Dear Investor,
A major shift is building in the global economy — and most investors have not caught on yet.
It is about control of the critical minerals that power everything from defense systems to AI infrastructure.
China dominates the space, controlling most rare earth supply and over 90% of processing capacity. And right now, access hinges on a temporary agreement set to expire November 10, 2026.
If that agreement ends, supply could tighten fast.
That risk is driving urgent action in Washington. Billions are being committed to secure alternative sources.
One location has quickly moved into focus: Greenland.
It holds massive, untapped reserves of strategic metals — resources the West urgently needs.
And one company is positioned right at the center of it.
Greenland Mines (Nasdaq: GRML) controls one of the largest undeveloped gold, palladium, and platinum deposits in the world — a $68 billion asset flying under the Radar.
The company sits at the intersection of three of the most sought-after resource sectors in the world today: critical minerals, rare earth elements, and precious metals.
Greenland Mines provides direct exposure to two complementary Greenland development assets: the Skaergaard precious and critical metals project, and the Sarfartoq rare earth project.
The Skaergaard Project is located in Southeast Greenland and hosts a disclosed NI 43-101 Mineral Resource comprising gold, palladium, and platinum with a gross in-situ contained metal value of approximately $68 billion at February 2026 metal prices.
The Sarfartoq Rare Earth Project is located in Southwest Greenland and is an advanced carbonatite-hosted rare earths deposit strongly enriched in the elements neodymium and praseodymium.
The Project benefits from a rare combination of high-grade rare earth content and unusually favorable Arctic logistics being located along a sheltered deep-fjord tidewater location and adjacent to the best hydroelectric potential in Greenland.
Together, the two projects form the foundation of what Greenland Mines (Nasdaq: GRML) describes as a North Atlantic Critical Minerals Corridor — linking Greenlandic mineral resources to mid and downstream processing, logistics, offtake, industrial partnerships, OEMs and end markets in Europe and North America.
The Company believes this strategy aligns directly with growing industrial, defense and policy efforts on both sides of the Atlantic to build more resilient, diversified and non-China critical minerals supply chains.
Few places on earth have moved from the periphery to the center of global attention as rapidly as Greenland.
The United States government has made Greenland's strategic resources a stated national priority.
China dominates global rare earth supply chains.
Europe is desperate for secure critical mineral supply.
And Greenland sits on some of the most significant untouched mineral deposits in the world — in a politically stable, mining-friendly jurisdiction.
GRML is directly positioned to benefit from every one of these forces simultaneously.
This is not just a mining story. It is a supply chain security story.
Neodymium and praseodymium are not abstract commodities.
They are the physical building blocks of the permanent magnets that power EV motors, offshore wind turbines, defense systems, and robotics.
Without them, the energy transition stalls and defense production slows.
The IEA recently confirmed that for a remarkable 19 out of 20 important strategic minerals, China is the leading refiner, with an average market share of 70% — and that this concentration has only intensified in recent years.
Furthermore, palladium supply is heavily concentrated in two geopolitically sensitive jurisdictions, and the geopolitical risk is not hypothetical.
GRML is “preparing a large multi-technical 2026 field campaign encompassing resource expansion drilling, geotechnical characterization, environmental baseline work, and collection of a 30–50 tonne bulk sample for processing flowsheet development. GTK Mintec has been engaged under a framework agreement to conduct an integrated mineralogical, metallurgical, hydrometallurgical, and pilot-scale processing program in Outokumpu, Finland.”
Historical work indicates potential by-product optionality in vanadium, gallium, iron, and titanium within the same host sequence as the primary PGM-Au mineralization; this potential is not reflected in the current Mineral Resource and remains subject to further technical evaluation.
GRML is also advancing its North Atlantic Critical Minerals Corridor concept, which contemplates Iceland as a potential downstream processing platform given available industrial infrastructure, renewable energy access, and proximity to European and North American markets.
GRML has started the first step in the Company's strategy as it takes advantage of its unique location, to evaluate multiple proximate industrial sites around Iceland and the North Atlantic with the purpose of identifying potential locations for a future downstream processing hub for material from the Company's Skaergaard Gold, Palladium, Platinum and Critical Metals Project in East Greenland.
Key elements of the North Atlantic processing strategy, which could save over $1 billion in life of mine energy costs while producing green Palladium, Platinum and Gold and Critical Minerals as end products, include the following:
Evaluating multiple large industrial zoned sites in Iceland, potentially with existing industrial buildings and facilities that can be refurbished, with deep water harbor access and robust power grid connections for a future Skaergaard processing hub.
Leveraging Iceland's low-carbon geothermal and hydropower system to target a step-change in processing power costs and significantly lower the overall project carbon footprint.
Refurbishing substantial brownfield industrial complexes where possible, reducing capital intensity and timelines by re-using existing buildings, heavy foundations and other infrastructure.
Embedding Skaergaard within a broader North Atlantic critical-minerals corridor, linking world-class geology in Greenland with world-class energy, infrastructure and logistics in Iceland for secure supply into North American and European markets
Here are some of the company’s comments:
Bo Møller Stensgaard, President of Greenland Mines, commented, "By moving now to evaluate multiple industrial sites in Iceland – and by already having a signed non binding Letter of Intent in place for such an activity with a local industrial site owner – we are turning our North Atlantic processing vision into a real, structured program. Replacing diesel based power with hydropower can translate into tens of millions of in annual savings for a full scale plant, which is the kind of step-change that matters for a project like Skaergaard.
