How Melting Ice Is Redrawing the Global Order | Rana Faroohar

Melting Arctic ice is opening contested shipping routes and resources where China's shipbuilding dominance (5,500 vessels vs. US 187) gives it decisive leverage.

• China's maritime ring-fencing: China has spent ~20 years dominating shipbuilding, now operating ~5,500 ocean-going vessels vs. 187 US-flagged, giving it control over chokepoints like Hormuz, Suez, and Panama.
• US icebreaker gap: The US had just one operational Arctic icebreaker (the Healy) versus nearly 50 combined for Russia and China, prompting a US-Finland-Canada deal to build 11 icebreakers by 2028.

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