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Tuesday, January 23, 2024

North Pole

From Wikipedia, the free encyclopedia

An azimuthal projection showing the Arctic Ocean and the North Pole. The map also shows the 75th parallel north and 60th parallel north.
Temporary research station of German-Swiss expedition on the sea ice at the Geographic North Pole. Drillings at the landing site at 90°N showed an average ice thickness of 2.5 metres on April 16, 1990
This pressure ridge at the North Pole is about 1 km long, formed between two ice floes of multi-year ice.

The North Pole, also known as the Geographic North Pole, Terrestrial North Pole or 90th Parallel North, is the point in the Northern Hemisphere where the Earth's axis of rotation meets its surface. It is called the True North Pole to distinguish from the Magnetic North Pole.

The North Pole is by definition the northernmost point on the Earth, lying antipodally to the South Pole. It defines geodetic latitude 90° North, as well as the direction of true north. At the North Pole all directions point south; all lines of longitude converge there, so its longitude can be defined as any degree value. No time zone has been assigned to the North Pole, so any time can be used as the local time. Along tight latitude circles, counterclockwise is east and clockwise is west. The North Pole is at the center of the Northern Hemisphere. The nearest land is usually said to be Kaffeklubben Island, off the northern coast of Greenland about 700 km (430 mi) away, though some perhaps semi-permanent gravel banks lie slightly closer. The nearest permanently inhabited place is Alert on Ellesmere Island, Canada, which is located 817 km (508 mi) from the Pole.

While the South Pole lies on a continental land mass, the North Pole is located in the middle of the Arctic Ocean amid waters that are almost permanently covered with constantly shifting sea ice. The sea depth at the North Pole has been measured at 4,261 m (13,980 ft) by the Russian Mir submersible in 2007 and at 4,087 m (13,409 ft) by USS Nautilus in 1958. This makes it impractical to construct a permanent station at the North Pole (unlike the South Pole). However, the Soviet Union, and later Russia, constructed a number of manned drifting stations on a generally annual basis since 1937, some of which have passed over or very close to the Pole. Since 2002, a group of Russians have also annually established a private base, Barneo, close to the Pole. This operates for a few weeks during early spring. Studies in the 2000s predicted that the North Pole may become seasonally ice-free because of Arctic ice shrinkage, with timescales varying from 2016 to the late 21st century or later.

Attempts to reach the North Pole began in the late 19th century, with the record for "Farthest North" being surpassed on numerous occasions. The first undisputed expedition to reach the North Pole was that of the airship Norge, which overflew the area in 1926 with 16 men on board, including expedition leader Roald Amundsen. Three prior expeditions – led by Frederick Cook (1908, land), Robert Peary (1909, land) and Richard E. Byrd (1926, aerial) – were once also accepted as having reached the Pole. However, in each case later analysis of expedition data has cast doubt upon the accuracy of their claims. The first confirmed overland expedition to reach the North Pole was in 1968 by Ralph Plaisted, Walt Pederson, Gerry Pitzl and Jean-Luc Bombardier, using snowmobiles and with air support.

Precise definition

The Earth's axis of rotation – and hence the position of the North Pole – was commonly believed to be fixed (relative to the surface of the Earth) until, in the 18th century, the mathematician Leonhard Euler predicted that the axis might "wobble" slightly. Around the beginning of the 20th century astronomers noticed a small apparent "variation of latitude", as determined for a fixed point on Earth from the observation of stars. Part of this variation could be attributed to a wandering of the Pole across the Earth's surface, by a range of a few metres. The wandering has several periodic components and an irregular component. The component with a period of about 435 days is identified with the eight-month wandering predicted by Euler and is now called the Chandler wobble after its discoverer. The exact point of intersection of the Earth's axis and the Earth's surface, at any given moment, is called the "instantaneous pole", but because of the "wobble" this cannot be used as a definition of a fixed North Pole (or South Pole) when metre-scale precision is required.

It is desirable to tie the system of Earth coordinates (latitude, longitude, and elevations or orography) to fixed landforms. However, given plate tectonics and isostasy, there is no system in which all geographic features are fixed. Yet the International Earth Rotation and Reference Systems Service and the International Astronomical Union have defined a framework called the International Terrestrial Reference System.

Exploration

Pre-1900

Gerardus Mercator's map of the North Pole from 1595
C.G. Zorgdragers map of the North Pole from 1720

As early as the 16th century, many prominent people correctly believed that the North Pole was in a sea, which in the 19th century was called the Polynya or Open Polar Sea. It was therefore hoped that passage could be found through ice floes at favorable times of the year. Several expeditions set out to find the way, generally with whaling ships, already commonly used in the cold northern latitudes.

One of the earliest expeditions to set out with the explicit intention of reaching the North Pole was that of British naval officer William Edward Parry, who in 1827 reached latitude 82°45′ North. In 1871, the Polaris expedition, a US attempt on the Pole led by Charles Francis Hall, ended in disaster. Another British Royal Navy attempt to get to the pole, part of the British Arctic Expedition, by Commander Albert H. Markham reached a then-record 83°20'26" North in May 1876 before turning back. An 1879–1881 expedition commanded by US naval officer George W. De Long ended tragically when their ship, the USS Jeannette, was crushed by ice. Over half the crew, including De Long, were lost.

Nansen's ship Fram in the Arctic ice

In April 1895, the Norwegian explorers Fridtjof Nansen and Hjalmar Johansen struck out for the Pole on skis after leaving Nansen's icebound ship Fram. The pair reached latitude 86°14′ North before they abandoned the attempt and turned southwards, eventually reaching Franz Josef Land.

In 1897, Swedish engineer Salomon August Andrée and two companions tried to reach the North Pole in the hydrogen balloon Örnen ("Eagle"), but came down 300 km (190 mi) north of Kvitøya, the northeasternmost part of the Svalbard archipelago. They trekked to Kvitøya but died there three months after their crash. In 1930 the remains of this expedition were found by the Norwegian Bratvaag Expedition.

The Italian explorer Luigi Amedeo, Duke of the Abruzzi and Captain Umberto Cagni of the Italian Royal Navy (Regia Marina) sailed the converted whaler Stella Polare ("Pole Star") from Norway in 1899. On 11 March 1900, Cagni led a party over the ice and reached latitude 86° 34’ on 25 April, setting a new record by beating Nansen's result of 1895 by 35 to 40 km (22 to 25 mi). Cagni barely managed to return to the camp, remaining there until 23 June. On 16 August, the Stella Polare left Rudolf Island heading south and the expedition returned to Norway.

1900–1940

Peary's sledge party at what they claimed was the North Pole, 1909. From left: Ooqueah, Ootah, Henson, Egingwah, and Seeglo.

The US explorer Frederick Cook claimed to have reached the North Pole on 21 April 1908 with two Inuit men, Ahwelah and Etukishook, but he was unable to produce convincing proof and his claim is not widely accepted.

The conquest of the North Pole was for many years credited to US Navy engineer Robert Peary, who claimed to have reached the Pole on 6 April 1909, accompanied by Matthew Henson and four Inuit men, Ootah, Seeglo, Egingwah, and Ooqueah. However, Peary's claim remains highly disputed and controversial. Those who accompanied Peary on the final stage of the journey were not trained in navigation, and thus could not independently confirm his navigational work, which some claim to have been particularly sloppy as he approached the Pole.

Although heavily disputed by modern historians, Peary & his team were given credit for the discovery of the North Pole by the contemporary press.

The distances and speeds that Peary claimed to have achieved once the last support party turned back seem incredible to many people, almost three times that which he had accomplished up to that point. Peary's account of a journey to the Pole and back while traveling along the direct line – the only strategy that is consistent with the time constraints that he was facing – is contradicted by Henson's account of tortuous detours to avoid pressure ridges and open leads.

The British explorer Wally Herbert, initially a supporter of Peary, researched Peary's records in 1989 and found that there were significant discrepancies in the explorer's navigational records. He concluded that Peary had not reached the Pole. Support for Peary came again in 2005, however, when British explorer Tom Avery and four companions recreated the outward portion of Peary's journey with replica wooden sleds and Canadian Eskimo Dog teams, reaching the North Pole in 36 days, 22 hours – nearly five hours faster than Peary. However, Avery's fastest 5-day march was 90 nautical miles (170 km), significantly short of the 135 nautical miles (250 km) claimed by Peary. Avery writes on his web site that "The admiration and respect which I hold for Robert Peary, Matthew Henson and the four Inuit men who ventured North in 1909, has grown enormously since we set out from Cape Columbia. Having now seen for myself how he travelled across the pack ice, I am more convinced than ever that Peary did indeed discover the North Pole."

The first claimed flight over the Pole was made on 9 May 1926 by US naval officer Richard E. Byrd and pilot Floyd Bennett in a Fokker tri-motor aircraft. Although verified at the time by a committee of the National Geographic Society, this claim has since been undermined by the 1996 revelation that Byrd's long-hidden diary's solar sextant data (which the NGS never checked) consistently contradict his June 1926 report's parallel data by over 100 mi (160 km). The secret report's alleged en-route solar sextant data were inadvertently so impossibly overprecise that he excised all these alleged raw solar observations out of the version of the report finally sent to geographical societies five months later (while the original version was hidden for 70 years), a realization first published in 2000 by the University of Cambridge after scrupulous refereeing.

