| In September, President Trump signed a security agreement with Denmark and Greenland.
On paper, it’s a military and Arctic-basing arrangement.
But lawmakers weren’t shy about what’s really at stake.
Rep. John Moolenaar called Greenland “home to critical minerals that will power the future.”
Rep. Nicole Malliotakis pointed to the island’s “strategic location and rare-earth resources.”
Investors got the message fast.
Within days, companies with Greenland rare earth exposure rallied — from a $1.2 billion pilot-plant-stage developer all the way down to a $70 million junior that had barely closed on its project.
Critical Metals Corp climbed roughly 47% in only three days…
And Greenland Mines surged 545% in only four days…
One security deal, signed thousands of miles away, reshuffled rare earth valuations in under a week.
That’s the pace this sector moves at now, and for good reason.
China refines roughly 91% of the world’s rare earths — and it makes 94% of the sintered magnets that go into fighter jets, precision-guided weapons, and EV motors.
And Beijing has shown it’s willing to use that leverage by tightening its rare earth export controls again and again.
In October 2025, Presidents Trump and Xi agreed to a one-year trade truce at a summit in Busan, South Korea.
As a result, China suspended its latest round of rare earth restrictions, which would have expanded its controls to 12 of the 17 rare earth elements.
That didn’t stop Beijing from placing MP Materials, USA Rare Earth, and nine other U.S. companies under a full export ban this June.
The Busan truce is set to expire on January 10, 2027.
And nine days before that, on January 1, a new Pentagon rule takes effect prohibiting the Department of Defense from buying rare earths mined, refined, or separated in China.
Put those two dates together, and the pressure on America’s rare earth supply chain could get a lot worse in a matter of days.
Washington isn’t waiting to find out.
It’s stopped talking and started writing checks, including a $400 million investment that made the Pentagon the largest shareholder of rare earth producer MP Materials.
That’s why we’ve been investigating a small NASDAQ-listed company in West Texas that:
- Has a rare earth project 100% on American soil, unlike the Greenland juniors…
- Operates just two miles from a rare earth project Washington has backed with billions of dollars, inside the same geological complex…
- Owns 1.5 million tons of already-mined, rare earth-bearing material sitting right on the surface, with rights to about 2.5 million more tons…
- And has early test work suggesting it may be able to skip one of the dirtiest, most expensive, China-dependent processing steps.
Yet this company trades at a market value of only about $24 million.
Its latest investor presentation lays out the project, the early test work, and the milestones still ahead.
Click here now to sign up.
Best,
The Investment Journal
P.S. Greenland just showed how quickly a single headline can shake up rare earth stocks. With the Busan truce set to expire on January 10, the next headline could land a lot closer to home.
So don’t wait and start your due diligence today. Get the company’s investor presentation here.
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The Investment Journal – “Security Deal” Sends Rare Earth Stock Up 545% in 4 Days
