The Strategic Wedge Against China's Resource Dominance

Explosive breakout potential, as the market starts to evaluate TMC not just as a mining exotic but as a defense play.
Stephan Bank
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S. Bank
Reading Time: 2 minutes

The investment narrative has turned radically overnight: TMC The Metals (TMC) is transforming from an ecological outcast to an indispensable tool of national security. Under the Trump Doctrine, environmental protection becomes a secondary concern when it comes to independence from Chinese imports. TMC essentially controls a strategic critical reserve for the USA in the Clarion-Clipperton Zone. The crucial structural advantage is the new political backing: The modernized NOAA regulations (DSHMRA) eliminate bureaucratic paralysis and signal that Washington...

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