Lithium Americas vs Braskem
Lithium Americas Corp. and Braskem S.A. are compared on this page to explore their business models, financial performance, and market context in a clear, accessible way. The page presents neutral information to help readers understand how their operations, strategies, and market positions differ. Educational content, not financial advice.
Lithium Americas Corp. and Braskem S.A. are compared on this page to explore their business models, financial performance, and market context in a clear, accessible way. The page presents neutral info...
Which Baskets Do They Appear In?
Critical Minerals Supply Chain Diversification 2025
President Trump's threat to increase tariffs on Chinese goods has escalated the trade conflict, highlighting China's control over rare-earth minerals. This creates an investment opportunity in companies that mine and process these critical materials outside of China, securing alternative supply chains.
Published: October 13, 2025
Explore BasketRare Earth Stocks: Supply Chain Risks & Opportunities
China's new export restrictions on rare earth elements are set to disrupt global supply chains for key industries like defense and technology. This creates a strategic investment opportunity in companies involved in rare earth mining and processing outside of China as the world seeks to secure alternative sources.
Published: October 10, 2025
Explore BasketTesla Price Cuts: What's Next for EV Market?
Tesla has launched more affordable versions of its Model Y and Model 3, aiming to attract a wider range of customers. This strategic shift could boost the entire affordable EV ecosystem, creating opportunities for competing manufacturers and their suppliers.
Published: October 8, 2025
Explore BasketWhich Baskets Do They Appear In?
Critical Minerals Supply Chain Diversification 2025
President Trump's threat to increase tariffs on Chinese goods has escalated the trade conflict, highlighting China's control over rare-earth minerals. This creates an investment opportunity in companies that mine and process these critical materials outside of China, securing alternative supply chains.
Published: October 13, 2025
Explore BasketRare Earth Stocks: Supply Chain Risks & Opportunities
China's new export restrictions on rare earth elements are set to disrupt global supply chains for key industries like defense and technology. This creates a strategic investment opportunity in companies involved in rare earth mining and processing outside of China as the world seeks to secure alternative sources.
Published: October 10, 2025
Explore BasketTesla Price Cuts: What's Next for EV Market?
Tesla has launched more affordable versions of its Model Y and Model 3, aiming to attract a wider range of customers. This strategic shift could boost the entire affordable EV ecosystem, creating opportunities for competing manufacturers and their suppliers.
Published: October 8, 2025
Explore BasketGlobal EV Race Beyond China | Post-Buffett Landscape
Following Warren Buffett's Berkshire Hathaway exiting its highly profitable stake in Chinese EV maker BYD, investor focus is shifting due to slowing growth in that market. This theme identifies global automakers and key EV supply chain companies outside of China that are positioned to benefit as the electric vehicle landscape becomes more geographically diverse and competitive.
Published: September 23, 2025
Explore BasketAutomakers Race To Affordable EVs
Ford's $2 billion investment to produce a $30,000 electric pickup truck signals a major push into the affordable EV market. This move creates opportunities for companies across the EV supply chain, from battery innovators to component suppliers, who are enabling this next wave of cost-competitive electric vehicles.
Published: August 12, 2025
Explore BasketTesla's American Battery Bet
Tesla's new multi-billion dollar deal with LG Energy Solution for U.S.-made batteries highlights a major shift in the energy storage supply chain. This creates a potential investment opportunity in American and allied companies that contribute to battery manufacturing and energy storage solutions.
Published: July 30, 2025
Explore BasketAmerican Rare Earth Revival
This carefully curated group of stocks focuses on companies positioned to benefit from the U.S. government's push to secure domestic supply chains for rare earths and critical minerals. These resources are essential for defense systems, electric vehicles, and advanced technologies.
Published: July 11, 2025
Explore BasketElectric Vehicle Power Pack
Tap into the raw materials powering the electric vehicle revolution. These stocks represent carefully selected miners and processors of lithium, nickel, graphite, and other critical battery elements, chosen by our professional analysts for their essential role in the EV supply chain.
Published: June 17, 2025
Explore BasketResource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Published: June 17, 2025
Explore BasketFuture Tech: World Changing Ideas
Get ahead of tomorrow's innovations with this collection of stocks pushing technological boundaries. Our analysts have carefully selected companies developing flying cars, breakthrough medical treatments, and robotic surgery that could reshape our future.
Published: May 25, 2025
Explore BasketInvestment Analysis
Pros
- Lithium Americas benefits from strong U.S. government support, including a direct investment in its flagship Thacker Pass project, enhancing credibility and potential access to low-cost capital.
- The companyโs Thacker Pass asset is among the largest known lithium deposits in North America, positioning it well for future demand growth in electric vehicles and renewable energy storage.
- Lithium Americas has secured significant offtake agreements with major automakers, providing a degree of revenue visibility once production commences.
Considerations
- The company reported significant operating losses and negative free cash flow in recent quarters, with profitability remaining elusive amid high capital expenditures and interest expenses.
- Execution risk is elevated, as Thacker Pass is not expected to begin production until 2028, leaving the company exposed to potential delays and cost overruns during development.
- Lithium Americas faces substantial volatility in lithium prices and uncertain global supply-demand dynamics, which could pressure margins even after production begins.
Braskem
BAK
Pros
- Braskem is the largest producer of thermoplastic resins in the Americas, giving it scale advantages and a leading position in regional petrochemical markets.
- The company operates integrated facilities, providing cost efficiencies and some insulation from raw material price swings through vertical integration.
- Braskem exports a significant portion of its production, diversifying its revenue base and potentially benefiting from global demand trends.
Considerations
- Braskem is highly sensitive to global oil and naphtha price fluctuations, which can sharply impact its cost structure and profitability.
- The firm faces ongoing environmental liabilities and legal challenges, particularly in Brazil, which could lead to substantial future financial obligations.
- Braskemโs heavy debt load and recent weak earnings performance raise concerns about balance sheet flexibility and ability to fund growth without additional dilution.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Lithium Americas vs Stepan
Lithium Americas vs Stepan
Lithium Americas vs McEwen
Lithium Americas vs McEwen