This week, we're diving into the world of critical minerals and analyzing two mining stocks that have recently secured direct backing from the US government, highlighting a major trend in resource investing.
Jon Brown looks at Lithium Americas (TSX: LAC), which just finalized a massive $2.2 billion loan from the US Department of Energy for its Thacker Pass lithium project, giving the US government a direct equity stake in the company. Then, Trevor Abes profiles Trilogy Metals (TSX: TMQ), a copper and cobalt developer in Alaska whose stock tripled after the US Department of War took a 10% stake to help expedite permitting and construction for its vital projects.
This Episode's Picks:
- Lithium Americas Corp. (TSX: LAC): A leading lithium developer advancing one of North America's largest lithium resources (Thacker Pass) with significant financial backing and an equity stake from the US Department of Energy.
- Trilogy Metals Inc. (TSX: TMQ): An exploration and development company focused on high-grade copper, cobalt, and other base/precious metals in Alaska, with direct project support and an equity stake from the US Department of War.
Topics Discussed:
- Government investment as a catalyst for mining stocks.
- The strategic importance of critical minerals (lithium, copper, cobalt).
- US Department of Energy (DOE) loans and equity stakes.
- The role of the US Department of War in resource development.
- North American energy independence and securing domestic supply chains.
- Analyzing high-grade base and precious metal deposits.
Further Reading & Resources:
- Lithium Americas finalizes DOE loan to advance Thacker Pass project
- US Government takes stake in Trilogy Metals
- This week’s picks: TSX/NYSE:LAC | TSX/NYSEAM:TMQ
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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.
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