Company Overview - Lithium Americas Corp. (LAC) experienced a decline of 1.41% in its stock price, closing at $2.80, underperforming the S&P 500 which gained 0.3% [1] - Over the past month, LAC shares have decreased by 0.35%, while the Basic Materials sector and S&P 500 saw gains of 4.31% and 2.09% respectively [1] Earnings Projections - The upcoming earnings release for Lithium Americas Corp. is highly anticipated, with projected earnings per share (EPS) of -$0.06, indicating a 500% decrease from the same quarter last year [2] - For the full year, Zacks Consensus Estimates forecast an EPS of -$0.2 and revenue of $0 million, reflecting changes of +4.76% and 0% respectively from the previous year [2] Analyst Estimates - Recent adjustments to analyst estimates for Lithium Americas Corp. suggest a positive outlook on the company's business operations and profit generation capabilities [3] - The Zacks Rank system, which incorporates these estimate changes, indicates that upward revisions are correlated with near-term share price momentum [4] Zacks Rank and Industry Performance - The Zacks Rank for Lithium Americas Corp. is currently 3 (Hold), with a 5.37% decrease in the consensus EPS estimate over the last 30 days [5] - The Mining - Miscellaneous industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 151, placing it in the bottom 39% of over 250 industries [6] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [6]

Group 1 - The investment thesis indicates a potential turnaround in the lithium market prices, suggesting an opportunity for increased exposure in lithium investments [1] - The article highlights that there are early signs of a price recovery in the lithium market, particularly noted during the summer months [1] - The analyst expresses a positive outlook based on forecasts for a sustained increase in lithium prices, which may benefit companies involved in lithium production [1]

Core Insights - Lithium is becoming a highly sought-after commodity due to the increasing demand from data center buildouts in the U.S. and the reliance on lithium for supercomputers used in AI model training [1] - Over 75% of global lithium production and supply originates from China, with a leading Chinese company reducing production until government approval is received, causing lithium prices to surge by 24.2% in July 2025 [2][3] Company Summaries Albemarle Corporation - Albemarle is expected to see significant earnings growth, with analysts projecting earnings of $2.74 per share for the upcoming quarter, a substantial increase from the previous result of $0.11 per share [5] - The company has outperformed Wall Street expectations, which anticipated a net loss of $0.83 per share, indicating strong financial momentum and potential for institutional buying [6][7] - Current stock price is $80.16, with a price target of $88.06 and a dividend yield of 2.02% [4] Sociedad Quimica y Minera (SQM) - SQM stock has experienced a one-week rally of approximately 27%, trading at 97% of its 52-week high, indicating strong bullish momentum [8][9] - The company's operations in the U.S. and Chile, where major lithium mines are located, position it favorably to meet the growing demand for lithium [9] - A recent 12.2% decline in short interest suggests that some short sellers are losing confidence in the stock's near-term decline, indicating potential for further upside [11] Lithium Americas - Lithium Americas owns 100% of the lithium mining rights at Thacker Pass in Nevada and other locations in Canada, allowing for efficient domestic sourcing of lithium [13] - The stock has joined the lithium rally with an 18.7% performance increase, suggesting positive market sentiment [14] - There is potential for a "short squeeze" due to $68.7 million in short positions, which could lead to additional buying pressure if short sellers are forced to cover their positions [15]

☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from To Commission file number: 001-41788 LITHIUM AMERICAS CORP. (Exact Name of Registrant as Specified in Its Charter) British Columbia, Canada Not applicable (State or Other ...

Exhibit 99.1 NEWS RELEASE TSX: LAC ● NYSE: LAC www.lithiumamericas.com Lithium Americas Reports Second Quarter 2025 Results (All amounts in US$ unless otherwise indicated) August 14, 2025 – Vancouver, Canada: Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) ("Lithium Americas" or the "Company") announced that it has filed its Quarterly Report on Form 10-Q, which includes the Company's consolidated interim financial statements ("Financials") for the three and six months ended June 30, 2025 ("Q2 2025"), and prov ...

