Ocean Nodules: US vs China, Gold to $5K? Europe's $1T Rearmament, Lululemon's Decline and Crypto Thaw

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Gerard Barron and The Metals Company’s 2027 Vision: Ocean Nodules as America’s Answer to China

Gerard Barron, CEO of The Metals Company (NASDAQ:TMC), joined The Shawn Ryan Show to discuss the future of deep sea mining and its role in U.S. industrial strategy. Barron traced his path from early backing of Nautilus Minerals to building TMC into a company partnered with subsea leader Allseas, operators of the Hidden Gem production vessel.

He credited the Trump administration’s executive order for opening a pathway to U.S. permitting and highlighted the geopolitical stakes as China continues to dominate global supply chains for nickel, cobalt, copper, and manganese.

“Seventy percent of our planet is ocean,” Barron said. “It’s only a matter of time before we got around to it.”

With TMC targeting first commercial production in 2027, the race for ocean metals has officially begun.

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