
On the Arctic at least, Trump is right
Donald Trump is right about something. Russia and China pose a serious threat in the Arctic, and Nato has fallen well behind.
But the region is also becoming a major military asset as the flight path across the North Pole is the shortest route for missiles and bombers. Melting ice provides Russia with access to the North Atlantic.
The UK's soon-to-be-published defence review is expected to focus heavily on the 'Arctic threat', which has been described by the Royal United Service Institute (RUSI) defence think tank as 'a new frontline'. It is a frontline along which Nato is hopelessly outnumbered by the Russians and – to a lesser but important degree – the Chinese.
Along the Arctic coastline, Vladimir Putin has assembled a vast network of military bases for submarines, surface warships, sabotage operations, air bases and missile systems in addition to ports, mines and oil and gas drilling operations.
Nato countries have a combined Arctic coastline of 10,600 miles, excluding Greenland, whose 27,394-mile coastline is two-thirds in the Arctic Circle. Between them, they have 41 icebreakers and coordinate their activities through the Icebreaker Collaboration Effort (ICE).
China has two breakers. Russia leads the pack with 53 icebreakers, eight of which are nuclear-powered.
But it is in military installations where the imbalance is greatest. America's Arctic facilities are all in the southern part of Alaska. Its only truly Arctic facility is the Pituffik Space Base in Greenland. Canada has a couple of warships on Baffin Island and a string of tracking stations tied into America's NORAD air defence system. Britain has an Arctic training base in Norway called Camp Viking, and Norway has three small air bases.
Russia, on the other hand, has the world's longest Arctic coastline – 15,000 miles. Based at the western end, on the Kola Peninsula, is Vladimir Putin's Northern Fleet with its headquarters at Severomorsk. On a string of half a dozen bases are 32 surface warships, an estimated 40 submarines, and any number of support vessels and landing craft.
The Northern Fleet is protected by one of the world's most elaborate and extensive air defence systems. There are two major air bases – Olenya and Severomorsk and a smaller airbase on Franz Josef Land, which is only 550 miles from the North Pole. Russia has also deployed the state-of-the-art S-400 and S-300 anti-ballistic missile systems.
In September 2024, Russian foreign minister Sergei Lavrov gave an interview for the documentary series 'Soviet Breakthrough' in which he said that the Arctic was Russian territory and that Russia was prepared to fight Nato. To reinforce Lavrov's comments, the interview was reproduced on the foreign ministry's website.
China has no military bases in the Arctic, but it does have a research facility which it shares with the Russians, and the two countries have started staging Arctic military exercises. An exercise in September 2024 involved 400 ships, including surface vessels, submarines, support vessels and landing craft. They have also conducted joint air patrols near Alaska and coast guard manoeuvres in the Bering Sea.
In addition to the Northern Fleet, Russia has the Baltic Fleet, which is based in the Kaliningrad enclave. There is only one submarine but 43 surface warships, along with specialised ships for sabotage which may have been involved in the recent cutting of undersea internet and electricity cables.
The big fear of Nato command is that Russia's overwhelming naval superiority in what it calls the 'High North' will enable Moscow to control the Greenland-Iceland-UK (GIUK) gap which would put it in a position to sever the North Atlantic supply route between America and Europe.
Russia and China are as interested in the commercial as the military aspects of the Arctic. The region is believed to have 22% of the world's gas and oil reserves as well as diamonds, nickel, copper, platinum and large deposits of the much sought after rare earth minerals. Trump is trying to negotiate access to these resources as part of a Ukrainian peace deal.
But the most important commercial consideration is the sea. As the ice continues to melt, a trading route is opening between China and the lucrative European market. Beijing has dubbed this route the Polar Silk Road. The Russians call it the North Sea Route (NSR). It is estimated that the Polar Silk Road will cut the travel time from Shanghai to Rotterdam by 40% which will significantly lower transport costs and increase the range of goods that can be shipped.
To exploit that route, the Chinese are investing heavily in the Russian port of Zarubino near Vladivostok. Eventually the port will handle 60 million tons of goods a year. Last year 20 Chinese ships left Zarubino for Europe via the Arctic route.
In addition to its military build-up in the Arctic, Russia is conducting a major diplomatic offensive. It has declared that the NSR is a Russian internal waterway rather than international waters. It has gone on to suggest that countries will have to seek permission to use the route and that Russia may charge transit fees.
Moscow has also submitted claims to the UN to extend its sovereign rights over a large part of the Arctic Ocean. These claims go well beyond the normal 200-mile Exclusive Economic Zone (EEZ) provisions in the 1982 UN Convention on the Law of the Sea. Russia's claims conflict with the claimed Exclusive Economic Zones of Canada, Denmark, Norway and the US.