The first consistent, verified, and scientifically convincing attainment of the Pole was on 12 May 1926, by Norwegian explorer Roald Amundsen and his US sponsor Lincoln Ellsworth from the airship Norge. Norge, though Norwegian-owned, was designed and piloted by the Italian Umberto Nobile. The flight started from Svalbard in Norway, and crossed the Arctic Ocean to Alaska. Nobile, with several scientists and crew from the Norge, overflew the Pole a second time on 24 May 1928, in the airship Italia. The Italia crashed on its return from the Pole, with the loss of half the crew.

Another transpolar flight [ru] was accomplished in a Tupolev ANT-25 airplane with a crew of Valery Chkalov, Georgy Baydukov and Alexander Belyakov, who flew over the North Pole on 19 June 1937, during their direct flight from the Soviet Union to the USA without any stopover.

Ice station

In May 1937 the world's first North Pole ice station, North Pole-1, was established by Soviet scientists 20 kilometres (13 mi) from the North Pole after the ever first landing of four heavy and one light aircraft onto the ice at the North Pole. The expedition members — oceanographer Pyotr Shirshov, meteorologist Yevgeny Fyodorov, radio operator Ernst Krenkel, and the leader Ivan Papanin — conducted scientific research at the station for the next nine months. By 19 February 1938, when the group was picked up by the ice breakers Taimyr and Murman, their station had drifted 2850 km to the eastern coast of Greenland.

1940–2000

In May 1945 an RAF Lancaster of the Aries expedition became the first Commonwealth aircraft to overfly the North Geographic and North Magnetic Poles. The plane was piloted by David Cecil McKinley of the Royal Air Force. It carried an 11-man crew, with Kenneth C. Maclure of the Royal Canadian Air Force in charge of all scientific observations. In 2006, Maclure was honoured with a spot in Canada's Aviation Hall of Fame.

Discounting Peary's disputed claim, the first men to set foot at the North Pole were a Soviet party including geophysicists Mikhail Ostrekin and Pavel Senko, oceanographers Mikhail Somov and Pavel Gordienko, and other scientists and flight crew (24 people in total) of Aleksandr Kuznetsov's Sever-2 expedition (March–May 1948). It was organized by the Chief Directorate of the Northern Sea Route. The party flew on three planes (pilots Ivan Cherevichnyy, Vitaly Maslennikov and Ilya Kotov) from Kotelny Island to the North Pole and landed there at 4:44pm (Moscow Time, UTC+04:00) on 23 April 1948. They established a temporary camp and for the next two days conducted scientific observations. On 26 April the expedition flew back to the continent.

Next year, on 9 May 1949 two other Soviet scientists (Vitali Volovich and Andrei Medvedev) became the first people to parachute onto the North Pole. They jumped from a Douglas C-47 Skytrain, registered CCCP H-369.

On 3 May 1952, U.S. Air Force Lieutenant Colonel Joseph O. Fletcher and Lieutenant William Pershing Benedict, along with scientist Albert P. Crary, landed a modified Douglas C-47 Skytrain at the North Pole. Some Western sources considered this to be the first landing at the Pole until the Soviet landings became widely known.

USS Skate at drift station Alpha, 1958

The United States Navy submarine USS Nautilus (SSN-571) crossed the North Pole on 3 August 1958. On 17 March 1959 USS Skate (SSN-578) surfaced at the Pole, breaking through the ice above it, becoming the first naval vessel to do so.

The first confirmed surface conquest of the North Pole was accomplished by Ralph Plaisted, Walt Pederson, Gerry Pitzl and Jean Luc Bombardier, who traveled over the ice by snowmobile and arrived on 19 April 1968. The United States Air Force independently confirmed their position.

On 6 April 1969 Wally Herbert and companions Allan Gill, Roy Koerner and Kenneth Hedges of the British Trans-Arctic Expedition became the first men to reach the North Pole on foot (albeit with the aid of dog teams and airdrops). They continued on to complete the first surface crossing of the Arctic Ocean – and by its longest axis, Barrow, Alaska, to Svalbard – a feat that has never been repeated. Because of suggestions (later proven false) of Plaisted's use of air transport, some sources classify Herbert's expedition as the first confirmed to reach the North Pole over the ice surface by any means. In the 1980s Plaisted's pilots Weldy Phipps and Ken Lee signed affidavits asserting that no such airlift was provided. It is also said that Herbert was the first person to reach the pole of inaccessibility.

Soviet icebreaker Arktika, the first surface ship to reach the North Pole, 1977

On 17 August 1977 the Soviet nuclear-powered icebreaker Arktika completed the first surface vessel journey to the North Pole.

In 1982 Ranulph Fiennes and Charles R. Burton became the first people to cross the Arctic Ocean in a single season. They departed from Cape Crozier, Ellesmere Island, on 17 February 1982 and arrived at the geographic North Pole on 10 April 1982. They travelled on foot and snowmobile. From the Pole, they travelled towards Svalbard but, due to the unstable nature of the ice, ended their crossing at the ice edge after drifting south on an ice floe for 99 days. They were eventually able to walk to their expedition ship MV Benjamin Bowring and boarded it on 4 August 1982 at position 80:31N 00:59W. As a result of this journey, which formed a section of the three-year Transglobe Expedition 1979–1982, Fiennes and Burton became the first people to complete a circumnavigation of the world via both North and South Poles, by surface travel alone. This achievement remains unchallenged to this day. The expedition crew included a Jack Russell Terrier named Bothie who became the first dog to visit both poles.

In 1985 Sir Edmund Hillary (the first man to stand on the summit of Mount Everest) and Neil Armstrong (the first man to stand on the moon) landed at the North Pole in a small twin-engined ski plane. Hillary thus became the first man to stand at both poles and on the summit of Everest.

In 1986 Will Steger, with seven teammates, became the first to be confirmed as reaching the Pole by dogsled and without resupply.

USS Gurnard (SSN-662) operated in the Arctic Ocean under the polar ice cap from September to November 1984 in company with one of her sister ships, the attack submarine USS Pintado (SSN-672). On 12 November 1984 Gurnard and Pintado became the third pair of submarines to surface together at the North Pole. In March 1990, Gurnard deployed to the Arctic region during exercise Ice Ex '90 and completed only the fourth winter submerged transit of the Bering and Seas. Gurnard surfaced at the North Pole on 18 April, in the company of the USS Seahorse (SSN-669).

On 6 May 1986 USS Archerfish (SSN 678), USS Ray (SSN 653) and USS Hawkbill (SSN-666) surfaced at the North Pole, the first tri-submarine surfacing at the North Pole.

On 21 April 1987 Shinji Kazama of Japan became the first person to reach the North Pole on a motorcycle.

On 18 May 1987 USS Billfish (SSN 676), USS Sea Devil (SSN 664) and HMS Superb (S 109) surfaced at the North Pole, the first international surfacing at the North Pole.

In 1988 a team of 13 (9 Soviets, 4 Canadians) skied across the arctic from Siberia to northern Canada. One of the Canadians, Richard Weber, became the first person to reach the Pole from both sides of the Arctic Ocean.

Participants of the first German North Pole expedition 1990 from University of Giessen
The German North Pole expedition 1990, Ski-Doo for local research on pack-ice

On April 16, 1990, a German-Swiss expedition led by a team of the University of Giessen reached the Geographic North Pole for studies on pollution of pack ice, snow and air. Samples taken were analyzed in cooperation with the Geological Survey of Canada and the Alfred Wegener Institute for Polar and Marine Research. Further stops for sample collections were on multi-year sea ice at 86°N, at Cape Columbia and Ward Hunt Island.

On 4 May 1990 Børge Ousland and Erling Kagge became the first explorers ever to reach the North Pole unsupported, after a 58-day ski trek from Ellesmere Island in Canada, a distance of 800 km.

On 7 September 1991 the German research vessel Polarstern and the Swedish icebreaker Oden reached the North Pole as the first conventional powered vessels. Both scientific parties and crew took oceanographic and geological samples and had a common tug of war and a football game on an ice floe. Polarstern again reached the pole exactly 10 years later, with the Healy.

In 1998, 1999, and 2000, Lada Niva Marshs (special very large wheeled versions made by BRONTO, Lada/Vaz's experimental product division) were driven to the North Pole. The 1998 expedition was dropped by parachute and completed the track to the North Pole. The 2000 expedition departed from a Russian research base around 114 km from the Pole and claimed an average speed of 20–15 km/h in an average temperature of −30 °C.

21st century

USS Charlotte at the North Pole in 2005

Commercial airliner flights on the polar routes may pass within viewing distance of the North Pole. For example, a flight from Chicago to Beijing may come close as latitude 89° N, though because of prevailing winds return journeys go over the Bering Strait. In recent years journeys to the North Pole by air (landing by helicopter or on a runway prepared on the ice) or by icebreaker have become relatively routine, and are even available to small groups of tourists through adventure holiday companies. Parachute jumps have frequently been made onto the North Pole in recent years. The temporary seasonal Russian camp of Barneo has been established by air a short distance from the Pole annually since 2002, and caters for scientific researchers as well as tourist parties. Trips from the camp to the Pole itself may be arranged overland or by helicopter.

The first attempt at underwater exploration of the North Pole was made on 22 April 1998 by Russian firefighter and diver Andrei Rozhkov with the support of the Diving Club of Moscow State University, but ended in fatality. The next attempted dive at the North Pole was organized the next year by the same diving club, and ended in success on 24 April 1999. The divers were Michael Wolff (Austria), Brett Cormick (UK), and Bob Wass (USA).

