Proactive - Interviews for investors

First Phosphate fuels U.S. industrial revival with domestic LFP battery supply chain

Episode Summary

First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to outline the company’s pivotal mission: powering the resurgence of American manufacturing by supplying domestically sourced Lithium Iron Phosphate (LFP) battery materials essential to factory automation, robotics, and energy storage systems. Passalacqua emphasized that the future of U.S. manufacturing is closely tied to the widespread adoption of industrial automation and robotics—technologies that rely heavily on LFP batteries. Known for their safety, longevity, and scalability, LFP batteries are rapidly becoming the global standard for grid-scale storage and automated production systems. This shift is being accelerated by evolving national trade and security policies aimed at strengthening domestic capabilities and reducing dependence on foreign supply chains. According to First Phosphate, the demand for industrial automation is expected to soar to USD $307.7 billion by 2030. With around 60% of jobs poised to automate at least 30% of tasks, automation could boost global productivity by 1.5% annually and contribute to the creation of over 6 million new jobs. Positioning itself as a domestic solution to this global shift, First Phosphate is actively developing a vertically integrated North American LFP ecosystem—from mining to battery-grade materials. The company controls over 1,000 sq. km of high-purity igneous phosphate claims in Quebec, an area capable of supporting more than 350 GWh of LFP battery production each year. Its phosphate ore is among the cleanest in the world, naturally low in harmful elements and extractable without the use of solvents. This vertical integration strategy allows First Phosphate to manage the entire value chain, from resource extraction to the production of LFP cathode active material (CAM). The result: a fully traceable, secure, and sustainable domestic supply chain that supports the growing demands of North America’s electrified #proactiveinvestors #firstphosphatecorp #cse #phos #otcqb #frspf #phosphate #LFPBatteries #CriticalMinerals #CleanEnergy #MiningCanada #ElectricVehicles #EnergyStorage #NorthAmericaSupplyChain #FirstPhosphate #SustainableMining