Episode
First Phosphate Keynote Presentation at Fastmarkets 2026
- Podcast
- Rock Stock Channel
- Published
- Jul 6, 2026
- Duration seconds
- 1191
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/first-phosphate-keynote-presentation-at-fastmarkets-2026/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/rock-stock-channel-633474/first-phosphate-keynote-presentation-at-fastmarkets-2026.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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:[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 (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financ…