China batteries and new energy Global Markets Research EQUITY: ALTERNATIVE ENERGY Marketing takeaways – Singapore/KL/Europe Interest continues to build around ESS batteries, grid equipment and China IDC market We recently concluded a marketing trip across Singapore, Kuala Lumpur and various European countries over the past two weeks, with discussions primarily centering around the lithium battery supply chain, renewable energy (solar, wind and power grid) and IDC (Internet data center) development in China. ...

Group 1 - Phosphate is launching a 30,000 meter accelerated drill program in Quebec to refine its geological model and expand its resource estimate [1] - The fully funded campaign will run through April 2026 and cover the entire 2 and 12 km phosphate zone [2] - Plug Power has completed the first phase of delivering 44.5% metric tons of hydrogen to Germany's A2 cast project, demonstrating large-scale hydrogen transport and storage viability [2] Group 2 - Hive Digital Technologies has signed an agreement to develop a 100 megawatt hydroelectric power data center in Paraguay, expanding its total renewable capacity to 400 megawatt [3] - The phase 3 project will increase Hive's global renewable footprint to 540 megawatt and raise its Bitcoin mining hash rate to 35 by 2026 [3] - Beam Global announced that Northwest Indian College is the first accredited college to deploy its solar-powered ebike charging system and EV arc systems [3][4]

Core Insights - First Phosphate Corp is focused on igneous phosphate mining and purification for the North American LFP battery industry [5] - CEO John Passalacqua will present at the Metals & Mining Virtual Investor Conference on October 7th, 2025 [1][2] Company Overview - First Phosphate is dedicated to producing high-purity phosphate with a commitment to sustainable extraction and a low carbon footprint [5] - The company's flagship project, the Bégin-Lamarche Property, contains rare igneous anorthosite rock that yields high-purity phosphate [5] Recent Developments - First Phosphate signed an agreement with Port Saguenay to establish a phosphoric acid plant [8] - The company has produced LFP battery cells using North American critical minerals [8] - A white paper on securing North American igneous phosphate supply for LFP cathode materials received a "Met" rating from the United States Defense Industrial Base Consortium [8] - The company has raised approximately CAD $40 million in management-led private-placement financings since June 2022, with CAD $19.8 million closed in the last 6 months [8]