Here to spread the positive impacts of deep sea resources while squashing the misinformed narratives of activist groups with hidden agendas.
Joined September 2024
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The nodule collection industry builds on more than 50 years of innovation in other offshore industries, drawing on proven technologies and processes widely used today. Among them are riser systems like the one we will use, which have transported materials vertically over several kilometres for decades. $TMC #deepseamining
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Thanks to the @NYTimes for inviting me to speak at Climate Forward yesterday.
I’ve always believed we need to hold our beliefs lightly and remain open to new evidence as it emerges.
The evidence increasingly supports polymetallic nodules as the best way to meet growing demand for the critical metals that power our energy, technology and industrial systems.
The future is metallic.
nytimes.com/2026/09/23/clima… $TMC
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$TMC $TMCR
Could nodules do for minerals what offshore drilling did for oil & gas?
No Rock Stock Recap this week as Matt visited $QTWO.V, but we have a special guest for this weekend’s listen in @AmandaVandyke13 who’s writing her next book on the seafloor mineral imperative.
Worth a listen
👇👇
Offshore oil & gas was once a mad idea.
Now it supplies roughly 30% of the world’s oil & gas.
Could seafloor mining follow the same path?
We’ve followed @themetalsco for years. What looked like a single-stock story is starting to look more like an investable category.
@AmandaVandyke13 thinks much of the debate around seafloor mining is focused on the wrong risk - and that what $TMC proves next could matter well beyond one company.
youtu.be/U9ggfBTp4t0
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$TMC $TMCR
"Those nodules that we just have to go out and vacuum up off the (sea) floor are filled with these critical minerals that we need," @SecretaryBurgum said. "And of course, part of that is assuring that we've got diverse, secure, affordable supply of critical minerals."
👉 US aims to issue deep-sea mining permits within months @Reuters reuters.com/legal/litigation…
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$TMC If TMC doesn't come to your mind when you read this fact sheet it's time to start doing research ASAP.
DSM IS THE FASTEST SCALABLE SOLUTION TO THIS NATIONAL EMERGENCY
@themetalsco #DSM #Criticalminerals #deepseamining #copper #REE
#metalsprocessing #TMC
#Nickel #cobalt #manganese
Fact Sheet: President Donald J. Trump Declares a National Emergency to Secure America’s Bulk-Power System whitehouse.gov/fact-sheets/2…
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BREAKING: Trump administration sends U.S.–Saudi nuclear energy agreement to Congress
DO not MISS THIS. Add nuclear to the list.
Stocks + ETFs to watch:
Nuclear / Uranium
$CCJ $LEU $UEC $UUUU $NXE $DNN $BWXT $GEV $SMR $OKLO
ETFs: $NLR $URA $URNM
Rare Earths
$MP $IDR $USAR $TMQ $REEMF
ETF: $REMX
Multi-Minerals / Strategic Inputs
$CRML $TMC $TMRC $UAMY $NB $NUUU
Copper
$SCCO $IE $TMQ $TGB $ERO $HBM $FCX
ETF: $COPX
Lithium
$TSLA $ALB $LAC $SGML $IONR $SQM $RIO $ATLX $SLI
ETF: $LIT
Graphite
$NVX $NMG $WWR
Antimony
$NVA $UAMY
Beryllium
$MTRN
Save this list.
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$TMC The disconnect is hard to ignore.
Fact: TMC reached an all time high of $11.35 on 10/13/25.
Today, almost 10 months later, we have a dual application, full compliance, an accepted roadmap application with key disclosures, certification within 70 days, Brownsville funding approaching, expanded zones, and much more.
Yet TMC sits at just $4.76.
NOAA Administrator Neil Jacobs recently said:
“NOAA is proud to set the global standard for science-based deep sea mining practices… as we unlock access to these critical resources for the benefit of our nation.”
And to put the valuation into perspective, we are still trading at under 10% of the PFS valuation.
The market may not have caught up with the fundamentals yet.
I believe this is a $25 stock today based on the value being developed.
If you're not fully convinced, do your research. The information is out there.
@themetalsco #DSM #Criticalminerals #deepseamining #copper #REE
#metalsprocessing #TMC
#Nickel #cobalt #manganese
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$TMC Reuters Reported That DOE Is Awarding $500M for US Battery Materials Processing yesterday and Explicitly Mentioned Deep Sea Nodules as Potential Future Feedstock for a $100M Cobalt Refinery. TMC Presented Its Battery Grade Nodule Results and highlighted it Today. Hours Later TMC Rallied on Heavy Volume, Suggesting Institutional Accumulation on Alpha? with Brownsville Funding also in play.
Yesterday Reuters reported that the US Department of Energy is awarding $500M across 7 domestic critical mineral and battery material projects.
One award immediately stood out to me:
$100M for Jervois to build a US cobalt refinery.
DOE Assistant Secretary Audrey Robertson said the facility could process:
Deep sea nodules.
The official DOE funding program is:
DE-FOA-0003585
Battery Materials Processing & Battery Manufacturing and Recycling Grants.
Total funding:
$500M
One of the actual funding categories:
Domestic Critical Minerals Processing from Raw Feedstocks.
The purpose is to build US demonstration/commercial scale facilities that process critical minerals into materials needed for batteries and other strategic uses.
Again, keyword was processing.
Now lets go back to Trumps deep seabed mining Executive Order.
This is where things get much more interesting.
Executive Order 14285, signed April 24, specifically directed DOE and the Department of Defense to support domestic processing capabilities for seabed minerals.
And it didnt stop there.
Section 3(d)(ii) specifically directed them to explore the use of:
Grants, Loans, Defense Production Act authorities, Procurement
AND
Other financing authorities for domestic seabed mineral processing.
Thats an actual White House Executive Order.
This is not speculation, this is a fact.
Now compare that with what TMC told us just last week.
TMC:
“The Company is actively engaged in funding processes with multiple U.S. agencies named in President Trump’s Executive Order 14285 regarding plans to build nodule processing and refining capacity in the United States.”
Gerard also reiterated:
Future domestic onshore capital spending is contingent on a MAJORITY of the funding coming from US government sources.
And:
“Advanced funding processes” are currently in progress with multiple US agencies.
So we already know there are confidential financing processes underway.
We just dont know the agencies, structures or dollar amounts yet.
And where would that US processing/refining capacity potentially be built?
Brownsville, Texas.
TMC is advancing plans with Mariana Minerals for what it calls Nodule City at the Port of Brownsville.
TMC currently has an exclusive right of negotiation over approximately 1,466 acres.
The company is evaluating a potential:
- 12Mtpa integrated US nodule processing and refining industry park.
- Pre feasibility work is nearing completion.
- Feasibility level work on the first smelting stage is already underway.
No final investment decision has been made.
And importantly:
TMC has repeatedly said the build remains contingent on US government financial support.
Now add this weeks metallurgy presentation.
TMC and Kingston Process Metallurgy presented their successful conversion of nodule derived manganese silicate into:
High purity, battery grade manganese sulfate.
TMC’s SEC filings already say its nodule processing flowsheet is expected to form the basis of its future onshore processing facilities.
And over time TMC has discussed potentially expanding the products from that flowsheet into:
Cobalt sulfate
Nickel sulfate
Manganese sulfate
Copper products
Silicomanganese
And eventually even precursor cathode active materials.
And manganese sulfate puts another product directly into the battery materials category.
Then DOE announces its $500M battery materials processing awards.
And gives:
$100M
to build a domestic COBALT refinery.
One of TMC’s four main metals.
Then a senior DOE official specifically says that refinery could eventually process:
Deep sea nodules.
Thats the part I keep coming back to.
Because Trump’s EO specifically instructed DOE to support US seabed mineral processing.
TMC is trying to build US seabed mineral processing.
And now DOE is putting $100M behind a domestic cobalt refinery while publicly identifying deep sea nodules as a potential future feedstock.
The government financing mechanism is there.
The domestic processing priority is there.
And now the deep sea nodule reference is there too.
I think this is where Brownsville starts becoming more interesting to the market.
TLDR:
DOE is putting $500M into US critical mineral and battery material processing.
A $100M cobalt refinery award comes with an unusually specific comment from a senior DOE official:
It could eventually process deep sea nodules.
Trump’s EO already specifically directed DOE and Defense to explore grants, loans, DPA and other financing tools for domestic seabed mineral processing.
