The Metals Company (TMC) CFO Craig Shesky: The NOAA Path, $23.6B NPV, and US Supply Security

Feb. 26, 2026
The Metals Company (Nasdaq: TMC) is a developer of lower-impact critical metals from seafloor polymetallic nodules, on a dual mission: (1) supply metals for energy, defense, manufacturing and infrastructure with net positive impacts compared to conventional production routes and (2) trace, recover and recycle the metals we supply to help create a metal commons that can be used in perpetuity. The Company has conducted more than a decade of research into the environmental and social impacts of offshore nodule collection and onshore processing.

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