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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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($0.01B)

Données statiques (chargement des finances en temps réel…)

Thacker Pass Construction Revenue (100%)

Composition des segments et principaux clients

Détails du produit

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

Relations dans la chaîne d'approvisionnement

Partenaires

General Motors

$650M investment, offtake rights for Thacker Pass lithium

Impact: Critical — GM is anchor investor and customer

Concurrents

Albemarle Corporation

North American lithium supply market

Impact: High — competing for EV battery supply contracts

Clients clés

Enphase Energy, Inc.

Future lithium supply for battery storage

Impact: Low — pre-commercial stage

Contexte macro et de marché

소재Actualités du secteur

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%

Prochains catalyseurs

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

Actualités récentes

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Informations sur l'entreprise

Siège social

Vancouver, British Columbia, Canada

Fondée en

2007

Effectifs

400+

Site web

lithiumamericas.com

Position dans la cascade

Rôle dans la cascade

late mover

Délai typique

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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Aperçu du secteur — 소재

Actualités du secteur