Episode Details

In Q4 2025, TMC officially abandoned international gridlock for a total pivot to U.S. jurisdiction, pitching deep-sea mining as a matter of national security.

In ~10 minutes:

• Net loss narrowed 78% after dodging Q3's massive non-cash charges.

• The wild plan to repurpose scrapped oil rigs for seabed mining. 🚢

• Why the proposed 1,400-acre Texas refinery hinges on federal subsidies.

• Bringing in ex-Tesla talent for SpaceX-speed facility construction.

Management submitted a staggering petabyte of environmental data to NOAA, officially starting a 12-month countdown for their commercial recovery permit. With the clock ticking and the company exploring defense consortiums, TMC has rapidly transformed from a green-tech startup into a geopolitical bet.

TMC the metals company Inc. (TMC) | Q4 FY2025

AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.