Normally, conflicting claims would be thrashed out in the Arctic Council which was formed to facilitate dialogue, but most of the non-Russian members (the US, Iceland, Denmark, Norway, Finland, Sweden and Canada) stopped talking to Russia after its Ukraine invasion in February 2022. This only allows Putin to pursue his claims and continue his military build-up.
Some Americans believe they are best-placed to counter Russia's Arctic threat. Donald Trump obviously believes this and that the best job could be done if the territory was owned by the US. Both Denmark (which owns Greenland) and Canada are members of Nato. Under a 1951 defence agreement, America has the right to establish bases in Greenland with the consent and cooperation of the Danish government.
Canada has a number of American radar and missile tracking bases in northern Canada. They are a key part of the NORAD (North America Air Defence) system. If needed, they could be expanded.
That is what allies do. If they are threatened with becoming vassals, then the outcome could be different.
Tom Arms is the author of The Encyclopaedia of the Cold War and writes a weekly world affairs blog Observations of an Expat on Substack.com
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Reuters
18 minutes ago
- Reuters
US oil group challenges Trump plan to cut biofuel import credits
NEW YORK, Aug 14 (Reuters) - A top U.S. oil trade group on Thursday joined a chorus of complaints against a new government proposal to slash incentives for biofuel imports, testing the Trump administration's resolve to keep the policy in the upcoming months. The mounting criticism puts the White House in the position of having to side with either farmers looking to prioritize domestic supply, or refiners seeking cheaper feedstock - both groups loyal to President Donald Trump. At issue is a proposal from the Environmental Protection Agency in June that would allocate only half as many tradable renewable fuel credits to imported biofuels and biofuel feedstocks as to domestic ones. The shift, which could be finalized before the year's end, has significant implications for bio-based diesel, which relies on imports to meet federal mandates. The U.S. Renewable Fuel Standard (RFS) requires refiners to blend billions of gallons of biofuels into the fuel market, or buy credits known as RINs from those that do to demonstrate compliance with the program. The Farm Belt, specifically soybean farmers, hailed the proposed shift as a victory, arguing the RFS was always intended to boost domestic production and that countries like China were flooding the market with cheap supply. But the oil industry argues the U.S. lacks enough feedstock to meet the federal quotas without imports, tightening an already stretched domestic market and driving prices higher. "As proposed, it is unworkable and would have significant harmful effects on the overall RFS program and could place upward pressure on fuel costs," the American Petroleum Institute said in a letter to the EPA on Thursday seen by Reuters, urging the complete removal of the import proposal. The API also questioned the legality of the proposal in separate comments seen by Reuters, signaling the deep-pocketed trade group could be prepared to go to court to challenge the administration. Refiners and farm groups were earlier this year unified on bio-based diesel, with both arguing that federal quotas needed to be higher. However, the shift on imports caught both industries by surprise. Even within trade groups, sentiment around the imports proposal is divided. "There is not consensus among our members on the proposal to reduce the RIN value for fuels produced domestically from foreign feedstock," Clean Fuels Alliance America, a biodiesel group, said in comments submitted to the EPA.


Reuters
18 minutes ago
- Reuters
Oil prices stable ahead of Trump-Putin meeting in Alaska
LONDON, Aug 14 (Reuters) - Oil prices were stable on Thursday as investors weighed the potential impact of the upcoming U.S.-Russia summit on Ukraine on Russian crude flows, after U.S. President Donald Trump warned of "severe consequences" for Moscow if it does not agree to peace. Brent crude futures were up 49 cents, or 0.75%, at $66.12 a barrel by 1303 GMT, while U.S. West Texas Intermediate crude futures rose 51 cents, or 0.81%, to $63.16. Both contracts hit their lowest levels in two months on Wednesday after bearish supply guidance from the U.S. government and the International Energy Agency (IEA). Trump on Wednesday threatened "severe consequences" if Russian President Vladimir Putin does not agree to peace in Ukraine. The U.S. president did not specify what the consequences could be, but he has warned of economic sanctions if the meeting in Alaska on Friday proves fruitless. Trump has threatened to enact secondary tariffs on buyers of Russian crude, primarily China and India, if Russia continues its war in Ukraine. "The uncertainty of U.S.-Russia peace talks continues to add a bullish risk premium given Russian oil buyers could face more economic pressure," Rystad Energy said in a client note. "How (the) Ukraine-Russia crisis resolves and Russia flows change could bring some unexpected surprises." However, some analysts remained sceptical that Trump would take action that could significantly disrupt oil supplies. "Anything that causes oil prices to rise from policy such as secondary tariffs is almost an own goal against this administration, and the man from Moscow knows it," PVM analyst John Evans said. Expectations that the U.S. Federal Reserve will cut interest rates in September also propped up oil prices, as lower borrowing rates can spur economic growth and demand for oil. Traders overwhelmingly believe a cut will happen next month after U.S. consumer prices increased at a moderate pace in July. U.S. Treasury Secretary Scott Bessent said he thought an aggressive half-percentage-point cut was possible given recent weak employment numbers. Oil prices were kept in check on Wednesday as crude inventories in the U.S. unexpectedly rose by 3 million barrels in the week ending August 8, according to the U.S. Energy Information Administration on Wednesday.


