First Phosphate Provides Perspective on Recent Trading Activity in its Common Shares
First Phosphate (OTCQX: FRSPF) commented on recent trading volatility after China announced new unilateral export controls on rare earths and processed critical materials, including LFP cathode active material (CAM), under Ministry of Commerce Notice No 55-62 effective Nov 8, 2025. The company said trading volumes and share price moves followed that October 9, 2025 announcement.
First Phosphate highlighted its North American onshoring strategy, stating it has recently produced commercial-grade LFP 18650 battery cells using North American critical minerals sourced from its Bégin-Lamarche property. Its white paper received a "Met" rating from the Defense Industrial Base Consortium. The company said it intends to accelerate its mine-to-market LFP supply chain for North America.
First Phosphate (OTCQX: FRSPF) ha commentato sulla recente volatilità delle negoziazioni dopo che la Cina ha annunciato nuovi controlli unilaterali sull’esportazione di terre rare e di materiali critici lavorati, inclusi il materiale attivo di catodo LFP (CAM), in base all’Avviso del Ministero del Commercio n. 55-62, in vigore l’8 novembre 2025. L’azienda ha detto che i volumi di trading e i movimenti del prezzo delle azioni sono seguiti a quell’annuncio del 9 ottobre 2025.
First Phosphate ha evidenziato la sua strategia di onshoring nordamericano, affermando di aver recentemente prodotto celle batterie LFP 18650 di livello commerciale utilizzando minerali critici nordamericani provenienti dalla sua proprietà Bégin-Lamarche. Il suo white paper ha ricevuto una valutazione “Met” dal Defense Industrial Base Consortium. L’azienda ha dichiarato di voler accelerare la sua catena di approvvigionamento LFP dalla miniera al mercato per l’America del Nord.
First Phosphate (OTCQX: FRSPF) comentó sobre la reciente volatilidad de las negociaciones después de que China anunciara nuevos controles unilaterales de exportación de tierras raras y materiales críticos procesados, incluyendo el material activo de cátodo LFP (CAM), conforme a la Notificación No. 55-62 del Ministerio de Comercio, vigente a partir del 8 de noviembre de 2025. La compañía indicó que los volúmenes de negociación y los movimientos del precio de las acciones siguieron a ese anuncio del 9 de octubre de 2025.
First Phosphate destacó su estrategia de onshoring en Norteamérica, afirmando que recientemente ha producido celdas de batería LFP 18650 de grado comercial utilizando minerales críticos norteamericanos provenientes de su propiedad Bégin-Lamarche. Su white paper recibió una calificación “Met” por el Defense Industrial Base Consortium. La empresa dijo que tiene la intención de acelerar su cadena de suministro LFP de la mina al mercado para Norteamérica.
First Phosphate (OTCQX: FRSPF) 중국이 희토류 및 가공된 핵심 자재에 대한 새로운 일방적 수출 통제를 발표한 이후 최근 거래 변동성에 대해 언급했고, LFP 양극 활성 물질(CAM)을 포함하여 상무부 공지 제55-62호에 따라 2025년 11월 8일 발효되었습니다. 회사는 2025년 10월 9일 발표에 따라 거래량과 주가 변동이 이어졌다고 밝혔습니다.
First Phosphate는 북미 내현화(onshoring) 전략을 강조하며 자사가 Bégin-Lamarche 지역에서 북미 핵심 광물을 조달해 상업용 등급의 LFP 18650 배터리 셀을 최근 생산했다고 밝혔습니다. 백서는 Defense Industrial Base Consortium로부터 “Met” 등급을 받았습니다. 이 회사는 북미를 위한 광산-시장 LFP 공급망을 가속화할 것이라고 말했습니다.
First Phosphate (OTCQX: FRSPF) a commenté la récente volatilité des négociations après que la Chine ait annoncé de nouveaux contrôles unilatéraux sur l’exportation de terres rares et de matériaux critiques traités, notamment le matériau actif de cathode LFP (CAM), en vertu de l’Avis n° 55-62 du Ministère du Commerce, en vigueur à partir du 8 novembre 2025. L’entreprise a indiqué que les volumes de négociation et les mouvements du cours de l’action ont suivi cette annonce du 9 octobre 2025.
First Phosphate a mis en avant sa stratégie de relocalisation en Amérique du Nord (onshoring), affirmant avoir récemment produit des cellules de batterie LFP 18650 de qualité commerciale en utilisant des minéraux critiques nord-américains provenant de sa propriété Bégin-Lamarche. Son livre blanc a reçu une note « Met » du Defense Industrial Base Consortium. L’entreprise a déclaré qu’elle entend accélérer sa chaîne d’approvisionnement LFP de la mine au marché pour l’Amérique du Nord.
