Episode Details

Craig Shesky, CFO of The Metals Company, joins Howard Klein to discuss TMC’s NOAA permitting path, Allseas production agreement, capital-light strategy, offshore nodule collection, U.S. critical minerals supply chains, and the growing links between nickel, cobalt, manganese, copper, AI infrastructure, defense, batteries, and national security.

The conversation also covers TMC’s valuation disconnect, commercial readiness, processing optionality in the U.S., and why polymetallic nodules could become a major strategic resource for American industrial growth.

TMC Webcast: https://edge.media-server.com/mmc/p/kau3m5b7/

Chapters

(00:00) Strategic TMC Overview
(07:46) NOAA Permit Path
(10:59) Allseas Production Agreement
(14:55) Royalty Financing Flexibility
(17:47) Commercial De-Risking
(21:08) National Security Narrative
(24:00) Commodity Price Upside
(27:16) Processing Strategy
(29:38) Stockpiling And Refining
(31:44) Valuation Disconnect
(37:30) Next Year’s Milestones

Links

Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:
https://rkequity.com/

Questions:
rockstockchannel@rkequity.com

Patreon:
https://www.patreon.com/rockstockchannel

Podcast  
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct 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