锂业巨头大涨！美国政府 又有大动作？

Core Points - 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 [1][3] - Following the announcement, Lithium Americas' stock price surged over 40% in after-hours trading, later stabilizing around a 35% increase [1] - The Thacker Pass project is significant as it contains the largest known lithium resources and reserves globally, with plans to achieve an annual production capacity of 160,000 tons of battery-grade lithium carbonate [3][4] Group 1 - The U.S. government aims to secure a 10% stake in Lithium Americas, which is crucial for the development of the Thacker Pass lithium mine [3] - The project is a joint venture between Lithium Americas and General Motors, with Lithium Americas holding a 62% stake and responsible for operations [4] - The first phase of the Thacker Pass project is expected to produce 40,000 tons of battery-grade lithium carbonate annually, sufficient for 800,000 electric vehicles [4] Group 2 - The U.S. government has been actively acquiring stakes in various companies, including a $400 million investment in MP Materials, which operates the only rare earth mine in the U.S. [6] - In August, the government announced an $8.9 billion investment in Intel, acquiring 9.9% of the company's shares to support the semiconductor industry [6] - The government is also interested in acquiring stakes in defense contractors like Lockheed Martin, highlighting a broader strategy to strengthen domestic supply chains [6]