The David Lin Report cover image

China Controls 80% of Batteries: Can North America Catch Up?

The David Lin Report

00:00

How First Phosphate Compares to Peers

David asks about peers; John notes few igneous phosphate peers and emphasizes their 900,000 tpa focus on LFP battery feedstock.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app