After the market closed on Friday, President Donald Trump announced a new deal with Denmark that he says grants the United States “permanent control over security” in Greenland.
You may recall that Trump had previously threatened to take the territory by force in the week leading up to the G7 Summit in Évian-les-Bains, France, on June 15, 2026. Heh.
“I am pleased to announce that the United States of America has entered into an Agreement with the Kingdom of Denmark and Greenland, that gives the United States permanent control over security, and all other needs, in Greenland, completely addressing ALL of our many U.S. concerns,” the president said in a post on Truth Social.
Your average American had barely noticed Greenland in their lives – or could point to it on a map, for that matter – prior to Trump’s second term. The same could be said of Venezuela and Panama, too. All three play a critical role in the global realignment of natural resources that Trump has pursued at a feverish pace since he took office on January 20, 2025.
Friday’s agreement expands U.S. access in the Arctic.
To the relief of globalists everywhere, maybe even Canada’s Mark Carney, American, Danish and Greenlandic officials are working from the old 1951 U.S.-Greenland defense framework, while preserving Greenland’s formal status under Denmark.
The stated purpose is straightforward enough: to keep China and Russia from gaining military access or sensitive investment positions in one of the world’s most important Arctic corridors.
As an investor, you would do well to pay attention to Greenland’s abundant rare earths, critical minerals that are now even more outside of China’s control.
In August 2023, we traveled to Illusiatt, Greenland, with our friend and Grey Swan contributor John Englander. John takes groups of scientists and social justice warriors to Illusiatt each year to study the melting glaciers of Greenland’s vast ice shelf.
On the trip, we met up with Bo Stensgaard, then the CEO of Blue Jay Mining, an exploration company hunting for rare earths and critical minerals.
Blue Jay was operating in partnership with KoBold Metals, an AI-powered mineral exploration and mining startup based in Berkeley, California, backed by high-profile investors including Bill Gates and Jeff Bezos.
Here’s why:
For decades, China has dominated much of the rare earth supply chain, especially processing and magnet materials. In the ongoing competition to establish a functioning AI economy, the Chinese have been pursuing every strategic advantage.
In August, China dramatically limited shipments of rare earth magnets to the United States.
American manufacturers and their Japanese and European counterparts need magnets for defense systems, electric vehicles, wind turbines, robotics, drones and advanced manufacturing. They need minerals and supply chains outside China.
Greenland has the rocks: rare earths, precious metals, base metals, uranium, graphite, iron ore and other critical minerals.
Almost none of them are in production today.
The island has a mining history, but mostly through small-scale operations for cryolite and gold. No company has mined rare earths there yet.
The three place names to know are Tanbreez, Kvanefjeld and Sarfartoq.
Tanbreez is the most strategically interesting. It contains heavy rare earths, including dysprosium and terbium, the materials manufacturers need for high-performance magnets. Heavy rare earths are harder to source outside China than light rare earths. Critical Metals describes Tanbreez as an advanced permitted rare-earth asset positioned to supply North America and Europe.
Kvanefjeld/Kuannersuit is large but politically stuck. Its rare earths are tied to uranium. Greenland reinstated a uranium-mining ban in 2021, effectively freezing the project. Litigation and political opposition have kept it from becoming a clean supply-chain answer.
Sarfartoq is a neodymium-praseodymium project. Nd-Pr matters because manufacturers use it in permanent magnets. But the sharper Western supply-chain problem sits with heavy rare earths, especially dysprosium and terbium. That is why Tanbreez draws more strategic attention.
Rocks are not mines. And a mine is only one part of the chain.
A company still has to secure permits for the project, finance the mine, build roads and ports, move equipment, ship concentrate, separate the rare earths, refine them and turn them into magnet-grade material. China dominates that processing system.
Western officials can announce Greenland agreements, Arctic strategies and critical-mineral partnerships. Engineers and investors still have to build the processing capacity, and that will take years.
Trump’s Greenland deal is intended to do more than lower geopolitical risk for U.S. and allied investors in the Arctic. It will also prompt money managers and traders to look more closely at the few companies with actual mineral assets in Greenland.
The winner will not be the company with the prettiest rare-earth slide deck. It will be the company with permitted resources, heavy exposure to rare earths, access to financing, political support and a credible path into a processing chain outside China.
In today’s PRO, Andrew’s recommendation is not “Greenland” in the abstract. Since the media sensation over Greenland began, Andrew’s been looking at a company already positioned to sort out which assets can actually feed a ravenous Western supply chain.
~ Addison
P.S. Last week on Grey Swan Live!, we welcomed back Ronan McMahon of Real Estate Trend Alert for another look at global investing — and the opportunities that exist beyond the dollar.
Ronan specializes in uncovering frontier opportunities in high-end overseas real estate, where investors can potentially find both lifestyle benefits and income.
During the presentation, he broke down the markets where prices can offer significantly more value than what you’ll find in many U.S. markets — and highlighted the types of deals that may appeal to U.S. investors looking to preserve capital while generating income.
Ronan’s real edge is his business-development strategy. Our conversation provides a fascinating look at how he structures these deals and how that approach can work in your favor if you’re interested in real estate as part of your overall investment portfolio.
It’s worth your time watching last week’s Grey Swan Live! to hear Ronan explain exactly how it works. You might also catch a glimpse of the brief interlude we took while Ronan put out a fire in his laundry! Watch the replay here.
Wait, there’s more!
Last week on the Grey Swan Trading Fraternity, we also took a closer look at the Fed’s rate hike decision last Wednesday. Did Kevin Warsh just cave big time to the banking cartel?
We examined why the economic data pointed toward another rate hike, the difficult dilemma facing policymakers, and what the decision means for our portfolio and broader strategy.
We revisited Monday’s latest trade — an income-producing strategy designed to potentially generate returns even if the market remains flat or moves sideways. You can watch a full replay of the presentation here.
