Why a US Stake in Lithium Americas Could Be a Tailwind for ASX Names in North America

Small Caps

09/24

Shares of Lithium Americas (LAC) almost doubled in after-hours trading after reports the US government is negotiating to take an equity stake in the company’s Thacker Pass lithium project in Nevada. ...

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a US Stake in Lithium Americas Could Be a Tailwind for ASX Names in North America\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://smallcaps.com.au/us-stake-lithium-americas-tailwind-asx-names-north-america/><strong>Small Caps</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Lithium Americas (LAC) almost doubled in after-hours trading after reports the US government is negotiating to take an equity stake in the company’s Thacker Pass lithium project in Nevada.\n...</p>\n\n<a href=\"https://smallcaps.com.au/us-stake-lithium-americas-tailwind-asx-names-north-america/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://smallcaps.com.au/us-stake-lithium-americas-tailwind-asx-names-north-america/","article_id":"2569744701","we_media_id":null,"thumbnails":["https://cdn.shortpixel.ai/client/w_868,q_lossy,to_auto,ret_wait/https://150309019.v2.pressablecdn.com/wp-content/uploads/2025/09/US-Stake-Lithium-Americas-Tailwind-ASX-Names-North-America.jpg"],"rights":{"source":"smallcap_stock","url":"https://smallcaps.com.au/us-stake-lithium-americas-tailwind-asx-names-north-america/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2569744701","pubTimestamp":1758669492,"columns":[],"sourceInfo":{"source_id":"smallcap_stock","name":"Small Caps"},"weMediaInfo":null,"summary":"Shares of Lithium Americas  almost doubled in after-hours trading after reports the US government is negotiating to take an equity stake in the company’s Thacker Pass lithium project in Nevada.The stake would come as part of a renegotiation of an existing US$2.3b Department of Energy loan.Talks are ongoing; officials described the position as a “small stake.”Thacker Pass  is a JV with GM (38%), targeting first production by 2028.The move follows other US “policy-for-equity” steps  as Washington seeks to accelerate domestic supply chains in critical minerals and advanced manufacturing.Positives for ASX-listed companies with North American projects. For ASX developers in the US and Canada, this raises the odds of blended packages , potentially shortening time to FID.Arizona Lithium  — Big Sandy, Arizona, USA and Prairie Lithium, Saskatchewan, Canada. Anson Resources advancing the Paradox and Green River lithium brine projects in Utah, USA.Other ASX-listed developers with North American e","collect":0,"end_time":0,"defaultTopTitle":"smallcaps.com.au","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","ASN.AU":"ANSON RESOURCES LTD","BK7504":"锂钴概念","INR.AU":"IONEER LTD","BK4168":"多种金属与采矿","BK7507":"资源股","BK4545":"锂电池","PLS.AU":"PILBARA MINERALS LTD","BK4585":"ETF&股票定投概念","LAC":"Lithium Americas Corp."},"translate_title":"为什么美国入股Lithium Americas可能成为北美ASX公司的顺风车","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASN.AU":1,"AZL.AU":1,"INR.AU":1,"LAC":1,"PLS.AU":1.5,"SYA.AU":1},"content_text":"Shares of Lithium Americas (LAC) almost doubled in after-hours trading after reports the US government is negotiating to take an equity stake in the company’s Thacker Pass lithium project in Nevada.\nThe stake would come as part of a renegotiation of an existing US$2.3b Department of Energy loan.\nTalks are ongoing; officials described the position as a “small stake.”\nProject backdrop\n\nThacker Pass (LAC 62%) is a JV with GM (38%), targeting first production by 2028.\nThe move follows other US “policy-for-equity” steps (e.g., Intel, MP Materials) as Washington seeks to accelerate domestic supply chains in critical minerals and advanced manufacturing.\n\nWhy the market cares:\n\nAn equity co-investment from the US government reduces financing risk, can de-risk project execution, and often improves borrowing terms.\nIt also signals policy durability across administrations on critical minerals, supportive for project timelines, offtake confidence and valuation multiples.\n\nPositives for ASX-listed companies with North American projects\nLower cost of capital / better funding pathways\nGovernment participation (loans, grants, equity stakes) can compress the financing stack.\nFor ASX developers in the US and Canada, this raises the odds of blended packages (DOE loans, state incentives, private capital), potentially shortening time to FID.\nPermitting & execution confidence\nA government on the cap table or heavily involved can align agencies and stakeholders, improving visibility on permits, infrastructure and ESG compliance, key risks for greenfield projects.\nStronger offtake and OEM interest\nPolicy momentum plus government capital tends to attract automakers and battery OEMs, strengthening offtake terms (price floors/indexation, prepayments) and strategic partnerships.\nValuation support via “policy put”\nWhen the policy objective is domestic supply, projects that tick the boxes (jurisdiction, scale, ESG) can command higher development-stage multiples, especially if they demonstrate near-term milestones.\nNames to Watch\n\nIoneer (ASX: INR) — Rhyolite Ridge, Nevada (lithium–boron).\nArizona Lithium (ASX: AZL) — Big Sandy, Arizona, USA and Prairie Lithium, Saskatchewan, Canada\nSayona Mining (ASX: SYA) — Quebec lithium assets.\nAnson Resources (ASX: ASN) advancing the Paradox and Green River lithium brine projects in Utah, USA.\n\nOther ASX-listed developers with North American exposure may also see sentiment benefit.\nWhat Could Blunt the Impact\n\nPolicy execution risk (changes to program terms, timing).\nCommunity/legal challenges at the project level.\nMacro headwinds (lithium price volatility, cost inflation).\n\nBottom line: US equity participation at Thacker Pass is a powerful signal of policy-backed capital for critical minerals.\nFor ASX developers in North America, it strengthens the case for lower financing risk, faster development paths, and deeper OEM engagement, all supportive for re-ratings as milestones land.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}