[ca_tech]

It is a case of economic security. US National Security Advisor Daleep Singh spoke about this on the Odd Lots podcast a month ago. The goal is an integrated supply chain across all three countries, and an end result of marketing the ice breaker capacity to other allies.

https://www.listennotes.com/podcasts/odd-lots/how-the-white-...

Transcript Notes at 00:17:51

[impossiblefork]

Yes, he says 'What do they get. Well, in exchange, we agree to integrate our ice breaking supply chains so that they are interoperable at every stage of production', but that doesn't actually benefit Finland

Furthermore, suppose that it actually was something substantial, some kind of deal that NATO icebreakers are to be made by the US, Canada or Finland, then you screw the Aker group in Norway, who also make icebreakers.

The way I see it they expect that since the Canadians have been able to nab the shipyard after the disorder caused by the sanctions they can transfer all the knowledge from the Finns and make the icebreakers themselves, seizing appealing high-tech shipbuilding niche from the Finns, and they offer nothing in return but bullshit.

An integrated supply chain, sure, maybe that can save money, but once you've transferred your knowledge you no longer have your niche.

I think this is very obvious in the talk because of the vagueness in what is offered to the Finns; and my interpretation is that nothing meaningful is offered to the Finns and the the US is just expecting to seize this niche.

I don't think the 'there'll be enough for all of us' talk is plausible either. Surely, there might be an expansion demand, but there's really only the Baltic and the polar area that matters, and maybe US and Canada together do need 40 or so icebreakers to keep the North-West Passage safe and open in case it is to become a major trade route, but they'll last basically for ever, and my understanding is that the US is talking about only nine or so.

[pjietr]

We Finns can meet you somewhere halway there?

"US: cost $800-$900 million per ship ($1.1-$1.3 billion in 2024 dollars) FIN: Finnish shipyard can build a heavy icebreaker for just a few hundred million dollars"

Bill North Americans for $500-600 million per ship? Can give some discount if significant amount of these projections indeed gets built

ODD LOTS: "And our best estimate is that the global total global demand for ice breakers over the next decade from allies and partners is between seventy and ninety vessels."