Arctic Ledger is an independent geopolitical research practice focused on the economics of critical mineral extraction and the governance disputes shaping who controls those resources. The work sits at the intersection of supply chain security, maritime law, and great power competition, with a particular focus on the Arctic, the Democratic Republic of the Congo, and the seabed governance questions that most analysts overlook.

The briefs produced here draw on open-source intelligence, government filings, corporate reports, and academic research. The goal is to cut through the headline layer and get to the economic and strategic logic underneath, the part that actually drives procurement decisions, investment theses, and foreign policy positions.

Arctic Ledger is run by Jack Lindstrom, currently completing an MA in International Affairs at UC San Diego's School of Global Policy and Strategy. We offer research contracts, policy briefs, and consulting across critical minerals geopolitics—from cobalt and rare earths to seabed governance and Arctic sovereignty disputes.

Arctic Ledger

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Arctic Ledger

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