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Bouvetaya Marion
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AMERICA
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Antarctica is both a continent and an ocean. The continent is inextricably linked to the vast extent of the Southern Ocean
surrounding it, an ocean that supports a teaming array of life, ranging from microscopic plants that form part of the
phytoplankton responsible for primary production to the mighty whales, our largest marine mammals. Whilst our knowledge
of the biology of these waters has been accumulating since the first voyages of discovery in the 18th century, there is yet
to be a comprehensive, single-author synthesis of the current state of that knowledge. This book sets out to correct that
deficiency.

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Preface
Our knowledge of the biology of the seas surrounding the continent. The voluminous reports of these Discovery
Antarctic continent began with descriptions and specimens expeditions laid the indispensable foundation for subsequent
brought back by early naturalists on voyages of discovery in studies.
the Southern Ocean. Prominent among these were the early Southern Ocean marine research entered a new phase
French navigators such as Bouvet de Lozier, who discovered following the establishment, in 1957, of the Special (later the
Bouvet Island in 1739, and Yves Joseph de Kerguelen- Scientific) Committee on Antarctic Research (SCAR). This
Tremarez, who discovered the island that bears his name initiated the modern era of Southern Ocean research in which
some 30 years later. These were followed by the voyages of many countries played roles, notably the Soviet Antarctic
Captain Cook, who, in 1772, reached 718 10 0 S in the Expeditions in the Vitez and Ob and the United States Eltanin
Bellingshausen Sea. In 1819, the Russian explorer Admiral cruises. Other countries such as Great Britain, France, South
Bellingshausen was first to tow a net at the stern of his ship Africa, Chile, Argentina, Australia and Japan were also very
and he found that it collected more organisms during the active during this period. In 1972, a coordinated international
night than during the day. He was probably the first to collect research program was initiated with the establishment of the
the Antarctica krill, Euphausia superba. BIOMASS (Biological Investigations of Antarctic Systems
The first serious scientific marine research was carried and Stocks) Program (El-Sayed 1996).
out by James Eights who sailed in 1929 with the American My own involvement in Antarctic research began with
sealing Captains Palmer and Pendleton. Eights described the a visit to McMurdo Sound in 1960 where one of my staff
natural history of the South Shetland Islands. His best known in the Department of Zoology at the University of
discovery was of a ten-legged pycnogonid. Soon after, there Canterbury, Dr. Bernard Stonehouse, was initiating a
followed a series of national expeditions led by Dumont research program on Adelie penguins and McCormick
D’Urville of France (1837–1840), Charles Wilkie of the skuas. This led to the establishment of the University of
United States (1838–1842), and Sir James Clark Ross of Canterbury Antarctic Research Unit (Knox 1986, 1988)
Britain (1939–1943). Among the naturalists who accom- that carried out continuous summer research in the
panied these expeditions, the most notable were J.D. Dana, McMurdo Sound region over the period 1960–1983, the
on the Wilkie expedition, and J.D. Hooker, on the Ross last twelve years of which I was director of the unit.
expedition. These expeditions all made extensive collections During the summers of 1969 and 1970, I initiated an
of marine organisms. inshore marine research program that continued until the
There was a renewal of Antarctic exploration at the end 1982–1983 season. Throughout the operation of the unit,
of the nineteenth century. Major expeditions included the some sixty research students participated in its activities.
British (1899–1900), the Belgian (1898), the Swedish Interaction with these enthusiastic young minds had a
National Expedition (1902–1904), the Scottish National significant influence on many of the concepts developed in
Antarctic Expedition (1902–1904), the German expedition The Biology of the Southern Ocean. I also have had the
(1901–1903) in the Gauss, and the French Expedition in the good fortune to become involved in international Antarctic
Pourquoi Pas (1908–1910). All of these expeditions resulted science activities, first as a member and secretary of the
in taxonomic studies that laid the foundation for later studies SCAR Biology Working Group on Biology and as a
of the marine flora and fauna. member of SCAR since 1969. I was a member of the
Ecological studies in the Southern Ocean began with the Group of Specialists on the Living Resources of the
work of naturalists attached to land-based, over-wintering Southern Ocean from its inception and I attended the first
parties such as those of Sir Ernest Shackleton’s 1907–1909 two meetings of CCAMLR (Convention on the Conserva-
expedition and Captain Scott’s two polar expeditions. tion of Antarctic Marine Living Resources). These
Antarctic marine studies received a tremendous impetus activities brought me into contact with a wide range of
from the investigations that began in 1925 with the study of Antarctic scientists from all the SCAR countries.
whale carcasses at the whaling stations at Grytviken in South The suggestion for The Biology of the Southern Ocean
Georgia. The work of the scientists expanded to include, not was made by Dr. Bernard Stonehouse and, without his encour-
only studies on whale demography and ecology, but also of agement, it would not have been written. Discussions with
the physical, chemical and biological oceanography of the Antarctic colleagues throughout the SCAR community have
Southern Ocean in order to gain an understanding of the had a profound influence on its development. Amongst these I
factors influencing the distribution, reproduction, and growth particularly wish to thank Professor Sayed El-Sayed, the late
of whale stocks. These investigations contributed to the first Sir George Deacon, Professor A.L. DeVries, Professor M.
long-term studies of the Antarctic pelagic ecosystem, and Fukuchi, Sir Martin Holdgate, Professor T. Hoshiai. Dr. J.C.
they were the first that extended right around the Antarctic Hureau, Dr. K.B. Kerry, Dr. Y. Naito, the late Dr. T. Nemoto,

