Every 8-K that Lithium Americas Corp. (LAC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LAC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LAC filings page.
Lithium Americas Corp. (LAC) reported that Alexi Zawadzki has notified its board of his intention to retire from his role as Vice President, Corporate Development, effective September 11, 2026. The company states that his retirement is not due to any disagreement regarding operations, policies, or practices.
Lithium Americas Corp. entered into a Securities Purchase Agreement with YA II PN, Ltd. and completed an initial closing for $150.0 million in aggregate principal amount of subordinated convertible debentures, with an additional $25.0 million available for future issuance at the company’s option. The debentures are subordinated and convertible into common shares, subject to conversion limits.
While notes previously issued to OMF Fund IV SPV M LLC remain outstanding, cash principal repayments on the new debentures are capped at $35 million and must be funded only from new equity financings or cash distributions from the General Motors joint venture, and coordinated with offers to repurchase the Orion notes. After 181 days, the company may optionally redeem amounts outstanding at principal plus a 10% premium plus accrued interest, with the investor retaining a 10-trading-day conversion election window.
Conversions are limited to no more than 19.99% of outstanding common shares without stockholder approval and are also subject to a 4.99% beneficial ownership cap, which may be increased to 9.99% on notice. The securities were issued in a private placement to an accredited investor under Section 4(a)(2) and Rule 506 of Regulation D, and are subject to resale registration rights.
Lithium Americas reported its Form 10-Q for the quarter ended June 30, 2026, showing a move to profitability and substantial progress at the Thacker Pass project. For the first six months of 2026, net income was $6.3 million versus a $24.8 million loss a year earlier; Q2 2026 net income attributable to stockholders was $2.2 million compared with a $12.4 million loss in Q2 2025.
Cash and restricted cash rose to $1,279.2 million, supported by DOE loan advances totaling $1.209 billion and ATM equity sales. Cumulative Thacker Pass capitalized costs reached $1,785.1 million, with 2026 Capex guidance of $1.3–$1.6 billion. Construction is advancing, with 3.42 million workhours completed without a serious injury and a recordable incident frequency rate of 0.58. The company highlighted cost pressures and estimated 2026 tariff exposure of $80–$100 million, a full write-down of its Ascend Elements investment to zero, and higher general and administrative expenses as it scales operations. As of August 12, 2026, 363,042,943 shares were outstanding.
Lithium Americas Corp. agreed to issue up to $175.0 million in subordinated convertible debentures to YA II PN, Ltd., an affiliate of Yorkville Advisors. The company plans an initial issuance of $150.0 million, with up to an additional $25.0 million available at its discretion under a put right.
Cash principal repayments on the debentures are capped at $35 million while Orion convertible notes remain outstanding and must come from new equity financing and/or Thacker Pass JV cash distributions, with cash interest also linked to Orion payments. After 181 days, the company may redeem amounts at principal plus a 10% premium and accrued interest, subject to the investor’s 10‑day conversion window.
Investor conversions are limited by a 19.99% exchange cap without shareholder approval and a beneficial ownership cap of 4.99%, which may increase to 9.99% on notice. The securities are being sold in a private placement under Section 4(a)(2)/Rule 506, with resale registration rights. Proceeds will support liquidity and general corporate purposes, including advancing the Thacker Pass lithium project.
Lithium Americas Corp. reported the results of its annual and special shareholder meeting held on June 22, 2026. Holders of 83,369,472 votes were present in person or by proxy, which was sufficient to conduct business.
Shareholders approved fixing the number of directors at seven, elected seven board-recommended nominees to serve for the ensuing year, and ratified the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm, authorizing the board to set their remuneration.
Lithium Americas Corp. reported first-quarter 2026 results and major progress at its Thacker Pass lithium project. The Company posted net income of $4.6 million for the three months ended March 31, 2026, compared with a net loss of $11.5 million a year earlier, mainly due to a non-cash gain on the embedded derivative of its $195.0 million Orion convertible notes as the share price declined.
