)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Lithium Americas (LAC) investor relations material
Lithium Americas Corporate Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate Presentation summary3 Sep, 2025
Strategic project overview
Thacker Pass is fully permitted and in major construction, aiming to build a U.S. lithium supply chain with a vertically integrated model and expansion potential up to 160,000 t/y battery-grade lithium carbonate over five phases and an 85-year mine life.
Phase 1 construction is funded through a $2.26 billion U.S. DOE loan, $945 million from General Motors (38% JV partner), and $250 million from Orion Resource Partners, with first production targeted for late 2027.
The project features the world’s largest measured lithium resource and reserve, with 44.5 Mt LCE measured and indicated resource and 14.3 Mt LCE proven and probable reserve.
Thacker Pass is the only new large-scale lithium project under construction in the U.S., with a clear path to production and significant de-risking through advanced engineering, procurement, and workforce planning.
The project is supported by strong partnerships, including a 20-year offtake agreement with GM and a community benefits agreement with the Fort McDermitt Paiute & Shoshone Tribe.
Construction and execution progress
Approximately 70% of detailed engineering is complete, with long-lead equipment being fabricated and permanent concrete placed; first steel installation was completed in late August 2025.
The Workforce Hub in Winnemucca is fully set up, with all 686 modular housing units in place and first occupancy scheduled for Q3 2025.
Construction activities include ongoing concrete placement, foundation work for key buildings, and installation of site roads and utilities.
The project is on target for mechanical completion in late 2027, with a focus on de-risking execution through skilled labor agreements and local hiring.
Financials and economics
Average annual EBITDA for years 1-25 is projected at $2.2 billion, with a post-tax NPV (8%) of $5.9 billion and an IRR of 19.6%.
Thacker Pass operating costs are highly competitive, with C1 OPEX at $6,238/t LCE and AISC OPEX at $7,508/t, enabling profitability even during lithium price downturns.
CAPEX for Phase 1 is $2.9 billion, with subsequent phases ranging from $2.3 to $4.3 billion.
Future phase funding strategy
Thacker Pass economics at current prices
Offtake agreements for Phases 2-5
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Lithium Americas earnings date
Q3 20257 Nov, 2025
Next Lithium Americas earnings date
Q3 20257 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Lithium Americas Corp is a resource company engaged in the development of lithium projects. Its primary focus is on advancing two significant lithium projects: the Cauchari-Olaroz project located in Jujuy, Argentina, and the Thacker Pass project in Nevada, USA. The Cauchari-Olaroz project, being developed in partnership with a Chinese lithium producer, aims to exploit one of the largest lithium resources in Argentina, highlighting the company's commitment to supporting the global demand for electric vehicles and renewable energy storage solutions. The Thacker Pass project, situated in a known lithium-rich region of Nevada, is poised to become a substantial U.S. based lithium source, further emphasizing Lithium Americas' role in the lithium supply chain. Both projects underscore the company's strategic positioning in the lithium sector, focusing on sustainability and the transition to a low-carbon economy. The company is headquartered in Vancouver, British Columbia, and its shares are listed on the NYSE and TSX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage