First Phosphate Corp CSE: $PHOS – OTCQX: $FRSPF – OTCQX-ADR: $FPHOY – FSE: $KD0 continues advancing its Bégin-Lamarche project as a differentiated North American phosphate platform focused on the growing LFP battery supply chain. 🔹 Recent high-grade infill drilling confirmed broad, continuous phosphate mineralization across multiple zones, further de-risking the project ahead of feasibility-level advancement 🔹 Unlike traditional fertilizer-focused phosphate peers, FRSPF is positioning Bégin-Lamarche as a vertically integrated source of battery-grade purified phosphoric acid (PPA) for North American LFP batteries 🔹 Strong project economics, improving balance sheet strength, and expanding downstream partnerships continue supporting the company’s long-term strategic positioning Read Dmitry Silversteyn's full report for more detail on drilling results, project economics, strategic partnerships, and valuation outlook. $FRSPF #BatteryMaterials# #LFP# #EVs# #CriticalMinerals# #Phosphate# #EnergyTransition# #Mining# #NorthAmerica# #SmallCaps# #WaterTowerResearch# @FirstPhosphate

Q1 2026 Shareholder Update We continued to make meaningful progress on the build out of the infrastructure & AI software that underpins our Robotaxi & future robotics businesses in Q1. That meant commencing the ramp of new factories across AI compute, battery & battery materials, as well as preparing lines for start of production of Megapack 3, Cybercab & Tesla Semi. Demand for our vehicles continued to grow in APAC & South America markets, with a rebound of demand in EMEA markets & North America. As trade and geopolitics become more uncertain, we're further regionalizing and vertically integrating critical supply chains to ensure access to key materials & componentry in each region across vehicle, energy & AI. Automotive – Optimizing our vehicle product portfolio with an emphasis on vehicles designed for a fully autonomous future – More affordable trims of Model 3/Y & rollout of Model Y L in markets outside of China – Began deliveries of Cybertruck in the UAE – Volume production of Cybercab & Tesla Semi this year Energy Generation & Storage – Good progress with new Megafactory outside Houston (will produce Megapack 3 for Megablock). Start of production on track for later this year – We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York Robotics – Preparations for our first large-scale Optimus factory will begin shortly in Q2. First-gen line designed for 1M robots/year will replace Model S/X lines in Fremont Factory, second-gen line is being prepared at Giga Texas (long-term annual capacity of 10M robots/year) AI Training Compute – Cortex 2 is now online & has started running training workloads – Also ramping on-site training infrastructure to ensure sufficient compute resources for AI products & services – Continuing with custom silicon development (Dojo 3) to reduce training cost over time Battery – Ramping new battery & material factories, including LFP cells in Nevada, cathode material & lithium refining in Texas – Battery vendor cell availability continues to be a limiting factor on ramping vehicle production, so we're working on initiatives to de-bottleneck, including using 4680 cells at Giga Berlin Other Supporting Infrastructure – Giga New York is now producing V4 Supercharging cabinets (3x power density & 2x the number of stalls vs V3) – Alongside the ramp of Tesla Semi, we're deploying public Megachargers, including our first one in SoCal – Over 2,200 new Supercharger stalls, growing the network 19% YoY AI Software – FSD 14.3 launched in April – Upgraded Reinforcement Learning (RL) stage to better handle long-tail edge cases, enhanced the neural network vision encoder for sharper perception in low-vis scenarios & rewrote the AI compiler to accelerate model iterations & cut inference latency by 20% (faster reaction time for FSD!) This accelerates our efforts to eventually deploy unsupervised autonomy to both the Robotaxi fleet & customer owned vehicles – Digital Optimus: our next evolution of AI development. We're working on automating digital workloads, building an intelligence layer that will complement real-world AI in vehicles & robots AI Inference Compute – Expanding our scope of manufacturing to include semiconductor fabrication (coinciding with Robotaxi & Optimus ramps) = step towards ensuring sufficient & resilient chip supply – Partnership with SpaceX aims to build the largest chip fab ever, vertically integrating logic, memory & advanced packaging to allow for rapid iteration – Completed final chip design of AI5 (our next-gen inference processor) in April Automotive & Other Software – Rolled out Spring Update which includes a new Self-Driving app with tutorials & stats, "Hey Grok" wake word w/ location-based reminders, accent lights for blind spot alerts, updated Pet Mode & more Robotaxi – Paid Robotaxi miles doubled sequentially in Q1 – Cybercab will begin replacing Model Y fleet once in production & be the largest volume vehicle in the fleet over time – Continuing to lay the groundwork for expanding into new cities (testing, permitting), so we can launch quickly once ready. Safety remains top priority – Expanded unsupervised ops in Austin & launched in Dallas & Houston in April FSD Supervised – Record net new FSD subscriptions in Q1 – Received approval to deploy FSD Supervised in the Netherlands in April, clearing the path for potential approval in other EU countries – Continuing to make progress on approval in China Automotive Services – Safety Score v3.0 enables every mile driven with FSD Supervised engaged to receive a score of 100. Higher Safety Score over time = lower premiums for Tesla Insurance customers

