With rare earth stocks surging this week after fresh China export controls, the stakes also jumped for the lithium iron phosphate (LFP) battery supply chain.
China has now shut down the LFP Battery supply chain, which is widely used across robotics, AI data centers, energy storage, and EVs like Tesla.
China’s move could eventually disrupt North America’s energy grid and data centers if left unanswered…
This is where First Phosphate Corp. (CSE:PHOS | OTC:FRSPF) comes in.
$PHOS has on-shored and replicated the LFP battery supply chain with its own critical minerals from North America — perhaps of the only companies in the Western world to have done so.
LFP batteries are now over 62% of the global battery market and expected to grow to a $90.3 billion industry by 2034
As the market starts hunting for the next rare-earth play, they are discovering that $FRSPF rare-earth igneous phosphate and downstream technology could make up for China’s potential export bans on LFP battery technology.
Last week, investors started noticing this gem and $PHOS had a record-breaking week of trading across all major exchanges. (October 6-10, 2025)
$FRSPF is not just a mining play, it’s a North-American clean-tech infrastructure stock.
With a current market cap of CAD $87M, First Phosphate currently trades at a huge discount, representing only 4% of their PEA’s NPV of $2.1B.
SEE THE TRADING VIEW LIVE TECHNICAL ANALYSIS BELOW ⬇️
8 Reasons Why You Should Watch First Phosphate Closely ($PHOS | $FRSPF)
- Outstanding Rare Earth Igneous Phosphate Find – One of the Highest PuritIes in the World
- High Insider Buying Confirms This Isn’t Just Another Mining Story
- Shareholder Upside From Discounted Share Price (Compared to NPV)
- Strategic Partnerships Backed By Global Trade Policy
- Collective acceptance from Municipalities & Collaboration with Indigenous Communities
- Clear Path to Production & Favourable Jurisdiction
- Technology for production of North America Sourced LFP Battery
- Potential Market-Moving Milestones Coming Up in 2025
1. Phosphate Find – One of the Highest Purity in the World
Canada is losing the race when it comes to phosphate production, even though Saguenay, Quebec contains some of the world’s best igneous phosphate deposits in the world.
This is why savvy Canadian investors have been watching $FRSPF closely.
First Phosphate ($FRSPF) is on a clear path to becoming one of the first and only phosphate producers that will be fully vertically integrated within the LFP battery supply chain.
This first mover’s advantage could highly benefit shareholders…
The top phosphate-producing countries are Morocco, China, and the United States accounting for approximately 70% of global phosphate production.
Canada has NO phosphate producers currently, and needs to join the race.With 2 types of phosphate deposits (igneous and sedimentary), only 5% of the world’s phosphate is isigneous… $FRSPF owns some of the rarest, cleanest deposits ever studied.
| Attribute | Igneous Phosphate (only 5% of world’s deposit) | Sedimentary Phosphate (95% of the world’s deposits) |
|---|---|---|
| Battery-Grade Potential | ✅ High (ideal for LFP batteries) | ❌ Low (contamination issues) |
| Main Use | Batteries, food industry | Primarily fertilizers |
| Purity | Very high | Variable, (high in cadmium, uranium, thorium and other heavy metals) |
| Global Dominance | Niche (~5% of world reserves) | Majority of world production (~95%) |
| Value | Premium margins | Lower margins |
The Begin-Lamarche phosphate deposit is composed of 3 zones with mineralization at the surface, and goes down to a depth of 250m (but could go much deeper…).
The rock formation is also around 2.5 km long.
“It’s rare that you see a rich phosphate deposit like this one.
We’ve also seen massive 2m veins, which are almost 100% phosphate.
When I speak of this to other geologists, no one has ever heard of this before.” mentions Gilles Laverdiere, chief geologist for First Phosphate.
(watch this video for more information on the deposit)
What’s even more outstanding about First Phosphate ($PHOS) is that they achieved one of the highest-purity igneous phosphate concentrates in the world, reaching 40.9% P₂O₅ after beneficiation.
*Verified by Queen’s University and UQAC: $FRSPF’ ore surpasses even Russia’s igneous phosphate in purity.
2. High Insider Buying Confirms This Isn’t Just Another Mining Story
This is clearly not a lifestyle company that wastes shareholder money on high wages…
The management team gets 80% of their pay in company shares, and the board gets 100% compensation in shares.
This ensures most of the capital is used to build the business and ensures leadership is fully invested in the company’s success.
The CEO, John Passalasqua, and the management team regularly buy stocks in the open market, and are all heavily invested in the project.
Some of these recent trades done in the open market can be verified in this press release1.
You can also refer to the SEDAR filings2 made by the company.
Access their website here, to learn more about their top tier team3.
3. Shareholder Upside From Discounted Share Price (Compared to NPV)
In December 2024, First Phosphate announced a positive preliminary economic assessment, with an NPV of $2.1B, with an IRR of 37.1%, and a 2.9 year payback on 23 year mine life. (see this press release)
Their market cap of USD $87M does not currently reflect the valuation of the company as they trade at a 2% of their NPV.
$PHOS also has no debt, compared to most early stage, high-upside companies.
With a very tight share structure and high insider ownership, $PHOS | $FRSPF has the potential for more abbreviations in share price when compared to very diluted companies.
4. Offtake Agreements & Favourable Trade Policies with Europe
First Phosphate’s management team had already locked in Europe’s offtakers. (see this press release)
Securing these clients in advance shows $PHOS means business, and they will keep advancing this project and creating value for shareholders.
The Canadian government’s current trading policies also favours $PHOS highly.
On June 23, 2025 prime minister Mark Carney and Belgian PM Bart De Wever discussed critical mineral cooperation4.
They both “discussed expanding bilateral trade and investment, with a focus on advancing clean energy solutions […], strengthening critical minerals supply chains […]” (Primer Minister Of Canada, 2025)
These upcoming trade deals and investments directly align with First Phosphate’s current relationship with Europe, and could create a leading Canadian phosphate producer.
5. Backing from Mayors & Government Officials
One of the main roadblocks for many early-stage projects is government approval and permitting.
This shouldn’t be a problem for First Phosphate. Watch what the Belgium Ambassador for Canada had to say during his recent visit of the First Phosphats operations.
Phosphate Is An Economic Opportunity For Quebec (July 2nd, 2025)
In an article published by Radio-Canada on July 2nd, 2025, Yves Francois Blanchete, the Bloc Quebecois leader publicly announced that developing the phosphate industry in Saguenay-Lac-St-Jean was an economic opportunity.5
The article also mentions it would add 1000 direct jobs and 10,000 indirect jobs in the region.
Investors interested in getting involved should take a close look at $PHOS and consider this stock very seriously.
Belgium Ambassador Involvement
In June 2025, Patrick Van Gheel, the ambassador of Belgium to Canada visited the Begin-Lamarche igneous phosphate property.6
Federal Parliamentary Deputy Support
Mr. Simard, first elected to Canadian parliament in 2019, is also the vice-chair of the Standing Committee on Natural Resources and is the critic for natural resources for the Bloc Québécois.
They’ve received a letter of support from him in February 2024.
Mario Simard also talks about First Phosphate in this recent Radio-Canada article7.
Begin-Lamarche Mayors Look Forward To First Phosphate’s Project
First Phosphate’s property, located at the intersections of the municipality of Begin & Lamarche, recently hosted both mayors, and their comments below speak for themselves.
“As mayor, I would like to see this project (First Phosphate) realized” explains Gerald Savard, mayor of the municipality of Begin.
“May we find many who are interested in investing in First Phosphate. This will help us grow our municipality and grow First Phosphate.” mentions Michel Bergeron, mayor of Lamarche.
6. Clear Path To Production – Winning Ecosystem
First Phosphate plans to go from mine to final product, and have multiple future clients locked in along the entire supply chain.
From mining to processing, First Phosphate aims to be one of the few fully vertically integrated mining companies.
Again, $PHOS.CN is not just a mining play, it’s a Canadian clean-tech infrastructure stock.
Here is their full process:
- Extract 3 types of phosphate concentrate through an open-pit mine at the Begin-Lamarche property.