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Dr. J. Oliver, Dr. J. Warham, and Professor E.C. Young. publication of the first edition of The Biology of the Southern
Access to literature was greatly facilitated by periods spent in Ocean. While some of the information in the first edition is
the libraries of the British Antarctic Survey and the National retained, it is essentially a new account. The task of
Institute of Polar Research, Tokyo. Dr. D.W.H. Walton summarizing the large volume of research has proved a
reviewed all chapters of the original edition in various drafts difficult task. Most of the figures in the text have been
and I am grateful for his assistance and encouragement. I redrawn from the originals.
would also like to thank Dr. Maria Murphy and the staff of The book commences with a description of the physico-
Cambridge University Press for their patience and support chemical environment of the Southern Ocean and then
during the preparation of the first edition and for seeing the follows a logical sequence covering phytoplankton and
project through to completion. primary production, the sea ice microbial communities, and
The first edition of The Biology of the Southern Ocean the secondary consumers, the zooplankton. There is an
was published in 1993 and was well received. The print run extended chapter on the biology and ecology of Antarctic
was sold out a number of years ago. Some 13 years have krill, in view of its central position in the Southern Ocean
passed since then and a considerable amount of research has food web. Additionally, krill has been the subject of intensive
been carried out during this period. The original SCAR research programs over the past decades, especially during
countries engaged in marine research in the Southern Ocean the BIOMASS Programmes and subsequently by CCAMLR.
have been joined by other countries including China, A series of chapters consider the higher consumers, nekton
Ukraine, Uruguay, Korea, Ecuador, India, Peru and Spain, (with an emphasis on cephalopods), fish, seals, whales and
resulting in a much increased research effort. seabirds. A series of chapters then follow on selected
The last decade in particular had seen the initiation of ecosystem components: the benthic communities, life
several scientific programs to study phenomena and beneath the fast ice and ice shelves, recent advances in
processes of global significance in which the Southern understanding decomposition processes, and the role of
Ocean plays a key role. Some of the major programs are bacteria and protozoa. These are followed by an attempt at a
listed below and brief descriptions of the objectives of these synthesis of ecosystem dynamics, with an emphasis of the
are given in El-Sayed (1991). pelagic ecosystem and then three chapters dealing with
- Antarctic Marine Living Resources (AMLR) program resource exploitation, the impact of such exploitation on the
(1986-present) marine ecosystem, and the problems involved in the
- Antarctic Marine Ecosystem Research at the Ice-Edge management of the living resources. Three new chapters
Zone (AMERIEZ) (1983–1988) have been added to the second edition exploring the impact
- Research on Antarctic Coastal Ecosystem Rates of increased UV radiation, human impact on the marine
Program (RACER) (1986–1993) environment, and the impact of global warming on Southern
- Long-Term Ecological Research (Palme LTER) Ocean marine ecosystems.
(1980-present) As can be seen by the reference list at the end of this
- Southern Ocean Joint-Global Ocean Ecosystem volume, there is a considerable body of recent literature on
Dynamics (SO-GLOBEC) (1991–2009) the biology of the Southern Ocean. Because of the growth of
- Coastal and Shelf Ecology of the Antarctic Sea-Ice published research, I have had to be selective in the material
Zone (CS-EASIZ) (1993–2004) that is included. Examples have been carefully chosen from
- Antarctic Pack-Ice Seals (APIS) (1995-present) the pool of published research to illustrate the concepts
- European Polarstern Study (EPOS) (1988–89) discussed. There are, doubtless, others that could have been
- Research on Ocean-Atmosphere Variability and used and I apologize to authors whose work has not been
Ecosystem Response in the Ross Sea (ROAVERRS) included.
(1996–1998) In the preparation of this volume I have been supplied
The multi-disciplinary, multi-national cruises of the R/V with advanced copies of papers prepared or accepted for
Polarstern have been of particular importance in recent publication and I am grateful to all who supplied them. I am
years, especially the ANDEP cruises (2002–2005) that also appreciative of the support and encouragement of John
investigated the benthic fauna of the deep Weddell Sea. Sulzycki and the staff of CRC Press, in particular Pat
Over the period 2000–2002, a series of iron fertilization Roberson, during the preparation of this edition and for
experiments (SOIRE, SOFex and EISENEX) investigated seeing the project through to the completion of a high quality
the potential role of iron in controlling algal production in the product.
Southern Ocean. Recently, the New Zealand National This book is an attempt to synthesize the available
Institute of Water and Atmospheric Research (NIWA) information into a coherent account of one of the most
investigated the richness and diversity of the benthos in a fascinating systems on the globe. I hope that it will prove
latitudinal gradient in the western Ross Sea in relation to useful to advanced undergraduates and to professionals
broader-scale environmental factors and local-scale variation engaged in Antarctic marine research, as well as to all
in productivity sources. interested or involved in Antarctic marine conservation and
As the result of the research activities listed above, there management. It will have been worthwhile if it stimulates
has been a considerable volume of published research on the others to work on the fascinating aspects of Antarctic marine
biology of the Southern Ocean in the 13 years since the research that have been discussed in this book.

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Acknowledgments
I would firstly express my indebtedness to the many international Antarctic scientists, some of whom have been listed in the
Preface, who I have interacted with over the years. Discussions with them have influenced the development of many of the
concepts dicussed in this book. I acknowledge the outstanding contribution of Cambridge University Press, in the preparation
of the first edition of this book. I owe a great debt to the staff members and students who participated in the research activities of
the University of Canterbury Antarctic Research Unit.
I owe a great deal to John Sulzycki and the staff of CRC Press, in particular Pat Roberson for their patience and support
during the preparation of this second edition. Together with the staff of Alden Press Services who typeset this book they have
produced a high quality product.

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Author
George A. Knox, C.N.Z.M., M.B.E., F.R.S.N.Z., was head University of Canterbury Antarctic Research Unit. He
of the Department of Zoology, University of Canterbury, has participated in many field expeditions, including the
Christchurch, New Zealand, from 1959 to 1976. He is now Chatham Islands 1954 Expedition (leader); the Royal Society
professor emeritus of zoology. of London Darwin Centennial Expedition to southern Chile
Professor Knox was born in New Zealand and received (marine biologist and deputy leader); thirteen summer
his education at the University of Canterbury, where he was expeditions to McMurdo Sound, Antarctica; the establishment
appointed a staff member in 1948. He has been a visiting of the Snares Islands Research Program (he participated
fellow at the East-West Center, Honolulu, and a visiting in three field expeditions); and participation in field
professor at the Department of Oceanography, Texas A&M expeditions to Campbell and Auckland Islands. He has
University and the Department of Environmental Engin- published over 100 scientific papers and 28 environmental
eering, University of Florida, Gainesville. He has visited and reports, written five books, and edited and co-authored three
worked in laboratories in the U.S., Canada, Chile, Japan, other volumes.
Australia, Western Europe, the USSR, and China. Professor Knox has received a number of awards and
Professor Knox’s research has been wide ranging and fellowships for his contributions to science, including Fellow
includes: (1) the systematics and distribution of polychaeta of the Royal Society of New Zealand (FRSNZ), 1963; Hutton
with special reference to New Zealand and Antarctica; (2) Medal, Royal Society of New Zealand, 1978; Conservation
rocky shore intertidal ecology and biogeography; (3) the Trophy, New Zealand Antarctic Society; Honorary Member of
ecology and conservation of islands; (4) studies on the pelagic Scientific Committee on Antarctic Research, 1982; member of
and benthic ecosystems beneath the sea ice in McMurdo the Most Excellent Order of the British Empire (MBE), 1985;
Sound, Antarctica; and (5) estuarine and coastal ecology and the New Zealand Association of Scientists’ Sir Ernest Marsden
management. He established and directed the Estuarine Medal for Service to Science, 1985; and Companion of the
Research Unit in the Department of Zoology and the New Zealand Order of Merit (CNZM), 2001.

