๐ Is Greenland next?
Plus: Vietnam not happy

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Todayโs briefing: |
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Good morning Intriguer. I swear we didnโt plan to kick off 2026 with four straight days of Trump coverage. But when the sitting US president pinches a foreign dictator from his capital, moots invading Greenland, threatens boots on the ground in Iran, and is eyeing Cuba for dessert, itโs hard to ignore.
Everyoneโs hunting for a mental model for Trump thatโll help predict what comes next. Heโs a reality TV star whoโll do whatever grabs eyeballs. Or heโs distracting from lousy domestic polls. Or itโs all about asserting Americaโs power for powerโs sake. Maybe all of the above.
In unpredictable times, we love to search for patterns, even when there are none. Lately Iโve been thinking about antifragility: instead of predicting the chaos, build systems that get stronger from it. Itโs the same reason we lift weights โ stress the muscle and itโll actually come back stronger. What does an antifragile foreign policy look like in 2026?
Thatโs very much the question facing officials in Copenhagen and Nuuk right now: how do you bear the weight of Trumpโs designs on Greenland and come back stronger? Thatโs our top story today.

Number of the day
66ย
Thatโs how many international organisations the US will now leave following a directive from President Trump. Some on the list โ like the UNโs population agency and climate treaty โ were long in Trumpโs crosshairs. Others are more of a surprise, like the longstanding effort to counter piracy in Asian waters, known as ReCAAP.
Land grab

Exactly a year ago to the day we asked, โWhyโs everyone talking about Greenland?โ. That was when incoming Trump 2.0 had taken a blowtorch to global headlines by reviving the idea that acquiring Greenland (a semi-autonomous territory of fellow NATO-member Denmark) was โan absolute necessityโ for the US.ย
A year later weโre still talking about it, but suddenly everything seems more serious.
What happened exactly?ย
Somehow, it again all starts with a tweet. This time, hours after the stunning US capture of Maduro, conservative activist and wife of top Trump advisor Katie Miller tweeted a map of Greenland covered by the US flag with the caption โSOONโ.
That triggered a verbal Europe-US escalation, culminating in the White House confirming that itโs โcurrently talking about what a potential purchase would look likeโ, but โof course, utilising the US military is always an option at the commander in chiefโs disposal.โ
So to recap, thatโs the US (technically still Europeโs primary security guarantor) declining to rule out using force to take a NATO allyโs territory.ย ๐ย
Why the focus on this icy territory?ย
Greenland sits on the motherload of minerals, but this is realistically more about location. Sitting at the intersection of the Arctic and Atlantic, itโs perfect toโฆ
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Prevent rivals China and Russia from dominating the strategic Arctic
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Monitor critical shipping lanes, including new ones via melting icecaps, and
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Control the airspace as the likely path for any Russian nukes targeting the US.
This isnโt new, which is why the US has explored taking Greenland since at least 1867. What is new(ish) is the quiet accumulation of announcements and speculation around rival โdual useโ activity on Greenland (like Chinaโs proposal for a โ๏ธclimate researchโ๏ธsatellite ground station), plus Russiaโs northern fleet ramping up submarine patrols around the strategic โGIUK Gapโ (a key Greenland-Iceland-UK chokepoint).
So the argument seems to beโฆ everyone knows Greenland is critical, and regardless what its ~50,000 inhabitants or the Danes 3,550km (2,205mi) away prefer, itโll eventually fall into Chinese, Russian, or American hands. So letโs just cut to the chase and make it American.
Of course, critics note that a) the US already has a big base with unfettered access, b) the US could just reverse its massive post-Cold War drawdown there, c) the Danes are also welcoming the US to (re)build more bases under their broad 1951 treaty, d) maybe just write a letter or pick up the phone instead of humiliating an ally, and e) if this is really about Russia, then just help Ukraine end Putinโs neo-imperialist delusion once and for all.
Soโฆ how would a US takeover of Greenland even work?
Option 1: Buy it.
