China Controls 80% of Batteries: Can North America Catch Up?
John Passalacqua, CEO and Director of First Phosphate Corp. (CSE: PHOS | OTCQX: FRSPF), discusses the future of battery demand, and how critical lithium iron phosphate (LFP) batteries are to the global industrial supply chain. *This video was recorded on September 26, 2025 and is sponsored by First Phosphate Corp.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW FIRST PHOSPHATE CORP.:Website: https://firstphosphate.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro0:25 – China’s Battery Grip1:24 – Tesla’s $4.3B Deal2:15 – EVs vs. Energy Storage3:01 – AI & Grid Demand5:03 – Battery Demand Boom6:15 – LFP Safety & Cost Edge8:15 – Phosphate Bottleneck9:18 – Tesla’s Supply Risk10:46 – First North American LFP Cells14:35 – Quebec Deposit17:13 – Economics & CapEx21:04 – Government Support22:20 – Timeline to Production24:25 – Funding Plans25:49 – Shareholder structure 29:11 – CEO Background30:26 – What’s Next#stocks #investing #economy
‘Reset Of A Lifetime’; Commodities Signal Global Deflationary Recession | Mike McGlone
‘Dead Cat Bounce’; Stocks To ‘Slow Bleed’ But Bonds Could ‘Rocket Higher’ | Chris Vermeulen
‘There’s Not Enough Power Available’; Why Energy Costs Will Skyrocket | Robert Bryce
Is Hyperinflation Coming? Stanford's John Cochrane On Recession, Inflation Outlook
Gold Price Shatters Records, Momentum Will ‘Absolutely’ Continue Says Analyst | Gary Wagner
Bitcoin Repeating 2019, Price To ‘Cool Off’ For 6 Months Before Explosion | Benjamin Cowen
The 'Biggest Black Swan' That 'Scares' Rick Rule
$100 Oil: The Shocks That Will Send Energy Soaring | Josh Young
Markets Hit Key Turning Point, What's Next? Jack Schwager On How Best Traders React To Crashes
10-Year Yield Bottomed Says Economist, ‘Death By A Thousand Cuts’ Next | Peter Boockvar
Matter Of Time Bubble Implodes; What The Next Financial Crisis Looks Like | Diego Parrilla
Emergency Rate Cut? Bankruptcies Reach Highest Level In Decade | Thomas Hoenig
People Are ‘Poorer Today Than 3 Years Ago’; How To Rebuild Prosperity? | Stephen Moore