In 2005 the United States Navy submarine USS Charlotte (SSN-766) surfaced through 155 cm (61 in) of ice at the North Pole and spent 18 hours there.

In July 2007 British endurance swimmer Lewis Gordon Pugh completed a 1 km (0.62 mi) swim at the North Pole. His feat, undertaken to highlight the effects of global warming, took place in clear water that had opened up between the ice floes. His later attempt to paddle a kayak to the North Pole in late 2008, following the erroneous prediction of clear water to the Pole, was stymied when his expedition found itself stuck in thick ice after only three days. The expedition was then abandoned.

By September 2007 the North Pole had been visited 66 times by different surface ships: 54 times by Soviet and Russian icebreakers, 4 times by Swedish Oden, 3 times by German Polarstern, 3 times by USCGC Healy and USCGC Polar Sea, and once by CCGS Louis S. St-Laurent and by Swedish Vidar Viking.

2007 descent to the North Pole seabed

Russian MIR submersible, one of the two vehicles that were used in the first ever manned descent to the seabed under the North Pole

On 2 August 2007 a Russian scientific expedition Arktika 2007 made the first ever manned descent to the ocean floor at the North Pole, to a depth of 4.3 km (2.7 mi), as part of the research programme in support of Russia's 2001 extended continental shelf claim to a large swathe of the Arctic Ocean floor. The descent took place in two MIR submersibles and was led by Soviet and Russian polar explorer Artur Chilingarov. In a symbolic act of visitation, the Russian flag was placed on the ocean floor exactly at the Pole.

The expedition was the latest in a series of efforts intended to give Russia a dominant influence in the Arctic according to The New York Times.

MLAE 2009 Expedition

In 2009 the Russian Marine Live-Ice Automobile Expedition (MLAE-2009) with Vasily Elagin as a leader and a team of Afanasy Makovnev, Vladimir Obikhod, Alexey Shkrabkin, Sergey Larin, Alexey Ushakov and Nikolay Nikulshin reached the North Pole on two custom-built 6 x 6 low-pressure-tire ATVs. The vehicles, Yemelya-1 and Yemelya-2, were designed by Vasily Elagin, a Russian mountain climber, explorer and engineer. They reached the North Pole on 26 April 2009, 17:30 (Moscow time). The expedition was partly supported by Russian State Aviation. The Russian Book of Records recognized it as the first successful vehicle trip from land to the Geographical North Pole.

MLAE 2013 Expedition

Yemelya, an all terrain Russian amphibious vehicle

On 1 March 2013 the Russian Marine Live-Ice Automobile Expedition (MLAE 2013) with Vasily Elagin as a leader, and a team of Afanasy Makovnev, Vladimir Obikhod, Alexey Shkrabkin, Andrey Vankov, Sergey Isayev and Nikolay Kozlov on two custom-built 6 x 6 low-pressure-tire ATVs—Yemelya-3 and Yemelya-4—started from Golomyanny Island (the Severnaya Zemlya Archipelago) to the North Pole across drifting ice of the Arctic Ocean. The vehicles reached the Pole on 6 April and then continued to the Canadian coast. The coast was reached on 30 April 2013 (83°08N, 075°59W Ward Hunt Island), and on 5 May 2013 the expedition finished in Resolute Bay, NU. The way between the Russian borderland (Machtovyi Island of the Severnaya Zemlya Archipelago, 80°15N, 097°27E) and the Canadian coast (Ward Hunt Island, 83°08N, 075°59W) took 55 days; it was ~2300 km across drifting ice and about 4000 km in total. The expedition was totally self-dependent and used no external supplies. The expedition was supported by the Russian Geographical Society.

Day and night

The sun at the North Pole is continuously above the horizon during the summer and continuously below the horizon during the winter. Sunrise is just before the March equinox (around 20 March); the Sun then takes three months to reach its highest point of near 23½° elevation at the summer solstice (around 21 June), after which time it begins to sink, reaching sunset just after the September equinox (around 23 September). When the Sun is visible in the polar sky, it appears to move in a horizontal circle above the horizon. This circle gradually rises from near the horizon just after the vernal equinox to its maximum elevation (in degrees) above the horizon at summer solstice and then sinks back toward the horizon before sinking below it at the autumnal equinox. Hence the North and South Poles experience the slowest rates of sunrise and sunset on Earth.

The twilight period that occurs before sunrise and after sunset has three different definitions:

These effects are caused by a combination of the Earth's axial tilt and its revolution around the Sun. The direction of the Earth's axial tilt, as well as its angle relative to the plane of the Earth's orbit around the Sun, remains very nearly constant over the course of a year (both change very slowly over long time periods). At northern midsummer the North Pole is facing towards the Sun to its maximum extent. As the year progresses and the Earth moves around the Sun, the North Pole gradually turns away from the Sun until at midwinter it is facing away from the Sun to its maximum extent. A similar sequence is observed at the South Pole, with a six-month time difference.

Time

In most places on Earth, local time is determined by longitude, such that the time of day is more or less synchronised to the position of the Sun in the sky (for example, at midday, the Sun is roughly at its highest). This line of reasoning fails at the North Pole, where the Sun is experienced as rising and setting only once per year, and all lines of longitude, and hence all time zones, converge. There is no permanent human presence at the North Pole and no particular time zone has been assigned. Polar expeditions may use any time zone that is convenient, such as Greenwich Mean Time, or the time zone of the country from which they departed.

Climate, sea ice at North Pole

Arctic ice shrinkages of 2007 compared to 2005 and also compared to the 1979–2000 average.

The North Pole is substantially warmer than the South Pole because it lies at sea level in the middle of an ocean (which acts as a reservoir of heat), rather than at altitude on a continental land mass. Despite being an ice cap, the northernmost weather station in Greenland has a tundra climate (Köppen ET) due to the July and August mean temperatures peaking just above freezing.

Winter temperatures at the northernmost weather station in Greenland can range from about −50 to −13 °C (−58 to 9 °F), averaging around −31 °C (−24 °F), with the North Pole being slightly colder. However, a freak storm caused the temperature to reach 0.7 °C (33.3 °F) for a time at a World Meteorological Organization buoy, located at 87.45°N, on 30 December 2015. It was estimated that the temperature at the North Pole was between −1 and 2 °C (30 and 35 °F) during the storm. Summer temperatures (June, July, and August) average around the freezing point (0 °C (32 °F)). The highest temperature yet recorded is 13 °C (55 °F), much warmer than the South Pole's record high of only −12.3 °C (9.9 °F). A similar spike in temperatures occurred on 15 November 2016 when temperatures hit freezing. Yet again, February 2018 featured a storm so powerful that temperatures at Cape Morris Jesup, the world's northernmost weather station in Greenland, reached 6.1 °C (43.0 °F) and spent 24 straight hours above freezing. Meanwhile, the pole itself was estimated to reach a high temperature of 1.6 °C (34.9 °F). This same temperature of 1.6 °C (34.9 °F) was also recorded at the Hollywood Burbank Airport in Los Angeles at the very same time.

The sea ice at the North Pole is typically around 2 to 3 m (6 ft 7 in to 9 ft 10 in) thick, although ice thickness, its spatial extent, and the fraction of open water within the ice pack can vary rapidly and profoundly in response to weather and climate. Studies have shown that the average ice thickness has decreased in recent years. It is likely that global warming has contributed to this, but it is not possible to attribute the recent abrupt decrease in thickness entirely to the observed warming in the Arctic. Reports have also predicted that within a few decades the Arctic Ocean will be entirely free of ice in the summer. This may have significant commercial implications; see "Territorial claims", below.

The retreat of the Arctic sea ice will accelerate global warming, as less ice cover reflects less solar radiation, and may have serious climate implications by contributing to Arctic cyclone generation.

Climate data for Greenlandic Weather Station at 83°38′N 033°22′W located 709 km (441 mi) from the North Pole (eleven year average observations).
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
Record high °C (°F) −13
(9)
−14
(7)
−11
(12)
−6
(21)
3
(37)
10
(50)
13
(55)
12
(54)
7
(45)
9
(48)
0.6
(33.1)
0.7
(33.3)
13
(55)
Mean daily maximum °C (°F) −29
(−20)
−31
(−24)
−30
(−22)
−22
(−8)
−9
(16)
0
(32)
2
(36)
1
(34)
0
(32)
−8
(18)
−25
(−13)
−26
(−15)
−15
(6)
Daily mean °C (°F) −31
(−24)
−32
(−26)
−31
(−24)
−23
(−9)
−11
(12)
−1
(30)
1
(34)
0
(32)
−1
(30)
−10
(14)
−27
(−17)
−28
(−18)
−16
(3)
Mean daily minimum °C (°F) −33
(−27)
−35
(−31)
−34
(−29)
−26
(−15)
−12
(10)
−2
(28)
0
(32)
−1
(30)
−2
(28)
−11
(12)
−30
(−22)
−31
(−24)
−18
(−1)
Record low °C (°F) −47
(−53)
−50
(−58)
−50
(−58)
−41
(−42)
−24
(−11)
−12
(10)
−2
(28)
−12
(10)
−31
(−24)
−21
(−6)
−41
(−42)
−47
(−53)
−50
(−58)
Average relative humidity (%) 83.5 83.0 83.0 85.0 87.5 90.0 90.0 89.5 88.0 84.5 83.0 83.0 85.8
Source: Weatherbase

Flora and fauna

Polar bears are believed to travel rarely beyond about 82° North, owing to the scarcity of food, though tracks have been seen in the vicinity of the North Pole, and a 2006 expedition reported sighting a polar bear just 1 mi (1.6 km) from the Pole. The ringed seal has also been seen at the Pole, and Arctic foxes have been observed less than 60 km (37 mi) away at 89°40′ N.