Thatโs what Rubio is telling US lawmakers โ Trumpโs sabre-rattling is just an Art of the Deal-style move to pressure Denmark into selling Greenland (Copenhagen previously declined US offers in 1867 and 1946).ย
Of course, Greenland itself would have to agree to any sale, but its PM has continued to reiterate, โour country is not for sale.โ Polls back that up, with most Greenlanders still eventually wanting independence from Denmark, but 85% still against joining the US.
And bear with us here, but that brings us to a related possibility: the US could also make some kind of offer direct to the Greenlanders, like (say) a million bucks each if you vote to join the US. Thatโs $50B, which sounds like a chunk of change, though itโs less than what the US government spends on dialysis-related treatment in a year.
Option 2: Treaty it.
This would mean pushing (presumably via covert influence) independence from Denmark, then a โcompact of free associationโ with the US, like those already in place with the Marshall Islands and Palau.ย In practice that means the US provides financial and other support in return for exclusive strategic control over their territory.
Option 3: Take it.
The Greenlanders have no standing army, and the Danes have a few hundred troops stationed there permanently (similar to the current US force up at Pituffik Space Base). But the massive US runway at Pituffik is one of the largest in the Arctic and could easily handle a rapid ramp-up โ the base has a capacity for 12,000 troops.
Yet the reality isโฆ thereโs not really anyone (other than allied Danes) to fight. So in practical terms it might amount to hoisting a US flag and issuing a declaration.
Of course, the Danes would ordinarily seek NATO help if someone pulled that stunt, but this stunt would of course be courtesy of NATOโs own โbig daddyโ (NATOโs words, not ours).
Thatโs why Denmarkโs Frederiksen is warning if this happens, it means the end of NATO. But of course, this is arguably the most NATO-sceptic US president in history, so that might not be the warning it sounds like in Europe (though Trump has now tweeted โwe will always be there for NATOโ). Plus with Russia banging at Europeโs door, one might wonder whether the Danes would actually leave NATO, though the hurt would last generations: the Danes lost soldiers fighting with the US in Iraq and Afghanistan.
Soโฆ what is Europe doing about this?ย
Oh, you know, just the youshe: a meekly-worded joint statement that not even every NATO member has bothered to sign.
The statement reads more like a trembly plea for the US to remember its role as a security guarantor. Trump responded by doubling down on his desire for Greenland.ย
Meanwhile, the French and German leaders are reportedly working on a contingency plan if the US moves on Greenland. Perhaps another spicily-worded message of concern?
Intrigueโs Take
This whole saga nods to several important points:
First, the US the world thought it knew looks gone. Or perhaps more accurately, the pre-WWII US is now back: exceptionalist, transactional, and unapologetic. Or maybe this was always there, just behind a more benign and internationalist veneer.
Second, European leaders still havenโt figured out how to respond. The default stance seems to be a hope this fever-dream passes next election โ US voters donโt seem to like this Greenland play (nor the Venezuela or Canada ones), but elections turn on other issues, particularly when the alternative doesnโt cut through. Maybe what finally wakes the continent up to its new strategic reality is not Russian expansion, but American disdain.
Then third, sure, maybe this augurs some new golden age in America โ Greenlanders and Danes be damned. But history shows the US can suffer hubris, and with big flexes against Iran, Venezuela, and Greenland, Donald Trump does seem a tad close to the sun.
Sound even smarter:
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The opposition party that came second in last yearโs Greenland election is more open to dialogue with the US. The partyโs leader remarked this week, โthe US canโt do anything to us that Denmark hasnโt done already.โ
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The Danish Defence Intelligence Service labelled the US a security risk last year.
