
Group 1 - The U.S. government may take a 10% stake in Lithium Americas in exchange for renegotiating a $2.3 billion loan, which could provide financial security for the company [3][5] - Following the news about Lithium Americas, Energy Fuels saw a 10.8% increase in stock price, indicating investor interest in strategic minerals [1][3] - Both Lithium Americas and Energy Fuels are involved in mining strategic minerals, with the potential for government interest in Energy Fuels due to its American base [3][5] Group 2 - Lithium Americas is currently unprofitable and is not expected to generate revenue before 2027, raising questions about its financial viability [3] - Energy Fuels is expected to report a profit next year, but it remains unprofitable at present, which presents investment risks [4] - The strategic importance of uranium, similar to lithium, may lead to future government involvement in Energy Fuels [3][4]