---
title: "Canadian Phosphate: A Critical Mineral Story Across Food Security, Batteries and Geopolitics"
description: "Phosphate is best known as a key fertiliser input — but it is also becoming increasingly important to LFP battery supply chains and strategic resource security. In this investor webinar, Canadian Phosphate discusses its North American phosphate strategy, including its 100%-owned Wapiti and Fernie projects in Canada, the recently acquired Diamond Mountain phosphate project in Utah, and the company’s ambition to become a major supplier of phosphate fertiliser using high-grade, low-impurity rock phosphate. The discussion covers why phosphate matters for food security, why Canada currently imports 100% of its phosphate needs, the role of Morocco, China and the US in global phosphate supply, and how phosphate could also play into the battery-grade phosphoric acid market for LFP batteries. Topics covered include: * Why phosphate is a critical input for fertiliser and food production * Canada’s reliance on imported phosphate * Wapiti, Fernie and Diamond Mountain project updates * The role of phosphate in LFP batteries * Novaphos and potential battery-grade phosphate upside * North American supply-chain security * Drilling, permitting and feasibility study timelines * The strategic importance of domestic phosphate supply This video is for informational purposes only and does not constitute financial advice. Viewers should do their own research and seek professional advice before making investment decisions."
canonical_url: "https://homodeus.one/research/videos/wJiKNGnIgts"
markdown_url: "https://homodeus.one/research/videos/wJiKNGnIgts.md"
published_date: "2026-06-27T02:07:07+00:00"
modified_date: "2026-08-18T23:00:04.489Z"
thumbnail_url: "https://i4.ytimg.com/vi/wJiKNGnIgts/hqdefault.jpg"
embed_url: "https://www.youtube.com/embed/wJiKNGnIgts"
source_url: "https://www.youtube.com/watch?v=wJiKNGnIgts"
access: "full"
source: "Homodeus Research"
---

# Canadian Phosphate: A Critical Mineral Story Across Food Security, Batteries and Geopolitics

Published 2026-06-27T02:07:07+00:00.

Phosphate is best known as a key fertiliser input — but it is also becoming increasingly important to LFP battery supply chains and strategic resource security.

In this investor webinar, Canadian Phosphate discusses its North American phosphate strategy, including its 100%-owned Wapiti and Fernie projects in Canada, the recently acquired Diamond Mountain phosphate project in Utah, and the company’s ambition to become a major supplier of phosphate fertiliser using high-grade, low-impurity rock phosphate.

The discussion covers why phosphate matters for food security, why Canada currently imports 100% of its phosphate needs, the role of Morocco, China and the US in global phosphate supply, and how phosphate could also play into the battery-grade phosphoric acid market for LFP batteries.

Topics covered include:

* Why phosphate is a critical input for fertiliser and food production
* Canada’s reliance on imported phosphate
* Wapiti, Fernie and Diamond Mountain project updates
* The role of phosphate in LFP batteries
* Novaphos and potential battery-grade phosphate upside
* North American supply-chain security
* Drilling, permitting and feasibility study timelines
* The strategic importance of domestic phosphate supply

This video is for informational purposes only and does not constitute financial advice. Viewers should do their own research and seek professional advice before making investment decisions.

Watch: https://www.youtube.com/watch?v=wJiKNGnIgts