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Can Geopolitics Unlock Greenland’s Rare Earths?

For several months, the world asked about the declared goal of the president US To acquire Greenland. Is it just expressing the desire to make America more again in the regional region? Is it the issue of a security policy? Or is critical minerals-especially the rare Greenland wealth-is a major factor?

The first two questions cannot be answered without a complete understanding of the administration’s motives and strategies, which is currently available publicly. But for this third question, there is a wealth of data and context, historical and modern.

Let’s start with the modern era. American industries, like the industries of any advanced economy, depend on critical materials. A lot of attention now focuses on RareA group of unusual importance elements due to its lack of ambiguity in the basic commercial, defense and industrial applications. Almost 90 percent of the rare treated land comes from ChinaCreate weaknesses in the supply chain that many countries are now trying to avoid, especially since then China has declared restrictions On the export of rare heavy land in April 2025. Systematic studies She indicated this Greenland has 10 important deposits Rare land elements.

But in mining, it is important details. To understand the value of mineral deposit, it is important that Looking at history To verify reality from documented resources. The facts and conclusions are always not always reaching decision makers, investors and media.

Greenland It is the largest island in the world, but it is not as large as you think

Greenland is the largest island in the world, but people often get an exaggerated impression on the extent of its size due to the fact that the projection of Mercator is commonly used distorts the size of the ground mass near the columns. Greenland is about two million square kilometers. However, the ice-free part-which can be extracted more than the other part-is approximately size CaliforniaAnd without any fast, coastal ways. Traveling between settlements is only possible by boat or plane.

Greenland had nine different mines since World War II, but only one, for minerals AnthositeToday. Another one, l goldIt is expected to reach full production later this year.

Greenland’s only full practical mine starts from May 2025 extracts rock rocks at a site called White Mountain, on the western western coast of the island.Flemming Getreuer Christiansen

Greenland took over all mining licenses from Denmark In 1998 and the full power in 2010 the autonomy was presented. Greenland has developed a modern mining licensing system with an element of competition between companies and transparent procedures for public inputs on environmental, social and economic concerns. The number of licenses granted by the government has been a relatively high and relatively stable for many years, but the level of actual activities, such as drilling, has been low over the past decade. Several licenses have been eliminated or canceled without any mining at all.

The reasons are many. Specialization is the lack of human resources. The Greenland population is only 57,000, scattered around a three times the size of Texas. Another reason is the high operational costs due to the harsh climate and infrastructure lack. Others include restrictions in favor of work from Greenland or Denmark. Others still confuse modern bureaucratic changes in the legal framework of mining related to resource evaluation requirements, feasibility studies, environmental, social and economic requirements to obtain an exploitation license. The complex plans of kings and the relatively high corporate taxes contribute to uncertainty and risks that many investors were not unwilling to take. This is at a time when Greenland strongly needs investments to feed her dreams in economic and political independence from Denmark.

In the summer of 2021, the Greenland government said no to issue more Petroleum licenses. It does not matter much because by the time, they are all the largest Oil and gas The companies had already left Greenland as a result of the decline in oil prices and increased costs caused by the changing regulations. Since the 1970s, about 40 companies participated, but they dug only 15 wells of exploration and have not made any commercial discoveries.

Black and white air image of the mining processIvittuut mine, which was seen here in 1953, extracted huge amounts of cellulite during World War II. Ivittuut was one of the few places in the world known to have Cryolite deposits, which was necessary for aluminum smelting. The mine was closed in 1987.Kaj Sornsen/Danish North Pole institute

However, there were some commercial activities. During World War II, Ivittuut mines In southern Greenland, Cryolite was produced to produce aluminum and was decisive in the American war effort. Since that time, only American companies have shown modest interest in Greenland; Of a total of 250 companies granted exploration licenses over the past few decades, it has been 10 American. Of 50 companies from different countries that were dug in Greenland, four of the United States, and among the 15 companies applied for an exploitation license, were specifically American. Historically, the US imprint in Greenland’s metal exploration is almost not remembered although the door is open for decades.

The sediments are large, but they have low concentrations of rare Earth elements

According to the European UnionGreenland has a very indescribable possibility for 25 of 34 minerals identified in the official list of federation raw materials, including rare ground elements, GraphiteMinerals, platinum group, and niobium. Consider in detail, however, a more complex image appears. In 2023, investigationto Mineral and Materials Center Subordinate Geological Survey of Denmark and Greenland I found that Greenland’s metal resources included everything from simple events to large deposits spread throughout the island.

