<p>特朗普政府最近采取的行动，计划收购 <strong>Lithium Americas Corp</strong>（纽约证券交易所代码：LAC）最多 10% 的股权，这在矿业领域引发了震动。这项战略投资旨在通过重新谈判 22.6 亿美元的能源部（DoE）贷款，增强国内关键矿物，特别是锂的生产，支持内华达州的 <strong>Thacker Pass</strong> 项目。</p>
<ul>
<li><strong>在此跟踪 LAC 股票。</strong></li>
</ul>
<p>鉴于这一先例，其他一些关键矿物领域的公司可能会进入政府的视野。</p>
<p><strong>另请阅读：黄金交叉警报：Lithium Americas 股价飙升 90% 以上，特朗普瞄准 10% 股权</strong></p>
<h2>1. MP Materials Corp（纽约证券交易所代码：MP）</h2>
<p>MP Materials 是美国最大的稀土生产商，在加利福尼亚州运营其 Mountain Pass 矿。</p>
<p>该公司已经从国防部（DoD）获得了 15% 的股权，突显其战略重要性。鉴于政府专注于减少对外国来源，特别是中国的依赖，MP Materials 可能是进一步获得政府投资的主要候选者。</p>
<h2>2. USA Rare Earth Inc（纳斯达克代码：USAR）</h2>
<p>USA Rare Earth 正在推进位于德克萨斯州的 Round Top 项目，该项目富含稀土和锂等关键矿物。</p>
<p>该公司专注于建立一个完全整合的美国稀土供应链——从采矿到磁铁制造——与政府减少对中国依赖的目标完全契合。鉴于华盛顿对战略性重要项目直接投资的兴趣日益增加，USA Rare Earth 可能是联邦支持的自然候选者。</p>
<h2>3. Ioneer Ltd（纳斯达克代码：IONR）</h2>
<p>Ioneer 正在开发位于内华达州的 Rhyolite Ridge 锂硼项目，这是电动车供应链的关键资产。</p>
<p>该公司已获得能源部 700 万美元贷款的有条件承诺，突显其与国家安全目标的一致性。随着政府强调确保国内锂源，Ioneer 可能会获得更多联邦支持。</p>
<h2>4. Perpetua Resources Corp（纳斯达克代码：PPTA）</h2>
<p>Perpetua Resources 正在推进位于爱达荷州的 Stibnite Gold 项目，该项目不仅提供黄金，还有重要的锑储备——这是国防应用的关键矿物。</p>
<p>该项目对美国锑供应的潜在贡献与政府通过国内矿产生产增强国家安全的目标一致。</p>
<h2>投资者总结</h2>
<p>特朗普政府对关键矿物公司的战略投资表明了一项更广泛的倡议，旨在加强国内供应链，减少对外国来源的依赖。</p>
<p>投资者应关注这些公司，作为潜在的政府支持受益者，这可能导致估值上升和战略合作伙伴关系的形成。</p>
<ul>
<li><strong>Lithium Americas 股价持续上涨：发生了什么？</strong></li>
</ul>
<p><em>照片来源：Shutterstock</em></p>

PPTA

<p>特朗普政府收购 Lithium Americas Corp 10% 股份的目的是增强国内锂生产。这一举措可能会导致对其他关键矿产公司的进一步投资，包括 MP Materials、USA Rare Earth、Ioneer 和 Perpetua Resources，这些公司都与政府减少对外国来源依赖和加强国家安全的目标相一致。投资者应关注这些公司，以期获得潜在的政府支持和估值提升</p>

