PHOS
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Hello Everyone,
This next one is a story that you are going to want to pay attention to. Just this week they up-listed their ADR's to the Nasdaq which is the major catalyst.
First Phosphate, the company in question was mentioned by name by Prime Minister Carney of Canada at the G7 Summit in France just a few weeks back in June. This adds to the credibility of the company whose chairman was the former Director of the Ottowa Senators of the National Hockey League, an organization that Forbes has valued north of $1.3 Billion.
PHOS trades in two different forms, on two different markets, for two different investor bases. As of August 10, 2026, the company up-listed its ADRs (American Depositary Receipts, each representing 10 common shares) from OTCQX to the Nasdaq Global Market under ticker PHOS. This gets it onto a major exchange with broader visibility, institutional eligibility, and stricter listing standards — useful for raising capital and credibility as it scales its LFP battery-material supply chain plans.
So PHOS = 10 Shares of FRPSF. And how has FRPSF been doing? Just take a look below and you will see the slow and steady move north while stingily holding on to it's gains. This one was just .55 back in February and days ago it hit 1.37.
Data centers, energy storage, renewables, electric vehicles — the U.S. and Canada need battery storage, and they want it in LFP chemistry. North America wants industrial sovereignty. But building a real energy system takes more than cell factories and political headlines. The real leverage sits deeper in the supply chain: precursors, refining, and the materials that determine whether ambitious targets turn into actual production capacity.
The International Energy Agency reports that China controls nearly 85% of global cell-production capacity. For purified phosphoric acid used in LFP batteries, the share sits at around 75%.[1] Anyone who grasps that immediately understands why North America is no longer focused only on battery factories — but on raw materials and processing.
More importantly, the market is no longer growing only through electric vehicles. AI data centers are increasingly powered by green energy. Renewable supply is weather-dependent; AI demand is constant. The answer: battery storage.
The IEA now describes battery storage as the fastest-growing power technology in the world. In 2025, 108 gigawatts of new battery storage were installed globally — 40% more than the previous year. Installed capacity now stands at eleven times the 2021 level.[1] At the same time, lithium iron phosphate (LFP) batteries continued their march to dominance: they now account for more than half of all electric-vehicle batteries and for around 90% of battery-storage deployments worldwide.[1] The market is rapidly converging on a chemistry that is cheap, robust, safe, and highly scalable industrially.
With LFP becoming the standard storage chemistry, a raw material is moving to center stage that is still discussed far less on the markets than lithium: high-purity phosphate, and the purified phosphoric acid (PPA) made from it for battery applications. The IEA already warns that a bottleneck could form here — and that today's pipeline of projects will likely fall short of demand around 2030.[2] That is precisely the gap First Phosphate is positioning into: with rare igneous phosphate from Québec, with a clear focus on LFP rather than fertilizer, with a vertical-integration strategy, and with European technology, engineering, and financing partners. For investors, this is not just another commodity name — it is a stock attacking exactly where a strategic chokepoint is forming.
First Phosphate Emerges as a G7-Backed Critical Minerals Champion
First Phosphate (Nasdaq: PHOS | CSE: PHOS | OTCQX: FRSPF | FSE: KD0) continues to distinguish itself as one of North America's most strategically important critical-minerals developers following new investment and offtake agreements that place the company directly within the framework of the G7 Critical Minerals Resilience and Production Alliance. The company describes it as the strongest institutional endorsement in its history, positioning First Phosphate as a mine-to-market solution for securing Western lithium iron phosphate (LFP) battery supply chains and reducing reliance on concentrated foreign sources.
The significance of the announcement extends well beyond a typical corporate update.
At the 52nd G7 Leaders' Summit in Évian, France on June 17, 2026, the Government of Canada highlighted First Phosphate as one of a select group of critical-minerals initiatives receiving support from international partners. The project now benefits from coordinated support across five jurisdictions: Canada, Denmark, Italy, Belgium, and the European Union. Denmark's export-credit agency, EIFO, has issued a letter of interest for a guarantee of up to C$275 million for the Bégin-Lamarche mine, while Italy's SACE, Cassa Depositi e Prestiti and SIMEST, alongside engineering group MAIRE (Euronext Milan; approximately US$5 billion market capitalization), are supporting the downstream phosphoric-acid facility at Port Saguenay.[10]
The Bégin-Lamarche mine was specifically referenced by Canada's Minister of Energy and Natural Resources, Tim Hodgson, in the Prime Minister's Office announcement, and a concurrent Canada-Italy Critical Minerals Partnership provides a formal bilateral framework supporting the project's development.[10] With LFP batteries now identified alongside rare earths and semiconductors as one of the most strategically important supply chains, First Phosphate has positioned itself as a flagship G7-backed phosphate platform for North America and Europe's energy transition.
NEWS
August 7, 2026
First Phosphate Announces Uplisting of American Depositary Receipt (ADR) to Nasdaq Global Market Under Ticker Symbol PHOS
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August 5, 2026
First Phosphate Signs Agreements for $4.84 Million Non-Repayable Contributions with the Government of Canada for Road Infrastructure and Power Transmission Line
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July 27, 2026
First Phosphate Selected for “Filon” Fastrack Status with the Québec Ministry of Natural Resources and Forests
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July 13, 2026
First Phosphate Closes Final Tranche of Oversubscribed Private Placement
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June 17, 2026
First Phosphate Announces Investment and Offtake Agreements under Critical Minerals Resilience and Production Alliance at G7 Summit
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June 15, 2026
First Phosphate Closes Oversubscribed Private Placement to Existing and Follow-on Investors
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May 28, 2026
First Phosphate Announces Non-Brokered Private Placement to Accommodate Existing Investors
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May 26, 2026
First Phosphate Reports Updated Mineral Resource Estimate for Bégin-Lamarche Phosphate Deposit
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May 18, 2026
First Phosphate Announces Engagement of Investor Relations Firm
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May 6, 2026
First Phosphate Announces Engagement of Investor Relations Firm
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May 4, 2026
First Phosphate Receives Funds from Warrant Exercise and Streamlines Capitalization Table
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April 27, 2026
First Phosphate Provides Analytical Results for Infill Drill Program at Begin-Lamarche Property
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