Trump’s Greenland Vision and the Energy Transition Minerals (ASX: ETM) Connection
In March 2025, President Trump vowed to the U.S. Congress, “One way or the other, we’re going to get Greenland.” This statement wasn’t a throwaway line… it reflected a deep strategic interest that has now been echoed by some of Trump’s closest ideological allies.
Just months later, on August 15th, the late Charlie Kirk discussed Greenland on The Charlie Kirk Show less than one month before his assassination, saying:
“Oh, I believe it’s still being worked on but understand that the Russian situation is not disconnected to the Greenland situation. President Trump’s entire foreign policy worldview, the MAGA doctrine, as we’ve articulated a couple times on this program, is hemispheric dominance… And part of this, though, the Greenland component, not just the oil, not just the rubies, not just the gold, not just the rare earth minerals—it’s location.”
Kirk went on to note that Trump already has a strong U.S. military foothold in Greenland, including a Space Force and Air Force base, and that Trump’s broader plan involves promoting Greenland’s autonomy from Denmark, potentially leading to its integration as a U.S. territory:
“The argument that needs to be made to the people of Greenland—you’ll be wealthier, you’ll be richer, and you will be protected.”
This commentary perfectly aligns with Trump’s hemispheric strategy. If and when the Greenland issue resurfaces—as it almost certainly will—Energy Transition Minerals (ASX: ETM) stands to become one of the most leveraged beneficiaries.
ETM controls the Kvanefjeld Project, one of the world’s largest undeveloped deposits of Rare Earth Elements (REEs)—strategic metals essential for defense, energy, and high-tech manufacturing. While 80% of Kvanefjeld’s projected production consists of high-grade REEs, a small uranium component has led to Greenland’s development freeze under its uranium ban.
If Greenland gains autonomy or aligns more closely with U.S. interests under Trump’s “hemispheric dominance” doctrine, this ban could be overturned, unlocking enormous value for ETM shareholders.
Even if ETM dips back below our initial suggestion price of $0.083 per share, we remain confident that ETM will be a 10-bagger as Trump’s Greenland strategy advances. Within a year, we believe ETM’s market cap could surpass USA Rare Earth (USAR) and Critical Metals Corp (CRML) combined.
Trump’s renewed focus on securing energy transition metals and rare earth supply chains within U.S. influence positions ETM as a potential crown jewel of this geopolitical pivot—a future cornerstone of America’s hemispheric dominance.
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is meant for informational and educational purposes only and does not provide investment advice.
