• CRML stock hit nearly three-week highs on Wednesday and is on track for a second consecutive week of gains.
• Trump revisited his grievances with NATO over Greenland, expressing fresh frustration with the alliance's stance on his Iran campaign.
• Critical Metals' Tanbreez project in southern Greenland has a net present value of roughly $3 billion.

Shares of Critical Metals (CRML) surged over 10% on Wednesday to their highest level in nearly three weeks as President Donald Trump turned his attention back to Greenland, rekindling investor bullishness over potential profits from the vast natural resources buried beneath it.

Trump Turns Up Heat On Greenland After Iran Ceasefire

Earlier on Wednesday, Trump took to Truth Social to renew his frustrations with the North Atlantic Treaty Organization (NATO) over its stance on the Iran war, invoking Greenland in the process: "NATO WASN'T THERE WHEN WE NEEDED THEM, AND THEY WON'T BE THERE IF WE NEED THEM AGAIN. REMEMBER GREENLAND, THAT BIG, POORLY RUN, PIECE OF ICE!!!"

The post came just as NATO Secretary General Mark Rutte arrived at the White House for talks, on yet another diplomatic damage-control visit, moments after Trump announced a tentative two-week ceasefire with Iran to allow for negotiations.

Trump's fixation on Greenland is well-established. The island, governed by Denmark and situated between North America and Europe, sits atop vast reserves of rare-earth minerals, oil, and gas. Trump has framed the U.S. acquisition of Greenland as "imperative" to global security and as a strategic tool to counter China's dominance of the rare-earth supply chain. Last month, he even posted AI-generated images of a U.S. takeover of the region and had previously threatened tariffs on European countries opposing his plans.

Rare-earth elements are essential inputs for electric vehicles, wind turbines, defense technology, and consumer electronics, and China currently dominates their supply chain.

Why CRML Stock Is In Focus

Critical Metals is still pre-revenue, but its Tanbreez project in southern Greenland, fully acquired by the company in 2024, has made it one of the more closely watched names when Greenland hits the headlines.

An independent economic assessment by an Australian mining consultancy last year estimated that Tanbreez sits on a mineralized rock formation of 4.7 billion metric tons and, based on a conservative initial estimate, pegged the project's net present value at around $3 billion, with an internal rate of return of roughly 180%, suggesting it could generate returns well in excess of its development costs if developed as modeled.

Last month, Critical Metals approved a $30 million acceleration program to de-risk and fast-track Tanbreez's development, advancing drilling, infrastructure, engineering, and metallurgical work toward a target of first ore production in the fourth quarter of 2028 or first quarter of 2029, with concentrate exports beginning by the third quarter of 2029.

What Wall Street Thinks Of CRML

Last month, Freedom Capital initiated coverage of CRML with a 'Buy' rating and a $15 price target, calling the company — which also holds the Wolfsberg lithium project — a "strategically important" rare-earth element player for the Western world.

That represents the only analyst covering the stock on Wall Street, according to Koyfin data, with the price target implying that CRML currently trades at a 74% discount to fair value.

How Retail Traders Feel About CRML Stock 

On Stocktwits, CRML has seen intense interest from retail investors. Message volume over the past 30 days has rocketed by 144% while watchers have grown by nearly 20x over the past year.

As of the last reading, Stocktwits sentiment for CRML was ‘bullish’. 

“Trump should just buy into CRML in some manner thereby guaranteeing the US is directly involved in Greenland.  Throw in the military bases and it does not matter who actually owns Greenland,” posted one bullish user.

“Victory cigars are ready bulls. Looking forward to smoking them with you at the Tanbreeze bar,” said another.

CRML is up over 24% year-to-date, on track for its best annual performance on record, driven by ongoing geopolitical catalysts and the resulting premium on rare-earth assets.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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