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The hidden link between Venezuela, Greenland & Iran

Guy Kioni - CNBC

12 Jan 2026

Why Greenland ? The global minerals race is shifting.



Guy Kioni joined Ritika Gupta on the CNBC Early Morning Show to discuss why Greenland has become the new frontline for Critical Minerals and Strategic Supply Chains.


Greenland now sits at the heart of Artic Security, Industrial Policy, and Great Power Competition. The US and Europe are rapidly reassessing their exposure to concentrated supply hubs and seeking ways to de-risk dependencies.


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Key Takeaways:


*Strategic Sovereignty: Recent statements from figures like MarcoRubio U.S. Department of State underline how Arctic access is now central to defense, tech, and economic security.


* Beyond Extraction: Governments are deploying new tools from equity stakes to tighter investment screening to treat processing and infrastructure as strategic assets.


* Development Gap: While Greenland’s potential is undeniable, harsh operating conditions and infrastructure gaps remain significant hurdles for near-term development.



At Cambridge Middle East and North Africa Forum (MENAF), we believe this is a pivotal moment for global value chains. As the West diversifies, regions like Africa cannot remain passive exporters at the bottom of the chain.

This transition requires:


* Stronger, coordinated resource diplomacy.

* Accelerated local beneficiation (value-adding).

* Smarter partnerships anchored in technology transfer and high standards.
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The next phase of the race will reward those who move from extraction to beneficiation and do so with clear strategies for governance, sustainability and regional integration. 



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