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.

⇄ Compare

產品與營收

產品營收佔比

營收結構 ($0.01B)

靜態數據（加載即時財務…）

Thacker Pass Construction Revenue (100%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

General Motors

$650M investment, offtake rights for Thacker Pass lithium

影響: Critical — GM is anchor investor and customer

競爭對手

Albemarle Corporation

North American lithium supply market

影響: High — competing for EV battery supply contracts

主要客戶

Enphase Energy, Inc.

Future lithium supply for battery storage

影響: Low — pre-commercial stage

宏觀與市場背景

소재行業新聞

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%

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 Lithium Americas Corp. 的 AI 供應鏈分析。

企業資訊

總部

Vancouver, British Columbia, Canada

成立時間

2007

員工人數

400+

官網

lithiumamericas.com

連鎖位置

連鎖中的角色

late mover

典型延遲

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.

檢視完整連鎖分析

行業概況 — 소재

行業新聞