The Arctic Watchlist: 15 Companies to Own in the New Polar Order

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The race for the Arctic is no longer just a geopolitical theory; it is a massive deployment of capital. From the permafrost of Nunavut to the deep waters of the Barents Sea, the “Zimna Wojna 2.0” is creating a unique class of winners and losers.

In my latest deep dive for Substack, I provide my Strategic Arctic Watchlist, featuring 15 key players, including

  • The American Titans: Why ConocoPhillips and Teck Resources own the Alaskan frontier.
  • The High-Tech Enablers: Why VIGO Photonics is the “hidden gem” of polar monitoring.
  • The Gold Empires: How Agnico Eagle and B2Gold are turning ice into bullion.
  • The Uranium Surge: Strategic plays in the Canadian North.

I’ve also included a controversial but necessary look at the Russian “Legacy Players” (Novatek, Nornickel) that will dominate the scene if peace returns to Ukraine. If you are looking for the “picks and shovels” of the next decade, this is the list you need.

[Get the Full Watchlist on Substack]

The Arctic Watchlist: 15 Companies to Own in the New Polar Order