US Operation to Take Greenland... Is Russia Gas Next? | Lee Moon-young, Professor, Seoul National University Institute for Peace and Unification Studies

미국의 그린란드 뺏기 대작전...다음은 러시아 가스다? | 이문영 서울대학교 통일평화연구원 교수 [신과대화]
Watch on YouTube ↗  |  January 23, 2026 at 23:00  |  59:41  |  3PRO TV (삼프로TV)
Speakers
Lee Mun-young — Professor, SNU Institute for Peace and Unification Studies

Summary

Lee Moon-young, a professor at Seoul National University's Institute for Peace and Unification Studies, discusses the geopolitical drivers behind US interest in Greenland and the Arctic. He explains Trump's preference for limited operations over full-scale war, the strategic and resource value of Greenland, Russia's dominant position in Arctic territory and shipping, and a potential US-Russia natural gas cartel involving Nord Stream. He also assesses implications for Europe, NATO, Korea-Russia economic ties, and rare earth and critical minerals.

  • Trump is pursuing strategic acquisitions and limited operations rather than large wars to secure US interests.
  • Greenland matters for missile defense, Arctic resources, and control of the Arctic's strategic geography.
  • Russia holds roughly half of Arctic territory and about 90% of the Arctic shipping route, with extensive military bases and icebreakers.
  • China and Russia are cooperating on Arctic logistics such as Arctic Express No.1, while Korea's Busan may face both opportunity and sanctions constraints.
  • The US and Russia are discussing a gas cartel where the US buys Nord Stream and resells Russian gas to Europe under a US brand.
  • Rare earths and critical minerals in Greenland and Russia could help the US reduce dependence on China.
  • Europe lacks military and economic leverage, and NATO cohesion is at risk if the US moves on Greenland.
  • Putin has signaled interest in restoring practical economic cooperation with Korea.
Ideas
Lee Mun-young Professor, SNU Institute for Peace and Unification Studies 12:25
Greenland, Russia rare earths cut China leverage.
Greenland ranks eighth globally in rare earth deposits, and Russia ranks sixth, while Greenland also holds critical minerals such as nickel, titanium, graphite, and uranium. Trump's interest in Greenland and resource cooperation with Russia is partly aimed at reducing China's rare earth leverage and securing alternative supplies, making rare earths and critical minerals a strategic development theme to watch.
Lee Mun-young Professor, SNU Institute for Peace and Unification Studies 27:11
Russia dominates Arctic shipping; Busan opportunity watch.
Russia controls about 90% of the Arctic shipping route and nearly half of the Arctic exclusive economic zone, and it has long invested in the Northern Sea Route. China and Russia now operate the Arctic Express No.1 rail-sea logistics route. Korea's Busan could still find opportunities if Russia seeks to reduce its economic dependence on China, but the sanctions regime and Ukraine war currently limit progress.
Lee Mun-young Professor, SNU Institute for Peace and Unification Studies 49:25
US-Russia gas cartel may revive Nord Stream.
The US and Russia are discussing a gas cartel in which the US would buy Nord Stream and sell Russian gas to Europe under a US brand. This would let the US combine its post-war European gas market share with Russia's former share, act as an intermediary and insurer, control Russia's use of gas as a weapon, and potentially block Iran's future gas cooperation. Germany's opposition has suggested it would return to Russian gas if peace is settled, though Europe's pride, US congressional hawks, sanctions, and Russia's symbolic stake in Nord Stream remain hurdles.
Up Next

This 3PRO TV (삼프로TV) video, published January 23, 2026, features Lee Mun-young discussing REMX, Arctic shipping route, UNG, Nord Stream 2. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Mun-young  · Tickers: REMX, Arctic shipping route, UNG, Nord Stream 2