Tesla Could Be Forced To Buy A Lithium Miner


  • With General Motors potentially buying a stake in Lithium Americas, will other carmakers follow its lead?
  • Vertical integration could cut costs and secure supply for auto companies.
  • Tesla has more than enough money to be bold lest they be left behind.
  • Competition is increasing. The window that Tesla has to act will narrow as other car companies begin investing into lithium miners.
  • This is a long fight. Most carmakers are entering the electric market. Act now or get left behind.
Tesla Service Center. Tesla designs and manufactures the Model S electric sedan IV


In this article we will explore reasons why Tesla (NASDAQ:TSLA) could get in bed with lithium suppliers in time given the recent move by General Motors (GM) buying into Lithium Americas (LAC).

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Disclosure: I/we have a beneficial long position in the shares of TSLA, NNOMF, CYDVF, SLI, RIO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: We own Century Lithium as LCE on the Canadian exchange as well.
We own LAC long options and common stock.

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