First Phosphate: $17M Grant, Drill Results, Feasibility Next

First Phosphate: $17M Grant, Drill Results, Feasibility Next

Author: rockstockchannel April 7, 2026 Duration: 21:41
Rock Stock Channel
Business
John Passalacqua, CEO of First Phosphate, discusses the latest drilling results, project progress, and the growing importance of phosphate in the lithium iron phosphate (LFP) battery supply chain. With LFP batteries rapidly becoming the dominant chemistry for energy storage and EVs, phosphate is emerging as a critical battery material. The conversation covers the company’s 40,000m drill program, government backing, feasibility plans, and why North America and Europe are racing to secure domestic supply. Key topics include LFP battery demand, critical minerals strategy, phosphate market trends, and the shift from exploration to development. Follow First Phosphate:X - https://x.com/FirstPhosphateLinkedIn - https://www.linkedin.com/company/first-phosphate/ Chapters (00:00) Introduction(03:29) Resource Expansion Insights(05:47) Next Steps And Feasibility(07:32) New Zones Potential(09:12) Government Grant Context(10:53) Phosphate Strategic Importance(12:26) Grant Significance Explained(15:03) ADR Listing Benefits(15:51) Investor Perspective Shift(17:18) LFP Market Demand(18:43) Sulfur Supply Strategy(19:51) Closing Remarks Sponsors Lithium Royalty Corp (TSX: LIRC)  Diversified lithium royalty portfolio  Website: https://www.lithiumroyaltycorp.com/X: https://x.com/Lithium_Royalty USCF Investments  Commodity-focused ETFs, including CPER (copper), ZSB (battery metals), USG (gold), and SDCI (diversified commodities)  Website: https://www.uscfinvestments.com/X: https://x.com/USCFInvestments 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 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

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 100

Official website RSS
linkedinspotifypatreon
Rock Stock Channel
Podcast Episodes
2026 Lithium & Rare Earths LIVE DISCUSSION | X Spaces [not-audio_url] [/not-audio_url]

Duration: 1:29:26
In this first RK Equity X Spaces of 2026, we (Howard Klein, Matt Fernley, and Rodney Hooper) pull together the key threads shaping the battery materials and critical minerals landscape as the year begins. The discussion…
“This Time Is Different” In Lithium? (+ $QTWO $NILI $NOAL) [not-audio_url] [/not-audio_url]

Duration: 42:25
In this week’s Rock Stock Recap, we (Howard, Matt, and Rodney) discuss the key cross-currents shaping battery materials and the broader commodities complex—what’s driving recent price action, what’s changing in investor…
Is High Purity Alumina the Next Lithium? (Advanced Energy Minerals) [not-audio_url] [/not-audio_url]

Duration: 39:03
In this episode of Rock Stock Channel, we (Howard and Matt) sit down with Advanced Energy Minerals (ASX: AEM) for a detailed follow-up discussion following the company’s recent IPO. We are joined by Executive Chairman Ri…
Is Lithium’s Mr. Right Still Hyper Bullish? (YJ Lee) [not-audio_url] [/not-audio_url]

Duration: 1:15:10
In this Rock Stock Recap, we (Howard and Matt) sit down with YJ Lee (Arcane Capital) in Singapore to assess what’s changed in the lithium market—and why this rally looks different from the false starts investors have see…
China Strategy vs U.S. Supply Chain Reality | Henry Sanderson [not-audio_url] [/not-audio_url]

Duration: 1:10:09
In this episode, we (Howard and Matt) step outside Washington to examine how China approaches batteries, critical minerals, and supply chain strategy from the inside. Our guest is Henry Sanderson—former China-based journ…

«12345678...10»