Episode Details

In this Rock Stock Channel double feature, Howard Klein and Matt Fernley speak with First Phosphate CEO John Passalacqua and Surge Battery Metals CEO Greg Reimer about the emerging “golden age” for lithium iron phosphate materials, North American LFP supply chains, and the growing role of gold miners in critical minerals.

First Phosphate discusses high-purity igneous phosphate for LFP batteries, Canada’s critical minerals strategy, and recent market momentum. Surge Battery Metals covers its Nevada North lithium project, major resource upgrade, planned Nasdaq listing, Evolution Mining partnership, and the path toward a PFS.

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Chapters

(00:00) LFP Materials Boom
(04:06) Fox River Ore Body Differences
(07:29) Project History
(09:16) Critical Minerals Status
(10:55) LFP-First Strategy
(13:16) Western Supply Gap
(14:22) Warrant Exercise Update
(16:09) Market Narrative Wrap-Up

(17:54) Surge Battery Metals
(20:03) Nasdaq Listing
(21:08) Resource Upgrade
(23:24) Scale And Optionality
(24:29) Thacker Pass Comparison
(25:50) Upcoming Catalysts
(27:20) Evolution Partnership
(29:49) Processing Pathway
(32:34) Valuation Gap
(37:24) Twelve-Month Outlook

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/

Questions:
rockstockchannel@rkequity.com

Patreon:
https://www.patreon.com/rockstockchannel

Podcast  
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein