A sweeping account of how the Arctic became the next arena of global conflict as the great powers battle over trade routes, resources, and military dominance from Greenland to Siberia—by award-winning Financial Times journalist Rana Foroohar.
As polar ice melts and new sea routes open, the Arctic has become the most consequential—and least understood—geopolitical theater in the world. In Sea Change, Rana Foroohar takes readers aboard America’s only Arctic icebreaker and inside the halls of power in Washington, Beijing, Moscow, and allied capitals to reveal how climate change is reshaping global trade, national security, and industrial policy.
Drawing on unprecedented access to Coast Guard missions, senior officials across multiple administrations, labor leaders, and international partners, Foroohar shows how being a strong sea power is vital and how the U.S. is struggling to catch up. She also explains how control of Arctic shipping lanes, shipbuilding capacity, underwater data cables, and untapped natural resources will determine economic and military supremacy in the decades ahead. Both a gripping voyage and a clear‑eyed analysis of global power, Sea Change argues that America’s future prosperity and security may well be decided at the top of the world.
Rana Foroohar is the author of Don’t Be Evil, which won a Porchlight Business Book Award, and Makers and Takers. Currently the global business columnist and associate editor for the Financial Times and the global economic analyst for CNN, she has served as the assistant managing editor and economic columnist at Time and an economic and foreign affairs editor and foreign correspondent at Newsweek. She is a life member of the Council on Foreign Relations and sits on the board of the Open Markets Institute.
A Workhorse, Not a Show Horse – and a Country That Could Use the Lesson Rana Foroohar’s “Sea Change” finds American power somewhere between an aging icebreaker, a Finnish test basin, and the skills we stopped practicing By Demetris Papadimitropoulos | September 28th, 2026
Deep in Rana Foroohar’s “Sea Change,” Coast Guard officer Haley Howard watches pancake ice drift across the Arctic like a gray-and-white patchwork quilt. The pieces are thin, but fragility does not make them docile. They slide, overlap, close, reopen. Howard searches for “leads,” the seams where the “Healy” can move with the ice rather than simply batter it. Navigation, she says, is “more art rather than science.” It “requires a human touch.” The fabric vocabulary matters – patchwork, seams, touch – because Foroohar has come north to write about ships, supply chains, climate change, China, Russia, Greenland, industrial policy, and American power, only to find that the hardest resource to replace is knowledge carried by people.
Everything starts with a change of orientation. Foroohar opens by rotating the conventional map and looking down from the North Pole. Russia swells, Greenland and Canada move toward the center, Scandinavia becomes newly proximate, and the United States looks smaller. The move is almost impudent in its simplicity: turn the page in your head and the hierarchy changes. The Arctic, so often treated as white margin, becomes a working junction of shipping routes, mineral deposits, military interests, climate systems, data cables, Indigenous homelands, and rival claims to sovereignty. What looked remote is suddenly where several kinds of dependence meet.
More than a map, though, Foroohar needs a vessel, and the USCGC “Healy” gives this wide-ranging book its keel. The 420-foot icebreaker is laboratory, military asset, mapping ship, rescue platform, floating town, and recurring cast. Foroohar joins it on a 2024 voyage from Nome into Arctic waters, letting shipboard routines open onto much larger systems: a meal becomes a lesson in morale; a weather briefing leads into climate science; sonar into undersea cables; an engine room into the decline of American shipbuilding. The “Healy” does not merely transport the reporter. It teaches the book how to change scale.
Even Foroohar’s shorthand reveals what she values. The “Healy,” she writes, is a “workhorse, not a show horse.” Her eye keeps returning to people and systems whose worth appears only when something must actually be done: a fire contained, a route mapped, a ship repaired, a storm read, an ice field crossed. She can be rapturous about the Arctic – steel-gray water, a blade of yellow light, walruses surfacing beside the hull, aurora spilling across the sky – but wonder seldom remains innocent for long. Behind the scenery waits a practical question: who knows how to keep this machinery, and the institution around it, working?
The answer comes most vividly through a malfunctioning transformer. Earlier in the “Healy’s” life, a fire forces the crew into emergency response. Foroohar lingers not on heroics but rehearsal. Sailors drill until the body can begin moving before panic has finished introducing itself; one responder remembers smelling smoke and sprinting through watertight doors. Firefighting aboard ship, she notes, has to become as automatic as brushing your teeth. Captain Michele Schallip adds the necessary corrective: a real emergency remains terrifying because no drill card tells you how the story ends. The scene makes competence physical, then turns national weakness embarrassingly concrete: when the “Healy” is out of service, there is no deep bench of equivalent American ships nearby. One broken transformer can become a strategic absence.
Read beside the later industrial chapters, that fire clarifies the book’s best idea. National capacity is not a budget allocation or an inventory. It is remembered practice – skill lodged in workers, crews, suppliers, schools, institutions, and relationships before the emergency arrives. Shipbuilding requires steel, yards, naval architects, welders, mariners, inspectors, procurement systems, training programs, long contracts, patient capital, and accumulated error. Lose enough of that web and a blueprint becomes closer to a wish. Foroohar’s late phrase about restoring the “muscle memory” of producing as well as consuming is exact because the memory in question is not figurative. A society can, quite literally, forget how.
