporate event and does not contain audited or unaudited financial statements. Consequently, the filing text does not provide clear values for revenue, profit, cash flow, margins, debt, or liquidity.
Material Changes and Events
Item 8.01 Other Events: Stardust Power Inc. entered into a non-binding Letter of Intent (Agreement) with Charge CCCV LLC ("C4V"), an American battery technology company.
- Agreement Purpose: To supply battery-grade lithium carbonate from Stardust Power's Muskogee, Oklahoma refinery to support C4V's battery manufacturing joint ventures in the United States.
- Projected Volume: C4V provided a preliminary demand forecast indicating a phased potential offtake of up to 20,000 metric tons (MT) by 2030.
- Collaboration: The parties will collaborate on product qualification and alignment with technical and commercial requirements.
Outlook, Risks, and Contingencies
Management Commentary and Status: The Agreement is explicitly non-binding. Final supply volumes, pricing, and delivery schedules remain subject to negotiation and the execution of a definitive agreement.
Risks and Contingencies:
- There is no assurance that a definitive agreement will be reached.
- There is no assurance that the transactions contemplated by the Letter of Intent will be consummated.
Key Facts for Investor Verification
- Verify the status of negotiations for the definitive supply agreement with Charge CCCV LLC.
- Confirm the technical qualification status of Stardust Power's lithium carbonate for C4V's specific battery manufacturing requirements.
- Monitor future filings for the execution of a binding contract and the finalization of pricing terms.
- Assess the impact of the potential 20,000 MT offtake on the Company's long-term revenue projections once a definitive agreement is signed.