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The New Cold War: China Just Weaponized the Periodic Table & Here’s How America Might Strike Back

The world’s most powerful military may not be able to secure the materials it needs to build its most advanced weapons. Not because those materials don’t exist, but because a geopolitical rival controls the majority of the world’s supply9.

The backbone of America’s tactical air power cannot fly without these elements.10 The Virginia-class submarine cannot operate without critical minerals.11 The hypersonic missiles meant to deter great power conflict cannot be built without materials that are now highly vulnerable due to China’s position in global refining.12

This isn’t a warning about what might happen. It’s happening right now.

And the window to position ahead of the market’s full recognition is measured in weeks, not years.

While you read this sentence, Japan is actively investing over US$250 Million in test-mining rare earth elements from deep-sea in the Pacific.13 While you consider this opportunity, the market is evaluating sector leader The Metals Company at ~$2.44USD billion.14 While the Pentagon scrambles for alternatives, the regulatory pathway that was locked for decades recently opened and every day that passes, more competitors file applications. This tectonic shift is fueled by the 2020 Part 960 reform, which stripped the Pentagon of its “veto” power and established a “Tier 1” fast-track that grants instant approval to any commercial tech already available on the global market.15

Every F-35 fighter jet requires approximately 920 pounds of rare earth elements.16 Every Virginia-class submarine uses roughly 9,200 pounds of critical materials.17

SEAS’s capital structure is optimized for leverage at this stage.

Shares Outstanding: Approximately 29 million post-financing.

Fully Diluted: Under 30 million shares. This tight structure provides significant leverage to success, minimal dilution overhang, no legacy holders from prior ventures.

Cash Position: Approximately $4.22 million post-financing. This provides a healthy runway for 12 months of operations, sufficient to secure initial assets and advance regulatory positioning

SEAS
DSEAF
48310026

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