In prose, Foroohar repeatedly turns policy nouns back into physical verbs: build, break, map, steer, weld, repair, train. Her default sentence is brisk and explanatory, designed to get a general reader across technical ground without making expertise feel like a tollbooth. A sailor becomes a lesson in training; a port becomes a history of industrial decline; a miniature icebreaker becomes a theory of comparative advantage. This is why subjects that could perish on contact with PowerPoint – procurement, industrial policy, maritime logistics – usually retain a pulse.
Put her at sea, however, and the prose changes speed. Gray divides into slate, blue-gray, green-gray, steel; Arctic light becomes a thin yellow line between sky and water; ice scraping the lower decks produces an almost creaturely hiss. These passages are not scenic recess. They restore the Arctic’s physical stubbornness. Foroohar may be mapping systems, but the environment keeps behaving like something that has not read the memo. The beauty matters because it interrupts the strategic vocabulary and reminds us that this supposed theater of competition is also weather, animals, settlements, and water whose behavior remains only partly known.
As Foroohar zooms from deck plate to world order, fluency becomes a risk. She is exceptionally good at moving between scales, and her transitions can make a complicated chain feel settled before every link has been tested. Deindustrialization, financialization, weakened labor power, defense consolidation, globalization, monopoly, educational stratification, China’s rise, and American strategic vulnerability often enter the same current. Much of the current is real. But the speed of synthesis sometimes makes history look as though it had been waiting all along for Foroohar’s diagram.
Policy language grows slipperiest around “resilience,” the book’s master virtue. Foroohar opposes it to an economy optimized chiefly for efficiency: cheap imports, just-in-time supply chains, outsourced production, minimal redundancy. The distinction is useful. Yet “resilience” keeps accumulating duties. By the final chapters it can mean domestic manufacturing, allied manufacturing, stockpiles, training, community, national security, public-private coordination, institutional trust, even social cohesion. A word that can name nearly everything the book admires begins to tell us less about the collisions among those goods.
Aboard the “Healy,” Clarissa Zeller quietly unsettles the book’s faith in formal expertise. As the Indigenous observer, she carries information between Native communities, scientists, and Coast Guard personnel; oral histories of ice, animals, routes, and weather become operational evidence rather than cultural garnish. Some of the Arctic knowledge Washington now needs survived outside Washington, preserved by people who had reasons to remember long before the region became a renewed strategic priority.
Dependence on Chinese rare-earth processing leads straight into the book’s hardest moral pressure. Foroohar is attentive to warming seas, coastal erosion, changing animal migrations, Native subsistence, and scientific uncertainty, yet her strategic argument repeatedly converts thaw into access: shorter routes, minerals, drilling, seabed resources, new infrastructure. After diagnosing that mineral dependence, she moves toward greater Arctic engagement as part of the answer, including more extraction. She acknowledges divided Native opinion and ecological risk. What she does not quite metabolize is the bitter symmetry: the climate transformation making the Arctic more dangerous is also making it more commercially tempting.
In Finland, “Sea Change” finds its cleanest picture of retained craft. Foroohar visits an ice-testing facility where miniature vessels move through engineered frozen basins before full-size ships are built. Engineers do not trust simulation alone; some have spent weeks on ice measuring the conditions their vessels must survive. The scale inside the facility is almost comic – tiny boats in an office complex – but the modesty is instructive. Finland’s advantage is laboratories, engineers, intellectual property, field experience, suppliers, and decades of repeated problem-solving. No tariff can summon that ecology overnight; no appropriation can instantly create the people who know what to do with the money.
Maritime self-reliance, in other words, depends on admitting present dependence. The United States cannot regain capability by pretending it already possesses the skills it needs. It requires Finnish design knowledge, Canadian participation, Korean and European shipbuilding expertise, international suppliers, and allies willing to share what they know. Foroohar eventually allows that substantial production may remain abroad while American firms relearn the craft. Her proposed escape from fragile globalization is therefore another form of interdependence – narrower, more deliberate, and far more dependent on trust. The contradiction is not a hole in the book. It is where the book grows up.
If industrial policy is the remedy, “Sea Change” could distinguish more sharply among its varieties. Panle Jia Barwick, Myrto Kalouptsidi, and Nahim Bin Zahur, writing in “The Review of Economic Studies,” found that China’s shipbuilding policies dramatically increased investment, firm entry, and global market share while also producing fragmentation, idle capacity, depressed prices, and poor returns; different policy tools performed differently. The study does not undo Foroohar’s case that markets alone may fail to preserve strategic capability. It makes the next question unavoidable: which interventions preserve useful capacity, and which merely subsidize motion?
