Everyone's talking about rare earths in Greenland, but the real story might be palladium and gold

The Greenland narrative in the media has been almost entirely about rare earth elements, and fair enough --- China controls 60%+ of REE production and processing, and Greenland has confirmed deposits. That's a real story. But I've been digging into the actual geological survey data, and I think the market is overlooking something potentially more significant in the near term.

Greenland's east coast --- particularly the Skaergaard-adjacent intrusion zones --- shows significant platinum group metal (PGM) and gold mineralization. Multiple geological surveys, including work published by GEUS (Geological Survey of Denmark and Greenland), have documented these deposits. The PGM supply chain is arguably in worse shape than rare earths right now: Russia controls \~40% of global palladium vs. China's \~60% of REE. And with the Commerce Department slapping a preliminary 132.8% anti-dumping duty on Russian palladium, the supply picture is getting tighter by the month.

What caught my eye is the infrastructure angle. A lot of Greenland mineral deposits are remote and landlocked, which is why development costs are always the bear case. But the east coast PGM and gold deposits have something most Arctic mineral plays don't --- coastal and sea access. That changes the logistics math considerably. You're not building 200km of road through permafrost to reach a port. The deposits are near the water.

I'm not saying this is a sure thing --- Greenland mining faces real challenges with permafrost, seasonal access windows, environmental review, and the political dynamics between Greenland's government and Denmark. But the combination of PGM supply chain stress + confirmed deposits + relatively accessible geology seems under-discussed. Is anyone else looking at the PGM side of the Greenland story, or is the market still fixated purely on rare earths?