A Journal of Geopolitical Chokepoints & Great Power Competition

ARCTIC LEDGER

Independent research on critical mineral supply chains, Arctic governance, and the structural leverage great powers build through infrastructure, resource access, and technology standards.

Volume I, No. 2 · September–October 2026

Ore, Ownership, and Opacity

Critical Minerals and China's Strategy of Concealed Control

Journal of Theories, Vol. I · August 2026

Thucydides's Trap, String Theory, Modelski's Table

An Analysis of Great Power Competition in the Modern Age

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About

Structural leverage, not headlines

Arctic Ledger is an independent research journal covering critical minerals, supply chain security, Arctic and maritime governance, and great power competition. We publish original analysis from researchers, graduate students, and practitioners working across these fields, with contributors drawn from institutions worldwide. Arctic Ledger accepts no state or corporate funding. Read our editorial standards →

Current Issue

Ten essays, one throughline: opacity

Volume I, No. 2 gathers ten essays on the origin, extraction, and politics of critical minerals — from radioactive sands in the Egyptian desert to nickel reserves across the Indo-Pacific, from laundered Congolese cobalt to Chinese civil-military fusion beneath the sea. What tethers them is a single argument: control over critical minerals lies less in scarcity than in concealment — in who can obscure ownership, financing, and processing capacity long enough to convert access into leverage.

01

From Critical Minerals to Critical Components: AI, China, and the New Geography of Chokepoints

How the critical-minerals chokepoint is migrating upstream into the AI hardware stack, and what that means for the next generation of Chinese leverage.

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02

Black Sands: Egypt’s Vanishing Radioactive Minerals

Egypt liberalizes gold and phosphate mining while a military-owned company quietly retains the rare earth-rich black sands, off the public books entirely.

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03

Norway's Seabed Reversal & the Supply Gap Nobody Is Counting

Oslo's reversal on seabed mining and the widening gap between Western critical-mineral ambitions and what is actually being permitted.

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04

Mineral Laundering & Militias: Tracing Beneficial Ownership Behind Critical Mineral Transactions

Tracing how smuggled Congolese cobalt is laundered through licensed Rwandan refiners and ends up funding a US-sanctioned militia.

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05

Indo-Pacific Positioning: Indonesia, the Philippines, and Australia in the Critical Minerals Competition

Nickel wealth and creditor leverage across three Indo-Pacific states, and the differing degrees of exposure each has to Beijing.

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06

The Yakjilva Mine as a Showcase of China's Eurasian Resource Access Strategy

A single mine in Central Asia as a case study in how Chinese infrastructure and financing convert sovereign mineral wealth into influence.

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07

India's Critical-Minerals Processing Gap

Why India's ambitions to counterweight Chinese mineral processing keep running into its own infrastructure and interagency friction.

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08

Putting a Price on Legitimacy: Private Security Companies, Critical Minerals, and China

Private security companies as an overlooked instrument of legitimacy and control in contested critical-mineral extraction zones.

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09

Pearl Divers No Longer: China's Civil-Military Fusion in Critical Mineral Deep-Sea Extraction

China's civil-military fusion applied to deep-sea critical mineral extraction, and what it means for the CCZ contest explored in Volume I.

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10

The Sanctions and the System: Chinese Firms and US Responses

Chinese state-owned enterprises, sanctions evasion, and the widening menu of US financial tools aimed at the critical-minerals supply chain.

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Contributing Institutions UC San Diego School of Global Policy and Strategy · UC San Diego Rady School of Management · Arizona State University (EPICS Program) · American University · Centre for East Asian Studies, University of Turku · Quaid-i-Azam University, Islamabad · University of Moratuwa, Sri Lanka · The Australian National University · The Mackinder Forum · The Eurasia Center · Universidad CEU San Pablo · Universidad Camilo José Cela · Robert Morris University · Universitas Bakrie · Liberty University · Indira Gandhi National Open University · Guru Gobind Singh Indraprastha University · The George Washington University (Elliott School of International Affairs) · EPIS Thinktank · Onero Institute · Morocco's Ministry of Foreign Affairs, African Cooperation and Moroccan Expatriates · Pehchaan The Street School (Trust)
Our Contributors

A wide base of expertise

Arctic Ledger draws its contributors from across the globe — researchers and writers based on nearly every continent, spanning doctoral and master's candidates, working professionals, and on-the-ground field researchers. That range gives the journal a genuinely wide base of expertise: technology policy, mineral economics, regional security studies, infrastructure engineering, and area-specific language and fieldwork experience all feed into what we publish.

Get in Touch

Contact

For submissions, institutional partnerships, and editorial inquiries. Arctic Ledger welcomes manuscript submissions from researchers, graduate students, and practitioners working on critical minerals, Arctic governance, supply chain security, and great power competition. Co-authorship and cross-institutional collaboration are welcomed.

Submissions are reviewed on a rolling basis.