The Arctic did not create Foroohar’s economic framework from scratch. In a 2022 McKinsey & Company interview about “Homecoming,” she was already arguing that the era of “pure economic globalization” was ending, that production would regionalize, and that friend-shoring would matter more in strategic sectors. “Sea Change” is therefore less a conversion narrative than a stress test of convictions she brought aboard. The Arctic often strengthens them; around sovereignty, extraction, Indigenous knowledge, and allied dependence, it also pushes back. Elsewhere, the region can feel almost suspiciously well fitted to conclusions waiting for a new stage.
Return to Howard on the bridge. Before she becomes evidence for a workforce argument, Foroohar lets us watch her learn. The ice is “pancake” and “patchwork”; Howard searches for “leads” and “seams”; then the vocabulary leaves fabric and lands on the body with “human touch.” Skill arrives first as perception. Howard does not conquer the ice by possessing more facts about it. She watches how it moves, waits, adjusts, chooses a route that may not have existed an hour earlier. The scene is quiet enough that the hum of the engines nearly disappears into the sea.
On the page, that quiet does something Foroohar’s ringing declarations sometimes cannot. “Making things matters” is forceful but finished; Howard’s navigation remains conditional. The scene leaves room for judgment, hesitation, correction. That is the register in which “Sea Change” is most convincing: when it makes us feel the difference between information and judgment, between possessing a map and knowing what to do after the water has moved.
Part of the “Healy’s” seduction is how cleanly it embodies that distinction. Foroohar admires its mixture of backgrounds, clear missions, disciplined training, collaborative leadership, and dependence on teamwork. Gradually it begins to resemble an ethical counter-America: hierarchical but humane, diverse but cohesive, patriotic without bombast, technically sophisticated without contempt for manual skill. The portrait is moving and somewhat romantic. A cutter with statutory missions and immediate consequences for failure is not a miniature democracy. A country cannot solve pluralism by announcing “Captain on deck.”
On the voyage’s penultimate day, that attraction becomes especially legible. Foroohar asks Schallip whether service feels different amid political volatility. Schallip pauses to inspect a cloud through binoculars, then says that the Coast Guard has clear statutory missions and will carry them out “no matter who is in charge.” Immediately afterward, she turns back toward the freezing view and sighs over the “Tiffany blue of the sea ice.” Duty, then beauty. The sequence explains why the ship seduces Foroohar as a political symbol: its mission can be stated in a sentence. Democratic life is difficult partly because the mission itself is contested.
Useful competence is not automatically virtuous competence. The same mapping that protects sailors can support resource claims. The same icebreaker that enables climate science can project military power. The same industrial ecosystem that creates skilled work can enable extraction or escalation. “Sea Change” knows these doublenesses but remains emotionally attached to capability itself. After hundreds of pages about systems that have forgotten how to make, repair, or train, the sight of people doing difficult work well acquires an almost moral glow. The harder question is what that competence is for.
Late in the Epilogue, Foroohar returns to the “Healy” for Schallip’s change-of-command ceremony, and the book makes its best formal decision. Had it stopped with globalization receding, ships mattering, and resilience supplementing efficiency, “Sea Change” would have ended as a sharp policy book. Instead the ceremony redistributes attention. Repairs, logistics, science, diplomacy, cooking, and ordinary reliability are named; even seemingly minor work receives ceremonial weight because at sea no task is quite minor. Schallip, struggling not to cry, calls time at sea “the epitome of teamwork,” then reads her final orders and hands command to Captain Kristen Serumgard. Power appears here not as possession but as a thing designed to be relinquished.
Only after the ritual reaches full military formality does ordinary life puncture it. The announcement “Healy leaving” briefly makes captain and vessel grammatically interchangeable; then Serumgard’s young son, bored after hours of ceremony, dangles a blue stuffed octopus from her sword. The object meant to signify authority becomes playground equipment. Serumgard stops answering questions, picks him up, and tells him she loves him. The sword remains a sword; the octopus remains ridiculous; neither cancels the other.
So under all the superpower arithmetic, “Sea Change” keeps returning to transmission: Indigenous elders pass observations forward; Finnish engineers preserve techniques; sailors drill until response settles into muscle; captains train younger officers; Schallip gives way to Serumgard. The book’s declared subject is rebuilding. Its more affecting subject is keeping – keeping skill in circulation, institutions functional, alliances credible, enough knowledge alive that the next emergency does not arrive to find an empty toolbox. The unresolved tensions are not debris around that thesis but the thesis under pressure: Indigenous knowledge beside state expertise, Finnish dependence inside a project of American resilience, climate damage beside commercial opportunity, public investment beside procurement failure. “Sea Change” earns an 83/100 and 4/5 not because Foroohar makes those pieces fit, but because her best reporting shows why they will not. The map can be rotated; the route still has to be found. A captain leaves, another takes her place, and a blue stuffed octopus swings from a ceremonial sword while a child waits to be picked up. Foroohar spends much of “Sea Change” asking whether America can make things again. The harder question her own scenes leave behind is whether a society can keep knowing how – and whether it can hand that knowledge forward without mistaking capability for wisdom.