Buying Speed

Regulatory Sandbox

Regulatory innovation with clear intent begets industrial innovation. Given the recent national interest towards Greenland, it’s very possible the land will become a distressed asset in the global supply chain. A Sovereignty sandbox cloaked under the national defense asset label as a shield for regulatory deterrence.

The push for a U.S.backed charter city in the region sets up a Jurisdictional Arbitrage node. The U.S. industrial base is constrained by NEPA/EPA/NRC compliance timelines that prolongs reindustrialization. By leasing sovereignty, we create an outcome based experimentation zone for innovation and resources, covered by national security rationale. A “Jurisdictional Risk Premium”

This addresses the “Capital Efficiency” of warfare. Throughput is a capital problem before it’s a machining problem. Factories, tooling, qualification, inventory, and working capital must be financed ahead of the demand. When permitting cycles stretch into years, the cost of capital spikes, the inventory builds required for high-intensity conflict become unfinanceable. By collapsing timelines, we don’t just speed up construction; we fund deterrence.

Decentralized Industrialization

The main areas of focus within Greenland are the REE’s known as Kvanefjeld and Tanbreez. Kvanefjeld alone holds an estimated 11 million tonnes of REO, and Tanbreez, a deposit holding ~27% of Western heavy rare earth demand. But the critical vector is the heavy rare earths such as Dysprosium and Terbium; Elements key to advanced hardware frontier technology. High performance Nd-Fe-B magnets lose coercivity under high heat. To prevent motors in advanced turbines or hypersonic actuators from failing we can use Grain Boundary Diffusion which utilizes Dysprosium and Terbium directly into the magnet’s microstructure to mitigate thermal stress.

China controls an intimidating amount of the global supply because they tolerate the environmental devastation of legacy separation methods. The Western hemisphere can’t out-mine China; so we have to out-engineer the waste. Make “Made in America” stamped on every important material processed.

This requires energy density that defies wind and solar intermittency. The chemical bonds of heavy rare earths are incredibly stable; breaking them requires massive energy inputs to achieve Separation. Free from GRC constraints, we could deploy mobile nuclear microreactors (Project Pele) or fusion prototyping. Using TRISO (TRi-structural ISOtropic) fuel particles that could drop 1-5 MW power nodes directly at the mine face. AI-native grids capable of load balancing for autonomous heavy-industry operations in a fully air gapped environment. We replace diesel logistics chains with nuclear batteries, providing the thermal density for on-site solvent extraction. Beyond energy, this work is affiliated with brutal chemistry, very strong acids, refinement, and environmental exposure. But the startup ecosystem is not bound by 40 year old legacy technology, we will find sustainable workarounds once the market demands them.

DIB Flywheel

What happens when you flood the U.S. supply chain with cheap, thermally stable magnets and abundant Niobium-Tantalum alloys? You trigger an industrial capability flywheel. Restoring the industrial base along with middle class workforce opportunity.

In the 1980s, the commoditization of standardized parts birthed the PC clone era. When materials are unconstrained, we move from “Bespoke” to “Attritable.” Emphasizing cost imposing strategy in defense tech with $2 million birds being traded for our $20,000 against totalitarian governments.

We’ve already established Forward Fabrication with manufacturing to redefine the DIB.

• Hadrian: Software-defined factories that turn CAD files into parts autonomously.
• Firestorm: Modular, mobile, and deployed on edge battlefield production.
• Castelion: Hypersonics built using affordable high-temperature ceramics for the ideal price trade off in our favor against adversaries.

The goal is Decentralized Resilience. With abundant materials, we can push computing to the edge. Specialized TPUs and LPUs embedded in every soldier’s kit or vehicles as the standard. A “Personalized Nexus” where intelligence is inherent. Abundance also unlocks technology like quantum sensing; specifically photonic computing or Rydberg RF sensors that could reshape advanced computing or spectrum modality. If a link is jammed regardless of the scenario or use-case, the device can still operate.

Escalation

The endgame of a charter city is the financialization of national security. This is not without cost; beyond the billion dollar infrastructure chasm and local Narsaq protest opposition. It guarantees massive geopolitical tension specifically with Denmark, who will be forced to confront the uncomfortable reality of leasing sovereignty to a superpower. China and Russia will view this charter city as a direct threat to their midstream dominance. And of course Arctic industrialization climate risks could cause a major emissions backlash.

However, the upside is a “Garage Model” for kinetic hardware innovation. Just as AWS allowed two guys in a dorm to build a unicorn via hyperscalers; this could permit small, specialized engineering firms to prototype the hardware tech stack that previously required nation-state budgets to attempt. Breakthroughs in energy advancement, quantum sensing, advanced power hybrids, sustainable climate and rare earth refining technologies. A massive priority shift where Innovation moves from risk-averse labs to the bleeding edge of the mid-market.