tmctomars

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tmctomars

@tmctomars

USA Katılım Haziran 2025
51 Takip Edilen76 Takipçiler
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30 Packets
30 Packets@30Packets·
$TMC "𝐓𝐡𝐞 𝐔.𝐒. 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐎𝐫𝐝𝐞𝐫 𝐨𝐧 𝐒𝐞𝐚𝐛𝐞𝐝 𝐌𝐢𝐧𝐢𝐧𝐠 𝐢𝐬 𝐂𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭 𝐰𝐢𝐭𝐡 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐋𝐚𝐰." BULLISH. linkedin.com/posts/jameskra…
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Massimo
Massimo@MassimoTMC·
@tmctomars CEO states we are already 2-3x undervalued compared to similar junior minors. PFS and Permit for Gunnison project will send it $2+. If copper continues running alongside the AI buildout, we could see much, much higher. Factoring copper’s role in AI buildout is the key.
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tmctomars
tmctomars@tmctomars·
@30Packets Starting to sound like October 2025 again…
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30 Packets
30 Packets@30Packets·
$TMC $TMCR $OMEX Hmm….
MINING.COM@mining

The global sulphur squeeze has transitioned from a theoretical risk to a direct catalyst for a production cliff. From Indonesian nickel to DRC copper, the leaching chemicals that power the green transition are hitting a wall. Reuters reports that Indonesia’s nickel heavyweights— including Huayou Cobalt, Lygend, and Tsingshan —have already been forced to trim output by 10%. Meanwhile, spot sulphur prices delivered to Indonesia have exploded above $800/t, with distressed cargoes clearing as high as $1,000/t. The Global Acid Test This isn't a regional glitch; it’s a potentially structural floor-raising event for the entire battery metals complex: ▪️The Shutdown Clock: While HPALs haven't halted yet, BMO notes that inventories are running on fumes. One metal trader told BMO that if the supply chain isn't re-established by month-end, we move from "trimming" to forced shutdowns. ▪️The DRC Contagion: Per Reuters, major copper and cobalt producers in the DRC have seen key chemical orders cancelled this month, forcing immediate usage cuts and weighing on output guidance. ▪️The Copper Major: London-listed Antofagasta is warning that rising acid costs are now the "biggest near-term concern" for copper miners globally, MINING.COM reports. The issue could potentially threaten 2026 production goals. The market is currently pricing this as a temporary logistics hiccup, and all eyes are on the Strait of Hormuz for a signal. mining.com/antofagasta-ba…

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gerard barron
gerard barron@gtbgtb·
The agreement between the U.S. and Japan to accelerate R&D into commercially viable deep-sea mining shows that seabed resources are front and center of this Administration's strategy to securing critical mineral supply. It's also an area we know well, as the first and only company to have demonstrated commercial viability through SEC-compliant mineral reserves. miningweekly.com/article/us-jap… $TMC #deepseamining
gerard barron tweet media
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The Metals Company
The Metals Company@themetalsco·
The results are in. As part of a new video series, we’re sharing findings from our Environmental and Social Impact Assessment—one of the most complex deep-sea scientific studies ever undertaken. Among the insights: operational noise above NOAA-designated behavioral thresholds will be limited to a few kilometers around the production vessel, while light emissions are tightly constrained at the seafloor and surface. $TMC #deepseamining
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The Metals Company
The Metals Company@themetalsco·
Fair reporting on our growing industry by @yusmkhan and @WSJ. "What an exciting time to know that within the next few years under this administration, there will be companies pulling deep sea nodules out of the ocean and bringing them to the U.S.,” said Eric Noble, Principal Deputy Assistant Secretary for Oceans and Atmosphere at NOAA, at a recent conference. “This administration made this [deep sea mining] a priority. So we are doing everything we can to make this happen.” wsj.com/articles/u-n-b… $TMC
The Metals Company tweet media
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Lukas Ekwueme
Lukas Ekwueme@ekwufinance·
Copper’s supply is fundamentally broken. - By 2040, the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt That scale of expansion is unprecedented. To understand how extreme this is, consider the math: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine You cannot compress thousands of years of copper extraction into a single decade.
Lukas Ekwueme tweet media
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Gernhart
Gernhart@GernhartRei·
Thread: "The 21st Century’s Greatest Wealth Transfer" We are entering the Age of Abundance, and @MetalsCompany $TMC might be the biggest unlock of the 21st century. 🧵 1/12
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Figgy1m
Figgy1m@figgy1million·
$TMC The Metals Company is poised to become so massively large that it is hard today to fully grasp just how significant and influential it could be for the future of the global metals industry.
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