"Our goal is to build an integrated North Atlantic critical minerals corridor that investors and governments alike can get behind: world class geology and strong regulatory resource framework in Greenland, world class green and cheap energy and infrastructure in Iceland, and a clear route into North American and European value chains and industrial eco systems. This is how we intend to differentiate Skaergaard and to keep adding value for our shareholders as we take the project through its next development phases."
GRML has announced multiple accomplishments recently.
In May, the company announced:
Greenland Mines And Its Subsidiary Major Precious Greenland
A/S Join the European Raw Materials Alliance
Greenland Mines and “its 80%-owned Greenland subsidiary Major Precious Greenland A/S have become members of the European Raw Materials Alliance ("ERMA"), an industry driven alliance established by the European Commission to help secure reliable, secure and sustainable access to critical and strategic raw materials for Europe's industrial ecosystems.”
ERMA, managed by EIT RawMaterials, brings together stakeholders from across the raw materials value chain, including mining and exploration companies, processing and recycling firms, OEMs, technology providers, research organisations, investors, regions and NGOs – to identify investment cases, remove barriers, and support the development of resilient, low carbon supply chains for critical raw materials, advanced materials and processing know how. The alliance plays a central role in implementing the EU's Action Plan on Critical Raw Materials and supports emerging initiatives under the new EU Critical Raw Materials Act.
Bo Møller Stensgaard, Ph.D., Greenland Mines Ltd President, commented, "Joining the European Raw Materials Alliance with both Greenland Mines and Major Precious Greenland A/S is an important step in positioning Skaergaard where it belongs: at the heart of the European, North American and transatlantic discussion on secure, low carbon critical raw materials supply. ERMA is the central industrial ecosystem for critical raw materials in Europe, and we are pleased to now be part of that community as we advance Skaergaard.
"Our strategy is to build a North Atlantic critical minerals corridor that links world class geology in Greenland, developed by Greenland Mines, with potential low carbon processing in Iceland and direct access to both European and North American markets. ERMA provides an ideal platform to discuss this concept with industrial end users, technology partners and policymakers, and to explore how Skaergaard can fit into future transatlantic supply and value chains."
In addition, the company also announced:
Greenland Mines Reports Up To 45% - 55% Increase in
Palladium Equivalent (PdEq) Grades at Skaergaard in Sensitivity Study
Bo Møller Stensgaard, President of Greenland Mines Ltd., commented, "The SLR sensitivity work crystallizes what makes Skaergaard so compelling. On the same conservative 2022 block model, simply applying a more gold-bullish long-term price deck takes the combined Pd-Au-Pt expression up by approximately 50%, with strong equivalent grade uplift in both the Indicated and Inferred categories. That is the kind of scale and price leverage that long-term institutional and strategic stakeholders and partners are looking for in the next generation of precious- and critical-metal projects.
"At the same time, we are very clear that this is a metal price sensitivity exercise on our existing 2022 NI 43-101 Mineral Resource, not a new resource estimate, and we are doing the hard work needed to convert optionality into value. That includes testing the mining method itself: as recommended by SLR in the 2022 Technical Report, our 2026 program will start to evaluate open-pit and bulk-mining scenarios alongside underground concepts, supported by proper geotechnical, geophysical and topographic data. With SLR as our independent geological consultant and Qualified Person, GTK Mintec driving metallurgy and pilot-plant work, WSP driving the environmental baseline study, a fully funded 2026 field, drill and bulk-sample campaign this summer, and our North Atlantic low-carbon processing strategy, we see Skaergaard increasingly as a future operation in the making, with mine method and metal prices acting as levers on what is already a very large Pd-Au-Pt and critical-metals system."
Most recently, the company announced:
Greenland Mines Signs Definitive Agreement to Acquire
the Sarfartoq Neodymium-Praseodymium
Rare Earths Project in Greenland
Transaction Highlights
Sarfartoq stands as one of Greenland's most advanced and compelling rare earths projects, backed by a historic NI 43-101 Mineral Resource Estimate, a Preliminary Economic Assessment, over 15 years of drilling, extensive metallurgical test work, engineering and environmental baseline studies.
Historic resources at the ST1 zone, which hosts approximately 27 million kg of neodymium oxide (Nd₂O₃) and 8 million kg of praseodymium oxide (Pr₆O₁₁) – with Nd-Pr comprising an exceptional 25–40% of total rare earth oxides (TREO) — one of the highest ratios reported globally and the key value driver in today's rare earths market.
Neo Performance Materials has offtake rights on up to 60% of future ore or mineral concentrate production, directly bridging a Greenlandic source of Nd-Pr feedstock to Neo's downstream rare earth separation and permanent magnet platform.
Sarfartoq contains the rare earth elements powering the future: permanent magnets for electric vehicles, offshore wind turbines, defense systems and robotics — the segment of the rare earths market where demand growth and non-China supply gaps are most acute.
Creates a Western-aligned critical minerals platform with two advanced critical metal projects in Greenland under one listed vehicle (Nasdaq: GRML): high-value magnet rare earths at Sarfartoq and palladium-gold-platinum at Skaergaard.
Here are some of the company’s comments from this press release:
"Sarfartoq is a transformational addition to Greenland Mines' North Atlantic strategy. It will give investors exposure to two large-scale Greenland critical minerals projects and brings Neo Performance Materials on board as an offtake partner — connecting an upstream Greenlandic source of Nd-Pr feedstock to Neo's midstream and downstream magnet platform. We have great respect for the extensive technical work already completed on Sarfartoq and look forward to rapidly building on that foundation." — Bo Møller Stensgaard, President, Greenland Mines
GRML positioned for high growth potential.
Put Greenland Mines (Nasdaq: GRML) on your watchlist.
Michael Reece
Editor in Chief, Financial Driven Research
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