Lithium Americas

LAC

Market cap $1.85B

USA Rare Earth is close to finalizing $1.6 billion in U.S. government financing.

When the U.S. and China meet, rare earth stocks generally fall, but then recover.

Lithium Americas Corp. remains a Sell; Thacker Pass progress lowers execution risk but doesn't improve equity risk/reward. LAC capex pressures intensify with $1.3–1.6 billion needed in 2026 and potential tariff exposure of $80–120 million. ATM share issuances dilute common equity, signaling investors are primarily funding the project rather than capturing upside.

VANCOUVER, British Columbia--(BUSINESS WIRE)---- $LAC #Nevada--Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) (“Lithium Americas” or the “Company”) announced that it has filed its Quarterly Report on Form 10-Q, which includes the Company's unaudited condensed consolidated interim financial statements (“Financials”) for the three months ended March 31, 2026 (“Q1 2026”), and provided an update on its Thacker Pass lithium project in Humboldt County, Nevada (“Thacker Pass” or the “Project”). Jonathan Evans, Presiden.

Lithium Americas Corp. (LAC) concluded the recent trading session at $5.57, signifying a -3.8% move from its prior day's close.

VANCOUVER, British Columbia--(BUSINESS WIRE)---- $LAC #Nevada--Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) (“Lithium Americas” or the “Company”) announced the appointment of Clayton Walker as an independent member of its Board of Directors (the “Board”) effective immediately. Mr. Walker has over 25 years of experience leading global mining companies, most recently as former Chief Growth and Development Officer at Rio Tinto where he was responsible for the overall strategic direction and execution of the Coppe.

Lithium Americas Corp. (LAC) reached $5.54 at the closing of the latest trading day, reflecting a -2.98% change compared to its last close.

The EV slowdown has weighed on lithium sentiment. But Lithium Americas Corp (NYSE:LAC) is leaning into a different narrative—one that could matter more than near-term demand cycles.

Lithium Americas Corp. (NYSE:LAC) is entering a phase where progress will be measured not in plans — but in milestones. With construction accelerating at Thacker Pass, the company is lining up a series of visible checkpoints through 2026 that could define the project's transition toward production.

An unusual surge in bullish options activity for Lithium Americas NYSE: LAC suggests institutional capital is positioning for a significant upside repricing, looking past near-term operational headwinds. On April 28, call option volume soared 197% above the daily average, with over 62,000 contracts changing hands.