NASDAQ: SDST
Recorded on January 22, 2026.
Stardust Power is building a battery-grade lithium carbonate processing facility in Muskogee, Oklahoma, designed to strengthen U.S. critical minerals supply chains and support domestic EV and energy storage demand. In this interview, Founder and CEO Roshan Pujari breaks down why the project is positioned as a centrally located refinery hub, what de-risking milestones have already been completed, and what matters most as the company moves from engineering and permitting into financing, construction, and commissioning.
Key topics covered in this interview
Why Muskogee, Oklahoma is strategically positioned for a refinery hub model
Target scale and what 50,000 tons per year means in practical terms
Permitting progress and what changes now that the project is permitted for construction and commissioning
Site readiness, engineering work completed, and how the project has been de-risked
Commercial agreements for supply and the role of an offtake partner
The major valuation inflection points management is focused on as the project advances
Guest
Roshan Pujari
LinkedIn: https://www.linkedin.com/in/roshanpujari/
Company Links
Website: https://stardust-power.com/
Investors: https://investors.stardust-power.com/
News Releases: https://investors.stardust-power.com/news-events/news-releases
LinkedIn: https://www.linkedin.com/company/stardust-power/
X: https://x.com/SDST_Power
Contact: https://stardust-power.com/contact-us/
Host — Steve Yang | Natural Resource Stocks
Website: https://www.NaturalResourceStocks.net
YouTube Main: https://www.youtube.com/@NaturalResourceStocks
YouTube Clips: https://www.youtube.com/@NaturalResoureStocksClips
X: https://x.com/TheSteveYang
LinkedIn: https://www.linkedin.com/in/thesteveyang/
Chapters
00:00 Intro and SDST ticker and website
01:13 What Stardust Power is building and why it matters
01:39 50,000 tons per year capacity target
03:57 The refinery hub model and U.S. market structure
04:52 Site ownership, acreage, and de-risking milestones
05:18 Engineering work and fully permitted status
05:49 Air permit and closed-loop process overview
08:51 Why Muskogee: highway, rail, inland waterway and Port Muskogee
10:38 Supply, commercial agreements, and offtake partner signal
11:32 How management frames the inflection points from pre-revenue to commissioning
15:51 Commissioning, ramp-up, and the next growth step
18:10 Closing
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