5 Mining Stocks Investors Are Watching as Greenland Draws Attention

Strategic Minerals, Geopolitical Shifts, and Untapped Potential Put Greenland in the Spotlight for Resource Plays

Greenland's vast, underexplored mineral wealth has increasingly captured the attention of global investors in 2026, driven by escalating demand for strategic minerals critical to the energy transition, technology, and defense sectors. With over 80% ice-covered terrain hosting world-class deposits of rare earth elements (REEs), uranium, gold, zinc, and other commodities, the region represents one of the last frontiers for major discoveries. Recent geopolitical developments — including U.S. and EU efforts to secure supply chains independent of China, which controls 60–70% of global REE production (USGS 2025 Mineral Commodity Summaries) — have amplified interest in Greenland's resources.

For experienced mining stock investors who've built wealth through junior positions over multiple cycles — those who dissect technical reports, network at conferences, and deploy $10K–$50K per name in mid-stage projects — Greenland offers compelling but high-risk opportunities. The challenges are real: harsh climate, limited infrastructure, and evolving regulatory frameworks under Greenland's self-rule government.

This article highlights five mining stocks with exposure to Greenland that investors are watching closely — a mix of Canadian mining stocks and international listings focused on gold mining stocks, copper mining stocks, and Greenland strategic minerals. These aren't recommendations but observations of potentially undervalued mining stocks with potential catalysts ahead, based on public data as of January 15, 2026 (market caps and prices from Yahoo Finance, TSX.com, ASX.com.au, and company filings).

Important disclaimer: This is educational commentary based on public market data and analyst reports as of January 15, 2026. It is not investment advice, a recommendation to buy, sell, or hold any security, or an endorsement of any company. All investments involve risk, including complete loss of capital. Prices and conditions change rapidly. Conduct your own thorough due diligence and consult qualified professionals.

 

Greenland's Mineral Potential: Why Now?

Greenland's geology — part of the North American Craton — hosts some of the world's largest untapped deposits. USGS estimates suggest billions of tonnes in potential resources, including over 1.5 billion tonnes of iron ore at Isua, significant REEs at Kvanefjeld (1 billion tonnes ore with 3.6% REE oxide), and gold at Nalunaq (produced 350,000 oz historically) (USGS Mineral Commodity Summaries 2025; Greenland Mineral Resources Authority data, accessed January 15, 2026).

Geopolitical factors have accelerated interest:

• U.S. Department of Defense partnerships with Greenland firms for secure supply chains (Defense News, January 10, 2026).

• EU's Critical Raw Materials Act (2024) prioritizing Greenland for REE sourcing to reduce China dependence (European Commission report).

• China's prior involvement (e.g., Shenghe Resources in Kvanefjeld) now under scrutiny amid U.S.-China tensions (Reuters January 12, 2026).

This backdrop has put mining stocks to watch with Greenland exposure on radar, as investors seek undervalued mining stocks in strategic minerals.

 

5 Mining Stocks Investors Are Watching in Greenland

Here are five companies with active Greenland projects that have drawn investor interest (data as of January 15, 2026, per Yahoo Finance, company websites, and SEDAR filings):

1. Amaroq Minerals Ltd (AMRQ.V / AMRQ AIM) – Price ~CA$1.96, Market Cap ~CA$639.7 million.
   Amaroq focuses on gold and strategic metals in southern Greenland. The Nalunaq gold project has a resource of 263,000 oz indicated at 18.7 g/t and 87,500 oz inferred at 20.2 g/t (company NI 43-101, updated 2024). 2025 drilling expanded high-grade zones, with 2026 catalysts including feasibility and construction decision. Strong balance sheet with ~CA$50M cash post-financing (Q3 2025 MD&A). Undervalued on EV/oz basis relative to Canadian gold peers.

2. Greenland Resources Inc (MOLY.V) – Price ~CA$0.61, Market Cap ~CA$111.5 million.
   The Malmbjerg molybdenum project hosts 245 million tonnes measured/indicated at 0.176% MoS2 (NI 43-101, 2022). Feasibility shows NPV $1.59B at $30/lb molybdenum, with 20-year mine life. 2025 permitting advances and EU MOU position it for 2026 funding catalysts. Cash ~CA$10M (Q3 2025), low burn. Attractive as undervalued mining stock in strategic minerals amid EU critical materials push (European Commission CRM Act).

3. AEX Gold Inc (now part of Amaroq, as above) – Consolidated into Amaroq in 2022; see entry 1.

4. Hudson Resources Inc (HUD.V) – Price CA$0.025, Market Cap ~CA$4.5 million.
   The White Mountain anorthosite project (calcium feldspar) has produced over 100,000 tonnes historically. Focus on industrial minerals for glass/aluminum; 2025 partnerships for expansion. Cash position low (CA$1M Q3 2025), but undervalued market cap relative to asset value. Potential 2026 catalysts: Offtake deals in green materials space.

5. North American Nickel Inc (now part of Premium Nickel Resources, PNR.V) – Price ~CA$0.36, Market Cap ~CA$60.3 million (for PNR).
   The Maniitsoq nickel-copper-PGE project has historical intercepts like 123.94m @ 0.81% Ni, 0.21% Cu (NI 43-101, 2016). 2025 exploration focused on Selibe Phikwe in Botswana, but Greenland assets retain value. Cash ~CA$15M (Q3 2025). Undervalued copper mining stock with nickel exposure; 2026 catalysts include Botswana resource updates.

These companies represent a mix of gold mining stocks, copper mining stocks, and Greenland strategic minerals plays — all with exposure to the region's untapped potential. Market caps and prices are up to date as of January 15, 2026, from Yahoo Finance and TSX.com.

 

Opportunities and Risks in Greenland Mining

Greenland's appeal for mining stocks to watch lies in its geology and strategic position, but risks are substantial:

• Environmental/permitting challenges: Strict regulations under Greenland's Mineral Resources Act.

• Infrastructure limitations: High costs in remote areas.

• Geopolitical sensitivities: U.S./EU vs. China influence (Reuters January 12, 2026).

Still, with global demand for strategic minerals projected to rise 3.5x by 2030 (IEA World Energy Outlook 2025), Greenland's role grows.

 

Positioning for Greenland Opportunities

For those asking how to position:

• Focus on funded projects with clear 2026–2027 milestones

• Allocate 5–10% to high-risk/high-reward plays

• Monitor U.S./EU policy for funding/partnerships

 

The Bottom Line

Greenland's strategic minerals and vast resources are drawing increased attention, putting select mining stocks to watch on investor radars.

From gold mining stocks like Amaroq to copper mining stocks and REE plays, these five names highlight the potential — but require careful due diligence.

In a market where undervalued mining stocks can deliver outsized returns, Greenland represents a frontier worth monitoring.

 

Stay selective,

 

CanadianMiningReport.com

 

P.S. Greenland's developments unfold quickly. In The Wealthy Miner community, we track real-time updates on these and other mining stocks to watch. Join if you'd like ongoing analysis and discussion.

 

 

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