Rock Stock Channel

G7 Found The P In LFP (First Phosphate)


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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:

Patreon:

https://www.patreon.com/rockstockchannel

Podcast  

Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):

Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: 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 and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

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