Meanwhile TMC says its proposed Brownsville nodule processing/refining hub is contingent on majority US government funding and that advanced confidential funding processes with multiple agencies named in that exact Executive Order are already underway.
And in the same week TMC is presenting another successfully demonstrated battery grade product from its nodule processing pathway.
This tweet was pure speculation. Im connecting public dots here. No filing OR public info to confirm institutions drove todays move or that Brownsville funding is secured.
$TMC Presents Its Latest Processing Results to the Metallurgy Industry:
This week TMC’s Matt Boulby and Kingston Process Metallurgy’s James McNeice presented the results of TMC’s manganese processing work at COM 2026 in Calgary.
The work successfully converted nodule derived manganese silicate into high purity, battery grade manganese sulfate.
Summarized Recap:
1) Manganese was already a product for TMC, not a waste stream.
When TMC processes nodules, the first major processing stage separates them into:
A high grade nickel copper cobalt alloy/matte
AND
A manganese silicate product containing roughly 40% manganese.
That manganese silicate can already be used as feedstock to produce silicomanganese alloy for steelmaking.
Now TMC has demonstrated another potential route:
Take that same nodule derived manganese silicate and convert it into high purity manganese sulfate for batteries.
So the manganese doesnt have just one potential end market anymore.
Steelmaking through manganese silicate/silicomanganese.
OR
Battery materials through high purity manganese sulfate.
Thats product optionality.
2) The upstream manganese processing has already been demonstrated at much larger scale.
During PAMCO’s 2,000 tonne nodule processing campaign in Japan, PAMCO successfully smelted 450 tonnes of calcine into:
35 tonnes of NiCuCo alloy
AND
320 tonnes of manganese silicate.
So producing the manganese silicate itself isnt just a small laboratory concept.
The important distinction is that converting that manganese silicate into high purity manganese sulfate has so far been demonstrated at bench scale.
Commercial scale up still has to be proven.
3) This builds on TMC’s previous work showing that nodules can be converted into multiple high value products.
TMC has already demonstrated routes to produce:
NiCuCo alloy/matte
Battery grade nickel sulfate
Battery grade cobalt sulfate
Copper cathode
Manganese silicate for steelmaking
And now high purity manganese sulfate for batteries.
TMC previously reported >99% extraction of nickel, cobalt and copper from nodule derived matte during its hydrometallurgical testing.
Adding manganese sulfate means TMC has now demonstrated a pathway to produce nickel, cobalt AND manganese in sulfate form.
Those are the key metal feedstocks used in NMC type precursor cathode active materials.
4) The US manganese angle is probably the most important part.
According to the USGS:
The United States was 100% net import reliant for manganese content in 2025.
The US has not produced manganese ore containing 20%+ manganese domestically since 1970.
Manganese is also officially on the US Critical Minerals List.
So while nickel, cobalt and copper usually get most of the attention around TMC, manganese could become strategically very important.
5) And manganese is by FAR the largest contained metal in TMC’s current USA-A + USA-B resource estimate.
TMC’s latest filing estimates those mineral resources contain approximately:
345M tonnes manganese
15.5M tonnes nickel
12.8M tonnes copper
2.0M tonnes cobalt
Important distinction: those are estimated contained metals within measured, indicated and inferred mineral resources, not 345M tonnes of manganese reserves.
But it shows the scale of the manganese opportunity.
6) This could also matter for Brownsville.
TMC and Mariana Minerals are currently working toward a potential integrated US nodule processing and refining industry park in Brownsville, Texas.
A processing system that can potentially take the same nodule feedstock and produce multiple different product formats gives TMC more flexibility around what ultimately gets produced in the US.
Steel products.
Battery materials.
Nickel/cobalt/copper products.
Potentially manganese sulfate.
The exact commercial configuration hasnt been finalized and TMC has not yet demonstrated commercial scale manganese sulfate production.
But every additional product pathway potentially increases what can be extracted from the same nodule resource.
7) The bigger story is that TMC continues demonstrating that polymetallic nodules are not a single product ore.
One nodule contains nickel, copper, cobalt and a very large amount of manganese.
And TMC is building processing routes that can potentially turn those metals into different products depending on what industry needs them.
Manganese for steel.
Manganese for batteries.
Nickel and cobalt for batteries/industry.