<p>The <strong>Trump</strong> administration‘s recent move to acquire up to a 10% equity stake in <strong>Lithium Americas Corp</strong> (NYSE: LAC) has sent shockwaves through the mining sector. This strategic investment aims to bolster domestic production of critical minerals, particularly lithium, by renegotiating a $2.26 billion Department of Energy (DoE) loan for the <strong>Thacker Pass</strong> project in Nevada.</p>
<div class="lb-trans"><p>特朗普政府最近采取的行动，计划收购 <strong>Lithium Americas Corp</strong>（纽约证券交易所代码：LAC）最多 10% 的股权，这在矿业领域引发了震动。这项战略投资旨在通过重新谈判 22.6 亿美元的能源部（DoE）贷款，增强国内关键矿物，特别是锂的生产，支持内华达州的 <strong>Thacker Pass</strong> 项目。</p>
</div><ul>
<li><strong>Track LAC stock here.</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>在此跟踪 LAC 股票。</strong></li>
</ul>
</div><p>Given this precedent, several other companies in the critical minerals space may find themselves on the administration’s radar.</p>
<div class="lb-trans"><p>鉴于这一先例，其他一些关键矿物领域的公司可能会进入政府的视野。</p>
</div><p><strong>Read Also: Golden Cross Alert: Lithium Americas Rockets 90%+ As Trump Eyes 10% Stake</strong></p>
<div class="lb-trans"><p><strong>另请阅读：黄金交叉警报：Lithium Americas 股价飙升 90% 以上，特朗普瞄准 10% 股权</strong></p>
</div><h2>1. Mp Materials Corp (NYSE: MP)</h2>
<div class="lb-trans"><h2>1. MP Materials Corp（纽约证券交易所代码：MP）</h2>
</div><p>MP Materials is the largest producer of rare earths in the U.S., operating its Mountain Pass mine in California.</p>
<div class="lb-trans"><p>MP Materials 是美国最大的稀土生产商，在加利福尼亚州运营其 Mountain Pass 矿。</p>
</div><p>The company has already secured a 15% equity stake from the Department of Defense (DoD), underscoring its strategic importance. Given the administration’s focus on reducing reliance on foreign sources, particularly China, MP Materials could be a prime candidate for further government investment.</p>
<div class="lb-trans"><p>该公司已经从国防部（DoD）获得了 15% 的股权，突显其战略重要性。鉴于政府专注于减少对外国来源，特别是中国的依赖，MP Materials 可能是进一步获得政府投资的主要候选者。</p>
</div><h2>2. USA Rare Earth Inc (NASDAQ: USAR)</h2>
<div class="lb-trans"><h2>2. USA Rare Earth Inc（纳斯达克代码：USAR）</h2>
</div><p>USA Rare Earth is advancing the Round Top project in Texas, a deposit rich in rare earths and critical minerals like lithium.</p>
<div class="lb-trans"><p>USA Rare Earth 正在推进位于德克萨斯州的 Round Top 项目，该项目富含稀土和锂等关键矿物。</p>
</div><p>The company's focus on building a fully integrated U.S. rare earth supply chain—from mining to magnet manufacturing—fits squarely with the administration's goals of reducing reliance on China. Given Washington's increasing appetite for direct stakes in strategically vital projects, USA Rare Earth could be a natural candidate for federal support.</p>
<div class="lb-trans"><p>该公司专注于建立一个完全整合的美国稀土供应链——从采矿到磁铁制造——与政府减少对中国依赖的目标完全契合。鉴于华盛顿对战略性重要项目直接投资的兴趣日益增加，USA Rare Earth 可能是联邦支持的自然候选者。</p>
</div><h2>3. Ioneer Ltd (NASDAQ: IONR)</h2>
<div class="lb-trans"><h2>3. Ioneer Ltd（纳斯达克代码：IONR）</h2>
</div><p>Ioneer is developing the Rhyolite Ridge lithium-boron project in Nevada, a critical asset for the electric vehicle supply chain.</p>
<div class="lb-trans"><p>Ioneer 正在开发位于内华达州的 Rhyolite Ridge 锂硼项目，这是电动车供应链的关键资产。</p>
</div><p>The company has received a conditional commitment for a $700 million loan from the DoE, highlighting its alignment with national security objectives. With the administration’s emphasis on securing domestic lithium sources, Ioneer may be poised for increased federal support.</p>
<div class="lb-trans"><p>该公司已获得能源部 700 万美元贷款的有条件承诺，突显其与国家安全目标的一致性。随着政府强调确保国内锂源，Ioneer 可能会获得更多联邦支持。</p>
</div><h2>4. Perpetua Resources Corp (NASDAQ: PPTA)</h2>
<div class="lb-trans"><h2>4. Perpetua Resources Corp（纳斯达克代码：PPTA）</h2>
</div><p>Perpetua Resources is advancing the Stibnite Gold Project in Idaho, which not only offers gold but also significant antimony reserves—a critical mineral for defense applications.</p>
<div class="lb-trans"><p>Perpetua Resources 正在推进位于爱达荷州的 Stibnite Gold 项目，该项目不仅提供黄金，还有重要的锑储备——这是国防应用的关键矿物。</p>
</div><p>The project’s potential to contribute to the U.S. supply of antimony aligns with the administration’s goals to enhance national security through domestic mineral production.</p>
<div class="lb-trans"><p>该项目对美国锑供应的潜在贡献与政府通过国内矿产生产增强国家安全的目标一致。</p>
</div><h2>Investor Takeaway</h2>
<div class="lb-trans"><h2>投资者总结</h2>
</div><p>The Trump administration’s strategic investments in critical minerals companies signal a broader initiative to strengthen domestic supply chains and reduce dependence on foreign sources.</p>
<div class="lb-trans"><p>特朗普政府对关键矿物公司的战略投资表明了一项更广泛的倡议，旨在加强国内供应链，减少对外国来源的依赖。</p>
</div><p>Investors should monitor these companies as potential beneficiaries of government support, which could lead to increased valuations and strategic partnerships.</p>
<div class="lb-trans"><p>投资者应关注这些公司，作为潜在的政府支持受益者，这可能导致估值上升和战略合作伙伴关系的形成。</p>
</div><ul>
<li><strong>Lithium Americas Shares Continue To Rise: What’s Going On?</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Lithium Americas 股价持续上涨：发生了什么？</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Trump's Mineral Gambit After Lithium Americas—These Names Could Be Next

特朗普在 Lithium Americas 之后的矿产策略——这些公司可能是下一个目标