First Phosphate (OTCQX: FRSPF) kommentierte die jüngste Handelsvolatilität, nachdem China neue einseitige Exportkontrollen für Seltenen Erden und verarbeitete kritische Materialien angekündigt hatte, darunter LFP-Kathoden-Aktivmaterial (CAM), gemäß Ministerium für Handel Hinweis Nr. 55-62, gültig ab 8. November 2025. Das Unternehmen sagte, dass Handelsvolumen und Kursbewegungen dieser Ankündigung vom 9. Oktober 2025 folgten.
First Phosphate hob seine North American onshoring-Strategie hervor und erklärte, dass es kürzlich kommerziell nutzbare LFP 18650 Batteriezellen hergestellt habe, unter Verwendung nordamerikanischer Kritischer Mineralien aus seiner Liegenschaft Bégin-Lamarche. Sein White Paper erhielt eine „Met“-Bewertung vom Defense Industrial Base Consortium. Das Unternehmen sagte, es beabsichtige, seine Mine-to-Market-LFP-Versorgungskette für Nordamerika zu beschleunigen.
First Phosphate (OTCQX: FRSPF) علق على تقلبات التداول الأخيرة بعد أن أعلنت الصين عن ضوابط تصدير أحادية جديدة على المعادن النادرة والمواد الحيوية المعالجة، بما في ذلك مادة الكاثود النشط LFP (CAM)، وفقًا لإشعار وزارة التجارة رقم 55-62 الذي يبدأ سريانه 8 نوفمبر 2025. قالت الشركة إن أحجام التداول وتحركات سعر السهم تبعت ذلك الإعلان في 9 أكتوبر 2025.
سلّطت First Phosphate الضوء على استراتيجيتها لإعادة التصنيع إلى أمريكا الشمالية، مؤكدة أنها قد أُنتجت مؤخرًا خلايا بطاريات LFP مقاسة 18650 ذات جودة تجارية باستخدام معادن رئيسية شمال أمريكية من ملكيتها في Bégin-Lamarche. قد حصلت ورقتها البيضاء على تقييم “Met” من Defense Industrial Base Consortium. وقالت الشركة إنها تنوي تسريع سلسلة توريد LFP من المنجم إلى السوق لأمريكا الشمالية.
First Phosphate (OTCQX: FRSPF) 对中国宣布对稀土和加工关键材料实施新的单边出口管制后引发的最近交易波动发表评论，其中包括LFP正极活性材料(CAM)，该管制在2025年11月8日起生效，依据商务部通知第55-62号。公司表示，交易量和股价走向紧随该公告在2025年10月9日发布之后的变化。
First Phosphate 强调其北美在岸化战略，称其最近已利用来自其 Bégin-Lamarche 地块的北美关键矿物，生产了商用级 LFP 18650 电池芯。其白皮书获得了防卫工业基地联盟的“Met”评级。公司表示，计划加速其从矿山到北美市场的 LFP 供应链。
- China export controls announced on Oct 9, 2025
- Export controls effective Nov 8, 2025
- Company produced commercial-grade LFP 18650 battery cells
- "Met" rating from Defense Industrial Base Consortium
- Export controls target LFP CAM, creating supply disruption risk
- Global industries reliant on LFP may face increased input constraints
Saguenay, Quebec--(Newsfile Corp. - October 17, 2025) - First Phosphate Corp. (CSE: PHOS) (OTCQX: FRSPF) (FSE: KD0) ("First Phosphate" or the "Company") provides its perspective on recent volume increases and price volatility in the trading of its common shares.
On October 9, 2025, China's Ministry of Commerce announced broad new unilateral export controls on rare earth and other processed critical materials including lithium iron phosphate ("LFP") cathode active material ("CAM"), and certain related equipment and technologies. Such restrictions, under Ministry of Commerce Notice No 55-62, are to come into effect as of November 8, 2025.
Following the announcement, the shares of First Phosphate and certain other publicly traded entities with interests or operations associated with the exploration, mining, processing and/or manufacture of materials and technologies subject to these export controls experienced large volume increases and price volatility.
If implemented, these export controls on LFP CAM are expected to impact various industries around the world that rely on such technologies and inputs including energy storage, AI data centers, robotics, mobility, defense and electric vehicles. LFP batteries represent a majority of all global electric battery production most of which is manufactured in China.
First Phosphate has been fully dedicated to onshoring the LFP battery supply chain in North America through its proposed development of mining and downstream processing of North American critical minerals.
First Phosphate has recently produced perhaps the first ever commercial-grade LFP 18650 battery cells using North American critical minerals. Please see: https://firstphosphate.com/north-american-lfp-battery-cells.
The high-purity phosphoric acid and iron powder for these LFP 18650 battery cells was produced from rare igneous anorthosite rock extracted from the First Phosphate Bégin-Lamarche property in the Saguenay–Lac-Saint-Jean region of Quebec, Canada.