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Contents
Chapter 1 The Southern Ocean
1.1 Introduction.................................................................................................................................................. 1
1.2 The Evolution of the Southern Ocean......................................................................................................... 3
1.3 Bathymetry................................................................................................................................................... 4
1.4 Climate......................................................................................................................................................... 4
1.5 Ice Cover...................................................................................................................................................... 6
1.6 Circulation Patterns and Water Masses ...................................................................................................... 7
1.7 Some Regional Hydrographic Features..................................................................................................... 13
1.8 Bottom Water Formation........................................................................................................................... 14
1.9 Nutrients..................................................................................................................................................... 15

Chapter 2 Phytoplankton and Primary Production


2.1 Introduction................................................................................................................................................ 18
2.2 Data Base ................................................................................................................................................... 19
2.3 Species Composition and Distribution...................................................................................................... 19
2.4 Latitudinal Zonation of the Planktonic Subsystems ................................................................................. 24
2.5 Phytoplankton Biomass ............................................................................................................................. 30
2.6 Primary Production.................................................................................................................................... 32
2.7 Seasonal and Geographic Variation of Phytoplankton Biomass and Primary Production ...................... 36
2.8 Factors Affecting Primary Production....................................................................................................... 38
2.9 Growth Rates ............................................................................................................................................. 53
2.10 Heterotrophic Nutrition ............................................................................................................................. 56
2.11 A Model of Phytoplankton Production ..................................................................................................... 56

Chapter 3 Sea-Ice Microbial Communities


3.1 Introduction................................................................................................................................................ 59
3.2 Sea Ice as a Habitat ................................................................................................................................... 60
3.3 Sea-Ice Micro- and Meiofauna.................................................................................................................. 94
3.4 Dynamics of Sea-Ice Microbial Communities.......................................................................................... 96

Chapter 4 Zooplankton
4.1 Introduction.............................................................................................................................................. 100
4.2 Species Composition and Distribution.................................................................................................... 101
4.3 Life History and Growth ......................................................................................................................... 111
4.4 Vertical Migration ................................................................................................................................... 114
4.5 Swarming ................................................................................................................................................. 115
4.6 Feeding..................................................................................................................................................... 116
4.7 Biomass and Production .......................................................................................................................... 121
4.8 Ecophysiology.......................................................................................................................................... 123
4.9 Strategies for Winter Survival................................................................................................................. 124

Chapter 5 Krill
5.1 Introduction.............................................................................................................................................. 128
5.2 Species of Euphausiids ............................................................................................................................ 129
5.3 Life History and Growth ......................................................................................................................... 129
5.4 Krill Aggregations ................................................................................................................................... 139
5.5 Distribution and Abundance.................................................................................................................... 147
5.6 General Distribution Patterns .................................................................................................................. 150
5.7 Factors Affecting Distribution................................................................................................................. 152

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5.8 Overwintering Mechanisms..................................................................................................................... 158
5.9 Stock Seperation ...................................................................................................................................... 161
5.10 Feeding and Energy Expenditure ............................................................................................................ 162
5.11 Krill Production ....................................................................................................................................... 172

Chapter 6 Nekton
6.1 Introduction.............................................................................................................................................. 177
6.2 Species Composition and Distribution.................................................................................................... 177
6.3 Cephalopods............................................................................................................................................. 178

Chapter 7 Fish
7.1 Introduction.............................................................................................................................................. 185
7.2 Species Composition and Distribution.................................................................................................... 187
7.3 Morphological and Physiological Adaptations ....................................................................................... 191
7.4 Reproduction and Growth ....................................................................................................................... 193
7.5 Age, Growth, Mortality and Biomass Structure ..................................................................................... 196
7.6 Feeding Ecology ...................................................................................................................................... 198
7.7 Factors Controlling the Distribution, Abundance, and Trophic Ecology of Antarctic Fish.................. 207

Chapter 8 Seals
8.1 Introduction.............................................................................................................................................. 209
8.2 Species Composition and Distribution.................................................................................................... 210
8.3 Abundance ............................................................................................................................................... 215
8.4 Social Organization and Reproductive Behaviour.................................................................................. 216
8.5 Feeding Ecology ...................................................................................................................................... 220
8.6 Reproduction, Growth, and Development............................................................................................... 227
8.7 Population Dynamics............................................................................................................................... 228

Chapter 9 Whales
9.1 Introduction.............................................................................................................................................. 231
9.2 Species Composition ............................................................................................................................... 232
9.3 Distribution, General Life Histories, and Migrations ............................................................................. 235
9.4 Segregation .............................................................................................................................................. 238
9.5 Reproduction............................................................................................................................................ 239
9.6 Feeding Ecology ...................................................................................................................................... 241
9.7 Bioenergetics............................................................................................................................................ 243
9.8 Population Dynamics............................................................................................................................... 245
9.9 Role in the Ecosystem ............................................................................................................................. 247

Chapter 10 Birds
10.1 Introduction.............................................................................................................................................. 249
10.2 Species Composition and Distribution.................................................................................................... 250
10.3 Breeding Biology..................................................................................................................................... 256
10.4 Nonbreeding Biology............................................................................................................................... 259
10.5 Food and Feeding Ecology...................................................................................................................... 259
10.6 Energetics................................................................................................................................................. 270
10.7 Population Structure and Dynamics........................................................................................................ 271
10.8 Current Status and Population Trends in Antarctic Seabirds ................................................................. 272
10.9 Role in the Ecosystem ............................................................................................................................. 273

Chapter 11 Benthic Communities


11.1 Introduction.............................................................................................................................................. 275
11.2 The Antarctic Benthic Environment ....................................................................................................... 276
11.3 Littoral Communities............................................................................................................................... 277
11.4 Shallow Sublittoral Communities ........................................................................................................... 281
11.5 Epifaunal Communities ........................................................................................................................... 288

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11.6 Infaunal Communities ........................................................................................................................... 294
11.7 Shelf and Upper Slope Communities.................................................................................................... 300
11.8 Deep Sea Communities ......................................................................................................................... 300
11.9 Microbial Communities ......................................................................................................................... 301
11.10 Meiofauna .............................................................................................................................................. 301
11.11 Biogeography and Origin of the Benthic Biota .................................................................................... 302
11.12 Factors Responsible for Shaping the Antarctic Benthos ...................................................................... 303
11.13 Biogeographical Schemes for the Antarctic Region............................................................................. 307
11.14 Diversity, Abundance, and Biomass ..................................................................................................... 307
11.15 Food and Feeding .................................................................................................................................. 309
11.16 Bentho-Pelagic Coupling....................................................................................................................... 311
11.17 Ecological Strategies ............................................................................................................................. 312

Chapter 12 The Fast Ice and Ice Shelves


12.1 Introduction............................................................................................................................................ 317
12.2 The Coastal Fast Ice Environment ........................................................................................................ 317
12.3 Primary Production................................................................................................................................ 319
12.4 Sedimentation and Resuspension .......................................................................................................... 324
12.5 Zooplankton ........................................................................................................................................... 324
12.6 The Sympagic Community.................................................................................................................... 327
12.7 The Platelet Ice Community.................................................................................................................. 330
12.8 The Cryopelagic Community ................................................................................................................ 330
12.9 The Ross and McMurdo Ice Shelves .................................................................................................... 332

