Top 3 US Lithium Stocks of 2025
As the global economy shifts toward electrification and clean energy, lithium has emerged as a cornerstone of the energy transition, and the US is racing to secure its place in the supply chain.
Lithium-ion batteries are no longer just critical to electric vehicles (EVs); they’re becoming vital across sectors to stabilize power systems, particularly amid growing reliance on intermittent renewables.
According to Fastmarkets, demand for battery energy storage systems (BESS) is accelerating, driven by data centers, which have seen electricity consumption grow 12 percent annually since 2017.
In the US, where data infrastructure is heavily clustered, BESS demand from data centers alone could make up a third of the market by 2030, with a projected compound annual growth rate of 35 percent.
As the US works to expand domestic production and reduce import dependence, policy uncertainty, including potential rollbacks of EV tax credits and clean energy incentives, clouds the investment outlook.
Against this backdrop, the Investing News Network has created an overview of the top-performing US lithium stocks on the NYSE and NASDAQ. This list was created on July 22, 2025, using TradingView’s stock screener, and all data was current at that time. Only companies with market caps above C$10 million were considered.
1. Sociedad Química y Minera (NYSE:SQM)
Year-to-date gain: 10.43 percent
Market cap: US$10.82 billion
Share price: US$40.64
SQM is a major global lithium producer, with operations centered in Chile’s Salar de Atacama. The company extracts lithium from brine and produces lithium carbonate and hydroxide for use in batteries.
SQM is expanding production and holds interests in projects in Australia and China.
Shares of SQM reached a year-to-date high of US$45.61 on March 17, 2025. The spike occurred a few weeks after the company released its 2024 earnings report, which highlighted record sales volumes in the lithium and iodine segments. However, low lithium prices weighed on revenue from the segment, and the company’s reported net profit was pulled down significantly due to a large accounting adjustment related to income tax.
In late April, Chile’s competition watchdog approved the partnership agreement between SQM and state-owned copper giant Codelco aimed at boosting output at the Atacama salt flat. The deal, first announced in 2024, reached another milestone when it secured approval for an additional lithium quota from Chile’s nuclear energy regulator CChEN.
Weak lithium prices continued to weigh on profits, with the company reporting a 4 percent year-over-year decrease in total revenues for Q1 2025.
2. Lithium Americas (NYSE:LAC)
Year-to-date gain: 9.67 percent
Market cap: US$719.1 million
Share price: US$3.29
Lithium Americas is developing its flagship Thacker Pass project in Northern Nevada, US. The project is a joint venture between Lithium Americas at 62 percent and General Motors (NYSE:GM) at…
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