Welcome to our dedicated page for Lithium Americas news (Ticker: LAC), a resource for investors and traders seeking the latest updates and insights on Lithium Americas stock.
Lithium Americas Corp. reports developments tied to the construction and financing of Thacker Pass, its lithium project in Humboldt County, Nevada. Company news commonly covers project updates, annual and quarterly results, DOE ATVM loan activity, at-the-market equity programs, and capital-structure actions supporting processing facilities and mine development.
Coverage also includes governance changes such as board appointments, common-share trading matters on the TSX and NYSE, and index-related corporate updates. The company is a Canadian resource and materials issuer focused on lithium deposits and chemical processing facilities in North America.
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Lithium Americas (NYSE:LAC) reported Q1 2026 results and progress at its Thacker Pass lithium project.
The company recorded net income of $4.6 million versus a prior-year loss, with cash and restricted cash of $1.21 billion. Thacker Pass Phase 1 construction capitalized Capex reached $1.14 billion, with 95% of detailed engineering complete and 1,065 personnel on site. Fiscal 2026 Capex guidance remains $1.3–$1.6 billion. Lithium Americas also received a $432 million second advance under the DOE loan and raised $246.7 million via a November 2025 ATM program, while issuing DOE-related warrants at both the company and JV levels.
Lithium Americas (TSX: LAC, NYSE: LAC) appointed Clayton Walker as an independent director effective May 5, 2026. Mr. Walker brings over 25 years of mining leadership, including roles as Chief Growth and Development Officer and Copper COO at Rio Tinto, and CEO/Executive Chairman at Iron Ore Company of Canada. The Board highlighted his operating, technical and U.S. regulatory experience as relevant to advancing Thacker Pass toward production.
Lithium Americas (NYSE: LAC) reported 2025 results and a Thacker Pass construction update. As of December 31, 2025, cash and restricted cash totaled $905.6M and $982.8M of construction costs were capitalized. The DOE provided loan draws of $435M and $432M. The company targets $1.3–$1.6B 2026 Capex for Phase 1, expects mechanical completion in late 2027, and anticipates ~1,800 peak construction personnel by late 2026. 2025 net loss was $86.3M versus $42.6M in 2024.
NACCO Industries (NYSE: NC) reported Q4 2025 results with gross profit of $12.0M (+42% YoY), operating profit of $7.6M (+95% YoY) and adjusted EBITDA of $14.3M (+59% YoY). Q4 net loss was $3.8M after a $7.8M pension settlement charge ($6.0M after-tax). For FY 2025, net income was $17.6M ($2.35/share) and adjusted EBITDA was $48.9M. Liquidity was $124.2M with debt of $100.9M, and cash from operations totaled $50.9M. Management expects 2026 growth and up to $89M in capital expenditures.
Lithium Americas (NYSE: LAC) provided a Thacker Pass update and set 2026 Capex guidance of $1.3–$1.6 billion for Phase 1. Detailed engineering was 93% complete and procurement 60% as of Dec 31, 2025, with peak construction staffing targeted at ~1,800 in 2026. Mechanical completion of the Phase 1 processing plant is targeted for late 2027, with early commissioning beginning Q4 2026.
Key deliveries and power-line commissioning are expected in H1–Q2 2026; capitalized interest for 2026 is guided at $45–$55 million.
Lithium Americas (TSX: LAC; NYSE: LAC) will be added to the S&P/TSX Composite Index, effective prior to market open on December 22, 2025, after disclosure by S&P Dow Jones Indices on December 5, 2025. Inclusion places the company among Canada’s largest and most actively traded TSX issuers.
The company said the milestone reflects progress advancing Thacker Pass toward onshore industrial-scale lithium production by late-2027 and underscores its role in the North American critical mineral supply chain.
Lithium Americas (NYSE: LAC) filed Q3 2025 results and updated progress at its Thacker Pass lithium project in Nevada.
Key facts: $145.9M capitalized in Q3, $720.0M total capitalized to Sept 30, 2025; ~700 site workers (target ~1,000 by year-end); engineering >80% complete; Phase 1 mechanical completion targeted late 2027. Financials: $385.6M cash, net loss $223.9M nine months, total assets $1,451.5M. Financing and corporate: DOE Loan amended to $2.23B total, first DOE draw of $435M received; warrants to DOE for 5% equity stakes planned; two ATM programs raised aggregate net proceeds of $305.9M in Oct 2025 and Q3 proceeds.
NACCO Industries (NYSE: NC) reported Q3 2025 consolidated revenues of $76.6M (+24% year/year) and gross profit of $10.0M (+38% year/year). Operating profit was $6.8M, improving sequentially from break-even in Q2 2025 but down versus Q3 2024 which included a $13.6M business interruption insurance benefit. Net income was $13.3M (diluted EPS $1.78). Liquidity at 9/30/2025 was $152.0M with total debt of $80.2M. Management expects Q4 2025 operating profit comparable to prior year, but full-year net income and EBITDA will decline materially due to an anticipated non-cash pension settlement charge upon plan termination.
Lithium Americas (NYSE: LAC) received a $435 million first drawdown from a $2.23 billion guaranteed DOE ATVM loan to finance construction of processing facilities at Thacker Pass, Nevada. The DOE loan package comprises $1.97 billion principal plus $256 million estimated capitalized interest during construction. Drawn amounts carry the applicable long-dated U.S. Treasury rate with a 0% spread. The loan tenor is approximately 23 years from first draw and scheduled repayments of principal and interest are expected to begin in January 2029. The company may prepay under conditions, can draw as frequently as monthly subject to customary construction-loan conditions, and has no financial-model bringdown requirement for subsequent draws.
The company noted construction of processing facilities is underway and workforce housing is occupied in Winnemucca, highlighting progress toward a U.S. domestic lithium supply chain with the DOE as a partner.