Lithium Americas/$LAC

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About Lithium Americas

Lithium Americas is a pure-play lithium producer. Following a deal with the US government, the firm will own 59% of one resource, Thacker Pass, which is located in northwest Nevada, with automaker General Motors owning 36% and the US government owning 5%. Thacker Pass is under construction and expected to begin production in 2028. Thacker Pass is one of the largest known lithium resources in the world. The project would be the first clay-based asset to enter production, and we estimate it will be in bottom half of the global cost curve. Management plans to develop Thacker Pass into a fully integrated lithium production site, with downstream refining capabilities on site, and will sell into the lithium chemical market.

Ticker

$LAC
Sector
Materials

Primary listing

NYSE

Employees

-

Headquarters

Vancouver, Canada
Website
www.lithiumamericas.com

Lithium Americas Metrics

BasicAdvanced
$2B
-
-$0.24
-
-

What the Analysts think about Lithium Americas

Analyst ratings (Buy, Hold, Sell) for Lithium Americas stock.

Bulls say / Bears say

The U.S. Department of Energy’s acquisition of a 5% equity stake via no-cost warrants as part of a $2.26 billion DOE loan materially de-risks Thacker Pass financing and aligns the project with national energy security objectives (Reuters)
General Motors’ $625 million investment for a 38% stake and 20-year offtake rights secures demand for up to 40,000 t/y of lithium carbonate, ensuring predictable revenue streams for Thacker Pass (Reuters)
The government stake deal unlocks the initial $435 million tranche of a previously announced $2.3 billion loan, providing immediate project liquidity to fund early construction activities (Barron’s)
Thacker Pass relies on clay-based extraction technology that has never been proven at commercial scale, introducing significant operational and technical risks to project execution (The Northern Miner)
Lithium Americas is pre-revenue and will not generate cash flow until Thacker Pass begins production in 2028, requiring sustained financing that could dilute shareholders and strain the balance sheet (Barron’s)
Persistent global lithium oversupply and subdued prices—evidenced by major producers like SQM missing profit estimates due to weaker-than-expected demand—could undermine project economics and long-term returns at Thacker Pass (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 2025.

Lithium Americas Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Lithium Americas Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-

Lithium Americas News

AllArticlesVideos
Trump Threatens China With 'Massive' Tariffs — Rare Earth Stocks Spike

Trump Threatens China With 'Massive' Tariffs — Rare Earth Stocks Spike

Benzinga4 hours ago
Rare earth stocks jump after Trump says China holding world 'captive' over the metals, threatens countermeasures

Rare earth stocks jump after Trump says China holding world 'captive' over the metals, threatens countermeasures

CNBC4 hours ago
Lithium Americas: Why This 31% Rally Is More Than Just a Headline

Lithium Americas: Why This 31% Rally Is More Than Just a Headline

MarketBeat2 days ago
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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