TMC stock surges after declaring world-first nodule reserves

Published 04/08/2025, 12:18
© Reuters.

Investing.com -- TMC the metals company Inc. (NASDAQ:TMC) stock rose 11% Monday after the deep-sea mining firm published two economic assessments showing a combined project value of $23.6 billion and declared the world’s first polymetallic nodule reserves.

The company released a Pre-Feasibility Study (PFS) for its NORI-D Project with a Net Present Value (NPV) of $5.5 billion and an Internal Rate of Return (IRR) of 27%. The PFS marks the first-ever declaration of mineral reserves for a polymetallic nodule project, with 51 million tonnes of probable reserves identified.

TMC also published an Initial Assessment for the remainder of its resource in the NORI and TOML areas, projecting an after-tax NPV of $18.1 billion and IRR of 36%. The company expects to begin commercial production in the fourth quarter of 2027 if it receives a commercial permit.

At steady state production from 2031 through 2043, TMC anticipates an annual production rate of 10.8 million tonnes of wet nodules, yielding 97 kilotonnes of nickel, 2,389 kilotonnes of manganese, 70 kilotonnes of copper, and 7.4 kilotonnes of cobalt annually.

The economic assessments follow TMC USA’s April 2025 submission of an application for a commercial recovery permit under the U.S. Deep Seabed Hard Mineral Resources Act, along with two exploration license applications.

The company plans to employ a capital-light approach by leveraging existing offshore and onshore infrastructure, with initial processing relying on proven rotary kiln electric furnace infrastructure in Japan and Indonesia.

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