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Risk Profile Improvements

  • Material Weakness (improved) — Previously disclosed material weakness in controls over significant non-routine transactions remediated; disclosure controls and internal controls now effective as of December 31, 2025.
NASDAQ: TMC TMC the metals Co Inc. 10-K

TMC shifts to U.S. regulatory pathway, declares first mineral reserves, raises $159M

Filed March 31, 2026 · Period ending December 31, 2025 · Compared to 10-K Mar 27, 2025 · ~2 min read

Key Changes

  • high

    Company transitioned from exploration to development stage after declaring world's first mineral reserves for seafloor polymetallic nodules via August 2025 pre-feasibility study, demonstrating economic viability.

    Business: Company stage and regulatory focus view on EDGAR →
  • high

    TMC USA submitted applications to NOAA for exploration licenses and commercial recovery permit covering 187,017 km² under U.S. Deep Seabed Hard Mineral Resources Act; NOAA determined March 2026 application in substantial compliance.

    MD&A: U.S. regulatory pathway verify on EDGAR →
  • high

    Executive Order 14825 (April 2025) directed expedited DSHMRA permitting and instructed Defense and Energy departments to assess offtake agreements and National Defense Stockpile use for nodule-derived minerals.

    Business: U.S. government support verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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