Reuters
18 minutes ago
- Reuters
Putin praises 'sincere' U.S. as Ukraine braces for Trump-Putin summit
MOSCOW/LONDON/KYIV, Aug 14 (Reuters) - Russian President Vladimir Putin on Thursday praised "sincere efforts" by the U.S. to end the war in Ukraine and floated the prospect of a nuclear arms deal ahead of a summit with President Donald Trump where Europe has urged Trump to stand firm. Putin was speaking to his most senior ministers and security officials as he prepared for the meeting with Trump in Anchorage, Alaska on Friday that could shape the endgame to the largest war in Europe since World War Two. It follows intensified efforts by Ukrainian President Volodymyr Zelenskiy and his European allies to prevent any deal that carves up Ukraine's territory and leaves it vulnerable to future attack. Putin said in televised comments that the U.S. was "making, in my opinion, quite energetic and sincere efforts to stop the hostilities, stop the crisis and reach agreements that are of interest to all parties involved in this conflict". This was happening, Putin said, "in order to create long-term conditions for peace between our countries, and in Europe, and in the world as a whole - if, by the next stages, we reach agreements in the area of control over strategic offensive weapons." His comments signalled that Russia will raise the issue of nuclear arms control as part of a wide-ranging discussion on security when he sits down with Trump for the first Russia-U.S. summit since June 2021. A senior eastern European official, who requested anonymity to discuss sensitive matters, said Putin would try to distract Trump from Ukraine at the talks by offering him possible progress on nuclear arms control or something business-related. "We hope Trump won't be fooled by the Russians, he understands all (these) dangerous things," the official said. "The only strategic goal for the Russians is not to receive new sanctions, and to lift the sanctions that the U.S. and others (imposed) previously. The Russians have no other big goals now. They think they will find a way to take all of Ukraine in one way or another," the source added. Ukraine's allies said Trump was willing to back security guarantees for Kyiv, a potentially significant but as yet vague offer that could give some hope to Ukraine. Trump had shown willingness to join the guarantees at a last-ditch virtual meeting with European leaders and Zelenskiy on Wednesday, leaders said, though he made no public mention of them afterwards. "Yesterday, together with all our partners, and today in a bilateral format, we discussed expectations for the meeting in Alaska and possible prospects," Zelenskiy said after a meeting in London with British Prime Minister Keir Starmer. "We also discussed in considerable detail the security guarantees that can make peace truly durable if the United States succeeds in pressing Russia to stop the killings and engage in genuine, substantive diplomacy." Friday's summit comes at one of the toughest moments for Ukraine in a war that has killed tens of thousands and displaced millions since Russia's full-scale invasion in February 2022. Speaking after Wednesday's meeting, French President Emmanuel Macron said Trump insisted that the transatlantic NATO alliance should not be part of security guarantees that would be designed to protect Ukraine from future attacks in a post-war settlement. "President Trump also stated this clearly, saying things that I find important: namely, that NATO should not be part of these security guarantees - and we know this is a key point, particularly for the Russian side - but (also) that the United States and all willing allies should be part of them. That is what we are committed to," Macron said. Expanding on that, a European official told Reuters that Trump said on the call he was willing to provide some security guarantees for Europe, without spelling out what they would be. The official, who did not want to be named, said this was the first time he has been so explicit about providing some guarantees since the Coalition of the Willing talks led by Britain and France began in March. It "felt like a big step forward", the official said. It was not immediately clear what such guarantees could mean in practice. On Wednesday, Trump threatened "severe consequences" if Putin does not agree to peace in Ukraine and while he did not specify what the consequences could be, he has warned of economic sanctions if his meeting on Friday proves fruitless. However, Russia is likely to resist Ukraine and Europe's demands strongly and previously has said its stance had not changed since it was first detailed by Putin in June 2024. A Kremlin aide said Putin and Trump will discuss the "huge untapped potential" for Russia-U.S. economic ties as well as the prospects for ending the war at the meeting. Zelenskiy confirmed this week that Russian forces had advanced by about 9-10 km (6 miles) near the town of Dobropillia in the Donetsk region. Ukraine, suffering manpower challenges, was forced to move in reserves to stabilise the situation. Trump has said a deal could include what he called a land swap. Russia controls around a fifth of Ukraine and a land swap within Ukraine could cement Moscow's gains. Zelenskiy and the Europeans worry that would reward Putin for 11 years of efforts to seize Ukrainian land and embolden him to expand further west in Europe.