Episode Details

John Passalacqua, CEO of First Phosphate, explains why igneous phosphate is critical to the future of lithium iron phosphate (LFP) batteries, energy storage, electric vehicles, and North America’s battery supply chain during the Fastmarkets Lithium Conference 2026 in Las Vegas. Learn how purified phosphoric acid, critical minerals, and mine-to-market production could help onshore LFP cathode active material for the growing clean energy industry.

PHOS Presentation:
https://custom-eur.cvent.com/6B4AD26156DA46D280CFA793261D5868/files/8cf1c78005c34f59bf2084c1a8700538.pdf

Follow First Phosphate:
LinkedIn (John Passalacqua) - https://www.linkedin.com/in/john-passalacqua-964092257/
X/Twitter (Company) - https://x.com/FirstPhosphate
___

Chapters

(00:00) Speaker Introduction
(00:22) First Phosphate Overview
(00:54) LFP Market Growth
(01:59) Energy Storage Demand
(02:45) Phosphate Supply Gap
(04:07) Purified Phosphoric Acid
(06:12) Igneous Phosphate Advantage
(07:31) Quebec Mine Resource
(09:30) Mine-To-Market Strategy
(10:07) North American Battery Chain
(12:51) Government And G7 Support
(14:34) Critical Phosphate Supply
(16:34) Gold Miner Interest
(17:33) LFP Battery Recycling
(19:24) Closing Remarks

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

_________________________________________________

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