Lithium Americas (US:LAC) Di Yi Cai Jing·2025-09-24 22:59Core Viewpoint - Lithium Americas' stock price surged over 100%, reaching a new high in a year and a half, due to negotiations with the Trump administration regarding a government loan agreement and potential equity acquisition [2][3]. Group 1: Company Developments - The Trump administration is negotiating to acquire up to 10% equity in Lithium Americas while discussing a government loan exceeding $2.26 billion for the Thacker Pass lithium project [3]. - The Thacker Pass lithium project, located in northern Nevada, is claimed to be the largest known lithium resource mine globally, with an expected annual output of 40,000 tons of battery-grade lithium carbonate, aiming to be North America's largest lithium source [2][3]. - Lithium Americas holds a 62% stake in the Thacker Pass project, which is a joint venture with General Motors, which owns 38% and has agreed to purchase lithium from the mine upon production [2]. Group 2: Government Involvement - The U.S. government is pushing for renegotiation of loan terms due to unmet conditions for the first disbursement, with discussions on extending repayment timelines [3]. - The government aims to acquire a small equity stake to establish a cash buffer and mitigate risks for taxpayers [3]. Group 3: Market Impact - Following the news, Lithium Americas' stock price increased by 95.7%, closing at $6.01 [5].