Canadian Phosphate: Food Security, Batteries & Geopolitics

Phosphate is usually thought of as a fertiliser mineral — but its strategic importance may be expanding. In this episode, we speak with Canadian Phosphate about the company’s North American phosphate strategy, including its Wapiti and Fernie projects in Canada and the Diamond Mountain phosphate project in Utah. The conversation explores why phosphate is critical for food security, how Canada currently relies on imported phosphate, and why domestic supply could become increasingly important as governments focus on supply-chain resilience and critical minerals. We also discuss phosphate’s emerging role in LFP battery supply chains, the potential for battery-grade phosphoric acid, and the company’s work with NovaFOS as a possible pathway to higher-value phosphate products. Topics discussed include: * Why phosphate matters for fertiliser and food production * Canada’s dependence on imported phosphate * Wapiti, Fernie and Diamond Mountain project updates * The role of phosphate in LFP batteries * Battery-grade phosphoric acid and NovaFOS * North American supply-chain security * Critical minerals policy and geopolitics * Drilling, permitting and development timelines This episode is for informational purposes only and does not constitute financial advice. Listeners should do their own research and seek professional advice before making investment decisions.