暴涨！特朗普盯上它了

Core Viewpoint - The U.S. government has announced its intention to acquire a minority stake in Lithium Americas, which is developing the Thacker Pass lithium project in Nevada, significantly impacting the company's stock price and the U.S. lithium supply chain [1][2][6]. Group 1: Government Involvement - U.S. Energy Secretary Chris Wright stated that the government will hold a 5% stake in Lithium Americas and its Thacker Pass project, which is expected to become a major source of lithium in the U.S. [2][6] - Following the announcement, Lithium Americas' stock surged over 40% in after-hours trading, later stabilizing at a 34.68% increase, with a year-to-date rise of 92% [2][6]. Group 2: Thacker Pass Project - The Thacker Pass lithium project is recognized as one of the largest known lithium deposits in the U.S., with operations expected to commence by the end of 2027 [1][6][8]. - The project aims to produce approximately 40,000 tons of battery-grade lithium carbonate annually, sufficient to power up to 800,000 electric vehicles [6]. Group 3: Strategic Importance - The Thacker Pass project is seen as a critical component in building a domestic lithium supply chain, aligning with the U.S. government's strategy to increase lithium production [8]. - The U.S. government has previously invested in other critical sectors, highlighting the strategic importance of lithium for national security [7]. Group 4: Ganfeng Lithium's Involvement - Ganfeng Lithium was previously the largest shareholder of Lithium Americas, holding a 19.9% stake through its subsidiary, but has since reduced its ownership to 6.86% as of 2024 [1][9]. - Ganfeng Lithium has a diversified portfolio of lithium projects globally, including significant resources in Australia and Argentina, totaling over 33.81 million tons of lithium carbonate equivalent (LCE) [9].