特朗普政府出手干预锂业！拟收购美洲锂业10%股份，股价单日暴涨95%

Core Insights - The Trump administration is negotiating to acquire up to 10% equity in American Lithium Corp as part of a $2.26 billion loan restructuring for the Thacker Pass lithium project [3] - The Thacker Pass project is expected to become one of North America's largest lithium sources, with an annual production capacity of 40,000 metric tons of battery-grade lithium carbonate, sufficient to supply up to 800,000 electric vehicles [3][9] - The U.S. government is adopting a direct investment strategy in critical industries, as evidenced by previous investments in companies like MP Materials [7] Government Involvement - The Trump administration's interest in acquiring equity reflects a broader strategy to enhance U.S. competitiveness in critical mineral supply chains [7] - The government is pushing General Motors to relinquish some control over the project, which could redefine how the U.S. funds and manages its critical resources [5][9] Market Dynamics - The current lithium production in the U.S. is minimal compared to China, which produces over 40,000 metric tons annually and dominates the lithium refining market [4] - The price of battery-grade lithium carbonate is approximately $9,165 per metric ton, with lithium prices having declined over the past year [8] Company and Project Outlook - American Lithium is in discussions with the Department of Energy and General Motors regarding the loan details and conditions for the Thacker Pass project [9] - The potential government equity stake could enhance the project's credibility and economic viability, boosting investor confidence [8][9] - The successful completion of the Thacker Pass project is crucial for establishing a domestic lithium industry in the U.S. and accelerating the energy transition [9]