First Phosphate's recent white paper on Securing North American Phosphate Supply for LFP Cathode Materials recently received a "Met" Rating from the Defense Industrial Base Consortium which emphasized that "phosphate, particularly for use in LFP CAM, is essential to national defense. Demand for LFP batteries is likely to continue to increase and having a domestic source greatly reduces dependency on China and their control over the LFP market." Please see: https://firstphosphate.com/dibc
Given these recent developments, First Phosphate looks to accelerate its mine-to-market LFP battery supply chain strategy for North America in the markets of energy storage, data centers, robotics, mobility, defense and electric vehicles.
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Qualified Person
The scientific and technical information contained in this press release has been reviewed and approved by Gilles Laverdière, P.Geo. Mr. Laverdière is Chief Geologist of First Phosphate and a Qualified Person as defined under National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("NI 43-101").
About First Phosphate Corp
First Phosphate (CSE: PHOS) (OTCQX: FRSPF) (FSE: KD0) is a mineral development and cleantech company dedicated to building and onshoring a vertically integrated mine-to-market LFP battery supply chain for North America. Target markets include energy storage, data centers, robotics, mobility and defense.
First Phosphate's flagship Bégin-Lamarche Property in Saguenay–Lac-Saint-Jean, Quebec, Canada is a North American rare igneous phosphate resource yielding high-purity phosphate with minimal impurities.
For additional information, please contact:
Alexis de la Renaudière
Team Lead, Business Development
alexis@firstphosphate.com
Tel : +1 (438) 992-8985
Armand MacKenzie
President
armand@firstphosphate.com
Tel : +1 (514) 618-5289
Investor Relations: investor@firstphosphate.com
Media Relations: media@firstphosphate.com
Website: www.FirstPhosphate.com
Follow First Phosphate:
X : https://x.com/FirstPhosphate
LinkedIn : https://www.linkedin.com/company/first-phosphate
Forward-Looking Information and Cautionary Statement
This release includes certain statements that may be deemed "forward-looking information". Any statement that discusses predictions, expectations, beliefs, plans, projections, objectives, assumptions, future events or performance (often but not always using phrases such as "expects", or "does not expect", "is expected", "anticipates" or "does not anticipate", "plans", "budget", "scheduled", "forecasts", "estimates", "believes" or "intends" or variations of such words and phrases or stating that certain actions, events or results "may" or "could", "would", "might" or "will" be taken to occur or be achieved) are not statements of historical fact and may be forward-looking information. In particular, this press release contains forward-looking information relating to: the Company's plans for vertical integration into North American supply chains; the scope and implementation of the announced Chinese export controls announced on October 10, 2025 (the "Export Controls"); the impact of the Export Controls on various industries around the world such as energy storage, AI data centers, robotics, mobility, defense and electric vehicles; First Phosphate's onshoring of the LFP battery supply chain in North America through its proposed development of mining and downstream processing of North American critical minerals; and the acceleration of First Phosphate's mine-to-market LFP battery supply chain strategy for North America in the markets of energy storage, data centers, robotics, mobility, defense and electric vehicles. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may differ materially from those forward-looking statements. Factors that could cause actual results to differ materially from those in forward-looking statements include development and exploration successes, continued availability of capital and financing, and general economic, market or business conditions, as well as, any amendment to the content or adoption of the Export Controls as announced, and any commercial or geopolitical responses to such Export Controls. These statements are based on a number of assumptions including, among other things, assumptions regarding general business and economic conditions; there being no significant disruptions affecting the activities of the Company or inability to access required project inputs; permitting and development of the projects being consistent with the Company's expectations; the accuracy of the current mineral resource estimates for the Company and results of metallurgical testing; certain price assumptions for P2O5 and Fe2O3; inflation and prices for Company project inputs being approximately consistent with anticipated levels; the Company's relationship with First Nations and other Indigenous parties remaining consistent with the Company's expectations; the Company's relationship with other third party partners and suppliers remaining consistent with the Company's expectations; government relations and actions being consistent with Company expectations, and the Export Controls being adopted as announced. Investors are cautioned that any such statements are not guarantees of future performance and actual results or developments may differ materially from those projected in the forward-looking statements. Accordingly, readers should not place undue reliance on the forward-looking information contained in this press release. The Company does not assume any obligation to update or revise its forward-looking statements, whether because of new information, future events or otherwise, except as required by applicable law. All forward-looking information contained in this release is qualified by these cautionary statements.
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FAQ
What did First Phosphate (FRSPF) say about recent share volatility on October 17, 2025?
When do China’s export controls on LFP CAM take effect and how does that affect FRSPF?
Has First Phosphate produced LFP battery cells using North American minerals?
What recognition did First Phosphate receive for its LFP supply research?
What strategic action is First Phosphate planning after the export control announcement?
