About this episode

Industry leaders discuss the critical midstream link in North America's battery supply chain and its implications for competitiveness.

North America’s battery supply chain has a missing link: the midstream. In this Fastmarkets panel, industry leaders discuss why PCAM, CAM, lithium, phosphate, government funding, and local content requirements are critical to building a competitive battery materials supply chain outside China. Featuring insights from Electra Battery Materials (Trent Mell), Lithium Americas (Rene LeBlanc), First Phosphate (John Passalacqua), Positive Materials (Marco Romero), Global Lithium (Joe Lowry), and RK Equity (Matt Fernley). Follow panelists on LinkedIn:Matt Fernley - https://www.linkedin.com/in/matt-fernley-8a755a3/Trent Mell - https://www.linkedin.com/in/tmell1/Marco Romero - https://www.linkedin.com/in/marco-romero-93606a1a3/John Passalacqua - https://www.linkedin.com/in/john-passalacqua-964092257/Joe Lowry - https://www.linkedin.com/in/jplowry/Rene LeBlanc - https://www.linkedin.com/in/rene-leblanc-19173311/___ Chapters (00:00) Panel Introduction(01:31) Midstream Bottlenecks(02:22) PCAM and CAM Barriers(03:37) Global Supply Chain Gaps(05:26) Lithium and Cathode Investment(09:00) Competing Beyond China(14:01) Financing Project Scale-Up(15:28) Government Support Tools(18:58) Funding…

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