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World · Arctic Council TROMSØ, NORWAY

Arctic shipping pact signed as Northeast Passage traffic doubles

Eight nations agree to joint traffic rules, emergency-response zones and icebreaker cost-sharing after a record season through the polar route. Insurers welcomed the deal; environmental groups called it a green light for more transits.

Arctic shipping pact signed as Northeast Passage traffic doubles
The Barents Sea off northern Norway on Tuesday. Convoys bound for the passage assemble east of Tromsø. — Photograph: Unsplash
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Eight Arctic and near-Arctic nations signed a binding agreement here on Tuesday establishing common traffic rules for the Northeast Passage, capping a season in which commercial transits through the polar route doubled for the second year running.

The pact sets staggered transit windows for large vessels, creates four joint emergency-response zones along the Barents and Siberian coasts, and shares the cost of icebreaker escorts among flag states in proportion to tonnage moved. A common traffic-management center will open in Tromsø in 2027.

Shipping data released alongside the agreement recorded 1,842 full transits in the twelve months to July, up from 903 a year earlier. Cargo volumes reached 44 million tonnes, most of it westbound LNG and container traffic diverted from the Suez route, where rates remain volatile.

"The traffic is coming whether we prepare for it or not," Norway's foreign minister, Åse Kristoffersen, said after the signing. "This agreement means it arrives under rules, not ahead of them."

Marine insurers welcomed the deal. Premiums for escorted convoys are expected to fall by 15 to 20 percent once the response zones are staffed, said Piet Vandermeer, head of marine at Amstel Re. "Loss scenarios that were uninsurable in 2023 now have a number," he said.

A route opened by a warming sea

The passage owes its season to a shrinking ice pack: September minimums have run roughly 40 percent below the 1990s average for three consecutive years. Environmental groups said the agreement institutionalizes that change. Arctic Watch called it "a pact that normalizes a shipping lane that should not exist," noting that a proposed ban on heavy fuel oil was left out of the final text.

The agreement does not cover naval vessels or fishing fleets, and its ratification path is uncertain: six of the eight signatories must approve the text in parliament by March before the cost-sharing mechanism takes effect. Delegates said they would seek codification at the International Maritime Organization next year.

For ports along the route — Kirkenes, Murmansk, Sabetta — the bet is that rules bring cargo. "Predictability is the product," Kirkenes's mayor said on Tuesday, watching a bulk carrier clear the harbor. "The ice already left."

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Ingrid Solheim

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