{"id":6177,"date":"2026-01-05T18:28:19","date_gmt":"2026-01-05T23:28:19","guid":{"rendered":"https:\/\/www.inflation.us\/news\/?p=6177"},"modified":"2026-01-16T14:19:59","modified_gmt":"2026-01-16T19:19:59","slug":"president-trump-knows-about-kvanefjeld","status":"publish","type":"post","link":"https:\/\/www.inflation.us\/news\/articles\/president-trump-knows-about-kvanefjeld\/","title":{"rendered":"President Trump Knows About Kvanefjeld"},"content":{"rendered":"\n
\n

\n President Trump<\/strong> is well aware of Energy Transition Minerals (ASX: ETM)’s<\/strong> Kvanefjeld Project<\/strong> even if he hasn’t<\/span><\/strong> yet publicly referenced it by name. In 2019, during Trump’s first term<\/span><\/strong>, he took the highly unusual step of dispatching Carla Sands<\/strong>, then U.S. Ambassador to Denmark<\/strong>, to Greenland<\/strong>… where she toured<\/span><\/strong> Kvanefjeld<\/strong>.\n <\/p>\n\n

\n Shortly after Ambassador Sands<\/strong> returned to the United States, President Trump<\/strong> made global headlines by announcing that the U.S. was interested in purchasing<\/span> Greenland<\/strong>. While that proposal was widely portrayed as unconventional, it underscored a very real strategic concern inside Washington at the time: securing Western access to rare earth supply chains outside of China. The Government of Denmark<\/strong>, which retains responsibility for foreign affairs and security matters involving Greenland<\/strong>, is acutely aware of this history.\n <\/p>\n\n

\n Against that backdrop, Denmark<\/strong> and Greenland<\/strong> moved in 2021 to enact legislation banning mining projects containing 100 parts per million (ppm) or more of uranium<\/strong>. Although written in formally neutral terms, the practical effect of this law was to block a single advanced project: Kvanefjeld<\/strong>. At the time the law was passed, there was no<\/span> other mining project in Greenland that:<\/strong>\n <\/p>\n\n

    \n
  1. was approaching exploitation licensing,<\/li>\n
  2. contained uranium concentrations above 100 ppm, and<\/li>\n
  3. had active foreign ownership, financing momentum, and geopolitical relevance.<\/li>\n <\/ol>\n\n

    \n The uranium threshold<\/strong> was not<\/span><\/strong> an abstract environmental standard<\/strong>, but a regulatory line drawn in a way that made Kvanefjeld<\/strong> non-licensable under the existing political framework… while leaving other projects unaffected. The timing and structure of the law strongly suggest it was crafted in direct response to Kvanefjeld’s growing<\/span> strategic<\/span> profile<\/strong>, particularly its visibility to the United States.\n <\/p>\n\n

    \n Meanwhile, Critical Metals Corp<\/strong>, which controls the earlier-stage Tanbreez Project<\/strong>, saw its shares gain another 15.76%<\/span><\/strong> today, giving CRML<\/strong> a market cap<\/strong> of approximately $1.11 billion<\/span><\/strong>. Tanbreez<\/strong> is located directly adjacent<\/span><\/strong> to Kvanefjeld<\/strong>, yet remains materially less<\/span><\/strong> advanced<\/strong> from a technical and development standpoint. Tanbreez<\/strong> has relied on a far smaller<\/span> historical drilling database<\/strong> and is currently supported only by a Preliminary Economic Assessment (PEA)<\/strong>, a conceptual study with wide cost and execution uncertainty.\n <\/p>\n\n

    \n Kvanefjeld<\/strong> is a feasibility study stage project<\/strong> backed by decades of exploration work, an extensive<\/span> drilling database<\/strong>, completed pilot-scale<\/span> metallurgical testing<\/strong>, detailed<\/span> mine design<\/strong>, and fully developed<\/span> engineering studies<\/strong>. Kvanefjeld’s scale<\/span><\/strong>, technical maturity<\/span><\/strong>, and strategic relevance<\/span><\/strong> place it in an entirely different<\/span> category<\/strong> of asset<\/span><\/strong>… one that has already crossed the threshold from conceptual exploration to industrial readiness.\n <\/p>\n\n

    \n If Critical Metals<\/strong> with a smaller<\/span><\/strong>, earlier-stage<\/span><\/strong>, PEA-level project<\/strong> commands a $1.11 billion<\/span><\/strong> market cap<\/strong>, then Energy Transition Minerals’ Kvanefjeld<\/strong>, which is larger<\/span><\/strong>, far more advanced<\/span><\/strong>, and strategically significant<\/span><\/strong> at a national-security<\/strong> level… should justify<\/span><\/strong> a valuation<\/strong> multiple times<\/span> higher<\/span><\/strong> once President Trump takes action<\/span><\/strong> approximately 20 days<\/strong> from today.\n <\/p>\n\n

    \n A valuation<\/strong> of $5 billion<\/span> or more<\/span><\/strong> for Kvanefjeld<\/strong> is not aggressive<\/span><\/strong> — it is consistent<\/span><\/strong> with the asset’s<\/span> scale<\/span><\/strong>, level of technical<\/span> de-risking<\/span><\/strong>, and geopolitical importance<\/span><\/strong>.\n <\/p>\n\n

    \n Energy Transition Minerals (ASX: ETM)<\/strong> here at $0.105 per share<\/strong> is like DroneShield (ASX: DRO)<\/strong> at $0.20 per share<\/strong> and Rusoro Mining (TSXV: RML)<\/strong> at $0.05 per share<\/strong>.\n <\/p>\n\n

    \n 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. NIA’s President has purchased 1,200,000 shares of ETM and can buy or sell shares at any time. This message is meant for informational and educational purposes only and does not provide investment advice.<\/em>\n\n\n\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    President Trump is well aware of Energy Transition Minerals (ASX: ETM)’s Kvanefjeld Project even if he hasn’t yet publicly referenced it by name. In 2019, during Trump’s first term, he took the highly unusual step of dispatching Carla Sands, then U.S. Ambassador to Denmark, to Greenland… where she toured Kvanefjeld. Shortly after Ambassador Sands returned […]<\/p>\n","protected":false},"author":1,"featured_media":6178,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[95,198,26,197,116,8],"class_list":["post-6177","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-dro","tag-etm","tag-politics","tag-rareearth","tag-rml","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/6177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/comments?post=6177"}],"version-history":[{"count":2,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/6177\/revisions"}],"predecessor-version":[{"id":6410,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/6177\/revisions\/6410"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media\/6178"}],"wp:attachment":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media?parent=6177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/categories?post=6177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/tags?post=6177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}