I have been covering the lithium miners for quite some time, starting with Sociedad Química y Minera de Chile S.A ( SQM ) in the late 90s when lithium was an afterthought. The sector wentI have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of companies and funds in a st ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.It's been a great year for investors in lithium, as measured by the Global X Lithium & Battery Tech ETF (NYSEARCA: LIT ). LIT shares are up about 60% year-to-date and have recovered much of their lost ground from the past fewIan Bezek is a former hedge fund analyst at Kerrisdale Ca ...

Core Insights - Standard Lithium Ltd. is a near-commercial lithium mining company with two large-scale prospective mining projects in the US expected to achieve commerciality within the next few years [1] Company Overview - Standard Lithium Ltd. operates in the lithium mining sector, focusing on large-scale projects that are anticipated to become commercially viable soon [1] Market Position - The company is positioned in a growing industry, with increasing demand for lithium driven by the electric vehicle and renewable energy sectors [1]

Core Insights - Standard Lithium Ltd. is a near-commercial lithium mining company with two large-scale prospective mining projects in the US expected to achieve commerciality within the next few years [1] Company Overview - Standard Lithium Ltd. operates in the lithium mining sector, focusing on large-scale projects that are anticipated to become commercially viable soon [1] Market Position - The company is positioned in a growing industry, with increasing demand for lithium driven by the electric vehicle and renewable energy sectors [1]

Group 1 - Lithium Americas (LAC) stock surged nearly 100% following news of a potential U.S. government investment, highlighting the importance of lithium in the domestic battery supply chain [1] - General Motors (GM) holds a 38% stake in the Thacker Pass lithium mine, positioning it as a significant beneficiary of government support for critical minerals [1][3] - GM's $945 million investment in Thacker Pass, including $430 million in cash and $195 million in letters of credit, secures its lithium supply with a guaranteed offtake agreement for up to 100% of Phase 1 production and 38% of Phase 2 over 20 years [2] Group 2 - GM's strategy to secure domestic lithium supplies aligns with its electric vehicle (EV) ambitions, especially amid concerns over China's supply chain dominance [3] - The company reported revenue of $91 billion in the first half of 2025, with analysts forecasting a 9.1% year-over-year increase in sales to $187.4 billion for the full year [5] - GM's inventory discipline strategy has allowed it to maintain a 50-60 day supply level, gaining market share while competitors face excess stock [5] Group 3 - GM's electric vehicle strategy is progressing, with Chevrolet becoming the second-largest EV brand and Cadillac leading in luxury EV sales [6] - The company is investing in battery technology, including lithium-manganese-rich chemistry and LFP capabilities, to enhance EV profitability [6] - GM has $4 billion in deferred revenue from Super Cruise and OnStar subscriptions, indicating a growing high-margin software business [7]