Greenland has 1.5 million tons of rare earths. The problem is that there are no roads to get to them.
The geopolitics of the 21st century has found a new and icy epicenter. After the capture of Nicolás Maduro In Venezuela earlier this month, Donald Trump’s administration has turned its diplomatic aggressiveness northward. The goal It’s an old longingtake control of Greenland, which the White House defines as an “ingot” of strategic resources. However, the physical reality is inescapable since beneath a complex geology lies an absolute lack of basic infrastructure that turns any extraction plan into a logistical chimera. The 93-mile wall of asphalt. Since the Republican Party introduced the Make Greenland Great Again Act In 2025, pressure on Denmark has escalated to even suggesting the use of force. As explained by the Center for Strategic and International Studies (CSIS)Washington has elevated Greenland to the category of “national security” need. This position, which some analysts already call the “Donroe Doctrine”, seeks to secure the hemisphere as an exclusive sphere of influence against Russian icebreakers and Chinese expansion. But obsession collides with engineering. According to CSIS dataGreenland—a territory three times the size of Texas—only has 93 miles (150 kilometers) of roads in total. There are no railways and the settlements are isolated from each other by land. Diogo Rosa, researcher at the Geological Survey of Denmark and Greenland, warns in Fortune that any mining project must create these accessibilities from scratch. This includes ports capable of handling industrial volumes (Narsaq port barely moves 50,000 tons a year) and local power plants, since the current electrical grid is unable to sustain a large scale mine. The enigma of eudialite. Even if roads were built to reach neodymium and terbium, the mineral itself poses an unprecedented technical challenge. Greenland’s rare earth elements are typically encapsulated in a complex type of rock called eudialite. Unlike carbonatites that are mined elsewhere in the world with proven methods, no one has developed a profitable process to extract them from eudialite, as explained by analysts. For this reason, experts like Javier Blas describe the enthusiasm of the Trump administration as a “Optimistic PowerPoint”. Blas maintains that the island is not a Wonderland of raw materials: if after decades of exploration no large mining company has operated successfully, it is because the processing costs—which would exceed 1 billion dollars—devour any profits. Added to this is that deposits as Kvanefjeld They are co-located with radioactive uranium, which has generated massive social rejection and environmental laws that block the projects. The mirage of mining wealth. Currently, Greenland only has two active mines: an anorthosite mine and the Nalunaq gold mine. The latter, operated by the Canadian Amaroq Minerals, managed to produce 6,600 ounces of gold in 2025, exceeding its own forecasts. But as Scott Dunn, CEO of Noveon Magnetics, points out, in Fortunethe success of gold (a high-value, low-volume mineral) is not scalable to rare earths. While Washington makes long-term plans in the Arctic, companies like Dunn’s are already producing magnets in Texas with materials sourced outside China, demonstrating that the solution to technological supply could be closer to home than the Polar Circle. The China factor: the silent owner. The great strategic obstacle to the “Donroe Doctrine” is not only the ice, but that Beijing is already there. China controls near the 90% of global supply of rare earths and has known how to play its cards in the Greenlandic subsoil through litigation. The company Energy Transition Minerals (ETM), with significant Chinese capital, holds an arbitration international against Greenland, demanding historic compensation of $11.5 billion — four times the island’s GDP — following the ban on uranium mining in 2021. This legal dispute places the island in a geopolitical clamp: Washington wants control to expel Beijing, but the latter is already blocking the richest deposits through business actions and prior exploitation rights. The navigable Arctic: an unexpected ally? Paradoxically, the hoax Climate change is what is accelerating the White House’s plans. Greenland is warming much faster than the rest of the planet, and melting ice is transforming the Arctic into a strategic trade corridor. As the New York Times reportsthe Polar Silk Road is no longer a projection: in October 2025, a Chinese ship reached Great Britain from the north in just 20 days, saving 40% of the time compared to the Suez Canal. This new connectivity turns Greenland into an “unsinkable aircraft carrier” in the middle of new sea routes. However, sea ice melting does not solve the problem on land. In the north of the island, extreme weather continues to force any mining machinery to hibernate for six months a year, maintaining profitability like an “optical illusion.” The treasure behind the ice wall. The attempt to take control of Greenland seems to hit a wall of environmental laws, hostile geology and, above all, a total absence of basic infrastructure. The Trump administration has invested hundreds of millions in mining companies, but the results remain buried under layers of permafrost. As Anthony Marchese summarizes in Fortune: “If you go to Greenland for its minerals, you’re talking about billions of dollars and an extremely long time.” While the White House sells the island as the definitive trophy of the new technological Cold War, the technical reality of 2026 dictates a simpler sentence: the island’s greatest treasure remains protected not by weapons or treaties, but by the lack of a road that reaches it. Image | Unsplash Xataka | The US has decided that Europe is its problem in Greenland. Germany wants to convince him that the problem is Russia