Lithium Americas has not said who will be buying their Thacker Pass lithium output.  They have said that all of Thacker Pass output is allocated.  That is a lot of Lithium.  Who is big enough to take it all?  Probably not just one customer....Anyway the company I have been thinking that Lithium Americas will partner with is Electrovaya.  Electrovaya is building a new cell/battery module plant in Jamestown, NY.  A soon to be customer has a bus manufacturing facility 4 mile down the road.  (New Flyer) The largest buss manufacturer in the US..  Production from this first NA plant will be first quarter 2023 which is just 6 months away.   Lithium Americas production from CO will start is about 6 months, what a coincidence!  Electrovaya has said they plan to build 3 cell/module plants in the US/NA.  The first is in Jamestown, NY.  the other two have not yet been announced.  Plants are sized for 300MW per year production.  I am thinking Lithium Americas will provide the lithium and Electrovaya will provide the manufacturing process.  This of course is just my speculation.  Watch and see what happens!!!

3 ea 300MW cell plants are not big enough to take all of the Thacker Pass output.  That said, Electrovaya has a new solid state cell they plan to put in production 2024/5 with a GIGA watt hour plant.  The new solid state cell has over 350Wh/Kg approaching 400.  If you remember the article posted here says 400Wh/Kg is needed to make airplane EV practical.  Again this is very interesting.

FYI - I am an EFLVF share holder