特朗普政府拟入股美洲锂业，公司股价盘中飙升超100%

Core Viewpoint - Lithium Americas' stock surged over 100% following reports of negotiations with the Trump administration regarding a government loan agreement and potential equity acquisition, highlighting the strategic importance of lithium resources in the U.S. economy [1][2]. Group 1: Company Overview - Lithium Americas is headquartered in Vancouver, Canada, and is developing the Thacker Pass lithium mine in northern Nevada, expected to commence production in 2027 [1]. - The Thacker Pass project is touted as having the largest known lithium reserves globally, with an anticipated annual output of 40,000 tons of battery-grade lithium carbonate, positioning it as one of North America's largest lithium sources [1]. - The project is a joint venture with General Motors, where Lithium Americas holds a 62% stake and is responsible for operations, while General Motors owns 38% and has agreed to purchase lithium produced post-production [1]. Group 2: Government Involvement - The U.S. government is considering acquiring up to 10% equity in Lithium Americas as part of a negotiation for a government loan exceeding $2.26 billion for the Thacker Pass project [2]. - Negotiations are ongoing due to unmet conditions for the initial loan disbursement, with discussions about extending repayment terms [2]. - The government aims to mitigate risks for taxpayers by acquiring a small equity stake if repayment terms are extended [2]. Group 3: Market Impact - Following the news, Lithium Americas' stock price increased by 95.7%, closing at $6.01 [4]. - The strategic importance of lithium is underscored as it is a critical component in rechargeable batteries for electric and hybrid vehicles, as well as various consumer electronics [3].