First Phosphate (FRSPF): Why Agnico Eagle's Move Into Phosphate Could Re-Rate the Entire LFP Supply Chain

About this episode

John Pasalacqua discusses Agnico Eagle's acquisition of Fox River Resources and its implications for the phosphate supply chain.

Send us Fan Mail In this episode of Small-Cap Spotlight, John Pasalacqua, CEO of First Phosphate, joins host Tim Gerdeman and WTR analyst Dmitry Silversteyn to unpack Agnico Eagle’s $95 million acquisition of Fox River Resources and what the move signals about the accelerating strategic interest in North American phosphate as a critical material for electrification. Pasalacqua outlines why First Phosphate’s singular focus on high‑purity igneous anorthosite in Quebec differentiates it from fe...

People in this episode

Host: Tim Gerdeman

Guest: John Pasalacqua

Topics covered

• phosphate
• electrification
• North American resources
• mining acquisition
• supply chain

Keywords

• phosphate
• Agnico Eagle
• First Phosphate
• Fox River Resources
• mining
• LFP supply chain
• North America

Mentioned in this episode

Organizations: First Phosphate, Agnico Eagle, Fox River Resources

More episodes of WTR Small-Cap Spotlight

• Pineapple Financial (PAPL): AI Tools and Tokenization: How a Canadian Fintech Is Modernizing the Mortgage Brokerage Market · June 11, 2026 · 18 min
• eGain Corporation (EGAN): Turns Messy Enterprise Data into Trusted AI Answers · June 10, 2026 · 22 min
• Mobilicom (MOB): CEO Details Why Mobilicom’s Secure Comm System is the Heart and Soul of Drones and Robots · June 10, 2026 · 32 min
• ZJK Industrial (ZJK): Precision Parts at the Heart of AI, EVs, and High-Tech Manufacturing · June 9, 2026 · 22 min
• LiveOne (LVO): The AT&T Deal, B2B Streaming Strategy, and Why Every Platform Needs an Audio Network · June 4, 2026 · 37 min
• CIRCULAR ECONOMY: Investing in SAF, CCUS and Waste-to-Value (PART 2 – CCUS) · June 4, 2026 · 52 min