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Vancouver, BC, Canada · Public (NYSE: LAC) · lithiumamericas.com
Thacker Pass lithium mine, NV
Federal support (equity, loans, commitments)
$1.2B DOE loan drawn (of $2.23B); warrants for 5% of company + 5% of JV (DOE)
as of Nov 2026 · tipranks.com
Open roles
26
counted 2026-11-09
Federal awards
$2.0B
2 grants, contracts, loans
Last private raise
—
no Form D on file
SEC filings
40
latest 2026-09-11
Coming up
POLICY45X: advanced manufacturing
Wind components end after 2027. Solar and battery components: 75% in 2030, 50% in 2031, 25% in 2032, none from 2033. Critical minerals: 75% in 2031, 50% in 2032, 25% in 2033, none from 2034. Affects Critical Minerals & Materials.
+ THESISPOLICYFederal equity stakes in critical-minerals companies
Defense, Commerce and DOE have taken equity, warrants or loans in MP Materials, Lithium Americas, Vulcan Elements, USA Rare Earth and others; see the Minerals tab for the full list. Affects Critical Minerals & Materials, Lithium Americas.
+ THESISFUNDINGLithium Americas announces $175M financing as Thacker Pass nears peak construction
The company announced a $175 million financing to further strengthen its liquidity during Thacker Pass development, with over 1,600 personnel on site and a late 2027 mechanical completion target. Date is a best estimate inferred from the relative age of the release and matches the 8-K filed that month.
lithiumamericas.com →+ THESISFUNDINGLithium Americas receives third $342M advance on DOE loan
The company received its third advance on the DOE loan of $342 million on June 3, 2026. As of June 30, 2026, cumulative DOE loan advances were about $1.209 billion.
lithiumamericas.com →+ THESISPOLICYForeign-entity (FEOC) supply-chain rules for tax credits
Notice 2026-15 explains how to calculate the material-assistance cost ratio and gives interim safe harbors for 45Y, 48E and 45X. Proposed regulations and safe-harbor tables are still to come. Affects Critical Minerals & Materials.
+ THESISREGULATORYDOE loan amendments executed; DOE receives 5% warrant stakes
All updates to the October 2025 DOE loan agreement were executed, and DOE received warrants for a 5% equity stake in Lithium Americas and a 5% economic stake in the Thacker Pass JV. The second DOE drawdown of $432 million followed on February 24, 2026.
stocktitan.net →+ THESISPOLICYSection 232: processed critical minerals
Investigation concluded without tariffs; the President directed negotiations with trading partners and left other tools open. Affects Critical Minerals & Materials.
+ THESISFUNDINGLithium Americas secures first $435M tranche of DOE loan
The first US$435 million installment of a US$2.23 billion federal loan was unlocked alongside a GM and DOE agreement. DOE warrants were tied to the deal, granting a 5% equity interest in Lithium Americas and a parallel 5% economic interest in the Thacker Pass JV.
investingnews.com →+ THESISFEDERAL AWARDDepartment of the Air Force grant$12M
Defense production act title iii program, lithium nevada thacker pass mine acceleration plan
usaspending.gov →+ THESISRead from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
2026-11-062026-11-09
By team
By location
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
| Fiscal year end | 2023-12 | 2024-12 | 2025-12 |
|---|---|---|---|
| Net income | −$5.1M | −$43M | −$86M |
| Cash | $196M | $594M | $568M |
Matched recipient: LITHIUM NEVADA CORP.
Policy that applies
2026-11-05 · Value updated
$1.2B DOE loan drawn (of $2.23B); warrants for 5% of company + 5% of JV (DOE)was: Warrants for 5% of company + 5% of JV (DOE); $184M loan payments deferred2026-11-05 · Headquarters updated
Vancouver, BC, Canadawas: Reno, NV, USA2026-08-06 · funding
Lithium Americas announces $175M financing as Thacker Pass nears peak constructionThe company announced a $175 million financing to further strengthen its liquidity during Thacker Pass development, with over 1,600 personnel on site and a late 2027 mechanical completion target. Date is a best estimate inferred from the relative age of the release and matches the 8-K filed that month.2026-06-03 · funding
Lithium Americas receives third $342M advance on DOE loanThe company received its third advance on the DOE loan of $342 million on June 3, 2026. As of June 30, 2026, cumulative DOE loan advances were about $1.209 billion.2026-01-30 · regulatory
DOE loan amendments executed; DOE receives 5% warrant stakesAll updates to the October 2025 DOE loan agreement were executed, and DOE received warrants for a 5% equity stake in Lithium Americas and a 5% economic stake in the Thacker Pass JV. The second DOE drawdown of $432 million followed on February 24, 2026.2025-10-01 · funding
Lithium Americas secures first $435M tranche of DOE loanThe first US$435 million installment of a US$2.23 billion federal loan was unlocked alongside a GM and DOE agreement. DOE warrants were tied to the deal, granting a 5% equity interest in Lithium Americas and a parallel 5% economic interest in the Thacker Pass JV.