北欧海洋经济投资逻辑

ContentsFOREWORD1.INTRODUCTION:The Nordic Ocean Investment thesis1.1 Purpose of this investment thesis1.2 Methodology and approach2.THE OPPORTUNITY:What is The Ocean Economy Opportunity?2.1 The projected value of the Ocean and its assets2.2 The Ocean Economy as a system to create value from Oceanassets2.3 How the Ocean Economy is creating value today and itsgrowing importance2.4 The Ocean Economy Opportunity as the discovery of newways to create value from Ocean assets3.THE EMERGING TRENDS:What is changing about the market that is creating newopportunities in the ocean economy?3.1 Increase in global demand is making the world look more intothe ocean for solutions3.2 Environmental degradation and limitations is forcing a re-think and redesign on how value is being created and protectedtoday from the ocean3.3 Increase in geopolitical tensions will put more pressure onthe protection, exploration, and extraction of ocean key assets3.4 New technologies and advancements in science andengineering are making new ocean solutions possible4.THE MARKET FOCUS:Why is the Nordic region best positioned to capture thisopportunity?4.1 A region rich in ocean assets4.2 A region with high expertise in creating value from oceanassets today4.3 A region with favorable factors supporting the developmentof new ocean solutions4.4 A region with proven capacity to generate returns forinvestors 248811131315202326283032333637394248 35.The landscape:How does the Nordic Ocean Economy landscape look liketoday?515.1 Nordic Ocean Economy Landscape by sector515.2 Nordic Ocean Economy Landscape by country566.THE SEGMENTS:What are the main opportunities emerging in the NordicOcean Economy?596.1 Segment 1: Optimization of the existing ocean activities626.1.1 Optimization of the shipping industry636.1.2 Optimization ofishing andish farming industry666.1.3 Optimization of the offshore wind energy industry686.2 Segment 2: New applications of ocean assets716.2.1 New applications of marine living resources726.2.2 New applications of ocean physical elements.746.2.3 New applications of ocean movements, dynamics, andatmospheric interactions.756.2.4 New applications of ocean non-living resources.776.3 Segment 3: New solutions for ocean exploration,engagement, and extraction776.3.1 New solutions for ocean exploration.796.3.2 New solutions for ocean engagement.806.3.3 New solutions for ocean resource extraction.816.4 Segment 4: New solutions for value protection, restoration,and management826.4.1 New solutions for ocean assets value protection836.4.2 New solutions for ocean assets value restoration856.4.3 New solutions for ocean assets value management857.THE SUMMARY:the Nordic Ocean Opportunity87About this publication100This publication is also available online in a web-accessible version at:https://pub.norden.org/temanord2025-549 FOREWORDThe role of the Ocean in shaping the NordicsWhat makes the Nordic countriesFinland, Iceland, the Faroe Islands, Greenland, and Åland under a shared identity?What common traits bond them together under the nameThese eight nations share many deining characteristics that can be grouped intoive key categories. First, they have a common history, shaped by shared origins andcenturies of political alliances. Second, they uphold common values, including adeep commitment to fairness, equality, democracy, and social trust. Third, theyshare cultural elements, from closely related languages and religious traditions tosimilar economic models. Fourth, they are all located in the northern part of theglobe, deined by a unique climate and weather conditions—marked by long, coldwinters. And last but not least, theifth, they share distinct geographical andtopographical features, including long coastlines and ocean territories that oftenexceed their land areas.All these factors are equally important. However, it is this last factor—the Ocean—that plays a particularly deining role. The Nordic countries are fundamentallyocean-based nations. On average, their combined ocean areas are twice the size oftheir land areas, with countries like Norway and Iceland pushing this ratio evenfurther—six or seven times larger. The Ocean has not only shaped the region’sgeography—but it has been instrumental in the formation, development, andgrowth of Nordic societies in theirst place. It made life and civilization possible inthese northern lands.The very termcomes fromextreme latitudes, it was the Ocean that made settlement possible in the Nordics.Here’s how:NordicThe Ocean moderates the climate, thanks to the Gulf Stream, which warmsmuch of the region’s coastline. Without it, the Nordics would be signiicantlycolder and less habitable.The Ocean provided a vital food source, particularlyish, which was essentialin a land where large-scale farming was dificult.The Ocean enabled travel and connectivity, allowing Nordic communities tonavigate across vast distances where boats provided a far more practicalmeans of movement than overland routes.The Oce