Several Greenland-linked stocks are coming into the spotlight as the U.S. government sharpens its strategic focus on the Danish territory, with market watchers closely monitoring companies involved with critical materials, military supply chains, and energy. Here are the top three contenders with the highest upside potential.

1. MP Material (MP)

MP Materials (NYSE: MP) is one of the most prominent U.S. players in the rare earth sector, with the Department of Defense being among the largest shareholders. As the sector is becoming one of the key points in President Trump’s attempts to acquire the Arctic island, MP could become strategically vital in case of supply-chain reshuffling. 

Moreover, as MP’s core operations are U.S.-based, the acquisition of Greenland would make it a processing partner by definition. This is crucial, as its relevance also stems from Washington’s broader push to reduce reliance on China for rare earth elements, which includes closer engagement with Greenland’s untapped mineral resources. 

At the time of writing, MP stock is trading at $67.67, being up 27% over the past month, largely due to the geopolitical situation.

2. V2X (VVX)

V2X (NYSE: VVX) is a defense and logistics company with deep exposure to U.S. military operations in remote and strategically sensitive regions, including Greenland, where it operates a base under a $4 billion contract. 

The upside potential is thus obvious: if Greenland is to play an even more important role in the U.S. defense strategy in the region, especially with potential new bases on the island, V2X could benefit from increased defense spending tied to infrastructure, maintenance, and operational support.

At press time, VVX shares were priced at $65.05, having risen nearly 17.5% over the past 30 days.

3.  Critical Metals Corp (CRML)

Critical Metals Corp (NASDAQ: CRML) offers more direct exposure to the Greenland industry, as it owns the largest rare earth deposit in the whole territory. Accordingly, the company is positioned to benefit from any additional focus on critical minerals in the region. 

Against this backdrop, Critical Metals is advancing its operations in southern Greenland, positioning itself as a potential Western-aligned supplier at a time when investors are increasingly focused on supply-chain security. 

However, CRML is still somewhat of a speculative buy. Most notably, commercial production remains far away, the initial output being expected in 2028, with planned annual production of roughly 85,000 metric tons of rare earth oxides. What’s more, Critical Metals must navigate permitting, infrastructure development, and operational challenges in one of the world’s most remote and demanding environments. 

Nonetheless, the CRML stock is now up almost 82.5% on the monthly chart, and more risk-oriented investors have not left it unnoticed.

Greenland-linked stocks 

Rising geopolitical tensions and renewed U.S. interest in Greenland have pushed quite a few companies onto investors’ radars, particularly in sectors tied to rare earths, defense, and strategic infrastructure. Among them are MP Materials, Critical Metals Corp, and V2X, which offer established exposure to such industries in the region. While much of their upside will depend on Greenland-related headlines, they still have some fundamentals to back them up, meaning investors would not be wrong to keep an eye on them this year.

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