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This Week's Featured Content The Metals Company: Unlocking a Klondike-Quality Mineral Rush Written by Thomas Hughes. Article Posted: 3/30/2026. 
Key Points - The Metals Company, Inc. is on the verge of licensing approval and commencing commercial operations.
- It is the leader in a rush to unlock a multi-trillion-dollar seafloor opportunity.
- Revenue is expected in 2027 and profits the year after.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
The Metals Company, Inc. (NASDAQ: TMC) is about as futuristic as a company can be without working in space or AI. Its goal is to tap a potential mineral rush by harvesting deep-sea nodules — a resource long dreamed of by scientists, policymakers, and students. Each nodule contains manganese, nickel, cobalt, and copper (all critical for batteries), plus trace amounts of rare earth elements, and the deposits are extensive. The Metals Company is focused on the Clarion-Clipperton Zone, a 4.5 million–square–kilometer swath between Hawaii and Mexico. The nodules lie roughly 4,000 to 5,500 meters below the surface and are estimated to be worth up to $1,500 per dry metric tonne. Your electric bill is up 42% since 2019, and utilities requested $31 billion in rate hikes last year alone. The culprit: AI data centers consuming power at a scale the grid was never designed to handle. The last time a bottleneck like this formed, three overlooked infrastructure stocks surged 1,700%, 1,900%, and 900% before Wall Street caught on. One analyst has identified the next candidate - earlier in the cycle, smaller, and positioned at a chokepoint that even the largest players cannot build around. See the one infrastructure stock Wall Street is about to chase Analysts estimate a single mining site within the zone could generate up to $1.7 billion in annual revenue; total in-place mineral value in the region has been estimated at about $19 trillion. The main obstacles are regulatory approvals, which are underway and progressing. The Metals Company plans to collect nodules via a partnership with Allseas, a Swiss-based subsea construction, pipelaying, and heavy-lifting specialist. Allseas will use a hydraulic collection vehicle that lifts nodules by suction from the seafloor. That approach should limit sediment disturbance and allow delivery to a floating processing vessel. The Hidden Gem is a converted drilling ship and the first floating processing plant of its kind. Owned and operated by Allseas, it was commissioned by The Metals Company earlier this decade and has completed initial testing. The ship recovered about 3,000 tonnes of nodules during 2022 and is awaiting regulatory approval. NOAA has deemed the company's application largely in compliance, and company executives expect licensing approval before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative Buy Analyst coverage is limited but sufficient to form a baseline view. The four analysts tracked by MarketBeat rate the stock a consensus Hold, with a 50% Buy-side bias and 25% Sell-side. Three of the four ratings were issued in January 2026, the other in December 2025, so they are fairly recent. There is one additional Buy rating that is more than 10 years old and less relevant. Price targets imply about 165% upside at the consensus and more than 100% at the low end. One key sentiment driver is the revenue and profitability outlook. The group projects initial revenue of roughly $50 million in 2027, followed by a more-than-tenfold increase to over $550 million by 2028. Earnings are expected by 2028 as this relatively asset-light operation begins generating cash once commercial operations start. Operational risk is viewed as limited because the collection technology has been demonstrated; the principal challenge will be processing the nodules, where the company reports ongoing progress. Near-term catalysts in 2026 include advances in nodule processing. The company plans to use rotary kiln electric arc furnace technology (RKEF), either under contract or at its own facility. It is working with Japan-based Pacific Metals for testing and verification while also exploring construction of processing facilities in Texas. A feasibility study is underway for a Brownsville, TX facility that could process nodules alongside other feedstocks. RKEF is used globally to produce a high-grade nickel-copper-cobalt alloy and manganese silicate. Notably, the process eliminates solid-waste tailings: all inputs are converted into usable materials, including fertilizer-grade ammonium sulfate. TMC Stock Is Cheap, but It Can Get Cheaper The Metals Company's 2026 stock price action has been uneven. The market has retreated from long-term highs and is approaching a critical support level at the 150-week exponential moving average (EMA). That EMA is commonly used as an indicator of long-term buy-and-hold sentiment and can act as a pivot point for the stock. 
If the price falls below this level, the stock may struggle to regain momentum until a stronger catalyst appears. However, institutional activity suggests a bottom could be near: institutions have been net buyers and appear to be increasing activity as the price has declined. | 