Birds seen at or very near the Pole include the snow bunting, northern fulmar and black-legged kittiwake, though some bird sightings may be distorted by the tendency of birds to follow ships and expeditions.

Fish have been seen in the waters at the North Pole, but these are probably few in number. A member of the Russian team that descended to the North Pole seabed in August 2007 reported seeing no sea creatures living there. However, it was later reported that a sea anemone had been scooped up from the seabed mud by the Russian team and that video footage from the dive showed unidentified shrimps and amphipods.

Territorial claims to the North Pole and Arctic regions

Sunset over the North Pole at the International Dateline, 2015

Currently, under international law, no country owns the North Pole or the region of the Arctic Ocean surrounding it. The five surrounding Arctic countries, Russia, Canada, Norway, Denmark (via Greenland), and the United States (via Alaska), are limited to a 200-nautical-mile (370 km; 230 mi) exclusive economic zone off their coasts, and the area beyond that is administered by the International Seabed Authority.

Upon ratification of the United Nations Convention on the Law of the Sea, a country has 10 years to make claims to an extended continental shelf beyond its 200-mile exclusive economic zone. If validated, such a claim gives the claimant state rights to what may be on or beneath the sea bottom within the claimed zone. Norway (ratified the convention in 1996), Russia (ratified in 1997), Canada (ratified in 2003) and Denmark (ratified in 2004) have all launched projects to base claims that certain areas of Arctic continental shelves should be subject to their sole sovereign exploitation.

In 1907 Canada invoked a "sector principle" to claim sovereignty over a sector stretching from its coasts to the North Pole. This claim has not been relinquished, but was not consistently pressed until 2013.

Cultural associations

In some children's Christmas legends and Western folklore, the geographic North Pole is described as the location of Santa Claus' workshop and residence. Canada Post has assigned postal code H0H 0H0 to the North Pole (referring to Santa's traditional exclamation of "Ho ho ho!").

This association reflects an age-old esoteric mythology of Hyperborea that posits the North Pole, the otherworldly world-axis, as the abode of God and superhuman beings.

As Henry Corbin has documented, the North Pole plays a key part in the cultural worldview of Sufism and Iranian mysticism. "The Orient sought by the mystic, the Orient that cannot be located on our maps, is in the direction of the north, beyond the north.".

In Mandaean cosmology, the North Pole and Polaris are considered to be auspicious, since they are associated with the World of Light. Mandaeans face north when praying, and temples are also oriented towards the north. On the contrary, South is associated with the World of Darkness.

Owing to its remoteness, the Pole is sometimes identified with a mysterious mountain of ancient Iranian tradition called Mount Qaf (Jabal Qaf), the "farthest point of the earth". According to certain authors, the Jabal Qaf of Muslim cosmology is a version of Rupes Nigra, a mountain whose ascent, like Dante's climbing of the Mountain of Purgatory, represents the pilgrim's progress through spiritual states. In Iranian theosophy, the heavenly Pole, the focal point of the spiritual ascent, acts as a magnet to draw beings to its "palaces ablaze with immaterial matter."

Ernest Shackleton

From Wikipedia, the free encyclopedia
Ernest Shackleton
Shackleton in 1904

Secretary of the Royal Scottish Geographical Society
In office
11 January 1904 – 10 November 1905
Preceded byFrederick Marshman Bailey
Succeeded byWilliam Lachlan Forbes
Personal details
Born
Ernest Henry Shackleton

15 February 1874
Kilkea, County Kildare, Ireland
Died5 January 1922 (aged 47)
Grytviken, South Georgia, Falkland Islands Dependencies
Spouse
(m. 1904)
Children
RelativesKathleen Shackleton (sister)
EducationDulwich College
Awards
Signature
Military service
Allegiance United Kingdom
Branch Royal Navy
 British Army
Service years1901–1904, 1917–1919
Rank
Wars

Ernest Henry Shackleton CVO OBE FRGS FRSGS (15 February 1874 – 5 January 1922) was an Anglo-Irish Antarctic explorer who led three British expeditions to the Antarctic. He was one of the principal figures of the period known as the Heroic Age of Antarctic Exploration.

Born in Kilkea, County Kildare, Ireland, Shackleton and his Anglo-Irish family moved to Sydenham in suburban south London when he was ten. Shackleton's first experience of the polar regions was as third officer on Captain Robert Falcon Scott's Discovery expedition of 1901–1904, from which he was sent home early on health grounds, after he and his companions Scott and Edward Adrian Wilson set a new southern record by marching to latitude 82°S. During the Nimrod expedition of 1907–1909, he and three companions established a new record Farthest South latitude at 88°S, only 97 geographical miles (112 statute miles or 180 kilometres) from the South Pole, the largest advance to the pole in exploration history. Also, members of his team climbed Mount Erebus, the most active Antarctic volcano. For these achievements, Shackleton was knighted by King Edward VII on his return home.

After the race to the South Pole ended in December 1911, with Roald Amundsen's conquest, Shackleton turned his attention to the crossing of Antarctica from sea to sea, via the pole. To this end, he made preparations for what became the Imperial Trans-Antarctic Expedition, 1914–1917. Disaster struck this expedition when its ship, Endurance, became trapped in pack ice and finally sank in the Weddell Sea off Antarctica on 21 November 1915. The crew escaped by camping on the sea ice until it disintegrated, then by launching the lifeboats to reach Elephant Island and ultimately South Georgia Island, a stormy ocean voyage of 720 nautical miles (1,330 km; 830 mi) and Shackleton's most famous exploit. In 1921, he returned to the Antarctic with the Shackleton–Rowett Expedition, but died of a heart attack while his ship was moored in South Georgia. At his wife's request, he was buried there. The wreck of Endurance was discovered just over a century later.

Away from his expeditions, Shackleton's life was generally restless and unfulfilled. In his search for rapid pathways to wealth and security, he launched business ventures which failed to prosper, and he died heavily in debt. Upon his death, he was lauded in the press but was thereafter largely forgotten, while the heroic reputation of his rival Scott was sustained for many decades. Later in the 20th century, Shackleton was "rediscovered", and became a role model for leadership in extreme circumstances.

In his 1956 address to the British Science Association, Sir Raymond Priestley, one of his contemporaries, said "Scott for scientific method, Amundsen for speed and efficiency but when disaster strikes and all hope is gone, get down on your knees and pray for Shackleton", paraphrasing what Apsley Cherry-Garrard had written in a preface to his 1922 memoir The Worst Journey in the World. In 2002, Shackleton was voted eleventh in a BBC poll of the 100 Greatest Britons.

Early years

Childhood

Blue plaque marking Shackleton's home at 12 Westwood Hill, Sydenham, London Borough of Lewisham

Shackleton was born on 15 February 1874, in Kilkea, County Kildare, Ireland. His father, Henry Shackleton, tried to enter the British Army, but his poor health prevented him from doing so; instead he became a farmer and settled in Kilkea. The Shackleton family are of English origin, specifically from West Yorkshire. Shackleton's father was descended from Abraham Shackleton, an English Quaker who moved to Ireland in 1726 and started a school in Ballitore, County Kildare. Shackleton's mother, Henrietta Letitia Sophia Gavan, was descended from the Fitzmaurice family. Ernest was the second of ten children and the first of two sons; the second, Frank, achieved notoriety as a suspect, later exonerated, in the 1907 theft of the so-called Irish Crown Jewels, which have never been recovered.

In 1880, when Ernest was six, his father gave up his life as a landowner to study medicine at Trinity College Dublin, moving his family to the city. Four years later, they left Ireland and moved to Sydenham in suburban London. This was partly in search of better professional prospects for the newly qualified doctor, but another factor may have been unease about the family's Anglo-Irish ancestry, following the 1882 assassination by Irish nationalists of Lord Frederick Cavendish, the British Chief Secretary for Ireland. However, Shackleton took lifelong pride in his Irish roots, and frequently declared that he was "an Irishman".

Education

From early childhood, Shackleton was a voracious reader, a pursuit which sparked in him a passion for adventure. He was schooled by a governess until the age of eleven, when he began at Fir Lodge Preparatory School in West Hill, Dulwich, in southeast London. At the age of thirteen, he entered Dulwich College. As a youngster, Shackleton did not particularly distinguish himself as a scholar, and was said to be "bored" by his studies.

He was quoted later as saying: "I never learned much geography at school [...] Literature, too, consisted in the dissection, the parsing, the analysing of certain passages from our great poets and prose-writers ... teachers should be very careful not to spoil [their pupils'] taste for poetry for all time by making it a task and an imposition." In his final term at the school, he was still able to achieve fifth place in his class of thirty-one.

