First Phosphate (NASDAQ: PHOS | CSE:PHOS | OTCQX:FRSPF) CEO John Passalacqua discusses the explosive growth of LFP batteries, rising phosphate demand, China’s dominance of the supply chain, and North America’s push for critical mineral independence. We cover First Phosphate’s Quebec project, Nasdaq listing, G7 and government support, funding, offtake agreements, M&A strategy, and path toward production.
🗓️ Recording date: August 21, 2026

📖 Chapters
00:00 Intro
00:39 — Introduction & Nasdaq Listing
02:57 — Nasdaq Impact, Trading Volume & U.S. Investors
05:19 — The Explosive Growth of the LFP Battery Market
07:29 — China’s Dominance & North America’s Supply Chain Risk
09:46 — First Phosphate’s Quebec Project & Production Plans
12:03 — 400% Resource Increase & Longer Mine Life
14:23 — Canadian Government Funding & Project Infrastructure
16:46 — Non-Dilutive Capital, Offtake & Strategic Partners
19:04 — From Phosphate Rock to LFP Battery
21:04 — Execution Risk & The Path to Production
21:43 — First Phosphate’s Other Projects & Growth Potential
23:26 — Share Structure, Management Ownership & Warrants
25:45 — M&A Strategy & What’s Next for Investors
26:24 — Feasibility Study, Permitting & 2027 Milestones