分组1 - The Trump administration is taking steps to counter Beijing's dominance in the rare earths sector by acquiring stakes in Canadian companies like Trilogy Metals, which saw its stock triple after the U.S. government purchased a 10% stake with warrants for an additional 7.5% [1] - The U.S. Department of Energy has also engaged with Canadian Lithium Americas, while the Department of Defense invested in MP Materials to establish a domestic magnet supply chain for critical alloys [2] - Private U.S. investors are increasingly purchasing Canadian Oil & Gas companies, with U.S. ownership rising to 59% from 56% at the end of 2024, while Canadian investments have decreased to 34% from 37% [3][4] 分组2 - U.S. ownership in specific Canadian companies has surged, with Tamarack Valley Energy's U.S. ownership doubling to 40% and nearly two-thirds of Whitecap Resources owned by Americans [4] - The shift in investment is attributed to Canada's leadership being more open to fossil fuel investments, contrasting with the previous administration's focus on clean energy initiatives [5]