美国政府入股，这家矿业公司股价飙升近200%

Core Insights - The U.S. government's strategy of directly investing in mining companies to secure critical mineral supplies is significantly altering the industry landscape and generating substantial market enthusiasm [1][3] - The recent approval of the Ambler Road Project and the investment in Trilogy Metals highlights the direct impact of government intervention on the value of strategic industries and related companies [1][4] Government Investment Details - The U.S. government has invested $36.5 million in Trilogy Metals for a 10% equity stake, along with warrants to purchase an additional 7.5% of the company in the future [4] - The Ambler Road Project aims to construct an industrial road to the Ambler mining district, which is rich in essential metals like copper, cobalt, gallium, and germanium, crucial for modern industry and defense [4] Strategic Shift in Supply Chain Security - The investment marks a more aggressive approach by the Trump administration to ensure the security of critical mineral supply chains, following similar actions with other companies like MP Materials and Lithium Americas [5] - These government-favored companies are at different development stages, with MP Materials projected to generate $285 million in sales by 2025, while Trilogy Metals and Lithium Americas are still in early development phases with no significant sales revenue [5]