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23:51
Sep 28
Sep 28
Phosphoric acid shortage supports phosphate prices
The LFP battery boom is constrained by purified phosphoric acid, which is in short supply. North America lacks enough phosphate even for fertilizer, and sedimentary phosphate used for fertilizer cannot meet the purity required for LFP batteries. Igneous phosphate from Quebec can be converted directly into battery-grade phosphoric acid, and the speaker expects real price spikes in purified phosphoric acid as demand grows.
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About Purified phosphoric acid Investor Commentary
Across the available history and selected sources, Buzzberg tracks Purified phosphoric acid across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: John Passalacqua.