Fun and Profit from the US stealing Greenland.
Opinion: 39 reasons why Greenland is a target for Trump, China — and your money
Greenland possesses 39 of the 50 minerals the United States has classified as critical to national security.
www.marketwatch.com
Excerpt
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Greenland possesses
39 of the 50 minerals the United States has classified as critical to national security.
If that sentence doesn’t get your attention, you’re not paying attention.
The
Kvanefjeld deposit contains around 1 billion tons of ore at 1.1% rare-earth concentration — one of the largest deposits on Earth. The mineral mix reads like a defense contractor’s Christmas list: neodymium and praseodymium for permanent magnets, dysprosium and terbium for high-temperature applications.
These aren’t commodities you can substitute with something from Home Depot. Every F-35 requires 920 pounds of rare-earth elements. Every Virginia-class submarine needs 9,200 pounds. China controls 90% of global rare-earth processing, and Beijing has been
tightening the screws since April 2025, with
October’s export controls banning shipments for military end-uses entirely.
Here’s where it gets uncomfortable: China’s
Shenghe Resources
600392
+2.99%
is already the largest shareholder in Kvanefjeld. It bought the stake in 2016, while Washington was busy with other things. The project has been frozen since 2021 by Greenland’s uranium mining ban, but the Chinese aren’t going anywhere.
The
Tanbreez Rare Earth Project nearby holds 5 million tons of rare-earth oxides. The U.S. reportedly lobbied the company in 2024 not to sell to Chinese buyers. Critical Metals Corp.
https://www.marketwatch.com/investing/stock/crml?mod=article_chiclet
CRML
+13.67%
is acquiring it instead. Funny how these things work out.
The
European Union signed a strategic minerals partnership with Greenland in 2023. The U.K. announced trade negotiations in October 2025. Jeff Bezos, Bill Gates and Michael Bloomberg are funding exploration. When billionaires start buying shovels, there’s probably gold in the hills. Or at least neodymium.
Geography is destiny (and destiny is expensive)
Pituffik Space Base on Greenland’s northwest coast is America’s northernmost military installation, 750 miles above the Arctic Circle. It provides missile defense, space surveillance and satellite communications. More importantly, it sits directly in the path of any Russian or Chinese ballistic missile aimed at the American mainland.
Pull out a globe — not a flat map, a globe. The shortest distance from Moscow to New York runs directly over Greenland. This is why we built the base in 1951 under extreme secrecy, deploying 12,000 workers before anyone knew what we were doing. Strategic geography doesn’t change just because the Cold War ended.
Greenland also anchors the GIUK Gap — the Greenland-Iceland-U.K. chokepoint controlling Russian naval access to the Atlantic. Lose Greenland, lose the gap. Lose the gap, and Russian submarines have a clear run at the Eastern Seaboard. This isn’t paranoia. It’s geometry.
Denmark’s defense buildup
includes five Arctic-capable vessels, maritime patrol aircraft and enhanced radar systems. Prime Minister Mette Frederiksen has
committed to defense spending above 3% of GDP — Denmark’s highest level in 50 years. The Eurasia Group says Copenhagen is in
“full crisis mode.”
When your NATO ally starts treating you like a threat, it’s time to recalibrate assumptions.
What this means for your money
Several investment categories merit attention.
Several investment categories merit attention. None of them are guaranteed to work, because nothing is guaranteed except death, taxes and superpowers’ interest in rare-earth deposits.
Rare-earth producers benefit from supply-chain diversification.
MP Materials
https://www.marketwatch.com/investing/stock/mp?mod=article_chiclet
MP
+5.89%
is the only integrated U.S. rare-earth company, and also counts the U.S. Defense Department as a shareholder. Lynas Rare Earths
https://www.marketwatch.com/investing/stock/lyc?countryCode=au&mod=article_chiclet
LYC
+14.52%
is building processing capacity in Texas. Both win if Chinese dominance becomes untenable — which it might or might not, depending on factors neither you nor I control.
Defense contractors gain from Arctic militarization. Denmark’s F-35 purchases benefit Lockheed Martin
https://www.marketwatch.com/investing/stock/lmt?mod=article_chiclet
LMT
+1.50%
. Radar systems, surveillance platforms and Arctic-capable hardware represent contracts for both Northrop Grumman
https://www.marketwatch.com/investing/stock/noc?mod=article_chiclet
NOC
+0.54%
and Raytheon
https://www.marketwatch.com/investing/stock/rtx?mod=article_chiclet
RTX
+0.51%
. The Pentagon’s
2024 Arctic Strategy calls for expanding regional capabilities.
Greenland resource developers are investment lottery tickets. Critical Metals Corp.
CRML
+13.67%
and Energy Transition Minerals
https://www.marketwatch.com/investing/stock/etm?countryCode=au&mod=article_chiclet
ETM
+45.00%
each offer direct exposure to Greenland’s mineral wealth. They also offer direct exposure to political risk, regulatory uncertainty and the uncomfortable fact that a
Harvard University study found that seven of eight proposed Greenland investments have failed.
Before you call your broker
No major Greenland mine will reach production during this U.S. presidential term, or possibly the next one.
The risks here are real — and they’re not the kind Wall Street models well.
No major Greenland mine will reach production during this U.S. presidential term, or possibly the next one. The
Harvard study deserves repeating: Seven of eight proposed Greenland investments have failed. The geology is promising. The logistics are brutal. The permitting is Kafkaesque. And the politics are the kind of unpredictable that makes emerging-market investors look relaxed.
Here’s the number that should keep dealmakers up at night:
84% of Greenlanders want independence from Denmark. But
85% don’t want to become American. They want to be free, just not free in Washington’s direction. That’s not a population ready to be acquired. It’s a population ready to be difficult.
On Jan. 3, the U.S. snatched a dictator from his palace. An influential White House deputy chief of staff then appeared on CNN, outlining a foreign poicy “governed by strength, governed by force, governed by power.” His wife posted “SOON” over Greenland.
Meanwhile, Denmark is focusing more on defense than it has since the Vikings. And 57,000 people who just wanted to fish and mind their own business are waking up to discover they’re sitting on the most valuable real estate since Peter Minuit came upon Manhattan.
Greenland has the minerals America needs, the location it wants and the locals it forgot to ask. That’s not an investment thesis. That’s the setup for the kind of foreign-policy disaster that gets its own miniseries.