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This is no longer a trade dispute. It’s an arms race… and America is behind.

China banned critical mineral exports to U.S. defense contractors in December 2025. Not restricted.

Banned.

The F-35 can’t fly without them. Nuclear subs can’t deploy without them. Hypersonic missiles can’t be built without them.

President Trump responded by signing Executive Order 14285, declaring seabed minerals a matter of national security. The National Oceanic and Atmospheric Administration (NOAA) followed by collapsing decades-long permitting timelines into months. For the first time ever, companies can apply for exploration and commercial recovery simultaneously.

Five days later, Deep Sea Minerals Corp. (OTCQB: DSEAF | CSE: SEAS) launched its deep-sea strategy.

Market cap: ~C$26 million. The sector leader: ~$2.74 billion. That’s a 150x gap targeting the same $20 trillion in defense-critical metals sitting on the Pacific Ocean floor.

China moved first. Trump is accelerating the counter. This company is potentially positioned at the tip of the spear.

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