Market Performance - US stock market showed a calm performance ahead of the July Consumer Price Index (CPI) report, with all three major indices closing slightly lower. The Dow Jones fell by 0.45% to 43975.09 points, the Nasdaq dropped by 0.3% to 21385.4 points, and the S&P 500 decreased by 0.25% to 6373.45 points [10][9][1]. Economic Indicators - The upcoming CPI report is expected to serve as a benchmark for assessing the impact of US trade policies on inflation and will provide guidance for the Federal Reserve's interest rate decisions [10][1]. - A recent Bank of America survey indicated that approximately 91% of respondents believe US stocks are overvalued, marking the highest percentage since the survey began in 2001 [10][1]. Sector Performance - Major technology stocks experienced mixed results, with Apple down 0.83%, Microsoft down 0.05%, Amazon down 0.62%, Nvidia down 0.35%, Google down 0.21%, while Tesla rose by 2.85%, Meta down 0.45%, AMD down 0.28%, and Intel up 3.51% [10][1]. International Market Movements - Japanese and South Korean stock markets showed positive movements, with the Nikkei 225 index rising over 2% to a new historical high of 42681.89 points, and the KOSPI200 index increasing by over 1% to 437.83 points [2][1]. Labor Statistics - President Trump announced the nomination of economist E.J. Antoni as the next director of the Bureau of Labor Statistics, indicating potential reforms in the agency's data reporting methods [14][13]. - The administration is also considering candidates for the upcoming vacancy of the Federal Reserve Chair, including current vice chairs and the Dallas Fed president [16][15].

Core Viewpoint - Lithium battery concept stocks experienced a strong performance, driven by news of a significant supply disruption from a major player in the industry, CATL, which has temporarily halted operations at a mining project in China [1] Group 1: Stock Performance - Lithium Americas (LAC.US) rose over 10% - Albemarle (ALB.US) increased by more than 9% - Sociedad Química y Minera de Chile (SQM.US) gained over 7% - Microvast (MVST.US) saw an increase of over 6% [1] Group 2: Supply Disruption - CATL announced the suspension of a large mining project in Yichun, Jiangxi Province, due to the expiration of its mining license [1] - The company plans to resume production as soon as it obtains the necessary approvals [1] Group 3: Analyst Insights - Citigroup analyst Kate McCutcheon stated that the reduction of approximately 9,000 tons of lithium supply per month is not expected to cause a hard supply shortage, but it is likely to boost market sentiment in the short term [1] - Analyst Jack Shang estimated that the sentiment surrounding the supply disruption could drive lithium prices above $11,000 per ton in the coming days [1]

Core Viewpoint - Lithium battery concept stocks experienced a strong rally, driven by news of a significant supply disruption from a major player in the industry, CATL, which has temporarily halted operations at a large mining project in China [1] Group 1: Stock Performance - Lithium Americas (LAC.US) surged over 10% - Albemarle (ALB.US) increased by more than 9% - Sociedad Química y Minera de Chile (SQM.US) rose over 7% - Microvast (MVST.US) gained more than 6% [1] Group 2: Supply Disruption - CATL announced the suspension of operations at its mining site in Yichun, Jiangxi Province, due to the expiration of its mining license [1] - The company plans to resume production as soon as it obtains the necessary approvals [1] Group 3: Analyst Insights - Citigroup analyst Kate McCutcheon noted that the reduction of approximately 9,000 tons of lithium supply per month is not expected to cause a hard supply shortage, but it is likely to boost market sentiment in the short term [1] - Analyst Jack Shang estimated that the sentiment from the supply disruption could drive lithium prices above $11,000 per ton in the coming days [1]

Core Viewpoint - Lithium battery concept stocks experienced a strong performance, with notable increases in share prices for companies such as Lithium Americas, Albemarle, SQM, and Microvast, following the news of a significant mining project suspension by CATL in China [1] Group 1: Market Reaction - Lithium Americas (LAC.US) rose over 10%, Albemarle (ALB.US) increased by more than 9%, SQM (SQM.US) gained over 7%, and Microvast (MVST.US) saw a rise of over 6% [1] - The market sentiment is expected to be positively influenced by the supply disruption, despite analysts not anticipating a hard supply shortage from the reduction of approximately 9,000 tons of lithium supply per month [1][1] Group 2: Analyst Insights - Citigroup analyst Kate McCutcheon noted that the news of the supply reduction is likely to boost market sentiment in the short term [1] - Analyst Jack Shang from Citigroup estimated that the sentiment surrounding the supply disruption could drive lithium prices above $11,000 per ton in the coming days [1]

Group 1 - The article discusses Lithium Americas (NYSE: LAC) and highlights the commencement of construction at Thacker Pass, which is significant for lithium supply [1] - It emphasizes the growing demand for lithium, particularly in relation to data centers, indicating a robust market outlook for lithium producers [1] - The article mentions the importance of water rights in the context of lithium mining, which could impact operational capabilities and regulatory compliance [1] Group 2 - The article references President Trump's executive orders that may influence the AI and data sectors, potentially affecting the broader technology landscape and its intersection with lithium demand [1] - It stresses the importance of understanding management, financials, sector dynamics, and global macroeconomic factors before making investment decisions, rather than focusing solely on stock prices [1] - The article encourages investors to continuously review their positions and adapt to fundamental changes in the market to protect their capital and optimize returns [1]