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Following their 2023 separation, we analyze the two distinct paths of North America's Thacker Pass (LAC) and the rich Argentinean assets (LAR). Discover the unique risks and opportunities of each."
Lithium Americas (LAC) controls the Thacker Pass project in Nevada, one of the largest known lithium resources in the U.S. The asset is strategically positioned to support the North American EV supply chain and may benefit from U.S. policy incentives. Key watch items include project execution, capital intensity, and the pace of ramp-up.
Lithium Argentina (LAR) operates the Caucharí‑Olaroz brine operation in the Lithium Triangle. The site is already producing and focused on stable ramp-up and potential expansions. Investors should track operating costs, FX and sovereign risk, and the company’s capital allocation priorities.
| Feature | LAC (Lithium Americas) | LAR (Lithium Argentina) |
|---|---|---|
| Ticker | NYSE:LAC | NYSE:LAR |
| Jurisdiction | 🇺🇸 USA (Nevada) | 🇦🇷 Argentina |
| Primary Asset | Thacker Pass | Caucharí-Olaroz |
| Stage | Development | Production / Ramp-up |
| Key Opportunity | IRA Benefits, Strategic Scale | Proven Production, Expansion |
| Primary Risk | Project Execution & CAPEX | Geopolitical & Economic |