Workflow
Deep Sea Mining
icon
Search documents
The Metals Company Hits A $23.6 Billion NPV Milestone: Why The Market Must Reprice It
Seeking Alpha· 2025-08-15 02:09
Group 1 - The Metal Company's transition to the U.S. licensing framework has reduced risks associated with its deep sea mining initiatives [1] - The validation of TMC's move has been supported by recent developments in technology innovation and commercialization within the energy and natural resources sectors [1] Group 2 - The analysis emphasizes the importance of frontier mining, particularly in marine minerals and lunar resources, as well as uranium [1] - The analyst has over 13 years of experience in various sectors, including startups and think tanks, contributing to insights on market movers related to energy security [1]
X @外汇交易员
外汇交易员· 2025-08-06 02:32
Geopolitical Landscape - The U S State Department has initiated negotiations with the Cook Islands regarding deep-sea mineral exploration and development research [1] - In February, China and the Cook Islands signed a series of agreements covering infrastructure, shipbuilding, tourism, agriculture, technology, education, and deep-sea mineral exploration [2]
X @Bloomberg
Bloomberg· 2025-07-21 16:48
Regulatory Landscape - International regulators aim to slow down deep sea mining initiatives [1] Geopolitical Implications - Trump's administration sought to accelerate deep sea mining activities [1]
Why TMC The Metals Company Stock Skyrocketed Again Today
The Motley Fool· 2025-07-03 23:16
Core Viewpoint - TMC The Metals Company experienced significant stock gains, attributed to a favorable macroeconomic environment and strong job growth data, despite the absence of company-specific news [1][2][4]. Group 1: Stock Performance - TMC stock rose by 11.4% in a single trading session, outperforming the S&P 500 and Nasdaq Composite, which increased by 0.8% and 1% respectively [1]. - The stock has surged 531% throughout 2025's trading, indicating a substantial valuation increase [6]. Group 2: Economic Indicators - The Bureau of Labor Statistics reported that 147,000 non-farm jobs were added in June, exceeding the expected 110,000 jobs, with upward revisions for previous months [4]. - The jobs report suggested a stable economy, alleviating concerns about inflation while allowing for potential interest rate cuts by the Federal Reserve, which encouraged stock purchases [5]. Group 3: Industry Outlook - TMC aims to lead in deep sea mining operations, with favorable conditions emerging for the company amid geopolitical tensions, particularly with China [6][7]. - The U.S. government's focus on domestic mineral sourcing as a national security initiative may enhance the role of deep sea mining in the economy [7].