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America’s defense industrial base is on a wartime footing without the raw materials to back it up.

China’s export ban means the F-35 (920 lbs of rare earths per jet), Virginia-class subs (9,200 lbs of critical minerals each), and hypersonic missiles all face material shortfalls. The Defense Logistics Agency has flagged critical gaps in the National Defense Stockpile.

Trump’s response has been decisive. Executive Order 14285 made seabed minerals a national security priority. The National Oceanic and Atmospheric Administration (NOAA) collapsed permitting from decades to months. The administration is bypassing the slow-moving International Seabed Authority entirely.

This Company is executing on this exact mandate, targeting polymetallic nodules with cobalt grades 4–5x higher and nickel 30–80% richer than land-based deposits.

C$26 million market cap. $20 trillion resource target. A 150x gap to the sector leader.

This isn’t speculation. It’s the supply chain the Pentagon is actively trying to build — right now.

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