Chapter 13 Ice-Edge Processes


13.1 Introduction............................................................................................................................................ 341
13.2 The Ice-Edge Habitat............................................................................................................................. 342
13.3 Ice-Edge Phytoplankton Biomass and Primary Production.................................................................. 343
13.4 Potential Causes of Phytoplankton Blooms .......................................................................................... 347
13.5 A Model of Ice Edge Bloom Dynamics ............................................................................................... 350
13.6 Bacterioplankton .................................................................................................................................... 351
13.7 Ice-Edge Microheterotrophs .................................................................................................................. 351
13.8 Ice-Edge Zooplankton and Nekton ....................................................................................................... 352
13.9 Ice-Edge Vertebrates ............................................................................................................................. 355
13.10 The Importance of the Ice Edge in the Ecology of the Southern Ocean............................................. 357

Chapter 14 Decomposition and the Roles of Bacteria and Protozoa


14.1 Introduction............................................................................................................................................ 361
14.2 Quantities and Sources of Organic Matter............................................................................................ 362
14.3 Sedimentation of POM .......................................................................................................................... 366
14.4 Biogenic Fluxes in the Water Column.................................................................................................. 368
14.5 Bacteria .................................................................................................................................................. 371
14.6 Viruses ................................................................................................................................................... 376
14.7 Protozoa ................................................................................................................................................. 376
14.8 Bacteria–Protozoa–POM Interactions ................................................................................................... 382
14.9 Interactions of Bactivorous Gazers and Heterotrophic Bacteria .......................................................... 385
14.10 The Microbial Loop............................................................................................................................... 386
14.11 Nutrient Cycling .................................................................................................................................... 392

Chapter 15 Ecosystem Dynamics


15.1 Introduction............................................................................................................................................ 398
15.2 Pelagic Zonation .................................................................................................................................... 399
15.3 Phytoplankton and Primary Production ................................................................................................ 401
15.4 Food Webs ............................................................................................................................................. 406
15.5 Ecosystem Models ................................................................................................................................. 420
15.6 Southern Ocean Environmental Variability and Its Impact on the Pelagic Ecosystem....................... 442

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Chapter 16 Resource Exploitation
16.1 Introduction.............................................................................................................................................. 449
16.2 Krill .......................................................................................................................................................... 450
16.3 Fish........................................................................................................................................................... 454
16.4 Seals ......................................................................................................................................................... 458
16.5 Whales...................................................................................................................................................... 461

Chapter 17 Ecosystem Changes Resulting from Resource Exploitation


17.1 Introduction.............................................................................................................................................. 467
17.2 Ecosystem Changes Following the Decline in Whale and Fish Stocks................................................. 467
17.3 Changes in Seal Population Dynamics ................................................................................................... 470
17.4 Changes in Breeding Success in Birds.................................................................................................... 472
17.5 The “Whale Reduction–Krill Surplus” Hypothesis ................................................................................ 472
17.6 Potential Ecosystem Changes That Might Result from Future Resource Exploitation......................... 473

Chapter 18 Management of Living Resources


18.1 Introduction.............................................................................................................................................. 475
18.2 The Convention on the Conservation of Antarctic Marine Living Resources (CCAMLR).................. 475
18.3 Ecosystem Approach to the Management of the Living Resources of the Southern Ocean................. 476
18.4 The Role of Modelling Studies ............................................................................................................... 480
18.5 Monitoring Indicators of Possible Ecological Changes in the Antarctic Marine Ecosystem................ 483
18.6 Experimental Fishing as a Management Tool ........................................................................................ 486
18.7 Alternative Management Strategies ........................................................................................................ 486

Chapter 19 Ultraviolet Radiation


19.1 Introduction.............................................................................................................................................. 489
19.2 Biological Hazards of Ultraviolet Radiation........................................................................................... 490
19.3 UV Tolerance Mechanisms ..................................................................................................................... 491
19.4 Impacts of Ultraviolet Radiation on Antarctic Marine Biota................................................................. 492
19.5 Conclusions.............................................................................................................................................. 498

Chapter 20 Global Warming and Antarctic Marine Ecosystems


20.1 Introduction.............................................................................................................................................. 499
20.2 The Physical Environment ...................................................................................................................... 500
20.3 Evidence of Global Warming in the Southern Ocean ............................................................................ 502
20.4 The Potential Impact of Global Warming on Antarctic Marine Ecosystems ........................................ 509
20.5 Potential Changes in Ecosystem Structure and Dynamics ..................................................................... 516
20.6 Some General Conclusions...................................................................................................................... 517

Chapter 21 Human Impact


21.1 Introduction.............................................................................................................................................. 519
21.2 Impact of Waste Disposal ....................................................................................................................... 519
21.3 Impact of Tourism ................................................................................................................................... 521
21.4 Disturbance of Nesting Seabirds ............................................................................................................. 521
21.5 Contamination of Marine Biota by Pollutants ........................................................................................ 523
21.6 Impact of Oil Spills ................................................................................................................................. 524
21.7 The Impact of Resource Exploitation ..................................................................................................... 525

Epilogue ................................................................................................................................................................................... 527

Appendix.................................................................................................................................................................................. 531

References................................................................................................................................................................................ 533

Index......................................................................................................................................................................................... 609

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The Southern Ocean
1
CONTENTS

1.1 Introduction ..........................................................................................................................................................................1


1.2 The Evolution of the Southern Ocean .................................................................................................................................3
1.3 Bathymetry ...........................................................................................................................................................................4
1.4 Climate .................................................................................................................................................................................4
1.4.1 Wind .........................................................................................................................................................................4
1.4.2 Temperature..............................................................................................................................................................4
1.4.3 Solar Radiation .........................................................................................................................................................5
1.5 Ice Cover ..............................................................................................................................................................................6
1.5.1 Seasonal Variation....................................................................................................................................................6
1.5.2 Ice Shelves and Icebergs..........................................................................................................................................6
1.6 Circulation Patterns and Water Masses ...............................................................................................................................7
1.6.1 Introduction ..............................................................................................................................................................7
1.6.2 Driving Forces ..........................................................................................................................................................8
1.6.2.1 Wind ..........................................................................................................................................................8
1.6.2.2 Ocean-Atmosphere Heat and Fresh Water Flux.......................................................................................9
1.6.3 Oceanic Circulation................................................................................................................................................10
1.6.3.1 Antarctic Circumpolar Current (West Wind Drift) ................................................................................10
1.6.3.2 Antarctic Coastal Current (East Wind Drift)..........................................................................................10
1.6.3.3 Circumpolar Frontal Zones .....................................................................................................................10
1.6.3.4 Gyres, Eddies, and Rings ........................................................................................................................10
1.6.3.5 Polynas.....................................................................................................................................................10
1.6.4 Water Masses .........................................................................................................................................................12
1.7 Some Regional Hydrographic Features .............................................................................................................................13
1.7.1 Southwest Atlantic and the Antarctic Peninsula Region.......................................................................................13
1.7.2 The Ross Sea ..........................................................................................................................................................13
1.8 Bottom Water Formation ...................................................................................................................................................14
1.9 Nutrients .............................................................................................................................................................................15

