Episode
TMC’s Allseas Deal Moves Nodules Toward Commercialization (Craig Shesky)
- Podcast
- Rock Stock Channel
- Published
- May 20, 2026
- Duration seconds
- 2365
- Processing state
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Summary
Craig Shesky, CFO of The Metals Company, joins Howard Klein to discuss TMC’s NOAA permitting path, Allseas production agreement, capital-light strategy, offshore nodule collection, U.S. critical minerals supply chains, and the growing links between nickel, cobalt, manganese, copper, AI infrastructure, defense, batteries, and national security. The conversation also covers TMC’s valuation disconnect, commercial readiness, processing optionality in the U.S., and why polymetallic nodules could become a major strategic resource for American industrial growth. TMC Webcast: https://edge.media-server.com/mmc/p/kau3m5b7/ Chapters (00:00) Strategic TMC Overview(07:46) NOAA Permit Path(10:59) Allseas Production Agreement(14:55) Royalty Financing Flexibility(17:47) Commercial De-Risking(21:08) National Security Narrative(24:00) Commodity Price Upside(27:16) Processing Strategy(29:38) Stockpiling And Refining(31:44) Valuation Disconnect(37:30) Next Year’s Milestones Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:[email protected] Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernleyRodney: https://x.com/RodneyHooper13 _________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH. Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the e…