In short: The second government-stake precedent: "a large equity investment in Lithium Americas, which is lithium in Nevada." Context for whether a uranium company is next; no view on the stock.
3:58We saw them make an equity investment in Trilogy Metals, which is copper in Alaska. They made a large equity investment in Lithium Americas, which is lithium in Nevada. Do you anticipate they might make an investment in a uranium company? — Yeah, listen, I was very fortunate to be in the meeting with President Trump 2 and 1/2 3 weeks ago where really exemplified the focus that this administration has on critical minerals, rare earth minerals, regaining our mining leadership and also the energy dominance goals. Uranium touches both of
In short: Cited via its Thacker Pass project — new US lithium supply (Thacker Pass Phase 1 + smaller TX/PA projects) has slipped to 2027 and totals <1% of the global market, underscoring how China-dominated (60-70% of refining) the lithium chain remains.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.