1.1 INTRODUCTION of the Southern Ocean (El-Sayed 1977, 1981, 1996;


Sahrhage 1988a), and they have also been the subject of
Over the past two decades in particular there has been an numerous reviews: Everson (1977b), Bengston (1978,
increasing emphasis on integrated studies of the Southern 1985a), Knox (1983, 1984), and Anonymous (USSR)
Ocean (Figure 1.1) aimed at understanding what has been (1984a, 1984b). The physical structure of the system has
termed “the Antarctic or Southern Ocean ecosystem.” While been described by Deacon (1937, 1982, 1984b), Brodie
the Southern Ocean can be considered a single ecosystem, it is (1965), Gordon (1967, 1983), Gordon and Goldberg (1970),
actually a series of interconnected ecosystems. These will be Gordon et al. (1978), Forster (1981, 1984), Gordon and
discussed in subsequent chapters. Descriptions of the Molinelli (1982), Amos (1984), Gordon and Owens (1987),
Southern Ocean system have been given by several workers Squire (1987), Foldvik and Gammelsrad (1988), and Smith
over the years (Hart 1942; Currie 1964; Holdgate 1967; Knox (1990b). Environmental data for the Southern Ocean is
1970, 1983; Everson 1977a, 1984c; Bengtson 1978, 1985a; available from a variety of sources. Some of the most
Baker 1979; Tranter 1982; Hempel 1985a, 1985b, 1987) valuable are the Discovery Reports, the Soviet Atlas of
The living resources of the Southern Ocean and their past Antarctica (Makismov 1966), the U.S. Navy Hydrographic
and future exploitation have been reviewed by the Office Oceanographic Atlas of the Polar Seas, the U.S.
SCAR/SCOR Group of Specialists on the Living Resources National Center for Atmospheric Research Climate of the

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2 Biology of the Southern Ocean

90°W
Ice edge (March)
West wind drift South America
East wind drift
Weddell sea drift Falkland Is.

Drake passage
60°W
e
nc
e rg e
rctic c onv South Shetland Is.
Anta South Georgia
ce
g en
er
div South Orkney Is.
ic
rct
ta
An South Sandwich Is.
Weddell sea

Filchner
60° Ice Shelf 60°
Ross Sea Ross 0°
180°
Antipodes Is. Ice Shelf
Bouvet Is.

Campbell Is.
Auckland Is. Antarctic continent
Wilkes
Macquarie Is. Land

Tasman
Sea

Tasmania Prince Edward Is.

60° Marion Is.

Heard Is. Crozet Is.


Australia

Kerguelen Is.

90° E

FIGURE 1.1 Antarctica and the Southern Ocean showing the positions of oceanic fronts and surface currents. (From Knox, G.A., Antarctic
Resources Policy: Scientific Legal and Political Issues, Vicuna, F.O., Ed., Cambridge University Press, Cambridge, 21, 1983. With
permission.)

Upper Air: Southern Hemisphere (Taljaard et al. 1971), and of whales and millions of penguins, and seals, and
the American Geophysical Union Antarctic Research Series abundant intermediate populations of fish and cephalopods,
(1964a). The interlinking of the biological and physical depending on the near surface productivity.” Among the
components of the system have been discussed by Knox important characteristics of the Southern Ocean system are
(1960, 1970, 1983, 1994), Holdgate (1967), Lubimova, the following:
Naumov, and Lagunov (1973), Lubimova et al. (1980),
Deacon (1982), Lubimova (1982, 1983), Tranter (1982), 1. It is a large system, indeed probably the largest
and Hempel (1985a, 1985b). marine ecosystem on the globe.
Hedgpeth (1977b) Points out that the Southern Ocean is 2. It is semi-enclosed, especially in the overlying
“a rich, apparently high productive plankton–pelagic water masses, and the Polar Front forms a distinct
system supporting (at least in the past) great populations northern boundary.

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The Southern Ocean 3

3. It is an old system with a long evolutionary history understood within a palaeo-geographic framework of conti-
(Knox and Lowry 1977). The main circulation nental drift, plate tectonics and polar wandering (Knox 1979,
patterns and water mass distributions were estab- 1980; Norton and Slater 1979; Kennett 1983; Elliot 1985;
lished at least 20 million years ago (Knox 1980). Anderson 1999). Kennett (1977) has provided a detailed
4. Most of the major taxonomic groups are circum- synthesis of the information concerning the evolution and
polar in distribution. The principal variation is that palaeooceanography of the Southern Ocean, while Kemp
of productivity, which is greater in certain regions (1972) has discussed the broad trends in climate since
than in others. the Paleocene.
5. The quantitative and qualitative features of the A summary of the major events in this evolution
basic processes in the Southern Ocean system follows: during the Cretaceous period equatorial seas
differ obviously from those of other oceanic extended almost uninterrupted throughout the globe
systems, as demonstrated by the distribution of (Frakes and Kemp 1972). In the Southern Hemisphere,
the dominant herbivore and key species of the Antarctica (then part of Gondwanaland) was very close to
system, Euphausia superba. its present position near the rotational pole, but with
South America, New Zealand, and Australia attached
(Figure 1.2). New Zealand separated from Australia and
Antarctica in the Cretaceous, 60–80 million years before
1.2 THE EVOLUTION OF THE SOUTHERN
present (my BP). By the late Paleocene (50 my BP) the
OCEAN Tasman Sea had formed and Australia had begun to
The unique characteristics of the Southern Ocean are the separate from Antarctica. However, the South Tasman
result of a long evolutionary history that can only be Rise, which is of continental origin, was still part of

20°N Africa
South America
South America Africa


India
India

Antarctica Antarctica
lia
tra

Edge of continental shelf

a
ali
s

Mid-ocean ridge and associated faults


Au

South pole str


Au
(a) 20°S 40°S 60°S 80°S 40°S (b) 0° 20°S 40°S 60°S 60°S 40°S 20°S

Africa Africa
South
0° India South
America
America

Antarctica
Antarctica
a
ali
a

str
ali

Au
str
Au

(c) 0° 20°S 40°S 60°S 60°S 40°S 20°S (d) 0° 20°S 40°S 60°S 60°S 40°S 20°S

FIGURE 1.2 Stages in the dispersal of the Gondwana continents (after Norton and Sclater 1979). No account is taken of the possibility of
rearrangement of West Antarctica. Note that only a very limited separation of Australia and Antarctica had occurred by 53 my BP, and also
that South America and the Antarctic Peninsula were most likely still abutting each other at 39 my BP. The position of the South Pole is that
inferred for the time given in each diagram. (From Elliot, D.H., Antarctica, Key Environment Series, Pergamon Press, Oxford, 39, 1985.
With permission.)

