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Lithium Americas Corp.
LAC · ARCX · Other Industrial Metals & Mining · Canada
Lithium Americas Corp. is a development-stage mining company focused on lithium resource projects. Its primary emphasis is advancing the Thacker Pass project in northern Nevada to produce battery-quality lithium carbonate, supporting the North American critical minerals supply chain for electric vehicles and energy storage. Thacker Pass holds the world’s largest known measured and indicated lithium resource and proven and probable reserve, positioning it as a key asset for domestic U.S. lithium production. The company operates a state-of-the-art Lithium Technical Development Center in Reno, Nevada, featuring ISO-9001:2015 certified facilities that validate production processes through continuous piloting of ore into high-purity lithium carbonate. Lithium Americas Corp. prioritizes sustainable development, stakeholder engagement, and responsible practices, including community relations with local tribes and investments in regional jobs and supply chain sourcing. Headquartered in Vancouver, British Columbia, and founded in 2023, it plays a vital role in enhancing energy security and industrial-scale lithium output in the Americas.
Industry
Other Industrial Metals & Mining
Basic Materials sector · Canada
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This company does not currently pay dividends.
Valuation7
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Supply Chain
Lithium Supply Chain
The lithium supply chain is shaped by three structural constraints that most commodity systems do not face simultaneously: extraction methods diverge so fundamentally that brine evaporation and hard-rock mining produce different timelines, geographies, and cost structures from the same element; chemical refining is concentrated in China regardless of where lithium is mined; and demand grows on EV product cycles while new mine development takes five to seven years, creating a timing mismatch the system cannot resolve through price alone.
Rare Earth Elements Supply Chain
The rare earth supply chain is governed by three structural constraints that most industries never encounter: rare earth elements occur together in ore and cannot be mined individually, separation requires toxic acid-based processes that produce radioactive waste, and China controls roughly sixty percent of mining and ninety percent of processing capacity worldwide.
Copper Supply Chain
The copper supply chain is shaped by three structural constraints that compound over time: ore grades are declining, forcing more energy and processing per ton of output; smelting and refining capacity is concentrated in China, which processes roughly forty percent of global copper; and new mines take ten to fifteen years from discovery to production, meaning supply cannot respond to demand on any timeline shorter than a decade.