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Lithium Americas Corp: Company Overview
Management
Executive Leadership Team
Jonathan Evans - Director, President and CEO
- 20+ years operations experience, former VP at FMC Corporation's Lithium Division
- Education: B.S. Mechanical Engineering (Clarkson), MSc (Rensselaer)
Luke Colton - Executive VP and CFO
- Former CFO of Minova International and Turquoise Hill Resources
- 20+ years financial experience in mining sector
Key Executives Include:
- Richard Gerspacher - EVP, Capital Projects
- Edward Grandy - SVP, General Counsel
- Rene LeBlanc - VP, Growth and Product Strategy
- Virginia Morgan - VP, Investor Relations and ESG
Board of Directors
Kelvin Dushnisky - Executive Chair
- Former CEO of AngloGold Ashanti, former President of Barrick Gold
Key Board Members:
- Yuan Gao - Lead Independent Director
- Michael Brown - Chair, Safety and Sustainability
- Fabiana Chubbs - Chair, Audit and Risk
- Zach Kirkman - GM's nominee to Board
- Philip Montgomery - Chair, Technical Committee
Projects
Thacker Pass Project (Flagship Asset)
- World's largest known measured lithium resource and reserve
- Located in Humboldt County, Nevada
- Joint venture: Lithium Americas (62%) and General Motors (38%)
- 85-year life of mine with five-phase expansion potential
Phase 1 (Current Focus):
- 40,000 tonnes per year battery-quality lithium carbonate
- FID announced March 2025, completion targeted late 2027
- Construction underway with 300+ workers on site (1,800 expected at peak)
- $574.1 million construction costs capitalized as of June 30, 2025
- Engineering 70% complete as of Q2 2025
Future Expansion:
- Total potential capacity: 160,000 tonnes per year across five phases
Subsidiaries
Lithium Nevada LLC (LN) - Wholly-owned subsidiary
- Holds company's 62% interest in Thacker Pass joint venture
- Manages Thacker Pass project operations
Lithium Nevada Ventures LLC - Joint venture entity
- Owns Thacker Pass project
- Joint venture between Lithium Americas (62%) and GM (38%)
Partners
General Motors (GM)
- 38% ownership in Thacker Pass joint venture
- 20-year offtake for up to 100% of Phase 1 production
- Additional offtake for up to 38% of Phase 2 production
U.S. Department of Energy (DOE)
- $2.26 billion loan facility at U.S. Treasury rate
- First draw expected in second half of 2025
Orion Resource Partners
- $220 million strategic investment closed April 2025
- $195 million convertible notes + $25 million production payment
Bechtel
- Engineering, procurement and construction management contractor
Financial Status
Current Financial Position (as of June 30, 2025)
- Cash and Restricted Cash: $509.1 million
- Total Assets: $1,339.1 million
- Total Long-term Liabilities: $251.5 million
- Net Loss (Six months): $24.8 million
- Loss per Share: $0.11
Cash Burn Rate and Runway
- Cash burn: $85 million over six months ($17 million/month)
- Current cash runway: less than one year
- Expected to extend through DOE loan draw in H2 2025
Funding Sources
- DOE Loan: $2.26 billion
- GM Investment: $100 million
- Orion Investment: $220 million
- ATM Program: $63.6 million used of $100 million authorized
- Company Contribution: $191.6 million to joint venture
Short and Long-term Plans
Short-term (2025-2027)
- Complete detailed engineering (90%+ by year-end 2025)
- First steel installation (September 2025)
- Ramp up workforce to 1,000 by year-end 2025
- First draw on DOE loan in H2 2025
- Mechanical completion of Phase 1 targeted for late 2027
Long-term (2028+)
- Achieve 40,000 tonnes per year production capacity
- Create ~350 full-time operational jobs
- Expand to additional phases as market conditions warrant
- Become North America's leading lithium producer
- Develop integrated lithium supply chain in North America
ESG (Environmental, Social, Governance)
Environmental
- Comprehensive environmental permitting completed
- Phased reclamation planning during mine life
- Aligned with GRI Standards, SASB Metals and Mining Standards, and UN SDGs
Social
- Local community consultation and partnerships
- Workforce development training with Great Basin College
- Nearly 2,000 construction jobs and 350 operational jobs expected
- Board-level Safety and Sustainability Committee oversight
Governance
- Independent Board committees with clear mandates
- Comprehensive code of conduct and ethics policies
- Enterprise risk management framework
- Regular ESG performance reporting
Summary Overview
Lithium Americas Corp. is a pure-play North American lithium developer advancing its flagship Thacker Pass project in Nevada—the world's largest known measured lithium resource. With Final Investment Decision declared in March 2025, Phase 1 construction (40,000 tonnes per year) is underway, targeting completion in late 2027. The project is supported by robust funding including a $2.26 billion DOE loan, strategic investments from GM and Orion, and the company's $509.1 million cash position. Led by an experienced management team and board, the company maintains strong ESG commitments while positioning to become a cornerstone of North America's domestic lithium supply chain for the electric vehicle and energy storage industries.
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