Once a frozen frontier, the Arctic is rapidly transforming into a geopolitical and geoeconomic focal point. Melting ice is exposing vast reserves of critical minerals, hydrocarbons, and strategic shipping routes. As the West advances through NATO’s northern reach, a sanctioned Russia is turning to trusted partners to unlock its Arctic potential.

For India, this shift offers a rare strategic opportunity. With rising energy needs, critical mineral ambitions, and a desire for multipolar engagement, India can enter the Arctic not as a competitor, but as a partner to Russia, guardian of over half the Arctic coastline and its richest untapped resources.

India’s pursuit of energy security and cleaner fuels finds a strategic match in Russia’s Arctic LNG (liquefied natural gas) ambitions. While Yamal LNG has proven operationally successful, the Arctic LNG-2 project, long hindered by Western sanctions, now stands at a potential turning point. The renewed thaw in US-Russia relations following Donald Trump’s second term, as noted by Oxford Energy, has opened possibilities for easing restrictions on key Arctic energy assets.

For India, this shifting landscape offers a timely opportunity to deepen its role in Russia’s polar pivot, by investing in Arctic LNG infrastructure, securing long-term gas supplies, and positioning itself as a critical partner in shaping the emerging Arctic order.

The Yamal LNG facility, operating at 20% above capacity since 2023, has firmly anchored Russia’s Arctic presence, producing over 100 million tonnes of LNG since 2017. For India, this has translated into energy security gains, with GAIL securing long-term contracts for 2.85 MTPA through Gazprom Marketing & Trading Singapore. Despite EU restrictions on transshipment, deliveries continue uninterrupted, aligning with India’s strategy of diversifying supply sources to hedge against global volatility and fuel its gas-based economy.

Yet the real test lies in Arctic LNG-2. Once 59% complete in 2021, the project stalled under heavy Western sanctions. By 2025, only limited operations resumed. India has maintained official distance, but quiet negotiations persist as Russia courts Indian buyers with steep discounts and

© RT.com