Lithium Americas Corp.

LACsupplier

Lithium Americas is developing the Thacker Pass project in Nevada, which hosts the largest known lithium resource in the United States. With a $650M investment and offtake agreement from General Motors, it aims to become a cornerstone domestic lithium supplier for the US EV industry.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($0.01B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Thacker Pass Construction Revenue (100%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Thacker Pass Lithium Carbonate70%

Lithium carbonate from the largest known lithium resource in the US (Nevada)

Lithium Hydroxide Conversion25%

Battery-grade lithium hydroxide produced for EV cathode manufacturers

By-product Sulfur & Other5%

Sulfate by-products from lithium extraction process

Lieferkettenbeziehungen

Partner

General Motors

$650M investment, offtake rights for Thacker Pass lithium

Auswirkung: Critical — GM is anchor investor and customer

Wettbewerber

Albemarle Corporation

North American lithium supply market

Auswirkung: High — competing for EV battery supply contracts

Wichtige Kunden

Enphase Energy, Inc.

Future lithium supply for battery storage

Auswirkung: Low — pre-commercial stage

Makro- und Marktkontext

소재Sektornachrichten

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Nächste Katalysatoren

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

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Unternehmensinformationen

Hauptsitz

Vancouver, British Columbia, Canada

Gegründet

2007

Mitarbeiter

400+

Website

lithiumamericas.com

Kaskadenposition

Rolle in der Kaskade

late mover

Typische Verzögerung

5-10 trading days

Lithium Americas is a development-stage miner with the largest known US lithium resource at Thacker Pass. It captures the final wave of institutional capital as higher-risk mandates chase the same structural lithium thesis after large-cap positions are established.

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Sektorübersicht — 소재

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