Sometimes a stock catches fire for reasons that have nothing to do with quarterly earnings or product launches. Critical Metals Corp. (CRML) is having one of those moments, rocketing 80% higher over the past week thanks to a peculiar mix of Arctic geopolitics and rare earth economics.

The catalyst? President Donald Trump is once again talking about Greenland as a strategic U.S. asset, and Critical Metals happens to own one of the world's largest rare earth deposits sitting right there on the ice-covered island. For investors betting on Trump's national security priorities and America's push to break free from Chinese mineral dominance, this company has become the perfect double play.

Why Rare Earths Matter Right Now

Critical Metals' star asset is the Tanbreez Rare Earth Project, which contains an estimated 4.7 billion tons of rare-earth-bearing rock packed with heavy rare earth elements and gallium. These aren't just obscure minerals that sound impressive in press releases. They're the raw materials that power advanced defense systems, electric vehicle magnets, and high-performance semiconductors.

Here's the problem: China controls the overwhelming majority of the global rare earth market. That's uncomfortable for Western policymakers who'd prefer not to depend on Beijing for materials critical to military hardware and green energy tech. Tanbreez represents one of the few large-scale Western-aligned alternatives that could chip away at that monopoly.

The Trump administration has already put money where its mouth is, taking stakes in domestic rare earth players like MP Materials Corp (MP), Trilogy Metals Inc (TMQ), and Lithium Americas Corp (LAC). Now rumors are circulating that Critical Metals and USA Rare Earth, Inc. (USAR) could be next up for federal backing.

Greenland Gets Attention Again

Market enthusiasm kicked into high gear after Trump's recent comments about potentially acquiring Greenland. Whether that's a serious policy proposal or strategic posturing doesn't really matter to traders. What matters is that any Trump-led focus on Arctic development could fast-track permitting and financing for projects like Tanbreez.

Critical Metals helped fuel the rally with its own news this week. The company announced it has "formally greenlit" construction of a multi-use storage and pilot-plant facility in Qaqortoq, Greenland. That's key infrastructure for getting Tanbreez operational, with the company targeting initial production by 2026.

"Formally approving and initiation of construction in Greenland is a major step forward for CRML and the Tanbreez project … We see this facility as a cornerstone asset that underpins our technical work programs and long-term strategic objectives," said Tony Sage, CEO of Critical Metals.

What the Market Sees

Investors are treating Critical Metals as a high-momentum play on Trump's broader strategy around critical mineral independence and national security. It's not just about one mine in Greenland. It's about positioning for what could be years of federal support aimed at reducing dependence on Chinese supply chains.

The numbers tell the story. Critical Metals stock gained 80% over five trading days and was up 17.99% at $13.94 at publication on Wednesday, according to data from Benzinga Pro. That's the kind of move you see when a stock goes from relative obscurity to the center of a geopolitical narrative that investors actually believe could drive real money and policy attention.

Whether Trump's Greenland ambitions materialize into anything concrete remains an open question. But for now, Critical Metals is riding the wave of speculation, federal rare earth support, and the very real need for Western countries to secure their own supply of minerals that China currently dominates.