Avalon Advanced Materials $AVL | $AVLNF: New Corporate Development VP Signals Bigger Push Toward Partnerships, Offtake & Strategic Financing North America’s critical minerals race is accelerating, and Avalon is adding commercial firepower at a key moment. @AvalonAdvanced has appointed Christopher Senyk as Vice President, Corporate Development, bringing global experience across lithium, battery materials, specialty chemicals, borates, and industrial supply chains. His background includes leadership contributions to Rio Tinto’s battery materials and borates strategy, plus prior roles tied to Celanese, FMC Lithium, Livent, and specialty chemicals consulting. Why Investors Should Pay Attention: • Partnership Catalyst: Senyk will support strategic partnerships, customer engagement, offtake discussions, financing opportunities, and government relations. • U.S. Market Access: Based in Chicago, he gives Avalon a stronger bridge to U.S. customers, capital providers, strategic partners, and government stakeholders. • Critical Minerals Exposure: $AVLNF is advancing a portfolio tied to lithium, rare earth elements, defense, clean technology, battery materials, grid storage, and advanced manufacturing. • Ontario Lithium Supply Chain: The company continues to position Lake Superior Lithium in Thunder Bay as a key piece of a vertically integrated North American battery materials supply chain. This appointment is not just a leadership update. It points to Avalon’s next phase: moving from technical development toward commercial partnerships, strategic financing, and supply chain execution. Read the Full PR: $AVL $AVLNF $RIO $CE $FMC $LTHM $MP $UUUU $ALB $USAR

Q2 2025 was a seminal point in Tesla’s history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics & related services (hi @robotaxi) We officially launched our Robotaxi service in Austin in June, with our camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles. Q2 Highlights North America – Test drives in North America are up 20% sequentially (as you know, butts in seats ...) – Model Y is becoming more accessible with the recent launch of Model Y RWD, which starts at under $45k with 357 miles of range APAC – We achieved record delivery volumes in South Korea 🇰🇷 (@Tesla_Korea), Malaysia 🇲🇾, the Philippines 🇵🇭 & Singapore 🇸🇬 – In July, we launched the Model Y in India 🇮🇳, marking our entry into the world’s third-largest car market @Tesla_India – New Model 3 earned a 5-star Overall Safety Rating from ANCAP, achieving 95% in the Child Occupant Protection pillar – the highest result recorded to date against ANCAP’s 2023-2025 criteria – We continue to prepare for broader release of FSD Supervised in China 🇨🇳 this year (pending regulatory approval) EMEA – Model Y was the best-selling vehicle in Norway 🇳🇴 year-to-date & in Türkiye🇹🇷 , the Netherlands 🇳🇱, Switzerland 🇨🇭 & Austria 🇦🇹 in June – New Model 3 achieved a 5-star Overall Safety Rating from EuroNCAP & is the safest car in Europe (based on the latest EuroNCAP test scores) – We continue to prepare for the launch of FSD Supervised in Europe this year (pending regulatory approval) AI Software & Hardware @Tesla_AI – World's first autonomous delivery to a customer with a new production Model Y driving itself ~30 minutes from the factory across town to its new owner's home, including on highways – We expanded AI training compute with an additional 16k H200 GPUs at Gigafactory Texas, bringing Cortex to a total of 67k H100 equivalents Battery, Powertrain & Manufacturing – Our lithium refining & cathode production plants remain on track to begin production in 2025, on-shoring production of critical battery materials to the US – We are on course to begin domestic production of our first LFP cells for our energy storage products later this year Energy generation & storage – Record Powerwall deployments for the fifth consecutive quarter – Gross profit increased sequentially & year-over-year, reaching a record of $846 million – We started deploying @Tesla_Megapack from Megafactory Shanghai as the ramp continues as planned Services & other – We added over 2,900 net new Supercharging stalls, growing the network 18% year-over-year @TeslaCharging 🔋