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

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

Author: rockstockchannel May 22, 2025 Duration: 44:15
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-e7795ba163b5TMC Investor Presentation: https://investors.metals.co/static-files/27a024a1-2774-4b5d-b4ee-16ee3123ceb8 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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

Tune into Rock Stock Channel for a clear-eyed look at the investment landscape being reshaped by our electrified future. Hosts Howard, Rodney, and Matt steer conversations away from surface-level hype, focusing instead on the foundational materials that make this transition possible. Each episode connects you directly with the people on the ground-major project developers and seasoned analysts-who break down the realities and complexities of sourcing critical minerals. Their in-depth discussions delve into the markets for lithium, battery metals, and rare earths, while also exploring a wider range of specialty commodities essential to modern technology. This isn't about fleeting stock tips; it's about understanding the entire supply chain, from geological challenges to geopolitical factors, that defines the critical minerals thematic. For anyone interested in the tangible business of building a sustainable economy, this podcast offers essential context and expert insight you won't find in mainstream financial commentary. Listen to Rock Stock Channel to ground your perspective in the expertise of those defining the new resource economy.
Author: Language: English Episodes: 100

Rock Stock Channel
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