$CRML JD Vance made an important clarification in a recent @megynkelly interview that hasn’t been fully absorbed by markets yet. He explicitly stated the U.S. has secured “much more” from Greenland/Denmark than what’s been publicly acknowledged so far, and framed Greenland as critical to U.S. missile defense. His words were unambiguous: if China or Russia controlled Greenland, U.S. missile defense would be compromised. That elevates Greenland from a commercial discussion to a core national security asset. Vance also acknowledged what many suspected - European partners are cooperative in private while defensively posturing publicly. In his words, the idea that “nothing has changed” is simply not true, and resolution is already underway behind closed doors. This matters because strategic agreements don’t move on headline timelines. EXIM, State, and DOE don’t ring bells to the public, and reporting outlets like Financial Times and Bloomberg wait until official documents are released from the WH, unless you are @Reuters and want to rely on misleading sources/officials (had to throw shade at Reuters again). This is why credible financial news outlets wait for credibility first. So here’s the sequence: Credibility is established first, documents come later, and market pricing follows clarity - not the other way around. From a positioning standpoint, this is why assets like $CRML remain relevant. Heavy rare earth supply in Greenland sits directly at the intersection of defense, supply chain security, and geopolitical alignment. That’s not a trade that depends on daily headlines, it’s one that benefits from structural policy follow through. The stuff can stay very noisy. However, the backdrop is quietly firming. Here’s the interview: fast forward to the Greenland discussion at the 31 min mark: youtu.be/oit9Xg1YC_0?si=RnLH…