The U.S. Department of Energy will take a 5% stake in Lithium Americas and a separate 5% stake in the company's Thacker Pass lithium mine joint venture with General Motors , according to a source familiar with negotiations.
Shares of Lithium Americas (NYSE:LAC) increased by approximately 20% on Thursday, following an almost 90% surge on Tuesday, spurred by reports that the Trump administration expressed interest in acquiring up to a 10% stake in the company. The Thacker Pass project, one of the largest lithium reserves in North America, is at the forefront of this development.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) announced that Matthew Tompkins, who has served as the company's financial controller since 2022, will assume the role of interim chief financial (CFO) following the resignation of Braam Jonker effective September 30, 2025. The advanced-stage lithium company said Tompkins is a Chartered Professional Accountant with over 10 years of experience in the mining industry.
American Lithium (AMLIF) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Lithium Argentina offers a compelling way to play lithium demand growth, with an active mine and breakeven operations at current depressed prices. The lithium miner targets 400% capacity growth, planning to expand production from 40,000 tpa to over 200,000 tpa via regional expansion and new technology. The stock trades at just 2x sales, making it attractive if lithium prices rebound, though expansion will require financing and carries dilution risk.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) confirmed the closing of its retail share offer, which was oversubscribed and raised £250,000. This is in addition to the £4.7 million raised earlier this month through a placing and broker option.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) has launched a retail offer that aims to raise up to an additional £250,000, to support the company's work in Chile. It follows a successful £4.3 million through the placing and £400,000 was raised via a broker option earlier this month.
I maintain my buy rating on Sociedad Quimica Y Minera De Chile, emphasizing its financial resilience and strategic position despite ongoing lithium market pressures and margin compression. Sociedad Quimica Y Minera De Chile's valuation is fair—not undervalued, but not overpriced—supported by superior profitability metrics and operational efficiency versus peers. Short-term risks include weak lithium prices, regulatory uncertainty in Chile, and increased global competition, making 2025 a transitional year.
I'm looking to add to my lithium exposure, favoring Lithium Argentina for its strong short-term production growth potential, which coincides with a potential lithium price recovery. LAR is still unprofitable at current lithium prices, but ramping up output and a price rebound could quickly shift its financials. Market fundamentals suggest a lithium supply shortfall and price recovery, but EV demand growth is uneven and heavily reliant on China.
Lithium prices have rebounded from lows, and Sigma Lithium stands to benefit if prices remain stable around US$900/ton for concentrate. SGML's low-cost structure and planned capacity expansion position it for strong margin and cash flow recovery by 2026-2027. Valuation upside is significant, with potential for shares to double by YE28 if lithium prices hold or improve.
Beaten down mostly by a supply gut and slow adoption for electric vehicles (EVs), supply disruptions globally have been re-charging interest in lithium again. Making recent news, battery maker Contemporary Amperex Technology (CATL) suspended operations in China (the Yichun project).
Lithium Royalty Corp. (OTCQX:LITRF) Q2 2025 Earnings Conference Call August 15, 2025 11:00 AM ET Company Participants Dominique Barker - CFO & Head of Sustainability Ernie Ortiz Ortega - Co-Founder, President, CEO & Director Jonida Zaganjori - Vice President of Investor Relations Conference Call Participants Benjamin Isaacson - Scotiabank Global Banking and Markets, Research Division MacMurray Davidson Whale - Cormark Securities Inc., Research Division Mohamed Sidibe - National Bank Financial, Inc., Research Division Operator Good morning, ladies and gentlemen, and welcome to the Lithium Royalty Corp.'s Second Quarter 2025 Results Conference Call. [Operator Instructions] This call is being recorded on Friday, August 15, 2025.