# Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream

Page: https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-p-cam-panel-2026-accelerating-north-america-s-midstream
Text version: https://stenobird.com/podcast/rock-stock-channel-633474/fastmarkets-p-cam-panel-2026-accelerating-north-america-s-midstream.md
Podcast: [Rock Stock Channel](https://stenobird.com/podcast/rock-stock-channel-633474)
Published: 2026-07-02T21:00:00+00:00
Episode link: https://rockstockchannel.podbean.com/e/fastmarkets-pcam-panel-2026-accelerating-north-americas-midstream/
Audio file: https://mcdn.podbean.com/mf/web/zwfttd6g5rp7zpjf/missing-link.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/fastmarkets-p-cam-panel-2026-accelerating-north-america-s-midstream
Duration seconds: 2414

## Resource

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:rockstockchannel@rkequity.com 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…

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