Lithium Americas

LAC

Market cap $1.78B

The first two weeks of 2026 have opened the year with a bull run in rare earth stocks, driven by geopolitical tension and aggressive industrial policies. The upward momentum could continue as the U.S. makes definitive moves toward mineral sovereignty.

The Trump administration took the historic step of directly investing U.S.

Lithium demand is set to rebound in 2026 as EVs, BESS and AI-driven energy lift demand, putting LAC, RIO, ALB and SQM in the spotlight.

VANCOUVER, British Columbia--(BUSINESS WIRE)---- $LAC #Nevada--Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) (“Lithium Americas” or the “Company”) announced that, as disclosed by S&P Dow Jones Indices on December 5, 2025, the Company's common shares will be added to the S&P/TSX Composite Index, effective prior to the open of trading on Monday, December 22, 2025. The S&P/TSX Composite Index is Canada's premier equity benchmark and includes the largest and most actively traded companies on the Toronto.

The U.S. government is planning to acquire more equity stakes in critical minerals companies, a White House official stated on Thursday.

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.