Meanwhile, elsewhereโฆ

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๐ฎ๐ทย IRAN – No end in sight. Comment:ย These protests donโt (yet) seem to have matched the massive 2022 Mahsa Amini unrest, and the clerics are sticking to a carrots (new $7 per month subsidy) and sticks (police brutality) approach in hopes they can ride it out again. |
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๐ฌ๐งย UNITED KINGDOM – Gotcha. Comment:ย No word yet on what (if anything) was on board the Bella, beyond several unidentified Russian nationals the Kremlin now says it wants back. Notice how the US just seized two sanctioned Russian tankers, and rather than any feared escalation, Moscow has done nothing but complain? |
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๐ฏ๐ต JAPAN – Roaming charges. Comment:ย Itโs Japanโs second nuclear-info security bungle in as many months, just as Tokyo looks to restart its nuclear energy program. More broadly, for allies and friends, itโll confirm Japanโs reputation as a weak link in the information security chain. |
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๐ธ๐ฆ SAUDI ARABIA – Out in the open. Comment: After years of hiding their rivalry under a veil of niceties, it seems the mask has dropped, with the Saudis now actively unwinding the UAEโs recent spectacular gains in Yemen. |
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๐ฌ๐ท GREECE – Last ditch effort. Comment:ย EU farmers more broadly are on edge as the bloc seems set to approve its big Mercosur trade pact with South American nations tomorrow (Friday), risking an influx of cheaper competition. Italy has been the swing voter lately, but further EU concessions seem to have gotten Rome over the line.ย |
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๐ฐ๐ญย CAMBODIA – Gone.ย Comment:ย The US and UK sanctioned this tycoon back in October, prompting us to wonder at the time how Cambodia would handle this given its close ties to both China and the tycoon. Now we have the answer: keep the West happy by taking action, but keep China happy by sending him to China, not the US. |
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๐ฒ๐ฝย MEXICO – Love thy neighbour. ย Comment:ย Mexico seems to have quietly overtaken Venezuela as Cubaโs top source of oil last year. Meanwhile, the US energy secretary has told a Goldman conference that the US will now sell Venezuelan crude onto world markets, and deposit the funds into a US-controlled account for the Venezuelan people. |
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๐ง๐ซ BURKINA FASO – Holding on. Comment:ย 37-year-old Traorรฉ has a record of blaming foreign interference, though thereโve been a couple of coup attempts against him since he seized power in 2022.ย Heโs juggling a jihadist insurgency and economic malaise, though retains support at home and elsewhere in the region thanks to his pan-Africanist and Western-sceptical vision. |
Extra Intrigue
The geopolitics of sports
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๐ฟ Ski: The International Ski and Snowboard Federation has fined Armenian skier Mikayel Mikayelyan after he covered the โAzerbaijanโ sponsor logo on his racing suit during Tour de Ski in Italy.
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๐ Cricket: Bangladesh is now refusing to play any T20 World Cup cricket matches in India, after an Indian Premier League team ditched a Bangladeshi star player amid reports of violence against Hindus in Bangladesh.
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โฝ๏ธ Soccer: FIFA has announced itโll now use AI-powered 3D avatars to improve offside calls at this yearโs US-Mexico-Canada World Cup.
TV of the day
Credits: Netflix
Netflix has quietly pulled a hit Chinese romance (Shine On Me) from its Vietnam catalogue after Hanoi spotted an unwelcome cameo: not Nicholas Cage, but the nine-dash line. One episode includes a map showing Beijing's vast (and unlawful) claim over the South China Sea, prompting an angry Vietnam to (again) demand it be taken down.
We say โagainโ, because youโll recall it was also Vietnam that objected after a similar map made a cameo in (of all places) the Barbie movie.
Todayโs poll
Do you think the US will end up with Greenland? |
Yesterdayโs poll: Do you think Maduro's capture will embolden or deter other autocrats?
โ Embolden (53%)
๐ฐ Deter (42%)
โ๏ธ Other (write in!) (5%)
Your two cents:
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โย C.O: โIn the long term, embolden, but it is hard to say. Trump's action appeared to take the Chinese and Russians wildly off guard, which always instils a sense of caution.โ
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๐ฐย S.L: โFor years, countries โcondemnedโ dictators, then did nothing. Dictators were not worried about handwringing speeches. Now the USA actually did something about repressive dictatorship in the Western Hemisphere.โ
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โ C.R: โโEmbolden' isn't the right wordโฆ more likely that other autocrats will be moved to take advantage of the chaos reigning in the West.
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โ๏ธ S.Z: โPowerful autocrats will be emboldened. Weak autocrats will be deterred.โ