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4 Biology of the Southern Ocean

Victoria Land, and because of this no major current tend to restrict the flow of bottom water and in some areas
system could develop between Australia and Antarctica. they even deflect surface currents. The Drake Passage
Frakes and Kemp (1972) postulated that during the between South America and the Antarctic Peninsula restricts
Eocene large oceanic gyres extended from the equator the circulation of water masses and, as will be discussed
to high latitudes and brought warm water to the Antarctic later, has a profound effect on circulation in the
coastline. Their reconstructed palaeotemperatures at Southern Ocean.
608S latitude are 248S for Queen Maude Coast, 178C The continental shelf of the Southern Ocean differs
for the shallow sea between Australia and Antarctica, from that surrounding other continents in that it is
and 78C for the attached South American–Antarctic unusually deep, with the “shelf break” (the transition
Peninsula coastline. between the continental shelf and the continental slope)
In the Late Eocene-Early Oligocene (39 my BP), lying two to four times deeper than in other oceanic
major changes began to occur which transformed the regions. This is partly due to the isotactic equilibrium
global warm climate into the modern climatic regime of adjustment of the continent to the large mass of the
today. At that time there was a dramatic lowering Antarctic ice sheets. Both the Weddell Sea and the Ross
of austral temperatures. This resulted in near-freezing Sea are characterized by broad ice shelves: the Filchner
surface coastal waters along the Antarctic coastline, and Ronne Ice Shelves and the Ross Ice Shelf respect-
which probably caused sea level glaciation around the ively. These shelves, as we shall see, profoundly influence
continent, and the formation of cold Antarctic Bottom the near-shore circulation and water properties.
Water. Associated with the development of the thermo-
clinal circulation system was an increase in the calcium
carbonate compensation depth (CCD) (Heath 1969; Van
1.4 CLIMATE
Andel and Moore 1974). Evidence from sediment macro-
fossils (foraminiferans, diatoms, and radiolarians) 1.4.1 WIND
indicated a marked change to a cold water biota (Margolis
and Kennent 1970; Jenkins 1974). A ring of low pressure surrounds the Antarctic continental
In the Late Oligocene (25–28 BP) the South Tasman Rise plateau, while tropical anti-cyclones lie to the north.
finally separated from Victoria Land sufficient enough to Winds in the Southern Ocean blow towards the trough
allow the formation of the Antarctic Circumpolar Current of low pressure, but are directed to the left by the earth’s
(West Wind Drift) (Figure 1.1). The Drake Passage had rotation (Coriolis effect). As a result, at about 508S of the
formed some time between the initial separation of Australia Southern Ocean, westerly winds occurs. The westerlies
from Antarctica and the final separation of the Tasman Rise. within this circumpolar belt are quite strong, with
In the Early Miocene (22 my BP) the Polar Front (Antarctic maximum intensity in the region of the Antarctic Circum-
Convergence) formed, producing a major biological barrier polar Current (ACC) (see Figure 1.6). It is this wind that
which is still operating today. Large ice sheets developed drives the Southern Ocean circulation. Superimposed upon
rapidly in East Antarctica during the Middle Miocene. Dell this westerly circulation are northwest–southeast
and Fleming (1975), using fossil molluscan evidence, moving depressions.
suggested that the sheltered rocky coastline of the Ross Sea Over the Antarctic continent itself, katabatic winds
was, at that time, probably ice-free and kelp-fringed, not dominate the weather system. These winds, driven by very
unlike Tierra del Fuego today. By the Late Miocene-Early cold and dense air flowing down the glaciers and ice streams
Pliocene, the West Antarctic ice sheet had formed and was of the ice cap, can often reach very high velocities, and they
much thicker than it is today (Shackleton and Kennett 1975). are also responsible for the strong southeast–northwest winds
During this time the production of siliceous phytoplankton extending many kilometers from the coast out to sea. Near
steadily increased. Hays (1969) observed two intervals of the peri-Antarctic trough of low pressure there is a belt of
distinct cooling at 2.5 and 0.7 my BP, and climatic oscil- easterly winds.
lations during the last 3.5 million years, with a steadily To summarize, the prevailing wind system of the
increasing coolness up to the present time. Southern Ocean comprises three main elements: a south-
easterly component near the coast, a zone of easterly flow
encircling the continent and extending north to about 658S,
1.3 BATHYMETRY and a wide zone of westerlies reaching as far north as about
408S (Squire 1987). This zonal circulation pattern is more
The bathymetry of the Southern Ocean is shown in
intense and constant here than in any other region of
Figure 1.3. Three deep-water basins (4,000–6,000 m deep)
the globe.
surround the Antarctic continent: the Atlantic–Indian Basin,
the Indian–Antarctic Basin, and the Pacific–Antarctic Basin.
These basins are partially bounded on the north by a series of 1.4.2 TEMPERATURE
ridges or rises; the Scotia Ridge and the Atlantic–Indian
Ridge, the Southeast Indian Ridge, and the Pacific Atlantic The Southern Ocean is cold. Across the Polar Frontal Zone
Ridge respectively. These ridges and the Kerguelen Plateau the temperature range in the summer is from 4 to 88C, and in

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The Southern Ocean 5

Atlantic
Indian Basin
Argentine
Basin Atlantic Indian

Ridge

Indian Crozet
Weddell Antarctic Basin
Basin Basin

n
le
g ue au
r t e
Ke Pla

ian
Ind
Pacific
Antarctic

ge
st
ea
Basin

Rid
uth
So
Indian
Pacific Antarct Antarctic
ic R
id Basin
ge

Australian
Basin
Southwest
Pacific
Basin

FIGURE 1.3 Map of the sea bed surrounding Antarctica showing the principal deep water basins and submarine ridges. (From Squire, V.A.,
Primer Symposium Espanol de Estudiios Antarcticos Palma de Mallorca June–July, 201, 1987. With permission.)

the winter from 1 to 38C. Surface waters south of the Polar 1.4.3 SOLAR RADIATION
Front have an average temperature of about 1–28C in the
winter and 3–58C in the summer, while further south near the In the far south near the continent, the alternation between
continent temperatures range from only about K1.0 to total darkness for half of the year and continuous daylight for
K1.98C. Temperature differences between cold surface and the other half imposes a seasonal light regime in contrast to
bottom layers and intermediate warmer layers is less than the diurnal cycles of lower latitudes. In addition, the amount
58C; thus the total annual range throughout does not exceed of light penetrating the surface waters of the ocean is
4–58C and is considerably less for the greater part of the area determined not only by its intensity, angle of incidence,
(e.g. in McMurdo Sound temperatures range seasonally only surface reflection (up to 50% according to data given in 1967
from K1.7 to K1.98C). by El-Sayed for Marguerite Bay in February 1965), and

