Lithium Americas

LAC

Market cap $1.62B

Tom Yeung here with your Sunday Digest .  The 2007-'11 Discovery Channel show Storm Chasers is exactly what you might expect: a bickering team of filmmakers and meteorologists chasing down tornadoes to air on TV.

ALB's rising output, cost cuts and cash strength highlight its edge as investors weigh which lithium stock to invest in.

LAC pushes Thacker Pass forward with long-term supply deals and early-2026 equipment arrivals to keep construction on track.

Lithium Americas fallen back below $5 despite the company now backed by a major DOE loan for Thacker Pass construction. The lithium miner secured the $2.23 billion U.S. government loan, granting the government a 10% stake and accelerating Thacker Pass mine development. Global lithium demand is surging, driven by EVs and energy storage systems, positioning LAC for significant future growth despite current market underperformance.

LAC secures a $435 million DOE loan drawdown, boosting certainty for Thacker Pass and pushing construction momentum forward.

LAC shares surge as construction advances at Thacker Pass, but rising costs and loan constraints keep risks in focus.

Growth has become a tough sell for investors this fall. With a week to go in November, many growth stocks—particularly in the technology sector—are down sharply.

Demand for lithium is expected to rise sharply in coming years, driven by its essential role in modern technology, including autonomous vehicles, energy storage systems, and drones.

Buying into stocks that might be next on Washington's list could be a good way to see gains.

Ganfeng Lithium Group chairman Li Liangbin forecasts 30% to 40% demand growth for lithium in 2026. Lithium prices could more than double next year.