andrew slark

[DogeDesigner @cb_doge]

BREAKING: SpaceX gets approval for 444 acres near the Port of Brownsville, clearing the way for a major expansion.

The city also approved a major infrastructure agreement with SpaceX:

• Up to $220 million for regional water and wastewater projects
• An initial $40 million escrow contribution
• Six additional quarterly payments of $30 million each
• Projects capable of adding around 18 million gallons of water supply per day
• Funding for water reuse, wastewater reclamation and expansion of the Southmost Regional Water Authority plant

This is much bigger than a land deal. SpaceX is helping build critical infrastructure that could strengthen South Texas for generations.

[The Metals Company @themetalsco]

This week, $TMC's Matt Boulby and Kingston Process Metallurgy's James McNeice presented to a full house at the 64th Conference of Metallurgy and Materials in Calgary on our successful production of high-purity manganese sulfate from nodule-derived manganese silicate produced during pilot trials. The findings further demonstrate our capability to convert seafloor nodules into a wide variety of metal products and formats, including high-grade NiCuCo alloy, battery-grade sulfates, and a manganese silicate used in the production of silico-manganese alloy for steelmaking. #COM2026 #deepseamining

[gerard barron @gtbgtb]

President Trump's Administration is serious about mining, and I'm pleased to say it includes recovering nodules from the deep seabed.

Friday's gathering was further proof and it was great to see the administration’s commitment of $$$ to encourage more mining engineers to come through USA's best universities.

I also caught up with Turner, who had just announced a successful $310M Series-B raise at Mariana Minerals. They’ve assembled an impressive team that does not shy away from the toughest challenges in mineral mining & processing. Given the velocity of their progress, the future belongs to them and the future is metal! Congrats to the whole @MarianaMinerals team. Proud to count you as our strategic partner.

[Turner Caldwell @tbc415]

https://t.co/JPxrcNhq9r

[The Metals Royalty Co. @metalsroyaltyco]

NEW: President Trump has delegated Defense Production Act authority to the Secretary of Commerce over recoverable critical minerals and materials essential to national defense.

The determination is direct: heavy US reliance on imports of certain CMMs threatens serious, sustained supply chain disruption.

Fourth executive action on critical minerals since March 2025. The policy trajectory keeps building.

$TMCR #CriticalMinerals #MineralSovereignty #NationalSecurity

https://t.co/4ncLDdGe3Z

[andrew slark @drewslark]

Jeez man, 21 seperate messages.

I understand your point about the patent and other flowsheets not being TMC's, but my entire point is that there is irrefutable proof that nodules (specifically CCZ nodules) are able to be processed & refined into usable material. There doesn't need to be current practices or future plans released to the public right now - think about those implications. Now remember all the names and entities that are on board with deep sea mining... They know more than us - A FUCKING LOT MORE THAN US. Follow the leaders, man.

You're trying so hard to be skeptical that you're not seeing the forest for the trees.

Most people have lost a hefty percentage - that was always part of the risk. Chill out and pick up some double shifts so you can buy more $TMC at this discount.

[andrew slark @drewslark]

Granted U.S. Patent US12065715B2: Process that selectively extracts magnesium from polymetallic nodules before recovering Ni, Co, Cu & Mn - specifically designed to solve the magnesium impurity problem:
https://t.co/zRSmwW0sC0

Proves XPS (Glencore subsidiary) successfully ran a pilot-scale electric-furnace smelting of calcined nodules and produced a high-grade Ni-Cu-Co alloy + manganese silicate:
https://t.co/M7TBtW4esU

Proves PAMCO successfully completed commercial-scale calcining of ~1,200 tonnes of nodules on its full-size rotary kiln, producing ~500 tonnes of calcine:
https://t.co/VH0C9yIIXY

Proves PAMCO successfully completed commercial-scale smelting of the calcine in its electric-arc furnace and produced high-grade Ni-Cu-Co alloy + manganese silicate:
https://t.co/G58GXTsju8

Proves Cobalt Blue and Glomar Minerals formally launched a consortium to develop a U.S. nodule processing plant using Cobalt Blue’s hydrometallurgical technology, with testwork starting at Broken Hill:
https://t.co/prBi33rI5j

