Tech stocks are selling off sharply on Monday, triggered by concerns that China’s just-released DeepSeek AI assistant may steal the thunder from U.S.-based platforms like OpenAI’s ChatGPT. Before this week, however, markets have been responding with gusto since November’s presidential election, especially in a few key — and perhaps expected — industries.
The biggest gainer so far has been the auto industry, led through Tesla, up 70% since Election Day on Friday. General Motors, whilst not as flashy, rose about 5%. Despite President Donald Trump’s rollback of Joe Biden-era electric vehicle mandates, Tesla continued to command investor confidence, 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’re not going to the airline industry. United Airlines, up 33%, capitalized on record TSA projections in 2024, exploiting its largest domestic calendar and expanding foreign highways.
Also percentage of the maximum effective industries for the effectiveness of five days last week, because President Trump has signed a historical number of decrees since his access to office. The list includes several of the same areas: production, structure and engineering of electricity, customer financing, retail industry), but there is an attractive addition: Commercial FPI.
The commercial REIT Ticker is represented through a single stock, Prologis, the world’s largest proprietary developer. Thanking the Wall Street Journal, the company has noticed that its warehouse business has exploded since the election. , touting a fourth-quarter facility with more piping.
But let’s pivot some other story, one that takes place far from Wall Street. I recently spoke with Jonathan Roth, founder of ResourceWars. com and a capital markets veteran, who highlighted an urgent issue: the Arctic.
As the ice layers melt, new opportunities are emerging, and dangers, in this controversial region. to obtain advantages of the strategic army and advertising.
Greenland, in particular, promises to be a geopolitical access point, and it is unexpected that Trump has repeated his interest in obtaining the island.
During our conversation, Jonathan underscored the immense wealth of Arctic resources. The region is home to some of the largest reserves of untapped herbal resources in the world. A U. S. Geological Survey Examiner The 2008 U. S. Census indicates that the Arctic has 1,670 cubic feet of herbal and other fuels, to all oil reserves in Russia and 3 times in the United States.
Groenland, the largest island in the world that is not a continent, is found in critical minerals is essential for fashion technologies, adding infrequent earth metals, graphite, niobium and titanium. These fabrics are essential for everything, from smartphones to electric cars to the army 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 estimated 38 raw fabrics on the island, the maximum of which has a superior or moderate potential.
Jonathan also under pressure that Russia has been building its Arctic presence silently for more than a decade. It now has the maximum presence of the army in the region, with renewed bases in the Soviet era and a fleet of ground ice cream breeders.
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 ambitions are nothing more than commerce. The region is the cornerstone of its strategy to guarantee the power of the army and economic. This raises a vital fear for the United States and its allies, especially because the climate replaces the hut in the melting of the ice and opens new routes. Russia’s domination in the Arctic can alter global trade, build geopolitical tensions and undermine US strategic interests.
While Russia boasts dozens of icebreakers, including nuclear-powered vessels, the U.S. is woefully behind. Jonathan highlighted that the last heavy polar icebreaker built by the U.S., the Polar Star, was commissioned nearly 50 years ago, in 1976. Meanwhile, the newer Polar Security Cutter class of 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
Aware of this, the United States has associated in Canada and Finland from the ice pact to expand a new generation of galaes. Finland, which designs 80 % of world games, provides precious experience.
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 Transpolar Sea route. As sea ice continues to melt, these routes can be in particular the shipping times and avoid classic strangulator problems such as the Suez and Panama channels.
Groenland is also the spatial base of the Pituffik house (previously Thule Air Base), a critical installation of the US Army. For the early precaution of missiles and the surveillance of the area. The base of the base is aggravated through the role of Greenland in the so -called Giuk gap (Kingdom of Greenland -Iceland -united) – a naval strangulation 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 not only fears resources or shipping routes. It is of power, influence and ability to shape worldwide industry and security.
For investors, the region provides opportunities in sectors such as energy, mining, and infrastructure. Companies involved in rare land extraction, icebreaker structure and Arctic logistics may see significant expansion as nations accumulate their 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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