Copper for electrification and infrastructure.
All from the same nodule feedstock.
And in manganese specifically, this comes at a time when the US remains 100% net import reliant.
TLDR: $TMC has demonstrated that the manganese silicate produced from its nodules doesnt have to be limited to steelmaking. It can also be converted into high purity, battery grade manganese sulfate.
That potentially gives TMC two major markets for the manganese stream from the same resource: steel AND batteries.
With ~345M tonnes of estimated contained manganese across TMC’s current USA-A/USA-B mineral resources, and the US currently 100% net import reliant for manganese content, I dont think the market has even begun to fairly reprice the manganese opportunity.
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$TMC Q2 was more constructive than the headline numbers suggest.
USA-A certification is now expected in October, pushing a Q1’27 permit off the table. But importantly, management still sees no impact to the Q4’27 commissioning schedule. At this stage, the distinction between a permitting delay and a project delay matters.
Offshore execution also continues to advance. Allseas has completed basic engineering on key long-lead systems, procurement is beginning and fabrication is expected to start in Q4.
The capital structure is increasingly worth watching. Underlying Q2 operating cash burn was about $11m excluding a timing item, much of the current Allseas liability is deferred until production, and Allseas is expected to fund a significant portion of pre-production development.
Onshore, Brownsville is being developed with much greater scale in mind, while near-term feasibility spending remains measured and tied to the work required to unlock potential U.S. government support.
There are still important milestones ahead, particularly permitting and government funding.
But the story is becoming less about whether @themetalsco can assemble the pieces, and more about how efficiently those pieces can be brought into production.
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TRUMP MINING EVENT UPDATE
ATTENDEES PER BLOOMBERG:
MP Materials — $MP
USA Rare Earth — $USAR
Energy Fuels — $UUUU
United States Antimony — $UAMY
The Metals Company — $TMC
Rio Tinto Group — $RIO
BHP Group — $BHP
Freeport McMoRan — $FCX
Sunrise Energy Metals — $SRL.ax
Per Bloomberg, some companies are still determining whether they will attend in person and if so, which executives to send, according to the people familiar. Trump is set to be joined by leaders of his National Energy Dominance Council, including Interior Secretary Doug Burgum, executive director Jarrod Agen, as well as White House adviser David Copley.
The event is designed to showcase efforts to help spur critical minerals development and processing, with plans to unveil a handful of a deals and memoranda of understanding, according to people familiar with the summit, who requested anonymity to provide details ahead of a formal announcement.
The event has been in the works for weeks, though there’s been a rush to pull together final details in recent days, with a range of US government agencies tapped to participate, some of the people said.
Specifics on potential deals were not immediately available Thursday. Ahead of the session, White House officials asked government agencies to detail recently closed deals and MOUs that would help demonstrate momentum on the president’s critical minerals agenda, some of the people said.
A White House official said the administration is putting together a historic meeting of mining industry officials as the president advances measures to support critical mineral development.
Source: bloomberg.com/news/articles/…
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$TMC @themetalsco is Congo's biggest threat ever. That's why they want a moratorium.
NEWS: Congo Bans Copper & Cobalt Concentrate Export $COPX
The Democratic Republic of Congo has banned exports of copper concentrate and cobalt concentrate as it escalates efforts to force domestic processing and retain more value from its mineral resources, a government order reviewed by Reuters on Thursday shows.
After Reuters reported the ban, benchmark three-month copper on the London Metal Exchange rose by as much as 1.8% to $14,369.50 a metric ton, the highest since January 29 when the metal hit an all-time peak of $14,527.50. It was trading at $14,300 as of 0930 GMT.
Congo is seeking to leverage its position as the world's largest cobalt supplier and a major source of other energy-transition minerals, including copper, to build domestic processing capacity and retain a greater share of the wealth flowing from its mines.
The June 29 order, signed by Mines Minister Louis Kabamba Watum, Foreign Trade Minister Julien Paluku Kahongya and Economy Minister Daniel Mukoko Samba, says "the export of copper and cobalt concentrates is prohibited".
The ban takes effect immediately, although one-year export waivers may be granted under strategic circumstances, the order said, without explaining further.
