$LAC

The U.S. is investing heavily to reduce reliance on China for critical minerals. The government has backed over 180 projects, including loans and equity stakes, totaling $7.6B in 18 months. MP Materials, Lithium Americas, and Energy Fuels are among the beneficiaries. China still dominates, but market share losses are projected by 2030.

J.P. Morgan upgraded Lithium Americas (LAC) to Overweight with a $6 price target, citing strong lithium prices and progress at Thacker Pass. The bank expects lithium deficits to persist, boosting LAC's long-term earnings. However, LAC faces dilution risks and execution challenges before 2029. Thacker Pass, targeted for 2027-2028 production, relies on unproven clay-based extraction. LAC's stock remains volatile, with high short interest and cautious institutional sentiment.

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.