As China's EV Sales Break Records, Investors Should Keep a Close Eye on NOA Lithium Brines Inc. (TSXV: NOAL)

TL;DR: As China's EV sales hit record highs with 1.11 million units in June 2025 (up 29.7% year-over-year), many investors are wondering how they might benefit from these trends, which could massively benefit lithium stocks. While major lithium producers often dominate headlines, one top under-the-radar stock that's generating excitement is NOA Lithium Brines Inc. (TSXV: NOAL), which has assembled a strategic position in Argentina's "Lithium Triangle" with its flagship 4.7 million-ton high concentration lithium resource Rio Grande Project and is making significant development progress with fresh water discovery and upcoming preliminary economic assessment (PEA).

China's electric vehicle market is shattering records, with June 2025 sales reaching 1.11 million units, a 29.7% year-over-year increase according to the China Passenger Car Association. With EV penetration now exceeding 53% of all passenger vehicles sold in China, the implications for lithium demand are profound and increasingly urgent. This surge in adoption is projected to drive Chinese EV sales 30% higher than 2024 levels, potentially reaching 14 million units this year alone.

These developments are turning the spotlight on lithium stocks as a sector poised to benefit dramatically from rising demand and an inevitable price recovery. Yet while major producers capture headlines, discerning investors are increasingly looking toward under-the-radar companies with strategic assets and methodical development approaches.

NOA Lithium Brines Inc. (TSXV: NOAL) stands out in this landscape as a developer quietly assembling one of the most compelling positions in South America's renowned "Lithium Triangle." The company has consolidated over 140,000 hectares across three prospective salars in Argentina's mining-friendly Salta Province - one of the largest lithium brine portfolios not already controlled by a major producer.

What makes NOA particularly noteworthy is its flagship Rio Grande Project, which has demonstrated a substantial resource of 4.7 million tons of lithium carbonate equivalent (LCE) at an average lithium concentration of 525 milligrams per liter.

This resource places Rio Grande among the notable mid/high-range concentration projects in the region, alongside assets developed by established players like Rio Tinto, Lithium Argentina and Ganfeng. Notably, Rio Tinto’s recent acquisition of Arcadium highlights the unique features of the lithium triangle, such as the ability to develop quality projects with lower operating expenses. This characteristic is becoming increasingly important given the volatile market conditions

The company has achieved several critical milestones that significantly enhance its value proposition. In June 2025, NOA announced the discovery of fresh water at Rio Grande, essential for lithium processing,  strategically located near the project's highest lithium concentration areas. CEO Gabriel Rubacha highlighted in the June 23 press release: "Not only have we discovered a fresh water source on-site and within our properties, but its location aligns perfectly with the area of highest lithium concentration and our preliminary assessment for locating a production facility."

The company has also secured 100% ownership of all claims within the Rio Grande Project, completing its final property payments in December 2024 and eliminating this aspect of development risk In April 2025, NOA engaged global engineering firm Hatch to prepare a Preliminary Economic Assessment (PEA) for Rio Grande, evaluating an initial production capacity of 20,000 metric tonnes per year of LCE, with scalability to 40,000 tonnes. Results expected in Q3 2025 will provide critical insights into the project's economic potential.

For investors looking toward the lithium sector, two key considerations emerge:

First, lithium remains fundamental to the global energy transition, with China's surging EV adoption driving immediate demand growth that will require substantial new supply development.

Second, when evaluating lithium stocks, NOA represents a unique player with impressive assets and milestone achievements that position it to potentially become Argentina's next significant lithium producer as the market enters its next demand cycle.

The bottom line is, as the disconnect between current lithium prices and long-term demand projections resolves, companies with quality assets, strategic positioning, and methodical development approaches like NOA Lithium may offer compelling opportunities.

 Recent News from NOA Lithium:

NOA Lithium Discovers Fresh Water at Rio Grande Project

NOA Engages Hatch To Lead Preliminary Economic Assessment For Its Rio Grande Project

NOA Lithium Advances Towards 2025 Water Exploration at Rio Grande Project

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