Lithium Americas (US:LAC) Benzinga·2025-09-24 09:06Core Insights - The Trump administration is seeking a 10% stake in Lithium Americas Corp as part of a national security strategy, which has led to a significant stock surge of 67.75% [1][2] - This move is linked to a restructuring of a $2.26 billion federal loan for the Thacker Pass lithium mine in Nevada, which is projected to be the largest lithium operation in the Western Hemisphere by 2028 [2][3] - The administration's actions reflect a broader strategy to enhance U.S. domestic lithium supply and reduce dependence on China, which currently dominates the lithium refining and processing market [3][5] Company Developments - Lithium Americas is making substantial progress on the Thacker Pass project, with construction underway and mechanical completion expected by late 2027 [5] - The company is partly backed by General Motors, indicating a strategic partnership aimed at bolstering the U.S. lithium supply chain [3][5] - Lithium Americas holds a momentum rating of 64.51%, indicating a strong price trend across short, medium, and long-term periods [6] Industry Context - The global lithium market is undergoing significant changes, with increased supply pressure following announcements from major players like China's Contemporary Amperex Technology (CATL) [4] - Other companies, including Exxon Mobil, Standard Lithium, and Ioneer, are also advancing U.S. lithium projects to counter China's influence in the market [5]