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6 Biology of the Southern Ocean

absorption by suspended particles, but also by the presence of followed by increases over the next few years and
sea ice and snow cover (see Section 2.8.7). Light penetration leveling off for much of the 1980s, and (2) the area of
is also influenced by the transparency of the atmosphere. intra-annual variability in monthly average sea ice distri-
Anti-cyclonic conditions near the coast result in skies that are butions in summer far exceeded the summer-time area of
often lightly cloudy or clear. In the region of the ACC there is consistent ice coverage, this in sharp contrast to the
a continuous passage of low pressure systems and a predo- winter-time situation, when the area of consistent sea
minance of cloudy weather resulting in lower insolation in ice coverage is considerably larger. In winter, the sea
this region relative to areas close to the continent (Holm- ice distribution variability is largely confined to two
Hansen et al. 1977). regions: a relatively narrow band, generally 2–58 of
Oceanic waters surrounding Antarctica are typically blue latitude, surrounding the region of consistent ice coverage,
and highly transparent with a maximum Secchi depth (the and, for the mid-1970s, the region of an occasional large
depth at which a standard Secchi disc becomes invisible) of open water area within the pack ice in the Weddell Sea,
about 40 m (Slawyk 1979). The 1% light level is relatively termed the Weddell polyna. The length of the sea ice
deep at about 100 m. Tilzer et al. (1986) attribute the low season, calculated for the years 1979–1986, with satellite
concentrations of dissolved organic compounds and the low passive-microwave data coverage through all months of
abiotic turbidity to the very low terrestrial input of sediment the year, showed increases over the period in the Ross
and organic matter. Sea but decreases in the Weddell and Bellinghausen Seas.
In both cases it appears through comparisons with data
from 1973–1976, that the 1979–1986 changes more likely
1.5 ICE COVER reflect a fluctuating behavior of the ice cover than a
long-term trend.
1.5.1 SEASONAL VARIATION
At the minimum extent scattered areas along the
One of the salient characteristics of the Southern Ocean is the Antarctic coast retain some ice coverage. Most of this ice
dramatic changes that occur in sea ice cover, from about is found in the eastern Weddell Sea and the Bellinghausen–
20!106 km2 in late winter to about 4!106 km2 in late Amundsen Sea sector. No ice is found north of the Ross Ice
summer (Zwally et al. 1983a,1983b; Comiso and Zwally Shelf at this time. Around the margins of the continent areas
1984). The ways in which sea ice forms and decays and the of unbroken fast ice (ice attached to the shore) may persist for
characteristics of the different types of sea ice are considered two or more years, forming thick multi-year ice. This is in
in Section 3.2. While the general distribution of sea ice has contrast to the pack ice (drifting ice floes) zone of annual sea
been known for many years from scattered ship observations, ice, which is 1–2 m in thickness. The distribution of ice in the
it is only recently that continuous year-round observations pack ice zone is highly variable as the ice cover is frequently
have been available as a result of satellite imagery, thus broken up by storms, and the resulting floes, driven by
enabling the detailed changes over the year and year-to-year surface currents and wind, drift considerable distances.
variations to be documented. Leads of open water (open channels in the ice within the
Figure 1.4 illustrates the growth and decay of the sea ice pack) are highly variable.
in the Southern Ocean. The months of minimum extent
are February and March, while those of maximum extent
are September and October. The northern limit of the sea ice 1.5.2 ICE SHELVES AND ICEBERGS
changes by no more than a few degrees from year to year.
The most rapid advance of the ice edge occurs in May and The Antarctic continent is largely covered by ice, and
June, when it moves northward at a rate of 4.2 million km2 around the margins the extensive ice sheets extrude from
per month; November and December are the months of the the continent into the sea. In the Ross and Weddell Seas
most rapid retreat when the ice edge recedes at these ice sheets float on the ocean forming the extensive
6.9 million km2 per month (Squire 1987). The average Ross, Filchner, and Ronne Ice Shelves. The layer of water
rates of advance and retreat are respectively 2.4 and under the Ross Ice Shelf varies from a few meters to
3.3 million km2 per month. Figure 1.5 depicts the average several hundred meters thick. The ice layer varies from
seasonal cycle of the monthly Southern Ocean sea ice over 200 m thick at the seaward edge to over 800 m at the
the period 1978–1987, which was calculated from Nimbus 7 grounded edge. The ice shelves are continually moving
satellite imagery. seaward at about 1 m per day due to the accumulation of
Over time the sea ice records show considerable snow on the continent. As they extend into the open
variability from year to year in: (1) sea ice extent, (2) ocean, they are exposed to the action of long period
the spatial range experienced in the monthly average waves and eventually they crack and calve icebergs. The
Southern Ocean sea ice distribution, and (3) the length large tabular icebergs so produced can range from a few
of the sea ice season. Using the Nimbus 7 data, Parkinson hundred meters up to 100 km in horizontal extent and
(1992) has examined this variability. Regarding the three usually are about 200–300 m thick. It has been estimated
variables listed above, (1) maximum sea ice extent varied (Radok, Streten, and Weller 1975) that the total mass of
by approximately 12%, decreasing during the mid-1970s, icebergs is about one-third of the mass of sea ice at

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The Southern Ocean 7

90°

60° 120°

30° 150°

0° 50° 60° 70° 80° 85° 180°

30° 150°

March September
60° 120°
1974

90°

FIGURE 1.4 The distribution of the pack-ice in winter (September) and summer (March). (From Knox, G.A., Ocean Management, 9, 113,
1984. With permission.)

maximum extent. The average life of icebergs is about becoming thermally isolated as the circumpolar current
four years, but large ones have been tracked for much developed (Robin 1988).
longer periods (Swithinbank, McClain, and Little 1977).
Figure 1.6. gives estimates of the variation of Antarctic
ice sheet parameters with time. It can be seen that a rapid 1.6 CIRCULATION PATTERNS AND WATER
change in the mass budget of the Antarctic ice sheet MASSES
occurred around 10 my BP when the total budget was two
1.6.1 INTRODUCTION
to three times its present level (Robin 1988). The curve
“total discharge to the sea” is ice lost by basal melting The basic feature of the circulation patterns and hydro-
beneath the ice shelf and ice tongues and by the calving of graphic processes in the Southern Ocean were first
icebergs. Both of these have decreased markedly since that described by Deacon (1937, 1963, 1964a, 1964b, 1977,
period. The extent of the pack ice (Figure 1.6c) shows the 1984b). Since then there have been a number of reviews
large increase in extent, especially during winter, since the including those of Gordon, George, and Taylor (1977a,
opening of the Drake Passage resulted in Antarctic waters 1977b), Forster (1981, 1984), Gordon and Molinelli

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8 Biology of the Southern Ocean