Merchant Navy officer

Shackleton in 1901, aged 27

Shackleton's restlessness at school was such that he was allowed to leave at 16 and go to sea. A Royal Navy officer cadetship in the Britannia at Dartmouth had been an option but was too expensive, and Shackleton passed the upper age limit of 14 and a half in 1888. Alternatives were the mercantile marine cadet ships Worcester and Conway, or an apprenticeship "before the mast" on a sailing vessel. The third option was chosen. His father was able to secure him a berth with the North Western Shipping Company, aboard the square-rigged sailing ship Hoghton Tower.

During the following four years at sea, Shackleton learned his trade, visiting the far corners of the earth and forming acquaintances with a variety of people from many walks of life, learning to be at home with many kinds of people. In August 1894, he passed his examination for second mate and accepted a post as third officer on a tramp steamer of the Welsh Shire Line. Two years later, he had obtained his first mate's ticket, and in 1898, he was certified as a master mariner, qualifying him to command a British ship anywhere in the world.

In 1898, Shackleton joined Union-Castle Line, the regular mail and passenger carrier between Southampton and Cape Town. He was, as a shipmate recorded, "a departure from our usual type of young officer", content with his own company though not aloof, "spouting lines from Keats [and] Browning", a mixture of sensitivity and aggression but, withal, sympathetic. Following the outbreak of the Boer War in 1899, Shackleton transferred to the troopship Tintagel Castle where, in March 1900, he met an army lieutenant, Cedric Longstaff, whose father Llewellyn W. Longstaff was the main financial backer of the National Antarctic Expedition then being organised in London.

Shackleton used his acquaintance with the son to obtain an interview with Longstaff senior, with a view to obtaining a place on the expedition. Longstaff, impressed by Shackleton's keenness, recommended him to Sir Clements Markham, the expedition's overlord, making it clear that he wanted Shackleton accepted. On 17 February 1901, his appointment as third officer to the expedition's ship Discovery was confirmed; on 4 June he was commissioned into the Royal Navy, with the rank of sub-lieutenant in the Royal Naval Reserve. Although officially on leave from Union-Castle, this was in fact the end of Shackleton's Merchant Navy service.

Discovery expedition, 1901–1903

Discovery in Antarctic waters

The British National Antarctic Expedition, known as the Discovery expedition after the ship Discovery, was the brainchild of Sir Clements Markham, president of the Royal Geographical Society, and had been many years in preparation. It was led by Robert Falcon Scott, a Royal Navy torpedo lieutenant lately promoted commander, and had objectives that included scientific and geographical discovery.

Although Discovery was not a Royal Navy unit, Scott required the crew, officers and scientific staff to submit to the conditions of the Naval Discipline Act, and the ship and expedition were run on Royal Navy lines. Shackleton accepted this, even though his own background and instincts favoured a different, more informal style of leadership. Shackleton's particular duties were listed as: "In charge of seawater analysis. Ward-room caterer. In charge of holds, stores and provisions [...] He also arranges the entertainments."

Discovery departed London on 31 July 1901, arriving at the Antarctic coast, via Cape Town and New Zealand, on 8 January 1902. After landing, Shackleton took part in an experimental balloon flight on 4 February. He also participated, with the scientists Edward Adrian Wilson and Hartley T. Ferrar, in the first sledging trip from the expedition's winter quarters in McMurdo Sound, a journey which established a safe route on to the Great Ice Barrier. During the Antarctic winter of 1902, in the confines of the iced-in Discovery, Shackleton edited the expedition's magazine the South Polar Times.

According to steward Clarence Hare, he was "the most popular of the officers among the crew, being a good mixer", though claims that this represented an unofficial rival leadership to Scott's are unsupported. Scott chose Shackleton to accompany Wilson and himself on the expedition's southern journey, a march southwards to achieve the highest possible latitude in the direction of the South Pole. This march was not a serious attempt on the Pole, although the attainment of a high latitude was of great importance to Scott, and the inclusion of Shackleton indicated a high degree of personal trust.

The party set out on 2 November 1902. The march was, Scott wrote later, "a combination of success and failure". A record Farthest South latitude of 82° 17' was reached, beating the previous record established in 1900 by Carsten Borchgrevink. The journey was marred by the poor performance of the dogs, whose food had become tainted, and who rapidly fell sick. All 22 dogs died during the march. The three men all suffered at times from snow blindness, frostbite and, ultimately, scurvy. On the return journey, Shackleton had by his own admission "broken down" and could no longer carry out his share of the work.

He later denied Scott's claim in The Voyage of the Discovery, that he had been carried on the sledge. He was in a seriously weakened condition; Wilson's diary entry for 14 January reads: "Shackleton has been anything but up to the mark, and today he is decidedly worse, very short winded and coughing constantly, with more serious symptoms that need not be detailed here but which are of no small consequence one hundred and sixty miles from the ship".

On 4 February 1903, the party finally reached the ship. After a medical examination (which proved inconclusive), Scott decided to send Shackleton home on the relief ship Morning, which had arrived in McMurdo Sound in January 1903. Scott wrote: "He ought not to risk further hardship in his present state of health." There is conjecture that Scott's motive for removing him was resentment of Shackleton's popularity, and that ill-health was used as an excuse to get rid of him.

Years after the death of Scott, Wilson and Shackleton, Albert Armitage, the expedition's second-in-command, claimed that there had been a falling-out on the southern journey, and that Scott had told the ship's doctor that "if he does not go back sick he will go back in disgrace." There is no corroboration of Armitage's story. Shackleton and Scott stayed on friendly terms, at least until the publication of Scott's account of the southern journey in The Voyage of the Discovery. Although in public they remained mutually respectful and cordial, according to biographer Roland Huntford, Shackleton's attitude to Scott turned to "smouldering scorn and dislike"; salvage of wounded pride required "a return to the Antarctic and an attempt to outdo Scott".

Shore work, 1903–1907

Shackleton's wife Emily Dorman

After a period of convalescence in New Zealand, Shackleton returned to England via San Francisco and New York. As the first significant person to return from the Antarctic, he found that he was in demand; in particular, the Admiralty wished to consult him about its further proposals for the rescue of Discovery. With Sir Clements Markham's blessing, he accepted a temporary post assisting the outfitting of the Terra Nova for the second Discovery relief operation, but turned down the offer to sail with her as chief officer. He also assisted in the equipping of the Argentine Uruguay, which was being fitted out for the relief of the stranded Swedish Antarctic Expedition under Otto Nordenskjöld.

In search of more permanent employment in 1903, Shackleton applied for a regular commission in the Royal Navy via the back-door route of the Supplementary List. Despite the sponsorship of Markham and William Huggins, the president of the Royal Society, his application was unsuccessful because the list was closed. The Admiralty suggested that he could be promoted to Lieutenant in the Royal Naval Reserve if he qualified, but he chose to resign his RNR commission the following year. Instead, he became a journalist, working for the Royal Magazine, but he found this unsatisfactory. He was then offered, and accepted, the secretaryship of the Royal Scottish Geographical Society (RSGS), a post which he took up on 11 January 1904. Three months later, on 9 April, he married Emily Dorman, with whom he had three children: Raymond, Cecily, and Edward, himself an explorer and later a politician.

In 1905, Shackleton became a shareholder in a speculative company that aimed to make a fortune transporting Russian troops home from the Far East. Despite his assurances to Emily that "we are practically sure of the contract", nothing came of this scheme. He also ventured into politics, unsuccessfully standing in the 1906 General Election as the Liberal Unionist Party's candidate for Dundee constituency in opposition to Irish Home Rule. In the meantime, he had taken a job with wealthy Clydeside industrialist William Beardmore (later Lord Invernairn), with a roving commission which involved interviewing prospective clients and entertaining Beardmore's business friends. He was, by this time, making no secret of his ambition to return to Antarctica at the head of his own expedition.

Beardmore was sufficiently impressed with Shackleton to offer financial support, but other donations proved hard to come by. Nevertheless, in February 1907, Shackleton presented to the Royal Geographical Society his plans for an Antarctic expedition, the details of which, under the name British Antarctic Expedition, were published in the Royal Geographical Society's newsletter, Geographical Journal. The aim was the conquest of both the geographical South Pole and the South Magnetic Pole. He then worked hard to persuade others of his wealthy friends and acquaintances to contribute, including Sir Philip Lee Brocklehurst, who subscribed £2,000 (approximately equivalent to £212,000 in 2019) to secure a place on the expedition; author Campbell Mackellar; and Guinness baron Lord Iveagh, whose contribution was secured less than two weeks before the departure of the expedition ship Nimrod.

On 4 August 1907, Shackleton was appointed a Member of the Royal Victorian Order, 4th Class (MVO; the present-day grade of lieutenant).

Nimrod expedition, 1907–1909

South Pole party: Frank Wild, Shackleton, Eric Marshall, Jameson Adams

On 1 January 1908, the Nimrod set off on the British Antarctic Expedition from Lyttelton Harbour, New Zealand. Shackleton's original plans had envisaged using the old Discovery base in McMurdo Sound to launch his attempts on the South Pole and South Magnetic Pole. Before leaving England, he had been pressured to give an undertaking to Scott that he would not base himself in the McMurdo area, which Scott was claiming as his own field of work. Shackleton reluctantly agreed to look for winter quarters at either the Barrier Inlet—which Discovery had briefly visited in 1902—or King Edward VII Land.

