{"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":"G7 Found The P In LFP (First Phosphate)","slug":"g7-found-the-p-in-lfp-first-phosphate","published_at":"2026-06-19T21:00:00+00:00","page_url":"https://stenobird.com/podcast/rock-stock-channel-633474/g7-found-the-p-in-lfp-first-phosphate","show_page_url":"https://stenobird.com/podcast/rock-stock-channel-633474","url":"https://rockstockchannel.podbean.com/e/g7-found-the-p-in-lfp-first-phosphate/","audio_url":"https://mcdn.podbean.com/mf/web/zgvdyu2kqym7gxmc/6-phos-2.mp3","summary":"First Phosphate (CSE: PHOS) CEO John Passalacqua joins Rock Stock Channel (Howard and Matt) to discuss major G7 critical minerals news, including export credit agency support, a potential C$275 million project guarantee, phosphoric acid plant backing, and new offtake agreements. The conversation covers why battery-grade phosphate is becoming critical to the Western LFP battery supply chain, how First Phosphate is advancing its mine-to-market strategy in Quebec, and why governments are now paying closer attention to phosphate alongside lithium, graphite and rare earths. Topics include LFP batteries, phosphate supply, critical minerals, project financing, offtake agreements, G7 supply chain security, and North American battery materials.___ Chapters (00:00) Intro(02:21) G7 Minerals Announcement(03:58) Project Financing Support(04:43) Acid Plant Backing(05:50) Offtake Agreements(06:35) G7 Supply Chain Focus(07:35) Phosphate’s Battery Role(08:35) Western Phosphate Shortage(09:24) Next Project Catalysts(10:11) Government Partnerships(12:36) Financing And Investors(16:43) Closing Market Context 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 financial advisors or broker-dealers. This video is provided for informational purposes only a…","meta_description":"First Phosphate (CSE: PHOS) CEO John Passalacqua joins Rock Stock Channel (Howard and Matt) to discuss major G7 critical minerals news, including export c…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1106,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rock-stock-channel-633474/episodes/g7-found-the-p-in-lfp-first-phosphate/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/g7-found-the-p-in-lfp-first-phosphate.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}