'Generational' Reckoning: Economy Collapses If Resource Crisis Continues | Brian Paes-Braga

Summary

Brian Paes-Braga discusses the US need for mineral independence, positioning his company TMCR as a royalty platform to finance critical mineral projects. He highlights the Nori deep-sea nickel project and the Mesabi iron ore project as key assets, arguing for a generational shift in capital from digital to real-world mining assets.

• Brian Paes-Braga, CEO of The Metals Royalty Co., advocates for US mineral independence.
• TMCR focuses on royalty financing for critical minerals supporting national sovereignty.
• The Nori deep-sea nickel/manganese project is the largest undeveloped nickel project, with TMCR holding a 2% royalty.
• The Mesabi iron ore project in Minnesota aims to make the US iron ore independent, with first cash flow expected in late 2026.
• Paes-Braga argues that mining is undervalued relative to tech and that capital flows will shift toward real-world assets.
• TMCR claims a first-mover advantage as the only public company with a royalty on deep-sea mining.