Lithium Americas is developing large-scale battery-grade lithium production centered on the Thacker Pass project in northern Nevada, one of the largest known lithium resources in North America. The project targets sedimentary lithium and processing into lithium carbonate for electric-vehicle batteries, with General Motors as a major strategic partner and offtake customer. Reported revenue is minimal while the asset remains in development and construction rather than full commercial production.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q2 2025 | 0 | — | -12.4 | — |
| Q3 2025 | 0 | — | -197.7 | — |
| Q4 2025 | 0 | — | 98.8 | — |
| Q1 2026 | 0 | — | -0.4 | — |
| Q2 2026 | 0 | — | 2.1 | — |
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