Every day, trillions of dollars, oil and gas and 99% of the world’s web traffic move through undersea pipelines that bear no state’s protection. With superpowers and corporations vying for control, should we be worried about this new wild west?
O n Christmas Day 2024, six weeks before Estonia, Latvia and Lithuania were due to disconnect themselves from Russia’s power grid, a Finnish engineer was just about to sit down to lunch when his phone rang. He was responsible for the Finnish side of the undersea cables that keep Finland and the Baltic states supplied with electricity, and one was malfunctioning. Within a couple of hours, authorities knew that a Cook Islands-registered tanker called the Eagle S, part of the shadow fleet carrying sanctioned Russian oil, in this case to Egypt, had sailed over the cable at the moment and location at which it had stopped working. The coastguard hailed the Eagle S. Were their anchors up? Yes, they replied – though they did not seem to check – and sailed on.
Three hours later the ship hit another four cables in quick succession, nearly hobbling internet provision in Finland and Estonia – and was minutes away from a major electricity cable and the Balticconnector, which supplies the two countries with gas. Finland scrambled the border guard, which pulled up alongside the tanker and demanded the crew take up its anchor. But the Eagle S was not in Finnish territorial waters: the authorities could not force the captain to comply, and they did not know who or what might come to his aid.
“It makes no sense,” says Swedish security expert Elisabeth Braw, leaning over a table in a well-upholstered corner of a private members’ club steps away from the Bank of England. She has spent the last couple of years talking to undersea engineers and coastguards about this and other similar incidents, rootling through accident investigation documents and court transcripts and Zoom-calling the small, specialised crews who have to go out and repair the damaged cables, often under extremely challenging conditions, asking them to show her what they are doing out there at sea. Now she has written it all up into a book bristling with enough incident to supply several action movies. “It makes no sense that you would drag your anchor across five cables, dozens of kilometres. No trained seafarer would do that. And they can say, ‘Well, I had no idea. We didn’t notice a thing.’ And how can you prove that that’s not the case?”
The Undersea War paints an extraordinary picture of the bottom of the ocean, of fish and plant life threading through shipwrecks and junk thrown overboard – and especially of the “undersea spaghetti bowl” made of miles and miles of gas and oil pipes and electricity, telegraph and fibreoptic cables, the longest of which is 45,000km long and some of which are so delicate “even an inquisitive fish could damage them”. Vast amounts of electricity and oil, 95-99% of global internet traffic and $10tn (£7.75tn) of financial transactions travel through this system every day. “We assume the cloud is in the sky,” Braw writes, “but it’s underwater.” It is a system both incredibly fragile – take out a few cables off the coast of New York and New Jersey, and “Wall Street could become kneecapped in very short order”, as a Republican senator told her – and a source of great power, not least to anyone inclined to sabotage.
Braw, who has a direct, unfussy confidence and a dry sense of humour, began as a journalist before retraining in national security and specifically in so-called “grey zone” or sub-threshold threats (disinformation, election interference, cyber-attacks, cable sabotage). A government adviser (she won’t say which governments, only that they’re in Nato), and senior fellow at the Atlantic Council, she traces her interest back to watching Polish lorries loitering with intent around a cold war airbase near her childhood home in southern Sweden. The first newspaper article she remembers – she had just learned to read – was about a Soviet submarine that ran aground off the nearby city of Karlskrona in 1981, “the Soviet captain standing on top of the submarine” – she raises her arms as if in surrender.
A couple of years ago she was called as an expert witness to a House of Commons Defence Committee inquiry into grey-zone threats and was struck that while the parliamentarians were serious, and knowledgable about the subject, they were “taken aback by the realisation that it’s very hard to protect undersea infrastructure. It’s not like you can say, ‘Oh, well, here’s what we should do. It’s expensive, but it’s going to happen.’ That solution doesn’t exist.” The thing that still amazes her is that “behind every email, credit card payment, and Zoom call is an ocean worker” – and just how few of them there are.
Talking to Braw, it’s impossible not to be struck by how oblivious most people are to what she calls the “undersea kingdom”. “Well, it’s out of sight, out of mind, right? And undersea cables and pipelines are really out of sight.” Even the most sophisticated organisations in the world seem to have based everything on blind trust that everything will be OK, that everyone will behave.
“We don’t have a global government and the entire structure is based on countries committing to doing something and then following through, abiding by the rules they’ve agreed to follow” – ie the 1994 United Nations Convention on the Law of the Sea (Unclos). “We don’t have a higher authority that can force them to follow the rules. And it’s extraordinary that it has worked so well, that we’ve been able to build the entire modern economy on that assumption.”
All that trust is quite touching, really. Except, increasingly, powerful people and states are seemingly choosing what Emmanuel Macron, addressing the UN in New York last week, called “ the new order of impunity ”. In an ideal world, or even the world of 15 years ago, you might say, “Well, we are going to set up a global flotilla led by the United States, with Russia, China, Germany, the UK, France, to make sure these pirates, whoever they are, who are harming cables, don’t do it,” says Braw. But that, clearly, is a pipe dream, one that is now further complicated by big tech laying its own cables. “Since the very first cable [in 1858] it has been, you know, one road for everybody. We’ve all travelled, our traffic has travelled, on those communal roads.” But now Google, Meta, Microsoft and Amazon are planning about 60 of their own; Meta’s Waterworth cable will be the longest ever, at 50,000km, and wrap around the world.
There was an interesting moment in the parliamentary hearing, says Braw, when Mike Martin MP worried about the “absolute insanity that a key piece of critical national infrastructure is going to be delivered and owned by tech giants, over which we have no control”.
“On one hand, it’s business,” Braw says now. “If they can create these cables, then more power to them. On the other hand, in this environment of geopolitical tension, it does feel like an incredible potential vulnerability. What if Trump got mad at Spain, which he often does, and told Google to disconnect Spain? Because Google has this super-duper cable between Spain and the US East Coast. Or what if Google thought that the way to please Trump on some other matter would be to suspend traffic?” There has already, she writes, been a kind of precedent, when in 2023 Elon Musk momentarily blocked Starlink access to Crimea .
Then there are all the pinch points : off the east coast of the US, for instance, off Japan, off Ireland. About 75% of transatlantic cable traffic goes through Irish waters , in which Russian vessels have recently been seen lurking – while the Irish navy is tiny.
“They are so defenceless,” says Braw. “Ireland is the original cable junction and it’s still a cable junction because of its location. It has bet the house on globalisation, and peace” – and headquartering big tech. “And now that can no