Operating expenses rose to $11.1 million from $6.5 million, reflecting higher hiring, share-based compensation, community investment and professional fees. Cash and restricted cash increased to $1,207.6 million, while total assets reached $3,112.7 million and long-term liabilities $1,071.1 million, driven by DOE loan funding, ATM equity proceeds and Thacker Pass development.
The Company completed an ATM equity program raising net proceeds of $246.7 million and began a new $250 million ATM, issuing additional shares after quarter-end. It also received a second $432 million advance under the U.S. DOE loan and issued the DOE a warrant for 18,268,687 common shares and a JV warrant for 8,656,509,695 JV units.
At Thacker Pass, approximately $1.3 billion of project capital has been spent, including $1,138.1 million toward a total Capex estimate of $2.93 billion. For 2026, Thacker Pass Phase 1 Capex is guided to $1.3–$1.6 billion. Construction is advancing with over 2.43 million safe workhours, detailed engineering more than 95% complete, procurement over 70% complete and long-lead equipment deliveries underway. The Company estimates potential tariff exposure on Phase 1 construction of about $80–$120 million, mostly in 2026, and is working to mitigate supply-chain and geopolitical impacts.
Lithium Americas Corp. appointed Clayton Walker as an independent member of its Board of Directors, effective May 4, 2026. He brings more than 25 years of senior leadership at Rio Tinto, including roles overseeing major copper and iron ore operations across the Americas.
The company highlights that Walker’s operating, technical and U.S. regulatory experience is expected to support development of the Thacker Pass lithium project in Nevada. Phase 1 of Thacker Pass is designed for nominal production capacity of 40,000 tonnes per year of battery-quality lithium carbonate, with mechanical completion targeted for late 2027.
Thacker Pass is owned by a joint venture in which Lithium Americas holds a 62% interest and General Motors Holdings LLC holds 38%. Project financing for Phase 1 includes a $2.23 billion loan from the U.S. Department of Energy, which holds warrants for a 5% equity stake in Lithium Americas and a 5% non-voting equity interest in the joint venture.
Lithium Americas Corp. entered into an Equity Distribution Agreement with TD Securities (USA) LLC to establish an at-the-market equity program. The company may from time to time sell common shares with an aggregate offering price of up to US$250,000,000 through the agent.
TD Securities will act as sales agent and/or principal and receive a commission of up to 3.0% of the gross proceeds from each sale, plus reimbursed expenses. Shares will be issued under an effective shelf registration statement, and any net proceeds are intended for general corporate purposes, including overhead, capital expenditures, debt repayment and working capital.
Lithium Americas Corp. reported 2025 results and a major update on its Thacker Pass lithium project. The Company had cash and restricted cash of $905.6 million and total assets of $2,579.0 million as of December 31, 2025, reflecting DOE loan draws and equity issuance.
Thacker Pass development is advancing, with $982.8 million of construction and related costs capitalized to date, including $862.6 million within a total Phase 1 Capex estimate of $2.93 billion. 2026 Capex guidance for Phase 1 is $1.2–$1.5 billion, plus $30–$40 million in other development costs and $45–$55 million in capitalized interest. Operating expenses rose to $52.8 million and net loss to $86.3 million, or $0.50 per share, as the Company scaled construction, corporate functions and financing activities.
Lithium Americas Corp. reported that director Zach Kirkman has decided to resign from its Board of Directors, effective March 1, 2026. The company states that his resignation is not due to any disagreement regarding its operations, policies, or practices.
Mr. Kirkman was nominated to the board by General Motors Holdings LLC and plans to leave his role at General Motors on the same effective date to pursue other opportunities. The filing is signed on behalf of Lithium Americas by Chief Executive Officer Jonathan Evans.
Lithium Americas Corp. detailed new warrant and governance arrangements tied to its prior omnibus waiver, consent and amendment with the U.S. Department of Energy (DOE) and related parties. These agreements shape DOE’s potential ownership in both the company and its Thacker Pass joint venture.
