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As if the Venezuela takeover didn’t have the market in enough of a tizzy, the US is now seriously looking at “acquiring” Greenland.

Yes, Greenland, which:

Now, this “deal” may never happen, and we might forget about it in a few weeks.

But if it happens, we want you to be prepared.

So today, we’re covering the stocks that seriously stand to gain if the US actually buys Greenland (what a wild sentence to write).

Let’s get started.

Not financial advice. Always do your own research, and past performance doesn’t guarantee future results.

These are some stocks that stand out to us as potential candidates for growth if the US were to go through with some kind of deal for Greenland.

NOTE: It’s interesting to us that some of these stocks are the same as the stocks that could benefit from the Venezuela takeover.

Also of note: if the US increases defense spending by 50% like Trump said, a few of these companies could be in for a triple whammy of catalysts.

Now, without further ado, stock number 1:

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.

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.

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, 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 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).

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.

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.

Again, who knows if this “deal” over Greenland will go anywhere or not. But IF it does, or if you think it might, now you know some of the tickers we’ll be looking at.

We’ll continue to monitor the situation daily over the coming weeks.

Until Monday, cheers.

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That’s all for today’s special edition. We hope you got value from it. Reply and let us know if you did. 

Until next week,

— Brandon & Blake