What Happens If the US Attempts to Acquire Greenland?

The core objective is 'critical minerals sovereignty.' Obtaining control over Greenland's vast, untapped rare-earth elements (REEs) would allow the US to neutralize strategic dependencies on Chinese-controlled supply chains.

Expect immediate short-term volatility. The Danish Krone (DKK) would face extreme pressure, and Nordic/European equities would likely see a 'risk-off' rotation as diplomatic grievances are priced in.

Defense primes (e.g., LMT, NOC) will capture increased government spending for Arctic infrastructure, while North American rare-earth processors (e.g., MP Materials) would see significant re-rating.

No. Despite the defense tailwinds, the logistical and regulatory environment in the Arctic is decades away from supporting full-scale commercial viability. Early plays are prone to high volatility and 'value trap' dynamics.

Only in the long term. While Greenland provides a key gateway to potential trans-polar routes, commercial transit currently remains constrained by lack of deep-water ports, SAR capabilities, and insurance viability.