锂业巨头大涨！美国政府，又有大动作？

Core Viewpoint - The U.S. government has agreed to acquire a stake in Lithium Americas to support the development of the Thacker Pass lithium mine project in Nevada, which has significant implications for the domestic critical minerals supply chain [1][3]. Group 1: Government Involvement - U.S. Energy Secretary Chris Wright announced that the Trump administration will acquire a 10% stake in Lithium Americas to facilitate the Thacker Pass project [3]. - The White House is renegotiating a $2.26 billion loan agreement with Lithium Americas as part of this investment strategy [3]. Group 2: Thacker Pass Project Significance - The Thacker Pass lithium mine is noted for having the largest known lithium resources and reserves globally, crucial for the development of the lithium mining sector in northern Nevada [4]. - The project is expected to achieve an annual production capacity of 160,000 tons of battery-grade lithium carbonate, with the first phase targeting 40,000 tons, sufficient for 800,000 electric vehicles [5]. Group 3: Broader Context of Government Investments - The Trump administration has been actively acquiring stakes in various companies, including a $400 million investment in MP Materials, the largest rare earth miner in the U.S. [6]. - In August, the U.S. government invested $8.9 billion in Intel, acquiring 9.9% of the company to support the semiconductor industry [6]. - The government is also interested in acquiring stakes in defense contractors like Lockheed Martin, highlighting a trend of increasing government involvement in key industries [6].