$LAC

JPMorgan believes Lithium Americas (LAC) stock could double. The company, still pre-revenue, reported improved Q2 2026 earnings due to non-operational gains. Thacker Pass project is advancing, with $1.3B-$1.6B Phase 1 capital spending targeted for 2026. Analysts have mixed views, with a consensus 'Moderate Buy' rating and an average price target of $5.69, suggesting 93% upside.

J.P. Morgan upgraded Lithium Americas (LAC) to overweight with a $6 (C$8) target, implying 100% upside. The bank expects lithium market deficit and confidence in Thacker Pass execution. Other analysts have lower targets, citing construction risk and supply overhang. LAC is developing Thacker Pass, a major lithium project with GM and U.S. government involvement.

LITHIUM AMERICAS CORP. (LAC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 8, 2026, Alexi Zawadzki notified the board of directors of Lithium Americas Corp. (the “Company”) of his inten

Canadian stock futures fell 0.1% Wednesday amid rising oil prices and Mideast tensions, with the TSX down 1.1% Tuesday. Lithium Americas shares rose 4% premarket after J.P. Morgan initiated coverage with an 'overweight' rating. U.S. trade restrictions on Canada also impacted markets.

The TSX opened flat on Wednesday, with gains in mining and energy offsetting inflation fears from rising oil prices. Lithium Americas' U.S. shares rose 4% after J.P. Morgan initiated coverage with an 'overweight' rating. The Canadian dollar dipped to 72.54 cents. U.S. trade restrictions on Canada were expanded, including tariffs on $20B of Canadian goods.

Market futures declined Wednesday due to U.S.-Iran tensions and rising oil prices. Qualcomm (QCOM) rose 1.4% premarket after a partnership with Amazon. ServiceTitan (SBT) fell 19% despite beating Q2 earnings due to weak revenue forecasts. Chime Financial (CHM) jumped 11% after a $590M acquisition. Lithium Americas (LAC) climbed 5% on a JPMorgan Overweight rating with a $6 price target.

Lithium Americas Corp (LAC) rose 3.3% in pre-market trading after JPMorgan upgraded it to Overweight with a $6.00 price target, citing higher lithium price assumptions and a supply deficit. The company's Thacker Pass project is 95% engineered and 80% procured. LAC has lost 35% over six months but gained today on analyst optimism.

Up to nine new lithium mines may open in the U.S. by 2030, with CRU forecasting 55,000-95,000 tonnes of annual LCE production. Key projects include Lithium Americas' Thacker Pass (LAC) and Standard Lithium's (SLI) Arkansas project. U.S. output is expected to rise from 5,000 tonnes this year. Thacker Pass, backed by GM and the U.S. government, aims for initial production by late 2025. Legal and financial challenges may impact timelines.

Lithium Argentina and Ganfeng signed agreements to form a joint venture for the Pozuelos-Pastos Grandes lithium projects. Ganfeng will invest $180m in Lithium Argentina via a convertible note, holding 67% of the JV. The project aims for 150,000t annual lithium production. Proceeds will repay Lithium Argentina's $259m debt due in 2027. Completion is expected in September 2026, with Millennial Lithium overseeing the projects. Ganfeng owns 9.6% of Lithium Argentina.

President Trump announced a $3B federal investment in critical minerals projects, including a $1.4B loan to Sila Nanotechnologies for battery materials and $435M to Lithium Americas for its Thacker Pass lithium project. The funding aims to boost domestic production and reduce reliance on China, with implications for EV and clean energy sectors. Other recipients include Westwater Resources and Niron Magnetics. The initiative follows Project Vault, a $12B public-private effort to stockpile critica