Where Will TMC The Metals Company Be By This Time Next Year?

TMC The Metals Company is pursuing deep-sea mining for rare-earth metals with U.S. government support, but remains a money-losing startup far from production. While NOAA has formally certified its permit application, the company likely won't achieve a producing mine or profitability within the next year, making it a high-risk investment suitable only for aggressive, long-term investors.

07/07/2026, 1:15 AM • The Motley Fool

What Rare Earths Stock Can Best Deliver Gains From America's Reshoring Boom?

As the U.S. seeks to reduce dependence on China for rare-earth metals due to geopolitical concerns and national security needs, three companies are positioning themselves to capitalize on reshoring opportunities. MP Materials operates an established mine and processing facilities, USA Rare Earth is aggressively expanding through acquisitions and mine development, while TMC The Metals Company pursues a riskier undersea mining strategy. All three are long-term plays with varying risk profiles.

07/04/2026, 11:15 PM • The Motley Fool

TMC The Metals Company vs. MP Materials: 1 of These Industrial Stocks Is a Far Better Bet Right Now

MP Materials is a safer investment than TMC The Metals Company in the rare-earth metals sector. While both companies benefit from geopolitical supply concerns and U.S. government support, MP Materials already operates a functioning mine and processing facility with $90 million in quarterly revenue, whereas TMC is still in early exploration stages with no revenue and won't begin mining operations until after 2027.

06/27/2026, 10:15 AM • The Motley Fool

Could Buying These 3 Rare Earth Stocks Make You Rich?

Three rare earth metal companies—TMC The Metals Company, USA Rare Earth, and MP Materials—are positioned to capitalize on growing demand for rare earth metals driven by renewable energy, AI, and electric vehicles, as well as supply diversification away from China. However, only MP Materials is currently profitable on an adjusted basis, making these high-risk investments suitable only for aggressive investors.

06/26/2026, 3:15 PM • The Motley Fool

TMC The Metals Company Is Poised to Surge: 2 Catalysts That Could Drive Gains Over the Next Year

TMC The Metals Company, a speculative deep-sea mining firm, could see significant gains if two catalysts materialize: further regulatory approvals for ocean mineral extraction operations and increased U.S. government support to reduce China's dominance in critical minerals. Despite being a pre-revenue, money-losing company down 47% since its 2020 IPO, the NOAA's recent approval of a Pacific Ocean exploration project demonstrates progress. Success depends on the company proving it can execute on its deep-sea nodule extraction technology.

06/24/2026, 9:05 PM • The Motley Fool

My Favorite Rare Earth Stock To Buy For The Next 10 Years

MP Materials is positioned as the most attractive rare-earth metals investment due to its operational mining and processing businesses in the U.S., profitability with $0.03 adjusted EPS in Q1 2026, and geopolitical advantages as China dominates global rare-earth supply. The company outpaces competitors USA Rare Earth and TMC The Metals Company, which remain unprofitable and years away from full operations.

06/20/2026, 11:15 AM • The Motley Fool

Prediction: TMC The Metals Company Will Soar Over the Next Year -- 2 Key Catalysts to Watch

TMC The Metals Company, a deep-sea minerals exploration firm, received NOAA certification for its Pacific Ocean mining permit application. The company's U.S. subsidiary can bypass international regulations by obtaining domestic U.S. approval, potentially unlocking federal grants and Defense Production Act funding. However, the stock remains highly speculative with no revenue, significant regulatory hurdles ahead, and profitability uncertain.

06/17/2026, 12:07 PM • The Motley Fool

This Ocean Mining Stock Just Got a Green Light From NOAA. Is it a Buy?

TMC The Metals Company received NOAA certification for its expanded ocean-mining exploration license covering 122,000 square kilometers in the Pacific Ocean. The area could contain over 1 billion tonnes of polymetallic nodules rich in critical minerals needed for EVs and defense. However, the company remains pre-revenue and faces environmental scrutiny and regulatory hurdles before commercial mining can begin. Analysts recommend watching from the sidelines.

