First, a personal note: A few years ago you used my image and name in a thumbnail claiming I was "refusing to work." This is factually incorrect and damaging to my professional prospects. I’d appreciate a correction. That framing doesn’t reflect the reality of my career or my work ethic.
Regarding Greenland: There is a sliver of truth to the "Thorium Trap," but you’re overstating Kvanefjeld’s importance while oversimplifying the geopolitical reality. The US interest is primarily about deep-water ports and AEGIS defense. Kvanefjeld doesn't smooth a supply chain if Greenland's government won't let us put a shovel in the ground.
Greenland's environmental sovereignty would not end as a U.S. territory. Under U.S. law, the rights of indigenous peoples in territories are a major legal pillar. The Inuit population has soundly and democratically rejected this idea. Moving the deposit into a U.S. zip code doesn't undermine them.
That said, securing the Kvanefjeld deposit under U.S. strength would be a boon to nuclear non-proliferation efforts, ensuring these high-grade materials are managed under Western safeguards rather than becoming a regional security liability vulnerable to adversarial "velvet glove" takeovers.
Hi Derrick, thanks for the comment, and I appreciate you reading and engaging. This post isn't a justification or endorsement of any political action – it's an exploration of what could be the motives behind the push to acquire Greenland, and what its impact could be on the market. An all-out trade war with Europe would indeed be damaging to the economy and the consequences were listed in the initial draft. I removed those portions after the announcement that tariffs were suspended. If something like that does happen, it would be damaging to the world order. I'm NOT promoting the case for occupation. Having said that, as investors, we don't have much control over macro- and market-moving events, and I'm trying to write my unbiased opinion only on how these events could impact the market.
Why can't We Use Somali Welfare Fraud Loot to Buy Greenland?
https://torrancestephensphd.substack.com/p/why-cant-we-use-somali-welfare-fraud
Hey Graham,
First, a personal note: A few years ago you used my image and name in a thumbnail claiming I was "refusing to work." This is factually incorrect and damaging to my professional prospects. I’d appreciate a correction. That framing doesn’t reflect the reality of my career or my work ethic.
Regarding Greenland: There is a sliver of truth to the "Thorium Trap," but you’re overstating Kvanefjeld’s importance while oversimplifying the geopolitical reality. The US interest is primarily about deep-water ports and AEGIS defense. Kvanefjeld doesn't smooth a supply chain if Greenland's government won't let us put a shovel in the ground.
Greenland's environmental sovereignty would not end as a U.S. territory. Under U.S. law, the rights of indigenous peoples in territories are a major legal pillar. The Inuit population has soundly and democratically rejected this idea. Moving the deposit into a U.S. zip code doesn't undermine them.
That said, securing the Kvanefjeld deposit under U.S. strength would be a boon to nuclear non-proliferation efforts, ensuring these high-grade materials are managed under Western safeguards rather than becoming a regional security liability vulnerable to adversarial "velvet glove" takeovers.
Hi Derrick, thanks for the comment, and I appreciate you reading and engaging. This post isn't a justification or endorsement of any political action – it's an exploration of what could be the motives behind the push to acquire Greenland, and what its impact could be on the market. An all-out trade war with Europe would indeed be damaging to the economy and the consequences were listed in the initial draft. I removed those portions after the announcement that tariffs were suspended. If something like that does happen, it would be damaging to the world order. I'm NOT promoting the case for occupation. Having said that, as investors, we don't have much control over macro- and market-moving events, and I'm trying to write my unbiased opinion only on how these events could impact the market.