To conserve coal, the ship was towed 1,650 miles (2,655 km) by the steamer Koonya to the Antarctic ice, after Shackleton had persuaded the New Zealand government and the Union Steamship Company to share the cost. In accordance with Shackleton's promise to Scott, the ship headed for the eastern sector of the Great Ice Barrier, arriving there on 21 January 1908. They found that the Barrier Inlet had expanded to form a large bay, in which were hundreds of whales, which led to the immediate christening of the area as the "Bay of Whales".

It was noted that ice conditions were unstable, precluding the establishment of a safe base there. An extended search for an anchorage at King Edward VII Land proved equally fruitless, so Shackleton was forced to break his undertaking to Scott and set sail for McMurdo Sound, a decision which, according to second officer Arthur Harbord, was "dictated by common sense" in view of the difficulties of ice pressure, coal shortage and the lack of any nearer known base. Nimrod arrived at McMurdo Sound on 29 January, but was stopped by ice 16 miles (26 km) north of Discovery's old base at Hut Point. After considerable weather delays, Shackleton's base was eventually established at Cape Royds, about 24 miles (39 km) north of Hut Point. The party was in high spirits, despite the difficult conditions; Shackleton's ability to communicate with each man kept the party happy and focused.

The "Great Southern Journey", as Frank Wild called it, began on 29 October 1908. On 9 January 1909, Shackleton and three companions—Wild, Eric Marshall and Jameson Adams—reached a new Farthest South latitude of 88° 23' S, a point only 112 miles (180 km) from the Pole. En route the South Pole party discovered the Beardmore Glacier—named after Shackleton's patron—and became the first persons to see and travel on the South Polar Plateau. Their return journey to McMurdo Sound was a race against starvation, on half-rations for much of the way. At one point, Shackleton gave his one biscuit allotted for the day to the ailing Frank Wild, who wrote in his diary: "All the money that was ever minted would not have bought that biscuit and the remembrance of that sacrifice will never leave me". They arrived at Hut Point just in time to catch the ship.

The expedition's other main accomplishments included the first ascent of Mount Erebus, and the discovery of the approximate location of the South Magnetic Pole, reached on 16 January 1909, by Edgeworth David, Douglas Mawson and Alistair Mackay. Shackleton returned to the United Kingdom as a hero, and soon afterwards published his expedition account, Heart of the Antarctic. Emily Shackleton later recorded: "The only comment he made to me about not reaching the Pole was 'a live donkey is better than a dead lion, isn't it?' and I said 'Yes darling, as far as I am concerned'".

Duration: 3 minutes and 47 seconds.
Cylinder recording talking about the voyage as described, 1910

In 1910, Shackleton made a series of three recordings describing the expedition using an Edison phonograph. Several mostly intact cases of whisky and brandy left behind in 1909 were recovered in 2010, for analysis by a distilling company. A revival of the vintage—and since lost—formula for the particular brands found has been offered for sale with a portion of the proceeds to benefit the New Zealand Antarctic Heritage Trust which discovered the lost spirits.

Between expeditions, 1909–1914

Public hero

Caricature of Shackleton in Vanity Fair, 6 October 1909, captioned "The South Pole"

On Shackleton's return home, public honours were quickly forthcoming. King Edward VII received him on 10 July and raised him to a Commander of the Royal Victorian Order; in the King's Birthday Honours list in November, he was made a knight, becoming Sir Ernest Shackleton. He was honoured by the Royal Geographical Society, who awarded him a gold medal; a proposal that the medal be smaller than that earlier awarded to Captain Scott was not acted on. All the members of the Nimrod Expedition shore party received silver Polar Medals on 23 November, with Shackleton receiving a clasp to his earlier medal. Shackleton was also appointed a Younger Brother of Trinity House, a significant honour for British mariners.

Besides the official honours, Shackleton's Antarctic feats were greeted in Britain with great enthusiasm. Proposing a toast to the explorer at a lunch given in Shackleton's honour by the Royal Societies Club, Lord Halsbury, a former Lord Chancellor, said: "When one remembers what he had gone through, one does not believe in the supposed degeneration of the British race. One does not believe that we have lost all sense of admiration for courage [and] endurance". The heroism was also claimed by Ireland: the Dublin Evening Telegraph's headline read "South Pole Almost Reached by an Irishman", while the Dublin Express spoke of the "qualities that were his heritage as an Irishman".

Shackleton's fellow-explorers expressed their admiration; Roald Amundsen wrote, in a letter to RGS Secretary John Scott Keltie, that "the English nation has by this deed of Shackleton's won a victory that can never be surpassed". Fridtjof Nansen sent an effusive private letter to Emily Shackleton, praising the "unique expedition which has been such a complete success in every respect". The reality was that the expedition had left Shackleton deeply in debt, unable to meet the financial guarantees he had given to backers. Despite his efforts, it required government action, in the form of a grant of £20,000 (2008: £1.5 million) to clear the most pressing obligations. It is likely that many debts were not pressed and were written off.

Biding time

Shackleton embarked on an extensive lecture tour in which he talked not only about his own polar journeys but also those of Scott and Roald Amundsen.

In the period immediately after his return, Shackleton engaged in a strenuous schedule of public appearances, lectures and social engagements. He then sought to cash in on his celebrity by making a fortune in the business world. Among the ventures which he hoped to promote were a tobacco company, a scheme for selling to collectors postage stamps overprinted "King Edward VII Land" – based on Shackleton's appointment as Antarctic postmaster by the New Zealand authorities – and the development of a Hungarian mining concession he had acquired near the city of Nagybanya, now part of Romania.

None of these enterprises prospered, and his main source of income was his earnings from lecture tours. He still harboured thoughts of returning south, even though in September 1910, having recently moved with his family to Sheringham in Norfolk, he wrote to Emily: "I am never again going South and I have thought it all out and my place is at home now". He had been in discussions with Douglas Mawson about a scientific expedition to the Antarctic coast between Cape Adare and Gaussberg, and had written to the RGS about this in February 1910.

Any future resumption by Shackleton of the quest for the South Pole depended on the results of Scott's Terra Nova Expedition, which left from Cardiff in July 1910. By early 1912, the world was aware that the pole had been conquered, by the Norwegian Roald Amundsen. The fate of Scott's expedition was not then known. Shackleton's mind turned to a project that had been announced, and then abandoned, by the British explorer William Speirs Bruce, for a continental crossing, from a landing in the Weddell Sea, via the South Pole to McMurdo Sound. Bruce, who had failed to acquire financial backing, was happy that Shackleton should adopt his plans, which were similar to those being followed by the German explorer Wilhelm Filchner. Filchner had left Bremerhaven in May 1911; in December 1912, the news arrived from South Georgia that his expedition had failed. The transcontinental journey, in Shackleton's words, was the "one great object of Antarctic journeyings" remaining, now open to him.

Imperial Trans-Antarctic Expedition, 1914–1917

Preparations

Outline of Antarctica coast, with different lines indicating the various journeys made by ships and land parties during the expedition
  Voyage of the Endurance
  Drift of the Endurance in pack ice
  Sea ice drift after the Endurance sinks
  Voyage of the James Caird
  Planned trans-Antarctic route
  Voyage of the Aurora to Antarctica
  Retreat of the Aurora
  Supply depot route

Shackleton published details of his new expedition, grandly titled the "Imperial Trans-Antarctic Expedition", early in 1914. There is a legend that Shackleton posted an advertisement which emphasised the hardship and danger of the voyage, so that he could better narrow down and select candidates for his expedition, but no record of any such advertisement has survived and its existence is considered doubtful. Two ships would be employed; Endurance would carry the main party into the Weddell Sea, aiming for Vahsel Bay from where a team of six, led by Shackleton, would begin the crossing of the continent. Meanwhile, a second ship, the Aurora, would take a supporting party under Captain Aeneas Mackintosh to McMurdo Sound on the opposite side of the continent. This party would then lay supply depots across the Great Ice Barrier as far as the Beardmore Glacier; these depots would hold the food and fuel that would enable Shackleton's party to complete their journey of 1,800 miles (2,900 km) across the continent.

Shackleton used his considerable fund-raising skills, and the expedition was financed largely by private donations, although the British government gave £10,000 (about £900,000 in 2019 terms). Scottish jute magnate Sir James Caird gave £24,000, Midlands industrialist Frank Dudley Docker gave £10,000, and tobacco heiress Janet Stancomb-Wills gave an undisclosed but reportedly "generous" sum. Public interest in the expedition was considerable; Shackleton received more than 5,000 applications to join it.

His interviewing and selection methods sometimes seemed eccentric; believing that character and temperament were as important as technical ability, he asked unconventional questions. Thus physicist Reginald James was asked if he could sing; others were accepted on sight because Shackleton liked the look of them, or after the briefest of interrogations. Shackleton also loosened some traditional hierarchies to promote camaraderie, such as distributing the ship's chores equally among officers, scientists, and seamen. He also socialised with his crew members every evening after dinner, leading sing-alongs, jokes, and games. He ultimately selected a crew of 56, twenty-eight on each ship.

Despite the outbreak of the First World War on 3 August 1914, Endurance was directed by the First Lord of the Admiralty, Winston Churchill, to "proceed", and left British waters on 8 August. Shackleton delayed his own departure until 27 September, meeting the ship in Buenos Aires.

Crew

While Shackleton led the expedition, Captain F. Worsley commanded the Endurance and Lieutenant J. Stenhouse the Aurora. On the Endurance, the second in command was the experienced explorer Frank Wild. The meteorologist was Captain L. Hussey, also an able banjo player. McIlroy was head of the scientific staff, which included Wordie.