06/09/2026, 1:13 PM • The Motley Fool

Critical Minerals Market Heats Up as Nickel and Cobalt Demand Surges Worldwide

Global demand for nickel and cobalt is surging due to electric vehicle expansion and renewable energy projects. The nickel market is projected to exceed $60 billion while cobalt could reach over $20 billion by decade's end. Supply security concerns are driving interest in North American mining projects, with junior exploration companies attracting investor attention for high-grade deposits that offer lower production costs.

05/21/2026, 9:15 AM • Benzinga

TMC Forges a New EV Supply Chain at the Bottom of the Sea

TMC the metals company has signed a definitive contract with offshore engineering firm Allseas to deploy the world's first commercial deep-sea polymetallic nodule collection system. The partnership de-risks TMC's extraction process, with Allseas funding a significant portion of development costs. NOAA regulatory approval and a planned onshore processing hub in Brownsville, Texas, position TMC to address critical mineral supply chain security for EV batteries, though the company remains pre-revenue with significant execution risks.

05/12/2026, 11:09 AM • Investing

The Metals Company Is Recognized as the Deep Sea Mining Leader, but That May Be About to Change

American Ocean Minerals, formed through a merger with Odyssey Marine Exploration, is positioned to challenge The Metals Company's dominance in deep-sea mining. The combined entity will have significantly larger resource reserves (2+ billion metric tons) compared to The Metals Company (164 million metric tons total), and benefits from experienced leadership including former Rio Tinto CEO Tom Albanese. Both companies remain speculative investments as neither has begun commercial operations.

05/01/2026, 6:30 AM • The Motley Fool

From Trump Executive Orders to Congressional Hearings, Deep-Sea Mining Is Having a Moment in Washington

The Metals Company (TMC), a money-losing deep-sea mining startup, is gaining political momentum with Trump's executive order supporting critical mineral production, congressional hearings, and a U.S.-Japan treaty. The company aims to produce nickel, cobalt, copper, and manganese to reduce U.S. dependence on Chinese critical materials. However, significant operational challenges remain and the investment carries high risk.

04/22/2026, 10:15 PM • The Motley Fool

Retail Sentiment on TMC Has Flipped Bullish Even as the Stock Sits 17% Down This Year

TMC The Metals Company has gained bullish sentiment among retail investors despite being down 13.5% in 2026. The company received favorable news from NOAA indicating its mining application is in substantial compliance with deep-sea mining regulations, positioning it to receive exploration and extraction permits within the next year. With an estimated NPV of $23.9 billion in targeted mineral resources and a supportive regulatory environment under the Trump administration focused on domestic critical mineral sourcing, TMC remains a high-risk but potentially high-reward speculative play in the critical minerals space.

04/18/2026, 1:30 PM • The Motley Fool

12 Months From Now, Will You Wish You Bought TMC The Metals Company Today?

TMC The Metals Company, a deep-sea mining startup, is trading 50% below its recent high while awaiting regulatory approval for commercial polymetallic nodule harvesting. With the Trump administration prioritizing critical minerals and NOAA confirming key requirements for review, TMC could secure a commercial recovery permit within 12 months. The company trades at only 8-9% of its estimated $23.6 billion net present value, presenting potential massive upside if mining operations commence, though regulatory approval remains uncertain.

04/12/2026, 9:30 AM • The Motley Fool

Deep-Sea Mining Just Got a Political Tailwind, But TMC Investors May Need to Play the Long Game

The Metals Company (TMC) is benefiting from positive news including a U.S.-Japan deep-sea mining cooperation agreement and NOAA regulatory approval. However, the company remains a money-losing startup years away from generating revenue, with stock price driven by emotions and newsflow rather than fundamentals. Investors should approach with caution and be prepared for a long-term commitment.

04/09/2026, 6:15 PM • The Motley Fool