Lithium Americas: A 2030 Power Play, Not a 2025 One

Lithium Americas Corp. (LAC) has seen its stock price decline nearly 30% in the last month due to profit-taking by active traders. Despite the U.S. government's 5% equity stake and the company's planned Thacker Pass mine, the real payoff for investors won't come until several years. LAC's ability to achieve profitability is linked to lithium prices, with analysts forecasting demand growth and price increases in 2026.