Technological movements are sold on Monday, caused through considerations that the deep AI assistant who has just published them, China can borrow the thunder of the platforms founded in the United States, such as the Operai Chatppt. Before this week, however, the markets have responded with enthusiasm from the November presidential elections, in some specific industries to some keys, and perhaps expected.

The biggest winner so far was the automobile industry, led by Tesla, up an impressive 70% since Election Day as of Friday. General Motors, while not quite as flashy, was up about 5%. Despite President Donald Trump’s rollback of Joe Biden-era electric vehicle mandates, Tesla has continued to command investor confidence, possibly due to Elon Musk’s close ties to the president.

Electricity producers also saw a boost, driven by the AI boom. Data centers, which currently consume 1% to 2% of global power, could grow to 3% to 4% by the end of the decade, according to Goldman Sachs.

And we are not going to the airline industry. United Airlines, an increase of 33%, in capitalization of the 2024 record projections of the TSA, taking advantage of its largest national calendar and expanding foreign routes.

I also need a percentage of the high performance industries for the age of five days last week, since President Trump signed a historical number of executive orders since he assumed the position. The list includes many of the same spaces: strength generation, structure and engineering, client, client finance, retail, however, an attractive addition: commercial reit.

The commercial Reit Ticker is represented through a single stock, Prologis, the largest patented patented developer. Thanking the Wall Street Journal, the company has noticed that its warehouse business explodes from the elections. , promoting an installation in the fourth quarter, with more pipe.

But let’s pivot to a different story — one unfolding far from Wall Street. I recently spoke with Jonathan Roth, founder of ResourceWars.com and a veteran of capital markets, who highlighted an increasingly urgent issue: the Arctic.

As polar ice caps melt, new opportunities — and risks — are emerging in this increasingly contested region. Nations like the U.S., Russia and China are jockeying for influence, not only to access the Arctic’s vast natural resources but also to secure strategic military and trading advantages.

Greenland, in particular, promises to be a geopolitical hotspot, and it’s unexpected that Trump has repeated his interest in getting the island.

During our conversation, Jonathan emphasized the Arctic’s immense resource wealth. The region is home to some of the world’s largest untapped reserves of natural resources. A 2008 study by the U.S. Geological Survey says that the Arctic holds 1,670 trillion cubic feet of natural gas and other fuels — equivalent to Russia’s entire oil reserves and three times those of the U.S.

Greenland, the world’s largest island that isn’t a continent, is rich in critical minerals essential for modern technologies, including rare earth metals, graphite, niobium and titanium. These materials are vital for everything from smartphones to EVs to military hardware.

The loss of ice in the Danish territory has also exposed significant deposits of lithium, hafnio, uranium and gold. A survey in 2023 through the Geological Service of Denmark and Greenland evaluated 38 products on the island, the maximum of which has a superior or moderate potential.

Jonathan also pointed out that Russia has been quietly building its Arctic presence for over a decade. It now has the most significant military presence in the region, with refurbished Soviet-era bases and a fleet of nuclear-powered icebreakers.

In 2024, about 38 million metric tons were sent through the road in the North Sea of ​​Russia, a record amount for a single year and a construction of almost ten times a decade earlier. The NSR is in the center of the vision of President Vladimir Putin of an expedition path that competes with the Suez and Panama channel, but demanding situations as superficial and ice full of ice means that the address has a long way to pass before adjusting A global sea.

Annual Volume of Assets of Goods The NRS in Russia

The country’s arctic ambitions do nothing more than commerce. The region is the cornerstone of its strategy to guarantee the power of the army and economic. This raises a significant fear for the United States and its allies, especially when the weather replaces ice hurries and opens new routes. Russia’s domain in the Arctic can alter global trade, develop geopolitical tensions and undermine the strategic interests of the United States.

While Russia has dozens of icebreakers, adding nuclear-powered ships, the United States is extraordinarily behind. Jonathan noted that the last heavy polar icebreaker built across the United States, the North Star, was ordered about 50 years ago, in 1976. Meanwhile, the icebreakers’ new elegance of polar icebreakers, intended to bolster U. S. capabilities, has faced years of delays and budget overruns.

Number of breakwinds and complex patrol ships, through the country

Recognizing this, the United States partnered with Canada and Finland the Ice Pact to expand a new generation of icebreakers. Finland, which designs 80% of the world’s icebreakers, brings valuable experience to the table.

The importance of Greenland extends beyond its richness of resources. Jonathan said that the island occupies a key position along two possible routes of the Arctic expedition: the passage of the northwest and the road to the transpolar sea. While sea ice continues to melt, these routes can simply send shipping times and overcome classic strangulation problems such as Suez and Panama channels.

Greenland is also the space base of Pituffik’s home (formerly Thule Air Base), a critical U. S. Army facility. U. S. For early missile precaution and area surveillance. The base of the base is compounded through Greenland’s role in the so-called Giuk Gap (Kingdom of Greenland-Iceland-United) – a naval choke point in the North Atlantic.

Pituffik investment has been incoherent and its importance has decreased since the Cold War. Renewed attention to Greenland can help the United States counteract the domination of the Arctic of Russia and the ambitions of China as an “almost Arctic” power.

The importance of the Arctic is almost resources or shipping routes. It’s about power, influence, and the ability to shape the long-running global industry and security.

For investors, the region provides opportunities in sectors such as energy, mining and infrastructure. Companies involved in rare land extraction, the structure of the Rompehielos and Arctic logistics can see a significant expansion such as nations that accumulate its investments in the Arctic.

As always, investors largely monitor these developments. The Arctic can be cold, but the race for its wealth is heated.

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