TMC The Metals Stock Pre-Market (+7.1%): NOAA Streamlines Deep-Sea Mining Permits

January 22nd, 2026 by Trefis Team
TMC: TMC The Metals logo
TMC
TMC The Metals

TMC is surging +7.1% pre-market after the National Oceanic and Atmospheric Administration (NOAA) issued a new rule that modernizes and streamlines the permitting process for deep-seabed mineral recovery. This regulatory de-risking is fueling bullish sentiment, but will it be enough to sustain the rally through the session?

This is a structural catalyst. The new NOAA rule directly accelerates TMC’s path to commercial operations by creating a more efficient, consolidated application process for both exploration and recovery.

  • Reduces regulatory hurdles and uncertainty, a major overhang for the thesis.
  • Allows TMC to leverage existing data, shortening the timeline to potential revenue.
  • Signals a favorable political environment for securing critical minerals from the deep sea.
But here is the interesting part. You are reading about this 7.1% move after it happened. The market has already priced in the news. To catch the next winner before the headlines, you need predictive signals, not notifications. High Quality Portfolio has flagged 5 new opportunities that have not surged yet.

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Playbook On Market Open

The market is pricing in a smoother path to commercialization. The session’s trajectory depends on whether the focus remains on this long-term positive or shifts to the immediate execution risks.

  • BULL CASE (Gap & Go): The stock needs to hold its pre-market gains and attract analyst upgrades focusing on the accelerated timeline. A break and hold above recent highs would confirm momentum.
  • BEAR CASE (Gap & Fade): The rally fades if the market focuses on remaining hurdles like financing, environmental opposition, and the fact that commercial operations are still years away.
  • Watch for profit-taking if the stock fails to establish a clear trend above the opening price in the first hour of trading.

Verdict

BUY THE OPEN: If TMC holds firmly above $8.92 in the first 30 minutes, expect momentum to continue. A break and hold below $8.92 within the first 30 minutes would signal a FADE THE GAP scenario as early buyers take profits.
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