Alexander Macklin was one of two surgeons and also in charge of keeping the 70 dogs healthy. Tom Crean was in more immediate charge as head dog-handler. Other crew included James, Hussey, Greenstreet, a carpenter Harry McNish, and a biologist named Clark. Of later independent fame was the photographer Frank Hurley, known on this mission for his perilous shots. There also was Perce Blackborow who was a Welsh sailor who stowed away on the journey; although Shackleton was annoyed by this, there was no reason to turn back by the time the situation was discovered, and Blackborow was made a steward.

There was a (male) cat named Mrs Chippy that belonged to the carpenter Harry McNish. Mrs Chippy was shot when the Endurance sank, due to the belief that he would not have survived the ordeal that followed.

Loss of Endurance

Endurance departed from South Georgia for the Weddell Sea on 5 December, heading for Vahsel Bay. As the ship moved southward navigating in ice, first-year ice was encountered, which slowed progress. Deep in the Weddell Sea, conditions gradually grew worse until, on 19 January 1915, Endurance became frozen fast in an ice floe.

On 24 February, realising that she would be trapped until the following spring, Shackleton ordered the abandonment of ship's routine and her conversion to a winter station. She drifted slowly northward with the ice through the following months. When spring arrived in September, the breaking of the ice and its later movements put extreme pressures on the ship's hull.

Shackleton after the loss of Endurance

Until this point, Shackleton had hoped that the ship, when released from the ice, could work her way back towards Vahsel Bay. On 24 October, water began pouring in. After a few days, with the position at 69° 5' S, 51° 30' W, Shackleton gave the order to abandon ship, saying, "She's going down!"; and men, provisions and equipment were transferred to camps on the ice. On 21 November 1915, the wreck finally slipped beneath the surface.

For almost two months, Shackleton and his party camped on a large, flat floe, hoping that it would drift towards Paulet Island, approximately 250 miles (402 km) away, where it was known that stores were cached. After failed attempts to march across the ice to this island, Shackleton decided to set up another more permanent camp (Patience Camp) on another floe, and trust to the drift of the ice to take them towards a safe landing. By 17 March, their ice camp was within 60 miles (97 km) of Paulet Island; however, separated by impassable ice, they were unable to reach it. On 9 April, their ice floe broke into two, and Shackleton ordered the crew into the lifeboats and to head for the nearest land.

After five harrowing days at sea, the exhausted men landed their three lifeboats at Elephant Island, 346 miles (557 km) from where the Endurance sank. This was the first time they had stood on solid ground for 497 days. Shackleton's concern for his men was such that he gave his mittens to photographer Frank Hurley, who had lost his during the boat journey. Shackleton suffered frostbitten fingers as a result.

On 5 March 2022 the Endurance22 expedition of researchers and technicians located Endurance 4 miles (6.4 km) from the place where it was lost, 9,869 feet (3,008 m) below the surface.

Open-boat journey

Launching the James Caird from the shore of Elephant Island, 24 April 1916

Elephant Island was an inhospitable place, far from any shipping routes; rescue by means of chance discovery was very unlikely. Consequently, Shackleton decided to risk an open-boat journey to the 720-nautical-mile-distant South Georgia whaling stations, where he knew help was available. The strongest of the tiny 20-foot (6.1 m) lifeboats, christened James Caird after the expedition's chief sponsor, was chosen for the trip. Ship's carpenter Harry McNish made various improvements, including raising the sides, strengthening the keel, building a makeshift deck of wood and canvas, and sealing the work with oil paint and seal blood.

Shackleton chose five companions for the journey: Frank Worsley, Endurance's captain, who would be responsible for navigation; Tom Crean, who had "begged to go"; two strong sailors in John Vincent and Timothy McCarthy, and finally the carpenter McNish. McNish had clashed with Shackleton during the time when the party was stranded on the ice, but, while Shackleton did not forget the carpenter's earlier insubordination, Shackleton recognised his value for this particular job. Not only did Shackleton recognise their value for the job, but also he knew that they were a potential risk to morale. This allowed Shackleton to remain in control of the morale of his crew members. The attitudes of his men were a point of emphasis in leading his men back to safety.

Shackleton refused to pack supplies for more than four weeks, knowing that if they did not reach South Georgia within that time, the boat and its crew would be lost. The James Caird was launched on 24 April 1916; during the next fifteen days, it sailed through the waters of the southern ocean, at the mercy of the stormy seas, in constant peril of capsizing. On 8 May, thanks to Worsley's navigational skills, the cliffs of South Georgia came into sight, but hurricane-force winds prevented the possibility of landing. The party was forced to ride out the storm offshore, in constant danger of being dashed against the rocks. They later learned that the same storm had sunk a 500-ton steamer bound for South Georgia from Buenos Aires.

On the following day, they were able to land on the unoccupied southern shore. After a period of rest and recuperation, rather than risk putting to sea again to reach the whaling stations on the northern coast, Shackleton decided to attempt a land crossing of the island. Although it is likely that Norwegian whalers had previously crossed at other points on ski, no one had attempted this particular route before. For their journey, the survivors were only equipped with boots they had pushed screws into to act as climbing boots, a carpenter's adze, and 50 feet (15 m) of rope. Leaving McNish, Vincent and McCarthy at the landing point on South Georgia, Shackleton travelled 32 miles (51 km) with Worsley and Crean over dangerous mountainous terrain for 36 hours to reach the whaling station at Stromness on 20 May.

The next successful crossing of South Georgia was in October 1955, by the British explorer Duncan Carse, who travelled much of the same route as Shackleton's party. In tribute to their achievement, he wrote: "I do not know how they did it, except that they had to—three men of the heroic age of Antarctic exploration with 50 feet of rope between them—and a carpenter's adze".

Rescue

"All Safe, All Well", allegedly depicting Shackleton's return to Elephant Island in August 1916. To create this image, a photograph of the departure of the James Caird in April 2016 was doctored by photographer Frank Hurley.

Shackleton immediately sent a boat to pick up the three men from the other side of South Georgia while he set to work to organise the rescue of the Elephant Island men. His first three attempts were foiled by sea ice, which blocked the approaches to the island. He appealed to the Chilean government, which offered the use of the Yelcho, a small seagoing tug from its navy. Yelcho, commanded by Captain Luis Pardo, and the British whaler Southern Sky reached Elephant Island on 30 August 1916, at which point the men had been isolated there for four and a half months, and Shackleton quickly evacuated all 22 men. The Yelcho took the crew first to Punta Arenas and after some days to Valparaiso in Chile, where crowds warmly welcomed them back to civilisation.

There remained the men of the Ross Sea Party, who were stranded at Cape Evans in McMurdo Sound, after Aurora had been blown from its anchorage and driven out to sea, unable to return. The ship, after a drift of many months, had returned to New Zealand. Shackleton travelled there to join Aurora, and sailed with her to the rescue of the Ross Sea party. This group, despite many hardships, had carried out its depot-laying mission to the full, but three lives had been lost, including that of its commander, Aeneas Mackintosh.

First World War

Europe was in the midst of the First World War when Shackleton returned to England in May 1917. Suffering from a heart condition, made worse by the fatigue of his arduous journeys, and too old to be conscripted, he nevertheless volunteered for the British Army. He repeatedly requested posting to the front in France, and was by now drinking heavily.

In October 1917, Shackleton was sent to Buenos Aires to boost British propaganda in South America. Unqualified as a diplomat, he was unsuccessful in persuading Argentina and Chile to enter the war on the Allied side, and he returned home in April 1918. He was then briefly involved in a mission to Spitzbergen, to establish a British presence there under the guise of a mining operation. On the way, he was taken ill in Tromsø, possibly with a heart attack. He was then appointed to a military expedition to Murmansk, which obliged him to return home again before departing for northern Russia.

Russian Civil War

Shackleton was specially appointed a temporary major on 22 July 1918. From October 1918, he served with the North Russia Expeditionary Force in the Russian Civil War under the command of Major-General Edmund Ironside, with the role of advising on the equipment and training of British forces in arctic conditions.

For his "valuable services rendered in connection with Military Operations in North Russia", Shackleton was appointed an Officer of the Order of the British Empire in the 1919 King's Birthday Honours, and he was also mentioned in despatches by General Ironside. Returning to England in early March 1919, he was full of plans for the economic development of Northern Russia. In the midst of seeking capital, his plans foundered when Northern Russia fell to Bolshevik control. Shackleton was finally discharged from the army in October 1919, retaining his rank of major.

Final expedition and death

Shackleton returned to the lecture circuit and published his own account of the Endurance expedition, South, in December 1919. In 1920, tired of the lecture circuit, Shackleton began to consider the possibility of a last expedition. He thought seriously of going to the Beaufort Sea area of the Arctic, a largely unexplored region, and raised some interest in this idea from the Canadian government. With funds supplied by former schoolfriend John Quiller Rowett, he acquired a 125-ton Norwegian sealer, named Foca I, which he renamed Quest.

The plan changed; the destination became the Antarctic, and the project was defined by Shackleton as an "oceanographic and sub-antarctic expedition". The goals of the venture were imprecise, but a circumnavigation of the Antarctic continent and investigation of some "lost" sub-Antarctic islands, such as Tuanaki, were mentioned as objectives.

