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Green Daily
Countries seek Arctic control with new ships
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The Arctic is thawing, but navigating its icy waters is still a major concern. As nations from the US to China and Russia look to tap minerals, oil, and gas fields at the top of the world — and gain a military edge — they’re building out their fleets of icebreaker ships.

Today’s newsletter takes you inside the quiet but incredibly consequential geopolitical tussle for Arctic supremacy. You can read and share a full version of this story on Bloomberg.com. For unlimited access to climate and energy news, please subscribe

Breaking the ice

By Danielle Bochove

At a shipyard in Finland last month, workers cut the first steel for a new icebreaker ship. Over the next three years, about 10,000 tons of the metal will go into the hull before the vessel is carried across the ocean to Quebec for completion.

It will be the first heavy icebreaker built – at least partly – in Canada in more than half a century, with an estimated cost of C$3.3 billion ($2.4 billion) and the capacity to work in polar latitudes year-round. 

The Canadian government has funded two dozen new icebreakers, hoping to more than double its current fleet. China, Sweden, and other countries are also in the process of expanding their fleets, according to Finland’s Aker Arctic Technology Oy.

The Russian nuclear icebreaker Yakutiya during sea trials in St. Petersburg. Photographer: SOPA Images/LightRocket

US President Donald Trump has icebreaker ambitions of his own – and they’re not modest. To the current US fleet of three, he wants to add 48 ships; his sweeping tax bill earmarked $8.6 billion to get started. 

“I have never seen a demand signal like this in shipbuilding for icebreakers,” said James Davies, chief executive of Quebec-based Chantier Davie Canada Inc., whose Davie Shipyards is building the new Canadian vessel in Finland and Quebec.

The thawing of the top of the world from climate change has stirred a global competition to forge new, previously unnavigable shipping routes and access once-remote oil and gas fields and stores of minerals. The big melt also opens up formerly ice-bound areas to military activity.

That’s where icebreakers come in. The need for the ships rises, counterintuitively, as sea ice declines. Shipping corridors that used to be frozen solid for much of the year now have less ice and can be made navigable year-round — with the right vessel.

If geopolitical interest in the polar region has surged, so have US and Canadian worries about how to defend their vast Arctic territories. Alaska is by far the largest US state, twice as big as Texas, and Canada’s Arctic is more than two-and-a-half times the size of Alaska. Recent strategies released by both nations share concerns about Chinese and Russian activity and cooperation in the region.

Russia is the clear world leader in icebreakers, with 47 in service, according to Mikhail Grigoriev, director of the Moscow-based Gecon consultancy. An additional 15 Russian vessels are under construction, Grigoriev said, and a contract has been signed for yet another.

One appealing feature of icebreakers for countries rushing to acquire more of them is that they’re multi-purpose. They can keep harbors open and clear ice patches. They can signal a nation’s presence in a sensitive area, conduct surveillance, undertake scientific research or carry out search-and-rescue operations. But there’s a downside: They can’t track or evade submarines, because they’re too noisy.

“Having been on a ship on the ice, it sounds like you’re driving a 1970s pickup truck down a gravel road,” said Peter Rybski, a retired US navy engineer and icebreaker expert who served as US naval attache to Finland from 2017 to 2021. “From a naval perspective, they’re easy for submarines to find. And since they’re so noisy, they can’t find submarines.”

Read the full story. Subscribe for even more news on the rapidly changing Arctic. 

New commercial prospects

18
The number of days it will take a ship that recently departed China to reach the UK and northern European ports as it travels through the Arctic rather than around the southern tip of Africa or through the Suez Canal. The northern route will halve travel time.

All eyes on the Arctic

"The High North is our most strategically important area."
Jonas Gahr Store
Norwegian prime minister
The Norwegian territory of Svalbard is one of the epicenters of Arctic tensions thanks its commercial airport and ice-free anchorage.

Climate diplomacy worked 

By Laura Millan

The World Meteorological Organization has just issued its annual reminder — on World Ozone Day — that not everything's going in the wrong direction. Four decades ago, climate diplomats in Vienna took the first step to phase out over 99% of ozone-depleting substances. Today the ozone layer is on track to recover to 1980s levels by the middle of this century.

The Vienna Convention and the Montréal Protocol that followed represents a rare success story. Moves to eliminate harmful chemicals that are present in refrigeration systems, air conditioning, firefighting foam and even hairspray will reduce risks of skin cancer and cataracts in people, as well as damage to ecosystems due to excessive solar radiation.

“Forty years ago, nations came together to take the first step in protecting the ozone layer — guided by science, united in action,” said UN secretary general António Guterres. “This achievement reminds us that when nations heed the warnings of science, progress is possible.”

It’s a timely reminder as global leaders prepare to head to New York next week for the UN General Assembly and Climate Week events.

Happy World Ozone Day.

Coming to New York for Climate Week? Join us!

Photographer: David Ryder/Bloomberg

On Thursday, Sept. 25, Bloomberg Green will host a solutions-focused look into a new era of climate action during Climate Week NYC. Following the 80th United Nations General Assembly, we’ll hear how top leaders in business, finance and government are approaching climate issues during times of geopolitical uncertainty. Learn more here.

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