Sam Olson
Chief analyst at Sibylline, a private intelligence firm, providing expert analysis on critical minerals, supply chains and geopolitical risk.
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Feb 9, 2026 • 42min
Project Vault: Trump's battle to break China’s critical mineral stranglehold
Naaja Nathanielsen, Greenland's minister overseeing mineral policy, and Sam Olson, chief analyst on critical minerals and geopolitical risk, discuss Project Vault and the race to secure rare earths. They cover why processing capacity matters more than mining. They examine China’s market leverage, funding and permitting challenges, Greenland’s timelines and sovereignty concerns.
