TMC is the Solution to Critical Raw Material Supply for the US | Craig Shesky

In this episode, we're back for the sixth time with Craig Shesky, CFO of The Metals Company (NASDAQ: TMC), diving deep into recent groundbreaking developments. With significant momentum following President Trump's executive order on critical minerals, TMC has submitted the world's first commercial seabed mineral recovery application under the U.S. Seabed Mining Code. Craig sheds light on the status and timeline of these critical applications, strategic investment updates, and recent congressional testimony that highlights the growing U.S. support for seabed mining.

Howard and Rodney discuss the implications of TMC's $37 million strategic investment, involving prominent investors like Michael Hess and lithium pioneer Brian Paes-Braga. They also cover exciting battery technology advancements from GM and LG Energy, aligning closely with TMC’s rich manganese-nickel resource.

Tune in to understand how TMC is paving the way for a secure, sustainable, and strategic U.S. supply chain for critical minerals—key to America's industrial and energy future.

CHAPTERS 📖
(00:00) Introduction
(05:12) Commercial Recovery Permit Timeline
(08:13) U.S. Government Policy Support for Critical Minerals
(10:22) Funding and Financing Strategy
(12:45) Congressional Testimony & Environmental Regulation
(18:59) Partnerships & Processing Facility Opportunities
(26:02) Pre-Feasibility Study & Resource Valuation
(30:56) Recent Capital Raise & Closing Remarks
_________________________________________________

Links 🌍

TMC Q1 2025 Conference Call Transcript: https://investors.metals.co/static-files/244215c5-96da-4a0d-9346-e7795ba163b5
TMC Investor Presentation: https://investors.metals.co/static-files/27a024a1-2774-4b5d-b4ee-16ee3123ceb8

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13

_________________________________________________

DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein