Many are talking about Deep sea mining for future metals. #TMC (The Metals Company) is currently trading at $7.59

My Prediction for Deep-Sea Mining’s Future (Especially for Metals).

Deep-sea mining refers to the extraction of mineral-rich deposits—primarily polymetallic nodules, seafloor massive sulfides, and cobalt-rich crusts—from the ocean floor at depths of 1,500–6,000 meters. These deposits contain critical metals like nickel, cobalt, copper, and manganese, which are essential for electric vehicle (EV) batteries, renewable energy storage, and electronics. The industry is still nascent, with no commercial-scale operations underway as of October 2025, but it’s poised for rapid growth amid surging demand for these metals.

Prediction: deep-sea mining will emerge as a pivotal industry by 2030, but not without turbulence. Commercial operations will begin in 2027–2028, starting with U.S.-backed pilots like TMC’s in the CCZ, supplying 5–10% of global nickel/cobalt needs by 2035. This will accelerate the energy transition by diversifying supplies and undercutting China-dependent costs, potentially dropping EV battery prices 20–30%.However, environmental safeguards will temper growth: Expect a patchwork of regulations—strict in EU/ISA waters (moratoriums until 2030 in sensitive zones) but aggressive in U.S./national EEZs. Tech innovations (e.g., low-plume collectors) will mitigate ~50% of impacts, but biodiversity losses could spark global backlash, leading to 20–30% of seabed areas designated as no-mine zones by 2035 under emerging treaties like the High Seas Treaty (ratification targeted 2026).For metals specifically: Demand will outstrip land supplies, making ocean sources indispensable. TMC could capture 15–20% market share if it hits 2027 targets, with its stock reaching $12–15 by 2027 (barring dilution). Broader industry output: 1–2 Mt nodules/year by 2030, yielding ~100k tons Ni equivalent. Long-term (2040+), sustainable “metal commons” recycling + asteroid mining could reduce reliance, but deep-sea will bridge the gap. Risks like plume toxicity or ISA gridlock could delay this by 2–3 years, but geopolitical urgency (e.g., U.S.-China rivalry) makes expansion inevitable. In short: A high-stakes bet on human ingenuity over ocean fragility—profitable, but proceed with caution.

https://cykosismusic.com/cyko/deep-sea-mining/