Rowett agreed to finance the entire expedition, which became known as the Shackleton–Rowett Expedition. On 16 September 1921, Shackleton recorded a farewell address on a sound-on-film system created by Harry Grindell Matthews, who claimed it was the first "talking picture" ever made. The expedition left England on 24 September 1921.

Although some of his former crew members had not received all their pay from the Endurance expedition, many of them signed on with their former "Boss". When the party arrived in Rio de Janeiro, Shackleton suffered a suspected heart attack. He refused a proper medical examination, so Quest continued south, and on 4 January 1922, arrived at South Georgia.

Shackleton's grave at Grytviken

In the early hours of the next morning, Shackleton summoned the expedition's physician, Alexander Macklin, to his cabin, complaining of back pains and other discomfort. According to Macklin's own account, Macklin told him he had been overdoing things and should try to "lead a more regular life", to which Shackleton answered: "You are always wanting me to give up things, what is it I ought to give up?" "Chiefly alcohol, Boss", replied Macklin. A few moments later, at 2:50 a.m. on 5 January 1922, Shackleton suffered a fatal heart attack.

Macklin, who conducted the postmortem, concluded that the cause of death was atheroma of the coronary arteries exacerbated by "overstrain during a period of debility". Leonard Hussey, a veteran of the Imperial Trans-Antarctic expedition, offered to accompany the body back to Britain; while he was in Montevideo en route to England, a message was received from Emily Shackleton asking that her husband be buried in South Georgia. Hussey returned to South Georgia with the body on the steamer Woodville, and on 5 March 1922, Shackleton was buried in the Grytviken cemetery, South Georgia, after a short service in the Lutheran church, with Edward Binnie officiating. Macklin wrote in his diary: "I think this is as 'the Boss' would have had it himself, standing lonely in an island far from civilisation, surrounded by stormy tempestuous seas, & in the vicinity of one of his greatest exploits."

Study of diaries kept by Eric Marshall, medical officer to the 1907–09 expedition, suggests that Shackleton suffered from an atrial septal defect ("hole in the heart"), a congenital heart defect, which may have been a cause of his health problems.

Shackleton's will was proven in London on 12 May 1922. Dying heavily in debt, Shackleton's small estate consisted of personal effects to the value of £556 2s. 2d. (equivalent to £32,306 in 2021) which he bequeathed to his wife. Lady Shackleton survived her husband by 14 years, dying in 1936.

On 27 November 2011, the ashes of Frank Wild were interred on the right-hand side of Shackleton's gravesite in Grytviken. The inscription on the rough-hewn granite block set to mark the spot reads: "Frank Wild 1873–1939, Shackleton's right-hand man."

Legacy

Early

Shackleton statue by C.S. Jagger outside the Royal Geographical Society

Before the return of Shackleton's body to South Georgia, there was a memorial service held for him with full military honours at Holy Trinity Church, Montevideo, and a service was held on 2 March 1922 at St Paul's Cathedral, London, at which King George V and other members of the royal family were represented. Within a year, the first biography was published: The Life of Sir Ernest Shackleton by Hugh Robert Mill. As well as being a tribute to the explorer, this book was a practical effort to assist his family; Shackleton had died some £40,000 in debt (equivalent to £2,323,748 in 2021). A further initiative was the formation of a Shackleton Memorial Fund, which was used to assist with his children's education and the support of his mother.

Shackleton's death marked the end of the Heroic Age of Antarctic Exploration, a period of discovery characterised by journeys of geographical and scientific exploration in a largely unknown continent without any of the benefits of modern travel methods or radio communication. In the preface to his 1922 book The Worst Journey in the World, Apsley Cherry-Garrard, one of Scott's team on the Terra Nova Expedition, wrote: "For a joint scientific and geographical piece of organisation, give me Scott; for a Winter Journey, Wilson; for a dash to the Pole and nothing else, Amundsen: and if I am in the devil of a hole and want to get out of it, give me Shackleton every time".

Over the ensuing decades, Shackleton's status as a polar hero was generally outshone by that of Captain Scott, whose polar party had by 1925 been commemorated on more than 30 monuments in Britain alone, including stained glass windows, statues, busts and memorial tablets. A statue of Shackleton designed by Charles Sargeant Jagger was unveiled at the Royal Geographical Society's Kensington headquarters in 1932, but public memorials to him were relatively few. The printed word saw much more attention given to Scott—a forty-page booklet titled "Shackleton in the Antarctic", published in 1943 by OUP as part of a "Great Exploits" series, is described by cultural historian Stephanie Barczewski as "a lone example of a popular literary treatment of Shackleton in a sea of similar treatments of Scott". This disparity continued into the 1950s.

Later

In 1959, Alfred Lansing's Endurance: Shackleton's Incredible Voyage was published. This was the first of a number of books about Shackleton that began to appear, showing him in a highly positive light. At the same time, attitudes towards Scott were gradually changing as a more critical note was sounded in the literature, culminating in Roland Huntford's 1979 treatment of him in his dual biography Scott and Amundsen, described by Barczewski as a "devastating attack". This negative picture of Scott became accepted as the popular truth, as the kind of heroism that he represented fell victim to the cultural shifts of the late twentieth century. Within a few years, Scott was thoroughly overtaken in public esteem by Shackleton, whose popularity surged while that of his erstwhile rival declined. In 2002, in a BBC poll conducted to determine the "100 Greatest Britons", Shackleton was ranked 11th while Scott was down in 54th place.

Margaret Morrell and Stephanie Capparell presented Shackleton as a model for corporate leadership in their 2001 book Shackleton's Way: Leadership Lessons from the Great Antarctic Explorer. They wrote: "Shackleton resonates with executives in today's business world. His people-centred approach to leadership can be a guide to anyone in a position of authority". Other management writers soon followed this lead, using Shackleton as an exemplar for bringing order from chaos. Nancy Koehn argued that, in spite of Shackleton's mistakes, financial problems and narcissism, he developed the capability to be successful.

The Centre for Leadership Studies at the University of Exeter offers a course on Shackleton, who also features in the management education programmes of several American universities. In Boston, a "Shackleton School" was set up on "Outward Bound" principles, with the motto "The Journey is Everything". Shackleton has also been cited as a model leader by the US Navy, and in a textbook on Congressional leadership, Peter L. Steinke calls Shackleton the archetype of the "nonanxious leader" whose "calm, reflective demeanor becomes the antibiotic warning of the toxicity of reactive behaviour". In 2001, the Athy Heritage Centre-Museum (now the Shackleton Museum), Athy, County Kildare, Ireland, established the Ernest Shackleton Autumn School, which is held annually, to honour the memory of Ernest Shackleton.

Shackleton (centre) with fellow explorers Amundsen (left) and Peary (right), 1913

In 1983, the BBC produced a four-part miniseries, Shackleton, starring David Schofield in the title role and David Rodigan as Frank Wild. Originally broadcast on BBC Two, the series was released on DVD in March 2017. In 1993, Trevor Potts re-enacted the Boat Journey from Elephant Island to South Georgia in honour of Sir Ernest Shackleton, totally unsupported, in a replica of the James Caird. In 2002, Channel 4 in the UK produced Shackleton, a TV serial depicting the 1914 expedition with Kenneth Branagh in the title role. Broadcast in the US on the A&E Network, it won two Emmy Awards.

An asteroid discovered by Swiss amateur astronomer Michel Ory in 2005 was named "289586 Shackleton" in his memory. The official naming citation was published by the Minor Planet Center on 10 December 2011 (M.P.C. 77510). At a Christie's auction in London in 2011, a biscuit that Shackleton gave "a starving fellow traveller" on the 1907–1909 Nimrod expedition sold for £1,250. That same year, on the date of what would have been Shackleton's 137th birthday, Google honoured him with a Google Doodle.

In January 2013, a joint British-Australian team set out to duplicate Shackleton's 1916 trip across the Southern Ocean. Led by explorer and environmental scientist Tim Jarvis, the team was assembled at the request of Alexandra Shackleton, Sir Ernest's granddaughter, who felt the trip would honour her grandfather's legacy. This team became the first to replicate the so-called "double crossing", sailing from Elephant Island to South Georgia and crossing the South Georgian mountains from King Haakon Bay (where Shackleton had landed nearly 100 years prior) to Stromness. The expedition very carefully matched legacy conditions, using a replica of the James Caird (named for the project's patron: the Alexandra Shackleton), period clothing (by Burberry), replica rations (both in calorific content and rough constitution), period navigational aids, and a Thomas Mercer chronometer just as Shackleton had used. This expedition was made into a documentary film, screening as Chasing Shackleton on PBS in the US, and Shackleton: Death or Glory elsewhere on the Discovery Channel.

A genus of lichen-forming fungi in the Teloschistaceae family was published in 2013 as Shackletonia by botanists Søchting, Frödén & Arup. In October 2015, Shackleton's decorations and medals were auctioned at Christie's, raising a total of £585,000. Shackleton featured on a series of UK postage stamps issued by the Royal Mail in January 2016 to mark the centenary of the Endurance expedition. In August 2016, a statue of Shackleton by Mark Richards was erected in Athy, sponsored by Kildare County Council.

The musical play Ernest Shackleton Loves Me by Val Vigoda and Joe DiPietro made its debut in 2017 at the Tony Kiser Theater, an off-Broadway venue in New York City. Blended with a parallel story of a struggling composer, the play retells the adventure of Endurance in detail, incorporating photos and videos of the journey.

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