[andrew slark @drewslark]

Granted U.S. Patent US12065715B2: Process that selectively extracts magnesium from polymetallic nodules before recovering Ni, Co, Cu & Mn - specifically designed to solve the magnesium impurity problem:
https://t.co/zRSmwW0sC0

Proves XPS (Glencore subsidiary) successfully ran a pilot-scale electric-furnace smelting of calcined nodules and produced a high-grade Ni-Cu-Co alloy + manganese silicate:
https://t.co/M7TBtW4esU

Proves PAMCO successfully completed commercial-scale calcining of ~1,200 tonnes of nodules on its full-size rotary kiln, producing ~500 tonnes of calcine:
https://t.co/VH0C9yIIXY

Proves PAMCO successfully completed commercial-scale smelting of the calcine in its electric-arc furnace and produced high-grade Ni-Cu-Co alloy + manganese silicate:
https://t.co/G58GXTsju8

Proves Cobalt Blue and Glomar Minerals formally launched a consortium to develop a U.S. nodule processing plant using Cobalt Blue’s hydrometallurgical technology, with testwork starting at Broken Hill:
https://t.co/prBi33rI5j

[Figgy1m @figgy1million]

$TMC Keep adding shares. If you can, avoid relying too heavily on margin, or better yet, avoid it altogether.
Do you really think Steve Jurvetson, Michael Hess, Allseas, Korea Zinc, and Alex Spiro are all just fucking around? 🤣🤣🤣
Or do you think they're all part of some grand conspiracy to rip you off?
Stop letting short sellers and activist NGOs shape your thinking by distorting the narrative.
We're headed to places most people haven't even imagined yet.

[National Ocean Industries Association @oceanindustries]

China dominates global supply chains for many critical minerals. Yesterday, @InteriorMMA took another important step to help change that.
https://t.co/gfEeZcBTCv

[Figgy1m @figgy1million]

$TMC Goldfish brains? (No offense to goldfish owners.) Or maybe it's just the social media era, where many people seem to retain important details for less than five minutes.
This isn't speculation. If these claims are untrue, those comments could come back to haunt the company.
Important question: Does TMC need a Commercial Recovery Permit (CRP) to finalize offtake agreements?
Answer: Nope.
@themetalsco #DSM #Criticalminerals #copper #REE
#metalsprocessing #TMC
#Nickel #cobalt #manganese

[kembe x @KEMBE_X]

i find it hard not to see

putting ur foot in ur mouth for the sake of being willing to wear ur heart on ur sleeve

and

keeping your mouth shut so that you don’t offend potential consumers who may strongly disagree with your true thoughts

as an absolute spectrum

[gerard barron @gtbgtb]

Worth reading. The U.S. has once again reaffirmed its longstanding legal position on responsible development of seabed minerals in the Area (beyond national jurisdiction).

“As a non-party to the Law of the Sea Convention, the United States is not bound by the Convention rules dealing with seabed mining through the International Seabed Authority. The United States’ practice and public statements on this subject have been clear and consistent…for over 40 years.”

https://t.co/bzhEoUr8KC

[andrew slark @drewslark]

@Twowoomba @gtbgtb HAHA, YES

[andrew slark @drewslark]

@ISBAHQ @gtbgtb @FutureJurvetson

[andrew slark @drewslark]

Media from Secretary General of Fukall Leticia Carvalhoe's recent trip to China to hammer out the final details of the @ISBAHQ mining code:

https://t.co/kMFbMl2JBD

$TMC
@gtbgtb

[andrew slark @drewslark]

@Twowoomba @northernminer @themetalsco @Greenpeace
@ISBAHQ

[andrew slark @drewslark]

@northernminer @themetalsco @Greenpeace
@ISBAHQ

[andrew slark @drewslark]

@northernminer @themetalsco Written by a professor that was commissioned by Greenpeace.

Ok cool.

How about this by former ISA Secretary General Michael Lodge:
https://t.co/AVIJg99TSe

[Steve Jurvetson @FutureJurvetson]

@LithiumIonBull “I’m the King of Rock”