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Greenland

  • Writer: Gustavo A Cano, CFA, FRM
    Gustavo A Cano, CFA, FRM
  • 1 day ago
  • 2 min read

The Trump administration has started the year in some sort of a geopolitical rush. The president may not want to risk his agenda to a potential loss of control of the House and the Senate in th mid term elections. First, Venezuela, then Iran, where military assets are reportedly being deployed in the Middle East, to befriend and support the regime change in old Persia. The next one in line is Greenland.

Greenland’s position bridges North America, Europe, and the Arctic, making it vital for controlling key maritime routes like the GIUK gap (Greenland-Iceland-United Kingdom), which is essential for submarine tracking and deterring aggression in the region. As Arctic ice melts due to climate cycles, new shipping lanes and potential conflict zones are opening up, amplifying Greenland’s role in U.S. Arctic strategy to counter expanding Russian and Chinese influence. Greenland is rich in rare earth elements, minerals critical for technologies like electric vehicle batteries, wind turbines, smartphones, and defense systems. These deposits represent a potential alternative to China’s dominance in global REE supply chains, reducing U.S. vulnerability in high-tech and green energy sectors. The island also has untapped reserves of oil, gas, uranium, zinc, iron, and gold, which could support economic diversification as mining becomes more feasible with receding ice. Trump has stated that Greenland is of National Security importance. As a real estate business man, he would love to buy it from Denmark, but in regular Don’s fashion, he said military actions are not off the table. 2026 is quickly becoming the year of Monroe doctrine 2.0, or as it’s quickly being renamed: the Donroe doctrine. Macro and Geopolitcs are now at the top of the list of worries for investors.


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