From Greenland 10 important RareOnly two, kvanefjeld (kuannsuit) and KRINGLERNE (Killavaat Alannguat), attracted a lot of attention.

Although it is located just a few miles in the same complex in South Greenland, the rare earth deposits differ in all parameters: Geology Metal science, exploration stage, and documented resources. However, it is similar that both deposits have some dangerous defects when compared to active mines or advanced projects in other places of the West.

Landscape in Greenland, with rugged mountains, widespread small lakes, rock terrain.The Kvanefjeld plateau, near the southern end of Greenland, is a large location for rare Earth oxides, Uraniumand ThoriumAnd other elements of industrial importance.Jean Richard Heinik/Live/Readx

Kvanefjeld is the only project in Greenland with well documented reserves; But he suffers from – or, some may say, can benefit from the high uranium and thorium content.

In 2021, when the project was in the last stage of obtaining an exploitation license, the Greenland government dug in its wake and made it illegal to direct deposits of more than 100 parts of each million uranium. The new regulations were used against the Australian company behind the KVANEFJELD project, making years of valuable heavy investments – more than $ 100 million spent on drilling and other businesses.

The company submitted a request for arbitration in 2022, and in 2024 legal measures began against green and Danish governments. It may be years before the solution of these cases. Meanwhile, this issue is likely to harm Greenland due to the high political risk climate.

Hands carry a large rock with red and gray spots.The rare land is located in the KRINGLERNE deposits inside a fiery rock called Kakortokite.Jean Richard Heinik/Live/Readx

In kringlerne there are much lower concentrations than uranium. The company owned by a special ownership that has invested on the site, Tanbreez, is the largest of its kind in the world, but this belief depends on a little pits. In 2020, the company obtained an exploration license despite the lack of resource documentation, updated studies of the feasibility, or environmental, social and economic impact. The final dates have been extended to provide financial security and mining plans and closure for many years. Tanbreez was partially seized by a York -based company It was registered on the Nasdaq Stock Exchange, and he obliged the new owners to follow international standards and disclose the estimate of secret resources from 2016. The report revealed more disappointing numbers regarding raw degree and other characteristics.

Greenland is not well deposited in comparisons with mines or other deposits. Model crude degrees in successful mines or attractive deposits range from 4 and 8 per cent of rare land. Raw in mines in Wild Mountain In Australia and Mountain corridor in CaliforniaAnd deposits in Nollan bearing In Australia and Lodge In Wyoming, everything falls within this range. In Kvanefjeld, the number is 1.4 percent, and in Kringlerne, it decreases to 0.38 percent. Greenlandic mines thus require larger open excavations and more energy for cracking, separation and refining, which would actually increase the costs of creating and operating mines.

However, the recent American interest in Greenland led to some amazing reactions in the stock market, along with high fluctuations. KVANEFJELD share price has doubled three times after intense trading at the beginning of 2025. KRINERERNE shares has decreased dramatically since the new owners were inserted on the Nasdaq Stock Exchange, but with a lot UPS And landing after all kinds of stock ads that referred to the various analyzes of the old nuclei.

Greenland flirted with China It can bring in reverse results

After the Trump administration touched on the tariff war, geopolitical skirmishes between the United States and China on the rare land became a more complex fire that includes the United States, the European Union and China.

The Greenland government continued in the fire fan by flirting with Chinese investment. In March, for example, the Minister of Foreign Affairs of Greenland, Vivian Motzfield, According to what was stated, close cooperation was determined With China as a priority, and even promotes the possibility of a free trade agreement between Greenland and China. According to a report in DiplomatMotzfeldt’s actions were “largely driven by the belief … Mining boomIt was driven by Chinese investment, the most realistic way towards independence from Denmark – a goal that most green parties share. “Perhaps, but such movements have been considered widely as provocation against Denmark and the United States, whatever their motives, it may lead to increased pressure in the United States.

Since Greenland took control of its metal resources, Denmark has been reluctant to participate in mining projects. This can change well. Denmark and the European Union may be pressured to invest in infrastructure and energy projects that affect their need and provide loans on more favorable conditions, if not for another reason other than keeping the United States in a critical position.

Although the situation is very unstable, it is important to try, at least, to separate geopolitical positions from mining facts. In this context, it is safe to say that there will be no rare ground mines in Greenland during the Donald C period. Trump.

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