The DOE received an amended and restated company warrant to purchase up to 18,268,687 common shares at an exercise price of $0.01 per share for ten years, equal to 5% of outstanding shares on the issuance date. A parallel amended JV warrant gives DOE the right to acquire 8,656,509,695 non-voting units, representing a 5% economic interest in the LAC joint venture.
The filing also describes a registration rights agreement requiring Lithium Americas to file a resale registration statement for shares issuable upon warrant exercise by June 30, 2026, a put, call and exchange agreement involving General Motors Holdings LLC that governs future sales or exchanges of the JV warrant, and an updated joint venture LLC agreement setting rights of the new non-voting units and requiring most capital contributions at fair market value.
Lithium Americas Corp. (LAC) established an at-the-market equity program to sell up to US$250,000,000 of common shares under an Equity Distribution Agreement with TD Securities (USA) LLC as sales agent and/or principal. Sales may be made from time to time, including on the NYSE or other existing trading markets, as permitted for an “at the market offering” under Rule 415(a)(4).
The company is not obligated to sell any shares. The agent will receive a commission of up to 3.0% of gross proceeds, and standard expense reimbursement, indemnification and contribution apply. Shares will be issued under LAC’s Form S-3 shelf (effective May 23, 2025) and a prospectus supplement dated November 13, 2025 covering the up to US$250,000,000 of common shares.
Net proceeds, if any, are intended for general corporate purposes, which may include corporate and project overhead, capital expenditures, debt repayment and working capital.
Lithium Americas Corp. (LAC) reported that it furnished a press release with its financial and operational results for the fiscal quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
The information under Items 2.02 and 7.01 is being “furnished,” not “filed,” under the Exchange Act, which limits its legal exposure and incorporation by reference unless specifically stated. No additional transaction details were disclosed in this report.
Lithium Americas Corp. entered an Equity Distribution Agreement with TD Securities (USA) LLC to offer and sell its common shares under an at-the-market program of up to $250,000,000. The company’s Registration Statement was declared effective by the SEC on May 23, 2025, and a Prospectus Supplement dated October 8, 2025 covering the offering was filed the same day. The 8-K attaches the Equity Distribution Agreement, a legal opinion and consent from Cassels Brock & Blackwell LLP, and an interactive cover page data file. The filing is signed by CEO Jonathan Evans.
Lithium Americas Corp. disclosed amendments and supplemental agreements tied to financing and offtake arrangements with the U.S. Department of Energy and General Motors. The company and related parties executed or agreed to: amendments and joinders to the DOE Loan documents, an Affiliate Support, Share Retention and Subordination Agreement, a Collateral Agency and Accounts Agreement, and an Equity Pledge Agreement dated December 17, 2024. The company also agreed to amend two lithium Offtake Agreements with GM (including a Phase 2 Offtake Agreement) and to amend the JV Operating Agreement for the LAC-GM Joint Venture. A press release dated October 7, 2025 and a Form 8-K were referenced; the Form 8-K language clarifies it is furnished and not "filed" for purposes of Section 18 of the Exchange Act.
Lithium Americas Corp. (LAC) filed a Form 8-K attaching a press release dated September 30, 2025 describing developments tied to a Department of Energy (DOE) loan. The filing states it includes disclosures about the DOE Loan and the First Draw Terms, including that definitive documentation, draw-down conditions, and the expected timing for a first draw remain subject to negotiation and may or may not occur ("if at all"). The company characterizes these items as forward-looking statements about management’s beliefs, plans, estimates and expectations. The filing is signed by Jonathan Evans, Chief Executive Officer.
Lithium Americas Corp. furnished a press release announcing its financial and operational results for the fiscal quarter ended June 30, 2025. The company attached that press release as Exhibit 99.1 and included a cover page interactive data file as Exhibit 104. The filing notes the disclosure is being furnished rather than filed with the SEC, and therefore is not treated as filed or incorporated by reference for other filings.
The registrant’s common shares trade under the ticker LAC on the New York Stock Exchange and the Toronto Stock Exchange. The report is a routine disclosure of announced quarterly results and includes the company signature by CEO Jonathan Evans.