特朗普引发恐慌,格陵兰稀土矿企股价暴涨近150%
财富FORTUNE·2026-01-23 13:05

Core Viewpoint - The article discusses the strategic significance of the Tanbreez rare earth project in Greenland, developed by Critical Metals, amidst geopolitical tensions involving the U.S. and Denmark, particularly in light of President Trump's comments about acquiring Greenland [2][3]. Group 1: Company Overview - Critical Metals is developing the Tanbreez rare earth project, with its stock price increasing nearly 150% since the beginning of the year and over 280% in the past six months, leading to a market capitalization exceeding $2 billion [2]. - The company holds a 92.5% stake in the Tanbreez project, which is progressing towards pilot construction, with full-scale operations expected to begin in spring 2027 and completion by the end of 2028 [4]. Group 2: Project Details - The Tanbreez project aims to extract nearly 1 million metric tons of ore annually, with sufficient resources to sustain operations for over a century [4]. - The project is notable for its high concentration of rare earth elements, particularly heavy rare earths like terbium and dysprosium, as well as other valuable elements such as hafnium, gallium, and niobium [4]. Group 3: Geopolitical Context - Trump's strong rhetoric regarding Greenland has raised awareness of the Tanbreez project, highlighting its strategic importance for U.S. supply chains in rare earth mining and processing, an area where China currently holds a dominant position [3]. - The CEO of Critical Metals expressed a desire to maintain good relations with the U.S. government, the EU, and local Greenland authorities, emphasizing the need to avoid being used as a political pawn [2][3].