Table of Contents Show
English | Français | Deutsch | Home
FORD ENERGY SYSTEMS DRIVE PHOSPHATE DEMAND
James McFadden, CFA (June 1, 2026)
On May 18, 2026, Ford Energy, a subsidiary of Ford Motor Company (NYSE: F), announced a five-year agreement to supply grid-scale battery energy storage systems to the North American unit of Électricité de France (EDF), a multinational electric utility. First deliveries are planned for 2028. Ford Energy’s battery energy storage systems are giant lithium iron phosphate (LFP) batteries roughly the size of shipping containers that are designed to allow utility companies and AI data centers to store energy for later use.
According to the deal, EDF can procure up to four gigawatt-hours (Gwh) of battery energy storage systems from Ford Energy annually, which equates to total potential volume of 20 Gwh over the five-year term of the agreement. The EDF pact should represent about 20% of Ford Energy’s annual output: Ford Motor Company’s CEO Jim Farley has declared that in time Ford Energy will deploy a minimum 20 Gwh capacity of such storage systems annually.
As a a point of reference, to satisfy its annual phosphate needs for the batteries in the storage systems, Ford Energy would need to procure about 50,000 tonnes of high-purity phosphate, or about 6% of the potential 900,000-tonne annual output of First Phosphate’s Bégin-Lamarche property, which contains some of the highest quality phosphate in the world.
Furthermore, many other manufacturers of battery energy storage systems including Tesla, Inc. (NAS: TSLA), LG Energy Solution, Ltd. (KSE: 373220), BYD Company Limited (SZSE: 002594), and Contemporary Amperex Technology Co., Limited (OTC-ADR: CYATY) will likewise require high-purity phosphate, as will makers of electric vehicles and manufacturers of a high variety of electric devices that use LFP batteries. In aggregate, LFP batteries comprise about 80% of all batteries produced globally.
Such magnitude of demand for LFP batteries and for high-purity phosphate (which by mass comprises 61% of an LFP battery cathode) suggests that deposits of igneous phosphate will become increasingly valuable for supply of this high purity phosphate material. This is because over 90% of high purity igneous phosphate converts directly in battery-grade phosphoric acid with recyclable by-products and minimal environmental impacts.
Igneous anorthosite phosphate deposits, such as the First Phosphate Bégin-Lamarche property, are extremely rare and constitute the top 1% of all global phosphate deposits. Furthermore, First Phosphate Corp. is the only igneous anorthosite phosphate producer fully and singularly focused on the development of a mine-to-market LFP battery supply chain in North America.
Through a vertically integrated mine-to-market LFP battery supply chain strategy, First Phosphate plays a central role in achieving the shared goal of re-onshoring the LFP battery supply chain in North America. First Phosphate has produced LFP battery cells using North American critical minerals including high purity phosphate from its Bégin-Lamarche property.
About First Phosphate Corp.
First Phosphate (CSE: PHOS) (OTCQX: FRSPF) (OTCQX ADR: FPHOY) (FSE: KD0) is a mineral exploration and development and clean technology company dedicated to building and reshoring a vertically integrated mine-to-market supply chain for the production of LFP batteries in North America. Target markets include energy storage, data centers, robotics, mobility, and national security.
First Phosphate’s flagship Bégin-Lamarche property, located in Saguenay–Lac-Saint-Jean, Québec, Canada, represents a rare North American igneous phosphate resource producing high-purity phosphate characterized by very low levels of impurities.
First Phosphate Video
Corporate video
https://www.youtube.com/watch?v=REmLzbY7dJQ
Mine site video:
https://www.firstphosphate.com/BeginLamarche3D
$16.7 million non-refundable contribution from Government of Canada
https://www.youtube.com/watch?v=o-UKVq142oo
Creation of LFP batteries from fully North American critical minerals:
https://www.youtube.com/watch?v=snf8lk5qFek
Presentations at the OREBA3 conference in Montreal
https://www.youtube.com/watch?v=WaLZhA3Qud8
For additional information
Investor Relations: https://firstphosphate.com/investors
General Inquiries: https://firstphosphate.com/contact
Website: www.FirstPhosphate.com
X: https://x.com/FirstPhosphate
LinkedIn : https://www.linkedin.com/company/first-phosphate
The post Ford Energy Systems Drive Phosphate Demand appeared first on First Phosphate Corp.