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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
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Next Lithium Americas earnings date
Q3 20257 Nov, 2025
Next Lithium Americas earnings date
Q3 20257 Nov, 2025
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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.
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