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
$1.2B
-
-$0.24
-
-

What the Analysts think about Lithium Americas

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

Bulls say / Bears say

The Trump administration’s proposal to take up to a 10% equity stake in Lithium Americas reduces risk on the DOE loan and demonstrates firm federal backing for Thacker Pass’s funding (Reuters).
Thacker Pass is set to become the biggest lithium source in the Western Hemisphere by 2028, with projected annual output of 40,000 tonnes—enough for 800,000 EVs—highlighting its strategic value (Reuters).
General Motors' 38% joint-venture stake includes exclusive off-take from all Phase 1 production for 20 years, ensuring reliable demand and revenue for Lithium Americas (Reuters).
Uncertainty in the electric-vehicle market has clouded demand forecasts, making the long-term revenue outlook for Thacker Pass harder to predict and increasing project risk (Financial Times).
Persistent declines in lithium prices since 2022 have weakened project economics, making returns on Thacker Pass’s significant capital investment more unpredictable (Financial Times).
The Trump administration’s efforts to revise the $2.26 billion DOE loan—including up to 10% no-cost warrants and a possible transfer of project control—introduce dilution and governance issues for current shareholders (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 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's China Truce Shook Lithium Stocks — Now JPMorgan Says Lithium Americas Is Fairly Priced

Trump's China Truce Shook Lithium Stocks — Now JPMorgan Says Lithium Americas Is Fairly Priced

Benzinga2 days ago
How the US-China trade deal impacts rare earth stocks

How the US-China trade deal impacts rare earth stocks

Yahoo Finance6 days ago
Investors need to know Trump has a plan to strengthen America's rare-earths miners

Investors need to know Trump has a plan to strengthen America's rare-earths miners

Market Watch1 week 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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