It also introduced a tax regime with a three-month transition period for economically significant mining by-products.
reuters.com/world/africa/con…
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$TMC Our nodules are very important to the DOD. That’s a fact.
@themetalsco #DSM #Criticalminerals #deepseamining #copper #REE
#metalsprocessing #TMC
#Nickel #cobalt #manganese
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U.S. to Halt Key Metal Waste Exports in Push to Break China Reliance $MP $USAR $UUUU $AREC $TMC
The U.S. is banning the export of lithium-ion battery and tungsten waste in an effort to curb its reliance on China and secure more of the critical materials its defense industry needs.
Beginning later this month, certain battery scrap and tungsten waste in the U.S. must be sold domestically, according to a Department of Commerce rule published on the Federal Register. The ban will be in effect for a year.
The move comes as the U.S. and other
Western governments race to secure the raw materials that are crucial for defense and other industries, but are largely controlled by China. Beijing began throttling exports of some of those materials in recent years, raising global alarm.
Tungsten is a chemical element that is used in tank armor, weapons and engine components because of its high strength and heat resistance. China is the world's largest producer of tungsten, according to the United States Geological Survey, and has included the element in its export restrictions.
Lithium-ion battery scrap—often referred to as black mass—contains lithium and other critical materials such as cobalt, nickel, manganese and graphite. Those materials can be recovered from black mass through recycling processes such as chemical processing or smelting.
The Federal Register notice said President Trump had determined that a shortage of critical materials posed a growing national defense and security risk. The new restrictions are necessary "to ensure an adequate supply of these materials deemed essential to the national defense," the notice said.
Exemptions could be granted in certain cases, including if the materials are exported for processing or refining elsewhere and then returned to the U.S.
The U.S. is already spending heavily in a bid to kick-start non-Chinese supply chains for critical raw materials. It has negotiated preferential access to mineral wealth in war-torn countries, and is offering financing for critical-materials projects in which foreign entities supply American companies.
In another move aimed at curbing U.S. reliance on China, the Defense Department has ordered contractors to remove Chinese rare earths from their supply chains for magnets by next year.
wsj.com/business/u-s-to-ban-…
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$TMC @themetalsco "Unlock ocean minerals. Polymetallic deposits on the seabed have the potential to meaningfully de-bottleneck nickel, cobalt, copper, and manganese supply (along with other critical metals). End-to-end autonomy (across collection and refining) is key to unlocking production from these mineral deposits."
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$TMC Derisking in process. This investment is safer and safer as the days go by. Permits will happen.
metals.co/wp-content/uploads…
@themetalsco #DSM #Criticalminerals #deepseamining #copper #REE
#metalsprocessing #TMC
#Nickel #cobalt #manganese
The U.S. has once again reminded the world of the strategic opportunity presented by the responsible development of deep seabed minerals, and its clear and longstanding legal right to regulate their exploration and commercial recovery in the high seas. In a statement delivered yesterday at the ISA, the U.S. State Department commented:
"For the United States, responsible seabed mineral development is a strategic national security and economic priority; we view seabed minerals in the broader context of critical mineral supply chain security. Global demand for critical minerals is rising rapidly, and diversified supply chains are necessary for geopolitical and economic stability. Humankind depends on modern technologies. It is prudent that we acknowledge that ocean resources can meet this demand with impacts significantly lower than many land-based alternatives."
Read the full statement: metals.co/wp-content/uploads… #deepseamining $TMC
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China Threatens Retaliation Over U.S. Ban on Chinese Robots and Inverters $MP $USAR $UUUU $AREC $TMC
China will "resolutely retaliate" and safeguard its interests if the United States insists on acting unilaterally over an import ban on new Chinese robots and power inverters, the commerce ministry said on Thursday.
The ministry urged the United States to immediately withdraw the measures and stop its "erroneous actions", saying they discriminate against and suppress Chinese companies and products.
The U.S. Federal Communications Commission (FCC) released measures on Tuesday, seeking to protect the U.S. AI buildout from national security threats and reshore key industries slated for explosive growth.
China said the FCC had ignored Beijing's repeated representations and continued to intensify its restrictive measures.
The ministry accused the U.S. of generalising the concept of national security, calling it "market distortion and unilateral bullying behaviour" that ignored the interests of Chinese and American industries.
reuters.com/world/asia-pacif…
