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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产品与营收

产品营收占比

营收构成 ($0.01B)

静态数据（加载实时财务…）

Thacker Pass Construction Revenue (100%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

General Motors

$650M investment, offtake rights for Thacker Pass lithium

影响: Critical — GM is anchor investor and customer

竞争对手

Albemarle Corporation

North American lithium supply market

影响: High — competing for EV battery supply contracts

主要客户

Enphase Energy, Inc.

Future lithium supply for battery storage

影响: Low — pre-commercial stage

宏观与市场背景

소재行业新闻

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%

近期催化剂

◆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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企业信息

总部

Vancouver, British Columbia, Canada

成立时间

2007

员工人数

400+

官网

lithiumamericas.com

连锁位置

连锁中的角色

late mover

典型延迟

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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行业新闻