Volume I · No. 3 · September–October 2026

The Arctic

The Global Competition of the High North and Its Consequences

Editor's Note. Arctic Ledger was founded on the idea of studying the High North in all its aspects, from all angles. This installment does that by working from above as well as below — from seabed cables and submarines to orbital assets, from NATO's Arctic Sentry and the U.S.–Denmark–Greenland treaty ratifications to insurance markets, international leverage, and interests.

This edition consists of eleven pieces, with authors from Japan, Denmark, Pakistan, and both coasts of the United States. As the Arctic has seen only increasing operational activity from a growing number of parties — South Korean commercial expeditions, China's Polar Silk Road, Russian cable-cutting — this issue is critical not only to the present of the Arctic, but to understanding its future.

Volume I No. 3 took many months to assemble, and the Arctic has shifted correspondingly; the papers are oriented around the defining events of 2026, while drawing on data and research from prior years to ensure accuracy. As bows break the ice, anchors cut cables on the seafloor, and market forces further intensify competition, conflict, and jurisdictional dispute in the region, we hope this volume helps make sense of it.

I appreciate as always the phenomenal contributors to this volume, their research, fieldwork, and the patience the editorial process required to ensure only the highest quality. We hope you enjoy.

Jack M. Lindstrom — Founder & Publisher, Arctic Ledger
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In This Issue
No. 01

The Arctic Lifeline: Fortifying Europe's Energy Security

Europe's decoupling from Russian energy has quietly shifted its dependencies north, and its Arctic defense planning has not caught up with its own energy infrastructure there.

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No. 02

Insurance and Icebergs: What Economic Analysis Reveals About the Polar Silk Road and Northern Sea Route

Moscow and Beijing share an incentive to overstate how functional the Northern Sea Route and Polar Silk Road already are — and economic analysis shows the gap.

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No. 03

Strategic Anxiety in Southeast Asia: The Polar Silk Road and the Fading Monopoly of the Malacca Strait

As the Polar Silk Road matures, the Malacca Strait's chokepoint monopoly over Chinese trade begins to erode, with consequences for Southeast Asian leverage over Beijing.

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No. 04

An Open Door in the High North: Commercial Trade & Its International Ramifications

Russia's courtship of non-polar BRICS partners in the Arctic reads less as expansion than as anxiety over its own overreliance on China.

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No. 05

Leverage Lost At Sea: The Story of Russia, China, and the Politics of the Polar Silk Road

A framework for reading hard power as leverage built through economic expansion, applied to Russia and China's competing Arctic ambitions.

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No. 06

Chokepoints Within Chokepoints: Submarine Warfare in the Arctic

Nuclear submarines, undersea cables, and mineral deposits converge beneath Arctic ice as an underexamined layer of great-power competition.

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No. 07

Autonomy in the Arctic: The Role of the US Coast Guard in Innovation and Fabrication

Outnumbered in icebreakers, the US pivots to autonomous and AI-enabled systems to project Arctic capability it does not yet have in steel.

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No. 08

The Orbital Funnel

Dense satellite traffic and GNSS reliance make the Arctic a second frontier for the same competition already playing out on the ice below it.

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No. 09

Interconnectivity in the Ice: Subsea Cables & Their Importance to Sovereignty

Cables carrying 99 percent of the world's data traffic make the Arctic seafloor a question of sovereignty, not merely connectivity.

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No. 10

Environmental Storytelling: How the Melting Arctic Ice Affects Geopolitical Power Structures and Its Consequences

China, Russia, and the United States each read the same melting ice as a different kind of opening — and act on it differently.

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No. 11

Legitimacy and Locals: Great Powers and the Voiceless Power of the Inuit in Arctic Politics

Great powers have built legitimacy through Arctic presence for a century, with Inuit communities largely excluded from the politics conducted in their own homeland.

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Contributing Institutions

Georgetown University · Dansk Institut for Internationale Studier (DIIS) · Institute for the Study of Diplomacy · UC San Diego School of Global Policy and Strategy (GPS) · University of Vienna · International Leadership of Texas · Inter-Services Public Relations (ISPR) · Liberty University · Lahore College for Women University · San Diego World Affairs Council · United States Coast Guard Auxiliary

About the Contributors

Jack M. Lindstrom — Founder & Publisher, Arctic Ledger. Master of International Affairs candidate, UC San Diego School of Global Policy and Strategy. Junior Researcher under Leonard Hochberg, The Mackinder Forum. See also work published through Geostrategic Pulse and the Center for Maritime Strategy.

Gregor Kossman — Arctic Affairs Researcher. M.S. candidate in Foreign Service at Georgetown; graduate research assistant, Institute for the Study of Diplomacy, working with senior diplomatic and military fellows; scholar of Cold War history, the Arctic, and energy supply chains and volatility. Contributed “The Arctic Lifeline: Fortifying Europe's Energy Security.”

Leonardo Gomez — Chinese Strategy Researcher. Geopolitical risk analyst and Ph.D. candidate in Chinese affairs specializing in open-source intelligence (OSINT), scenario-based threat modeling, and Indo-Pacific security dynamics, drawing on over seven years of firsthand operational experience in China. Contributed “Strategic Anxiety in Southeast Asia.”

Bohdan Bernatskyi — Sanctions Research & Expert. Researcher at DIIS (Dansk Institut for Internationale Studier) in Denmark; former policy advisor to the Verkhovna Rada of Ukraine; graduate researcher at Vilnius University working on strategic sanctions and their consequences. Co-authored “Insurance and Icebergs.”

Aimen Wasim — Chinese Influence & Regional Researcher. International relations graduate focused on great power competition and the expansion of Chinese influence beyond Southeast Asia, including the Middle East and the Arctic; intern at the ISPR, working with national security briefings and senior officials. Contributed “An Open Door in the High North.”

Suggested citation: Lindstrom, Jack M., ed. Arctic Ledger, Vol. I, No. 3. September–October 2026.
© 2026 Arctic Ledger. All rights reserved. Views expressed are those of the individual authors and do not represent the positions of Arctic Ledger or any affiliated institution.