Lithium Americas: Long-Term Value And Growth As US Poised To Dominate Lithium By 2035

Harrison Schwartz

Lithium Americas offers significant long-term value despite the current lithium market glut and stock price declines due to its large Thacker Pass deposit and low-cost production potential.
LAC benefits from strong US government support and General Motors' investment, positioning it well for future growth in the domestic EV supply chain.
Key risks include potential project delays, cost overruns, and further lithium price declines due to economic slowdowns and increased supply.
Long-term investors may find LAC undervalued. If it achieves competitive production costs and meets development timelines, it has substantial profit potential.
Lithium Americas aims to have similar costs to South American miners, as lithium is less labor intensive than most mines, and the US project may have greater capital efficiency.

simonkr

Lithium mining companies are often a target for investors looking to ride the wave of long-term transitions toward electric vehicles. Most lithium is currently produced in brines in South America. However, major developers such as Lithium Americas (

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

12

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":375674264383640,"tweetId":"375674264383640","gmtCreate":1732481553000,"gmtModify":1732744800527,"author":{"id":10000000000010872,"idStr":"10000000000010873","authorId":10000000000010872,"authorIdStr":"10000000000010873","name":"Harrison Schwartz","avatar":"https://community-static.tradeup.com/news/3caa8e02189196b324406870bb2d3718","vip":8,"userType":8,"introduction":",","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/9b4d768f78239ad967b0f8ffafb9abe6"}],"coverImages":[{"img":"https://static.tigerbbs.com/9b4d768f78239ad967b0f8ffafb9abe6"}],"title":"Lithium Americas: Long-Term Value And Growth As US Poised To Dominate Lithium By 2035","html":"<html><head></head><body><ul>\n <li>Lithium Americas offers significant long-term value despite the current lithium market glut and stock price declines due to its large Thacker Pass deposit and low-cost production potential.</li>\n <li>LAC benefits from strong US government support and General Motors' investment, positioning it well for future growth in the domestic EV supply chain.</li>\n <li>Key risks include potential project delays, cost overruns, and further lithium price declines due to economic slowdowns and increased supply.</li>\n <li>Long-term investors may find LAC undervalued. If it achieves competitive production costs and meets development timelines, it has substantial profit potential.</li>\n <li>Lithium Americas aims to have similar costs to South American miners, as lithium is less labor intensive than most mines, and the US project may have greater capital efficiency.</li>\n</ul>\n<p></p><img src=\"https://static.tigerbbs.com/9b4d768f78239ad967b0f8ffafb9abe6\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">simonkr</p>\n<p></p>\n<div class=\"inline_ad_placeholder\"></div>\n<p>Lithium mining companies are often a target for investors looking to ride the wave of long-term transitions toward electric vehicles. Most lithium is currently produced in brines in South America. However, major developers such as Lithium Americas (</p></body></html>","htmlText":"<html><head></head><body><ul>\n <li>Lithium Americas offers significant long-term value despite the current lithium market glut and stock price declines due to its large Thacker Pass deposit and low-cost production potential.</li>\n <li>LAC benefits from strong US government support and General Motors' investment, positioning it well for future growth in the domestic EV supply chain.</li>\n <li>Key risks include potential project delays, cost overruns, and further lithium price declines due to economic slowdowns and increased supply.</li>\n <li>Long-term investors may find LAC undervalued. If it achieves competitive production costs and meets development timelines, it has substantial profit potential.</li>\n <li>Lithium Americas aims to have similar costs to South American miners, as lithium is less labor intensive than most mines, and the US project may have greater capital efficiency.</li>\n</ul>\n<p></p><img src=\"https://static.tigerbbs.com/9b4d768f78239ad967b0f8ffafb9abe6\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">simonkr</p>\n<p></p>\n<div class=\"inline_ad_placeholder\"></div>\n<p>Lithium mining companies are often a target for investors looking to ride the wave of long-term transitions toward electric vehicles. Most lithium is currently produced in brines in South America. However, major developers such as Lithium Americas (</p></body></html>","text":"Lithium Americas offers significant long-term value despite the current lithium market glut and stock price declines due to its large Thacker Pass deposit and low-cost production potential. LAC benefits from strong US government support and General Motors' investment, positioning it well for future growth in the domestic EV supply chain. Key risks include potential project delays, cost overruns, and further lithium price declines due to economic slowdowns and increased supply. Long-term investors may find LAC undervalued. If it achieves competitive production costs and meets development timelines, it has substantial profit potential. Lithium Americas aims to have similar costs to South American miners, as lithium is less labor intensive than most mines, and the US project may have greater capital efficiency. simonkr Lithium mining companies are often a target for investors looking to ride the wave of long-term transitions toward electric vehicles. Most lithium is currently produced in brines in South America. However, major developers such as Lithium Americas (","highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/375674264383640","repostId":0,"isVote":1,"tweetType":1,"viewCount":61,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PLS.AU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":919,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/375674264383640"}