Lithium Americas

Prices are delayed (end of day for Shanghai and Shenzhen). Hong Kong listings show the company's mainland A-share where it has one.

Net seller of lithium units (mines exceed own refining)

Study estimate Thacker Pass: $6,238/t LCE · would be cheaper than about 57% of today's producing supply

Grey: every producing mine with a reported cost (width = capacity). Highlighted: this company's mines. The dashed line is the stake- and capacity-weighted average. Lighter dashed bars are implied costs (no reported unit cost). Projects are drawn as dashed outlines at their study cost; they are not producing and not in the percentages.

Headline counts mines and brines only. Refineries are listed with their attributable conversion capacity, which is shown under Downstream above and not added to the headline, so lithium is not counted twice. Cell plants are demand, not supply. Landed cost uses the assumptions set on the cost curve.

Upcoming

• Q4 2026Thacker Pass Phase 1 energizationThacker Pass · Other · source
• 2027Winnemucca Transload Terminal completionThacker Pass · Other · source
• H2 2027Thacker Pass Phase 1 mechanical completionThacker Pass · Other · source
• 2028Thacker Pass Phase 1 full ramp-upThacker Pass · Other · source

Recently done

• 5 Aug 2026Yorkville subordinated convertible debentures (up to US$175M; US$150M initial)Thacker Pass · Financing · source