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John Passalacqua
CEO and Director of First Phosphate Corp., discussing North American LFP supply chain development, the company’s Quebec igneous phosphate project, and battery market dynamics.
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Sep 29, 2025
• 31min
China Controls 80% of Batteries: Can North America Catch Up?
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John Passalacqua, CEO of First Phosphate Corp., dives into the critical future of lithium iron phosphate (LFP) batteries. He discusses how LFP’s growth is vital for energy storage and AI applications. John highlights Tesla's shift towards localizing their supply chains, addressing risks tied to Chinese dominance. He shares details about First Phosphate's Quebec project, aiming to produce North American LFP cells, and the strategic importance of their findings for enhancing local economies and building resilience in the battery supply chain.
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