Strategic Introduction: The Rush for Northern Lights

The rush is on… but this time it’s not only for gold.

In a global industrial shift rewired by electrification, digitization, and the green transition, demand for critical minerals has moved from background noise to a defining macro driver. Rare earths, graphite, molybdenum, cobalt, nickel, uranium; these aren’t just commodities. They’re the foundational inputs of national security, supply chain resilience, and industrial sovereignty.

In a world racing to secure access to green technologies and strategic reserves, Greenland emerges as more than a frozen outpost. Of the 34 minerals designated as "critical" by the European Commission, 25 have been identified on the island. From Beijing to Brussels, Washington to Seoul, the question is no longer if supply will tighten.

The question is: who controls it when it does?