Reasons Behind the Expected Significant Growth of the Billion Dollar Rare Earth Elements (REE) Market in the Future
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 02 2025
0mins
Should l Buy LAC?
Source: Newsfilter
Rising Demand for Rare Earth Elements: The global market for rare earth elements (REE) is projected to grow significantly, driven by the increasing demand for electric vehicles (EVs) and the use of permanent magnets in EV batteries. The market size is expected to reach USD 6.28 billion by 2030, with a compound annual growth rate (CAGR) of 8.6% from 2025 to 2030.
Geopolitical Factors and Market Opportunities: China's dominance in the REE market, producing about 60% of global output, presents both challenges and opportunities for other countries like the U.S., Europe, and Australia. Geopolitical tensions may lead to increased exploration and development of REE resources outside of China, as companies seek to reduce dependency on Chinese supply.
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Analyst Views on LAC
Wall Street analysts forecast LAC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LAC is 5.77 USD with a low forecast of 4.73 USD and a high forecast of 8.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
1 Buy
6 Hold
1 Sell
Hold
Current: 4.660
Low
4.73
Averages
5.77
High
8.00
Current: 4.660
Low
4.73
Averages
5.77
High
8.00
About LAC
Lithium Americas Corp. is a Canada-based lithium company. The Company focused on developing, building, and operating lithium deposits and chemical processing facilities. The Company’s flagship asset is Thacker Pass, a sedimentary-based lithium deposit located in the McDermitt Caldera in Humboldt County, in northern Nevada. The Company is focused on developing the 100%-owned Thacker Pass lithium project in northern Nevada, the United States of America. Thacker Pass is approximately 100 kilometers (km) north-northwest of Winnemucca, Nevada, approximately 33 km west-northwest of Orovada, Nevada, and 33 km due south of the Oregon border. The Thacker Pass area encompasses approximately 7,900 hectares (ha) and lies within and is surrounded by public lands. The Company's subsidiaries are LAC Management LLC, Lithium Nevada Ventures LLC, KV Project LLC and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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