The Stocks That Could Explode if the U.S. Takes Control of Greenland
January 9, 10:22 am
What was once dismissed as a geopolitical fantasy - the United States acquiring Greenland - has rapidly morphed into a contentious reality. Following a highly controversial statement from the White House on January 6th, suggesting that "all options are on the table" for securing the resource-rich island, global markets and diplomatic channels are in an uproar. As Denmark vows to defend its territory and European allies warn of a potential NATO fracture, investors are scrambling to identify the companies that could soar or sink should Washington press its claim.
At the heart of the U.S. interest lies Greenland's vast, untapped reserves of critical minerals - particularly rare earth elements (REEs) - essential for advanced technology and defense, a strategic foothold in the Arctic, and potential energy resources. Here’s a look at the stocks poised to become the most significant beneficiaries, alongside the significant risks they face.
Critical Metals Corp
- Market Cap: $1.8 Billion
- Recent News: CRML shares exploded by over 70% on January 7th after announcing the commencement of construction for an Arctic-grade pilot plant and housing facility in Qaqortoq, Greenland. The company, which holds the rights to the immense Tanbreez rare earth deposit, has consistently reported high-grade Heavy Rare Earth Oxides (HREO) vital for U.S. national security. A late 2025 off-take agreement with Ucore Rare Metals, backed by the U.S. Department of War, firmly positions CRML as a critical player in any U.S.-controlled Greenlandic supply chain. While currently pre-revenue and high-risk, a U.S. takeover would validate its entire business model.
Energy Fuels
- Market Cap: $1.8 Billion
- Recent News: Primarily known for its uranium production, Energy Fuels made waves on January 8th with a major feasibility study for its Vara Mada project. Crucially, all ore from this and other potential sources - including Greenland - is earmarked for processing at their advanced White Mesa Mill in Utah. Energy Fuels is aggressively positioning itself as the premier Western alternative for processing newly extracted rare earths, aiming for commercial-scale production by Q4 2026.
MP Materials
- Market Cap: $10.4 Billion
- Recent News: Analysts, like Bank of America, have recently raised price targets for MP (to $112), citing a "Greenland premium" already being factored in. MP Materials is set to commission its heavy rare earth separation facility in mid-2026, making it a highly logical and strategic partner for any U.S.-led extraction efforts in Greenland.
Halliburton
- Market Cap: $27.1 Billion
- Recent News: Halliburton, the global oilfield services giant, is currently a key technical consultant for exploratory efforts in Greenland’s Jameson Land Basin, believed to hold significant oil and gas reserves. If the U.S. secures Greenland, HAL is expected to take the lead in developing the massive infrastructure needed for both energy extraction and general logistics, including deep-water ports and specialized Arctic drilling operations. Their expertise in remote, challenging environments positions them uniquely to benefit from any large-scale development.
A U.S. presence in Greenland would fundamentally alter Arctic defense strategies, requiring immense investment in surveillance, early warning systems, and military infrastructure. This could benefit the following stocks:
Lockheed Martin
- Market Cap: $128.7 Billion
- Recent News: Lockheed Martin shares soared by 8% on January 8th, hitting record highs after the company announced a record 191 F-35 deliveries in 2025. Crucially, LMT also secured an agreement with the U.S. Department of War to triple the production of interceptors - missile defense systems vital for deployment to new or expanded Greenlandic bases, countering potential Russian and Chinese Arctic maneuvers.
RTX (Raytheon Technologies)
- Market Cap: $223.8 Billion
- Recent News: RTX is the primary contractor for upgrading the AN/FPS-132 Upgraded Early Warning Radar at Pituffik Space Base (formerly Thule Air Base) in Greenland. A U.S. takeover would almost certainly trigger an immediate, multi-billion dollar expansion of this critical Arctic surveillance and missile defense network, directly benefiting RTX's robust sensor and aerospace divisions.
Northrop Grumman
- Market Cap: $85.7 Billion
- Recent News: With an impressive $91.4 billion backlog, Northrop Grumman is a steady performer less prone to short-term market fluctuations. NOC is actively developing the Next-Generation Polar (NGP) satellite system, designed to provide secure communications and enhanced surveillance specifically for the Arctic. In a scenario where Greenland becomes U.S. territory, the NGP and other "Space Superiority" projects would immediately become national priorities, solidifying NOC's long-term revenue streams.
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The Geopolitical Wildcard: Risks and Rewards
While the potential for significant gains for these companies is clear, the geopolitical fallout of a U.S. takeover cannot be overstated. On January 7th, the European Council issued a stern statement reaffirming that "Greenland belongs to its people," with Denmark's Prime Minister warning that such an action could lead to the "end of NATO."
Investors must weigh the potential for lucrative government contracts and resource development against the very real possibility of international trade sanctions, diplomatic crises, and sustained political instability. For now, the Greenland gambit remains a high-stakes play, with specific stocks poised for unprecedented growth, yet shadowed by an unprecedented level of geopolitical risk.
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