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Lithium Americas: A 2030 Power Play, Not a 2025 One
ByAinvest
Thursday, Nov 20, 2025 5:49 pm ET1min read
Lithium Americas Corp. (LAC) is a pre-revenue company with a strong long-term case due to rising lithium demand for autonomous vehicles, energy storage systems, and drones. The U.S. government took a 5% equity stake in LAC in September 2025 to ensure funding for its Thacker Pass mine, which will begin mining operations in 2026. Despite a 6.7% drop in LAC stock since its Q3 earnings report, the company's ability to achieve profitability will be linked to lithium prices.
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