Meloni warns Trump: NATO, not tariffs, is the answer in Greenland and the Arctic
"Imposing higher tariffs on countries that contribute to Greenland’s security is a mistake, and I do not agree with it. I share Trump’s focus on Greenland and the Arctic as a strategic region where hostile interference must be avoided. NATO is the proper framework to organize deterrence and collective security in the Arctic." Source: Mario Nawfal on X
The probability of the United States acquiring Greenland reaches all-time highs. 22% chance.
Source: Polymarket
European Troop Commitments to Greenland
Number of European troops (by country) sent to Greenland to boost security... No, this is not a joke...
The Greenland Bet
Another insider trader? This account just dropped $66K on a Greenland acquisition and also mysteriously won on U.S. strike bets Iran, Venezuela, others! Source: Jacob King Polymarket
"Winner Winner": $CRML's Record-Breaking Day
Critical Metals $CRML, which controls one of the largest rare earth deposits in the world (also in Greenland), just soared more than 32% yesterday for one of its best days in history Source: Barchart
Germany's Merz admits: It was a serious strategic mistake to exit nuclear energy.
Friedrich Merz just plainly admitted: ditching nuclear was "a serious strategic mistake" and Germany's running the world's most expensive energy transition. "At least 3 years ago we had to leave the last remaining nuclear power plants in Germany on the grid so that we at least had the power generation capacities we had at that time. We have taken over something that we now have to correct. But we just don't have enough energy generation capacities." Source: Mario Nawfal on X
The $1.19 Trillion Elephant in the Room
China’s December trade data just leaked, and it’s a masterclass in contradiction: ✅ The Good News: Exports beat expectations by 2x. Imports are at a 3-month high. The annual trade surplus hit a record high (up 20%). ❌ The Bad News: Trade with the U.S. is in freefall. Exports to the U.S. are down 30%. Imports from the U.S. are down 29%. What does this mean for 2026? - Diversification is king. China is filling the "U.S. gap" elsewhere. - Tariffs are working (but maybe not as intended). They are reducing bilateral trade, but China’s total global footprint is still growing. - Supply chains are shifting. Expect "China + 1" to move from a buzzword to a survival requirement. Source: CNBC
Iran’s Oil Output: A 46-Year Milestone You Might Have Missed
For the first time since 1978, Iran’s oil output has reached about 5.5 million barrels per day, marking a structural shift rather than a simple recovery. After years of volatility, production has surged since 2020, driven largely by growth in condensates and natural gas liquids (NGLs), which are less constrained by sanctions than conventional crude. Much of this supply is moving discreetly to China via shadow fleets, adding hidden liquidity to global markets and helping restrain oil prices despite geopolitical risks. Bottom line: Iran is re-emerging as a major energy player in a form that is harder to sanction, raising questions about how effective traditional oil sanctions remain in today’s market. Source: Jack Prandelli on X
