Arianne Phosphate ($DAN | $DRRSF) Investor Webinar: Building a Western Phosphate Supply
Summary
Arianne Phosphate's Lac à Paul project in Quebec is the world's largest undeveloped greenfield phosphate deposit and the only fully permitted one in the West.
Western demand for purified phosphoric acid (high-purity phosphate used in LFP batteries, food, water treatment) is rising as 97%+ of LFPs come from China.
Energy storage systems (battery banks paired with solar or grid) grew over 50% in 2025, outpacing EV growth at 25%, and now anchor LFP demand.
Only about 8% of the world's phosphate comes from igneous deposits (formed from magma, low contaminants); Arianne's is this type, suitable for white acid.
Arianne trades near $57M USD, below its $100M Canadian spend on studies, and is awaiting funding and offtake decisions; sample feedback is expected within weeks.