Joint Venture Stake ReductionLithium Americas Corp.'s joint venture stake is expected to decrease from 62% to 59% due to equity stakes given to the Department of Energy.
Tariffs ImpactApproximately 25% of LAC's $2.93B capital cost estimate is likely to be impacted by tariffs, potentially increasing costs beyond the expected 10% capex inflation.
Valuation ConcernsThere are concerns about valuation and risk/reward due to lithium price levels, capital budgets, timelines, and staffing risks.