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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製品と売上

製品別売上シェア

売上内訳 ($0.01B)

静的データ（リアルタイム財務ロード中…）

Thacker Pass Construction Revenue (100%)

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

パートナー

General Motors

$650M investment, offtake rights for Thacker Pass lithium

影響: Critical — GM is anchor investor and customer

競合他社

Albemarle Corporation

North American lithium supply market

影響: High — competing for EV battery supply contracts

主要顧客

Enphase Energy, Inc.

Future lithium supply for battery storage

影響: Low — pre-commercial stage

マクロ・市場概況

소재セクターニュース

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%

次の主要イベント

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

AI分析

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企業情報

本社所在地

Vancouver, British Columbia, Canada

設立

2007

従業員数

400+

ウェブサイト

lithiumamericas.com

カスケードポジション

カスケード内の役割

late mover

典型的な遅延

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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セクター概況 — 소재

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