{"podcast":{"title":"Rock Stock Channel","slug":"rock-stock-channel-633474","podcast_index_feed_id":633474,"rss_url":"https://feed.podbean.com/rockstockchannel/feed.xml","website_url":"https://rockstockchannel.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4622510/rock_stock_channel_logo_black_2048x2048.jpg","author":"rockstockchannel","episode_count":100,"summary":"The Age of Electricity is creating enormous opportunities in the critical minerals investment thematic. Howard, Rodney and Matt provide in-depth discussions with major developers and analysts covering lithium battery metals, rare earths, and many other specialty commodities.","last_synced_at":"2026-07-18T08:17:57.120693+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474"},"episode":{"title":"First Phosphate Keynote Presentation at Fastmarkets 2026","slug":"first-phosphate-keynote-presentation-at-fastmarkets-2026","published_at":"2026-07-06T21:00:00+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474/first-phosphate-keynote-presentation-at-fastmarkets-2026","show_page_url":"https://stenobird.com/podcast/rock-stock-channel-633474","url":"https://rockstockchannel.podbean.com/e/first-phosphate-keynote-presentation-at-fastmarkets-2026/","audio_url":"https://mcdn.podbean.com/mf/web/krhtffvnrcripjpx/7-phos.mp3","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: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 (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…","meta_description":"John Passalacqua, CEO of First Phosphate, explains why igneous phosphate is critical to the future of lithium iron phosphate (LFP) batteries, energy stora…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1191,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/first-phosphate-keynote-presentation-at-fastmarkets-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/rock-stock-channel-633474/first-phosphate-keynote-presentation-at-fastmarkets-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}