The Metals Company

10/14/2026

Seawater and sediment that enters our collector vehicle needs to exit the machine. How it exits makes a huge difference. Allseas designed a diffuser system that slows and directs separated sediment to the seafloor, enhancing the formation of a gravity-driven flow that hugs the seafloor. By tuning the flow rate and geometry, we can keep the plume localised and predictable — minimizing spread and keeping sediment where it belongs.

09/30/2026

"He is extremely well-placed for such a role, bringing a perspective that TMC expect to strengthen the Board’s oversight of ex*****on, capital allocation, and risk as the company works to translate its resource opportunity into long-term shareholder value. To understand how successful ex*****on could significantly de-risk TMC, lower the implied discount rate see and increase the equity value towards our indicative $12.30 valuation see our recent report. We see this impressive appointment as a strong vote of confidence in TMC and expect Mr. Mallon’s appointment to contribute to the successful ex*****on and de-risking that we expect to narrow the NPV gap."

https://www.edisongroup.com/spark/the-metals-company-nasdaq-tmc-board-appointment-a-vote-of-confidence/CA87261Y1060/

“Edison is the go-to for a new investor to get full understanding of the investment case and business. Edison’s distribution reaches investors that we want to connect with directly.”

09/29/2026

Congratulations to Mesabi Metallics and The Metals Royalty Company Inc. on a major step toward rebuilding America’s domestic industrial supply chain. Steel requires not only iron ore but manganese too, and as the U.S. embarks on a major re-industrialization effort, it will need abundant, secure supplies of manganese, nickel, cobalt, and copper for everything from energy, infrastructure, defense and advanced manufacturing.

https://www.reuters.com/business/trump-unveil-planned-15-billion-iowa-steel-project-2026-09-28/ $TMC

US President Donald Trump on Monday said that a Minnesota company plans to build a multi-billion-dollar steel mill in Iowa, handing the administration a marquee manufacturing ‌investment to showcase as Republicans head into November's midterm elections.

09/29/2026

In a new interview with Dmitry Silverstein at the Water Tower Research Virtual Insights Conference, TMC CFO Craig Shesky spoke to our proposed Nodule City processing plant in Brownsville, Texas, a facility which would put TMC at the heart of an exciting industrial cluster focused on rebuilding U.S. manufacturing, and critical mineral and maritime supply chains.

09/29/2026

TMC Announces Appointment of Liam Mallon, Former President of ExxonMobil Upstream, to its Board of Directors.

Read the press release: https://investors.metals.co/news-releases/news-release-details/tmc-announces-appointment-liam-mallon-former-president

09/23/2026

While most of the sediment disturbed by our collector vehicle is returned to the seafloor, a small amount of fine material travels up the riser with seawater. That return water is released at a scientifically selected depth of 2,000 meters — well below the productive upper ocean — where it bypasses 95% of marine life and rapidly dilutes to background levels within a few hundred meters. Controlled discharge, constrained impacts.

09/18/2026

In 2022, Allseas proved their pilot nodule collection system could collect nodules from the seafloor and lift them up a 4-km-long riser to the surface. Since then, we’ve worked together to refine the design and reduce its environmental footprint, and are now moving toward completing the development and commissioning of the first commercial-scale nodule collection system.

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09/15/2026

Abyssal plains are the most common habitat on Earth. Sourcing metals here could reduce pressure from mining on rarer, more biodiverse ecosystems--like our rainforests--which make up a small proportion of global habitat. Even at scale, this industry will impact a very small percentage of abyssal seafloor, and test mining data finds rapid recolonization of disturbed areas by pioneer species, while sediment plumes will have no impact on biodiversity.

09/14/2026

The regulatory picture for deep seabed minerals in the United States continues to sharpen. Our latest newsletter covers TMC USA’s first-mover position — and why proven technology, capable partners and operating expertise matter.

Read the newsletter: https://mailchi.mp/aa6b5ea6c8f3/tmc_sept26_update-12890260

08/26/2026

Do Articles 137 and 139 of UNCLOS establish a universal legal regime for all seabed mineral activities, irrespective of the regulatory framework they operate under? As legal experts note, what would be non-compliant for a State Party to UNCLOS does not apply to activities of American companies operating under longstanding U.S. law, as the U.S. is not a party to the Treaty.

"A final point should be made regarding the implications of Article 139 for participation in projects licensed under a US domestic regime. Article 139 speaks of an obligation to “ensure” compliance with UNCLOS. Since UNCLOS binds its States Parties, the obligation to ensure compliance arises only where compliance with UNCLOS is legally in issue. The US is not a party to UNCLOS. Its conduct, as such, cannot be characterized as non-compliant with UNCLOS, because UNCLOS does not apply to it as a treaty matter. Accordingly, even if Article 139 were given the wider interpretation discussed above, and extended to all nationals and all forms of participation, involvement in exploration or exploitation programmes licensed by a non-party would not present a question of compliance with UNCLOS."

chbuk9459 Blog 25/08/2026 25/08/2026 By Nathan Eastwood, Haeran Chung and Iuliia Samsonova 1. Introduction Do Articles 137 and 139 of the United Nations Convention on the Law of the Sea (UNCLOS) establish a universal legal regime governing all seabed mineral activities, irrespective of the regulator...