- Bring the material, through the already existing provincial roads, to their processing plant at the deep sea port of Saguenay. (with which they already have partnership agreements)
- Produce phosphoric acid & LFP cathode active material at their plant, which will be located right by the shipping port of Saguenay.
- Boats departing directly from Port Saguenay to North American and European clients.
- International railroad available close by to ship materials to partners for processing.
With a clear path to production , $PHOS already has partnerships with companies that have the propriety and has definitive offtake agreements, allowing them to use the processing technologies from the best in the industry.
See the below slide from their deck, for the full list of their partners. Their website also has the entire list.
7. Production of North America Sourced LFP Battery
On July 7th, 2025, First Phosphate announced it had successfully produced commercial grade lithium iron phosphate 18650 format battery cells using critical minerals sourced entirely from North America.
It did this utilizing phosphate and iron from its Quebec property.
This milestone validates their vertically integrated model and proves that North America, and Quebec in particular, has the mineral resources and industrial capacity to localize the LFP battery supply chain.
8. Milestones Long Awaited By Investors in 2025
Investors should keep an eye out for the company’s next milestones.
Their start of the feasibility study is on the way in 2025. Seeing how fast this company advances, and the quality of their phosphate results, shareholders should be very happy.
They are also moving towards permitting in the near term.
From Rock to EV Batteries – $PHOS Could Own The Entire Supply Chain
$FRSPF has defined a clear path to producing LFP batteries, from extracting materials from the earth, all the way to a final product.
Remember, $PHOS.CN is not just a mining play, it’s a Canadian clean-tech infrastructure stock. This stock could revolutionize the entire North-American industry.
First Phosphate Corp.’s planned phosphoric acid production facility in Canada will be designed to process:
- 600 metric tons per day of phosphate (P₂O₅) feedstock, which translates to approximately 190,000 metric tons of phosphoric acid per year, based on converting 500,000 t of apatite into acid annually
Open-Pit Phosphate Mine in Saguenay Will Extract 2 Main Minerals (Begin-Lamarche)
- Phosphate Apatite (900,000 tons)
- ≈400,000 tons shipped to Europe through Port Saguenay (offtake already signed)
- ≈500,000 tons will be processed by $PHOS’s future processing plant.
- This plant is planned to be built at Port Saguenay, in their already planned industrial zone. (see below)
- At this plant, the options are endless for $PHOS.
- They could easily team up with battery giants, and produce LFP batteries directly from the plant using iron, and lithium.
- Magnetite (350,000 tons)
- This magnetite will be shipped by railway to their U.S. partners to produce iron powder.
Why Now and Not Tomorrow
This company is one of the quickest-moving projects seen.
Within the span of 3 years, they’ve locked in world-class partnerships, accomplished drilling campaigns showcasing the quality of their future mine, and got coverage in top Canadian media like Radio-Canada and LaPresse.
Multiple Canadian ministers and government officials keep mentioning them on TV, and the management team works day and night to make it happen.
If you’re looking for a project that will truly make a difference in the Canadian economy, this is the one.
Quick Links to Preferred Brokerages
Sources:
- https://firstphosphate.com/first-phosphate-updates-on-corporate-developments-2/ ↩︎
- https://thecse.com/listings/first-phosphate-corp/sedar-filings/
↩︎ - https://firstphosphate.com/team/* ↩︎
- https://www.pm.gc.ca/en/news/readouts/2025/06/23/prime-minister-carney-meets-prime-minister-belgium-bart-de-wever ↩︎
- https://ici.radio-canada.ca/nouvelle/2177123/bloc-phosphate-industrie-mineraux-critiques ↩︎
- https://ici.radio-canada.ca/tele/le-telejournal-saguenay/site/segments/reportage/2089082/ambassadeur-de-la-belgique-au-canada-patrick-van ↩︎
- https://ici.radio-canada.ca/nouvelle/2169908/first-phosphate-belgique-canada-projet#:~:text=Des%20cr%C3%A9dits%20d%E2%80%99imp%C3%B4t%20demand%C3%A9s ↩︎
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