- Thacker Pass will most likely spin off from Lithium Americas. This would make it a pure USA lithium play and open doors to gov funding.
- Rising oil prices per Russian sanctions will benefit EV adoption.
- Government loans could fund 50% of Thacker Pass via a 25-year loan (per CEO Interview) at lower treasury rates.
- Lithium prices and demand continue to rise.
- Given that the South American project will come online this year, Lithium Americas stock appears to be very undervalued in this market.
For further details see:
Lithium Americas: New Russian Sanctions Should Push Lithium Higher