Industry Revenues:

1. Mining and Resource Extraction
2. Chemical Industry

TOP 3 Markets:

1. USA: 40%
2. China: 30%
3. Europe: 20%

Lithium Americas Corp. generates the majority of its revenues from mining and resource extraction, particularly through the extraction of lithium, which is needed for batteries in electric vehicles and other applications. The USA represents the largest market, followed by China, which has significant demand due to its strong electric vehicle industry. Europe is also an important market benefiting from increasing electrification and environmental policy goals.

Production Sites:

• Cauchari-Olaroz Project, Argentina
• Thacker Pass Project, Nevada, USA

Lithium Americas Corp. operates the Cauchari-Olaroz Project in Argentina, which is one of the largest lithium brine projects in the world. Additionally, the company is developing the Thacker Pass Project in Nevada, USA, which is considered one of the largest known lithium deposits in the United States. Both sites are strategically important to meet the increasing demand for lithium, especially for batteries in electric vehicles.

Strategic Partnerships: Lithium Americas has partnered with several major companies to optimize the production and processing of lithium.

Expansion of Production Capacities: The company plans to significantly expand its production capacities in Argentina and the USA to meet the increasing demand for lithium.

Sustainability Initiatives: Lithium Americas is investing in more environmentally friendly mining methods and technologies to minimize its ecological footprint.

Lithium Americas Corp. is focusing on increasing lithium production through strategic partnerships and expanding existing projects. The demand for lithium, especially for batteries in electric vehicles, is driving these expansion plans. Additionally, the company is relying on sustainable practices to remain competitive in the long term and meet regulatory requirements.

Main raw material: Lithium

Imported materials: Chemicals and equipment for lithium production

Countries of origin:

• Chemicals: China, USA
• Equipment: Germany, Japan

Lithium Americas Corp. mainly focuses on the production of lithium, a crucial raw material for batteries, especially in electric vehicles. While the company mines lithium itself, it imports various chemicals and specialized equipment necessary for the processing and refining of lithium.

China and the USA are main suppliers of chemical products needed in lithium processing. Germany and Japan supply specialized machinery and technologies essential for efficient and sustainable lithium production. These imports are crucial for optimizing production capacities and ensuring the quality of the end product.

Market share in the lithium sector: Estimated 5-7% (2026)

Production capacity: 40,000 metric tons of lithium carbonate equivalent per year (2026)

Lithium Americas Corp. has established itself as a significant player in the lithium sector in recent years. The company's competitive advantage lies in its strategic positioning and high-quality lithium deposits in North and South America.

One key advantage is its proximity to major automakers and battery producers, which streamlines supply chains. Additionally, through partnerships and joint ventures, the company has significantly increased its production capacities, contributing to a stable supply.

Another competitive advantage stems from the use of advanced extraction technologies that are both cost-effective and environmentally friendly. This aligns with the increasing demand for sustainable practices in the industry and can lead to long-term cost benefits.

Institutional Investor Share: approximately 60% (estimated for 2026)
Insider Buys/Sells: No specific data available for 2026

The institutional investor share in Lithium Americas Corp. is estimated to be around 60%. This demonstrates a strong confidence from institutional investors in the company and its future growth prospects, especially given the increasing demand for lithium for batteries.

There is no specific data available regarding insider buys or sells in 2026. However, such transactions are typically seen as an indicator of management's confidence in the company's future development. It is advisable to regularly check regulatory filings for up-to-date information.

Market share of Lithium Americas Corp.: 8% (estimated for 2026)

Top competitors and their market shares:

1. Albemarle Corporation: 25%
2. SQM (Sociedad Química y Minera de Chile): 20%
3. Ganfeng Lithium: 15%
4. Tianqi Lithium: 12%
5. Livent Corporation: 10%
6. Lithium Americas Corp.: 8%
7. Orocobre Limited: 5%
8. Piedmont Lithium: 3%
9. Galaxy Resources: 2%

Moat of Lithium Americas Corp.:

Lithium Americas Corp. has strategically important lithium projects, especially the Cauchari-Olaroz project in Argentina, which is considered one of the largest lithium brine projects in the world. This provides the company with a certain advantage in terms of resource access and production capacity.

Compared to leading companies like Albemarle and SQM, which have established supply chains, extensive production capacities, and long-standing customer relationships, the moat of Lithium Americas is less pronounced. These competitors also have the advantage of a diversified product range and global presence.

However, Lithium Americas could strengthen its moat through technological innovations and strategic partnerships. Competition in the lithium industry is intense, and success heavily depends on the ability to produce cost-effectively and quickly adapt to market changes.

Revenue Growth: Estimated at 20% annually (2025-2026) Production Capacity: Increase by 30% (2026) Market Demand: Rise by 25% for lithium products (2026)

Lithium Americas Corp. has made significant progress in expanding its production capacities in recent years. The demand for lithium, especially for batteries in electric vehicles, is steadily growing, benefiting the company.

With the planned 30% increase in production capacity in 2026, the company is well positioned to benefit from the rising demand. In addition, an annual revenue growth of about 20% is expected, attributed to strategic expansion and tapping into new markets.

The long-term outlook for Lithium Americas Corp. is positive, especially given global trends towards renewable energy and electric vehicles. However, investors should also keep an eye on the risks of commodity volatility and regulatory changes.

Dividend: No payout (as of 2026)

Lithium Americas Corp. has not paid any dividends so far. The company is in a growth phase and is heavily investing in the development and expansion of its lithium projects.

Typically, companies in the resource exploration and production sector focus on reinvesting profits into their projects rather than distributing dividends to shareholders. This is especially true for companies in the development or early production phase.