Strong Growth Anticipated in Lithium Market Due to Rising Demand from Multiple Industries
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Should l Buy LAC?
Source: Newsfilter
Lithium Market Growth: The lithium market is projected to grow from $5.589 billion in 2025 to $12.18 billion by 2035, driven by demand from the electric vehicle sector and energy storage solutions, with North America as the largest market and Asia-Pacific as the fastest-growing region.
Technological Advancements: Innovations in battery technology, such as solid-state batteries and improved lithium extraction methods, are expected to enhance battery performance and efficiency, potentially reshaping demand dynamics in the lithium market.
US Critical Metals Corp. Acquisition: US Critical Metals Corp. has acquired a 50% interest in the McDermitt East Lithium Project in Nevada, with plans to advance exploration and drilling, highlighting the project's strategic importance in the U.S. lithium supply chain.
Recent Developments in Lithium Companies: Lithium Americas Corp. is progressing with its Thacker Pass project, while Albemarle Corporation is restructuring its business by selling a stake in its refining catalyst solutions, and American Battery Technology Company is advancing its Tonopah Flats Lithium Project, emphasizing the growing focus on domestic lithium supply chains.
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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: 4.410
Low
4.73
Averages
5.77
High
8.00
Current: 4.410
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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