Episode
Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream
- Podcast
- Rock Stock Channel
- Published
- Jul 2, 2026
- Duration seconds
- 2414
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/fastmarkets-p-cam-panel-2026-accelerating-north-america-s-midstream/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-p-cam-panel-2026-accelerating-north-america-s-midstream.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
North America’s battery supply chain has a missing link: the midstream. In this Fastmarkets panel, industry leaders discuss why PCAM, CAM, lithium, phosphate, government funding, and local content requirements are critical to building a competitive battery materials supply chain outside China. Featuring insights from Electra Battery Materials (Trent Mell), Lithium Americas (Rene LeBlanc), First Phosphate (John Passalacqua), Positive Materials (Marco Romero), Global Lithium (Joe Lowry), and RK Equity (Matt Fernley). Follow panelists on LinkedIn:Matt Fernley - https://www.linkedin.com/in/matt-fernley-8a755a3/Trent Mell - https://www.linkedin.com/in/tmell1/Marco Romero - https://www.linkedin.com/in/marco-romero-93606a1a3/John Passalacqua - https://www.linkedin.com/in/john-passalacqua-964092257/Joe Lowry - https://www.linkedin.com/in/jplowry/Rene LeBlanc - https://www.linkedin.com/in/rene-leblanc-19173311/___ Chapters (00:00) Panel Introduction(01:31) Midstream Bottlenecks(02:22) PCAM and CAM Barriers(03:37) Global Supply Chain Gaps(05:26) Lithium and Cathode Investment(09:00) Competing Beyond China(14:01) Financing Project Scale-Up(15:28) Government Support Tools(18:58) Funding Signals Matter(22:42) DOE Loan Lessons(26:36) LFP and Phosphate(29:40) Project Development Lessons(31:09) Cathode Manufacturing Know-How(32:31) Ten-Year Success Vision(37:08) Standalone CAM Models(38:17) Policy and Lobbying(39:12) Robots and Battery Demand Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Tw…