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 Signals Matter (22:42) DOE Loan Lessons (26:36) LFP and Phosphate (29:40) Project Development Lessons (31:09) Cathode Manufacturing Know-How (32:31) Ten-Year Success Vision (37:08) Standalone CAM Models (38:17) Policy and Lobbying (39:12) Robots and Battery Demand

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs: https://rkequity.com/

Questions: rockstockchannel@rkequity.com

Patreon: https://www.patreon.com/rockstockchannel

Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter): Howard: https://x.com/LithiumIonBull Matt: https://x.com/matt_fernley Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream

Rock Stock Channel

Fastmarkets (P)CAM Panel 2026: Accelerating North America's Midstream