Financial Wire

Wedbush表示,Lithium Americas在Thacker Pass面临关键的一年。

-- Wedbush Securities周一发布的一份报告指出,Lithium Americas (LAC) 的 Thacker Pass 项目正面临关键的执行之年。该项目已从一个矿业开发项目发展成为一项国家安全资产。 报告称:“鉴于当前有利于国内锂生产的地缘政治环境,我们认为2026财年是 Thacker Pass 项目建设的关键一年。” 报告指出,该项目的建设势头强劲,资金已全部到位,足以支撑项目首次投产。报告还指出,Thacker Pass 项目的优势包括:拥有全球已知最大的锂矿储量、获得美国能源部22.3亿美元的贷款,以及与通用汽车合资成立的、为期20年的承购协议。 Wedbush维持对该项目“中性”评级和8美元的目标价,并表示执行风险仍然是主要隐患。

Price: $5.06, Change: $+0.22, Percent Change: +4.44%

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