2.0 below the main thermocline of the world’s oceans. Associ-


ated with this is significant heat flux across the ACC.
While the summary of circulation patterns given below
1.5 represents a generalized picture of the system dynamics, it
Ice extent (106 km2)

should be emphasized that, superimposed upon this, is a great


amount of temporal, seasonal, and year-to-year variability
1.0 (see Chapter 15). The Southern Ocean is not radically
symmetric, and many of the circulation and water mass
features vary markedly with longitude. The cryosphere
5 complicates water mass properties in two ways: (1) the
highly spatially and temporarily variable sea ice cover
strongly influences the coupling of ocean and atmosphere
0 in regard to momentum, heat, water and gas exchange, and
J F M A M J J A S O N D (2) ocean interaction with glacial ice has a marked influence
on the characteristics of water masses (Gordon 1988).
FIGURE 1.5 Average seasonal cycle of monthly average Southern
Ocean sea ice extents over the period with full-month coverage of
Nimbus 7 SMMR. November 1978 through July 1987. Ice extents 1.6.2 DRIVING FORCES
are calculated from passive-microwave SMMR data as the aerial
coverage of the Southern Ocean with ice concentrations exceeding 1.6.2.1 Wind
15%. (From Wadhams, P., Ice in the Oceans, Gordon & Breach
Science Publishers, London, 45, 1967. With permission.) In general, the principle driving force for the Southern
Ocean circulation is the wind field. The westerlies within
the circumpolar belt are quite strong with the maximum
(1982), Gordon (1983, 1988), Amos (1984), Gordon and westerlies situated in close proximity to the ACC. The
Owens (1987), Squire (1987), and Carmack (1992). wind field produces Ekman divergence (upwelling) south
The Southern Ocean-atmosphere-ice coupled system is of the ACC and convergence (sinking) to the north.
extremely complex. Processes within the Southern Ocean The upwelling poleward of the ACC carries about 45 Sv
are responsible for the production of water characteristics (1SvZ1!106 m2 s1) into the mixed layer, two-thirds of

Ice volume (km3 × 107) Glacier ice budget (km3 × 103) Pack ice (km2 × 106)
0 1 2 3 4 0 1 2 3 4 5 0 10 20 30
0 0 0

Summer
20 20 20 Winter
Total discharge
to sea
Glacier berg discharge
40 40 40
Million years BP

Million years BP

Million years BP

Total mass budget

60 60 60

80 80 80

100 100 100


(a) (b) (c)

FIGURE 1.6 Estimated variation of the Antarctic ice sheet parameters with time. (a) Volume of ice sheet including the ice shelves; (b) Annual
(total) mass budget of the Antarctic ice sheet, together with annual ice discharge to sea across the flotation line, and the annual volume
discharged by glaciers directly to open water but not to ice shelves (glacier berg discharge); (c) Changes of the area extent of pack ice around
Antarctica. (From Robin, G. DeQ., Palaeogr. Palaeoclimat. Palaeoecol., 67, 45, 1988. With permission.)

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The Southern Ocean 9

which is directed the north, with the rest towards the the surface circulation, although the former is more strongly
continent, where coastal sinking occurs (Gordon 1988). influenced by bottom topography.
Along the margins of the continent, south of about 608S,
the wind field results in westerly flowing water—the 1.6.2.2 Ocean-Atmosphere Heat and Fresh
Antarctic Coastal Current (East Wind Drift). Between the Water Flux
two well-defined current systems there is a series of eddies.
Figure 1.7 shows the general pattern of surface currents in the Within the region of the Southern Ocean there is a slight
Southern Ocean. Since the water column is weakly stratified excess of precipitation over evaporation (Gordon 1981). The
south of the Polar Front, the ocean currents extending to the annual freezing and thawing of the sea ice is a significant
bottom result in the deep circulation being similar to that of factor in the redistribution of freshwater. In addition,

°E
30°

30
W

Antarcti c circu
mpola
r cu
rre
nt °E
Antarctic 60
divergence
16

W
Antarctic co
a s ta
lc
Weddell
ur
re
sea
nt

gyre

90° W 90° E

Ross
sea
gyre

12
W 0°
0° E
12
180°
Antarctic
convergence
Subtropical
convergence
15

E
W 0°
15

Warm currents
Cold currents

FIGURE 1.7 Surface currents in the Southern Ocean and the mean positions of the principal frontal zones. Warm currents are shown dotted
and cold are shown solid. (From Knox, G.A., Antarctic Resources Policy: Scientific, Legal and Political Issues, Cambridge University Press,
Cambridge, 21, 1983. After Brodie [1975], adapted from Sverdrup, Johnson, and Fleming [1942]. With permission.)

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10 Biology of the Southern Ocean

the waters of the Southern Ocean play a primary role in the 1.6.3.3 Circumpolar Frontal Zones
wastage of glacial ice, mainly by direct melting of the ice
along the underside of the shelf ice (Jacobs, Fairbanks, and There are number of fronts within the Southern Ocean
Horibe 1985; Schlosser 1986). (Deacon 1982). While some are circumpolar, such as the
As Gordon (1988) points out, estimates of ocean- Polar Front (Antarctic Convergence) they display much
atmosphere flux are subject to large errors due to the variability in characteristics with longitude. The most
lack of meteorological and sea ice (concentration, thick- significant of these fronts is the Polar Front which
ness) data, and especially the paucity of data from the divides the Southern Ocean into two distinct regions:
winter period. The strong seasonal variability of the sea ice SubAntarctic to the north and Antarctic to the south. It is
cover, coupled with approximately 10–20% inter-annual a zone of variable width characterized by steep gradients in
variability in maximum winter sea ice cover (Zwally et al. sea-surface temperature, abrupt changes in phytoplankton
1983a, 1983b), further complicates estimates of the mean abundance, zooplankton distribution, pelagic bird species,
ocean-atmosphere energy exchange. South of 608S, the weather conditions, and sometimes by a salinity maximum
northern limit of sea ice cover, heat loss is large an at the surface. A circumpolar subsurface salinity minimum
annual average of 30 W m2 (Gordon 1981) but it is closely follows the surface position of the front (Gordon,
highly dependent on ice cover. Heat flux across the ACC George, and Taylor 1977a, 1977b; Joyce, Zenk, and Toole
and Polar Front (average 558S) is 3.1!104 W, while that 1978; Sciermammano 1989).
across 608S is larger, amounting to 5.4!104 W (Gordon To the north of the Polar Front lies the SubAntarctic
and Owens 1987). In order to maintain a steady state Front, while to the south lies the Antarctic Divergence. This
condition, the net poleward heat flux must involve the divergence is caused partly by the northward component
poleward transport of a large volume of water. associated with the ACC and the southward component of
the Antarctic Coastal Current, and partly by circulatory and
thermohaline factors of the southern density gradient and the
1.6.3 OCEANIC CIRCULATION (FIGURE 1.7) distribution of pressure and winds. In the region of the
1.6.3.1 Antarctic Circumpolar Current (West divergence deep water upwells to reach the surface.
Wind Drift) The classical schematic diagram of the horizontal and
vertical movements of the Antarctic circumpolar water is
The Antarctic Circumpolar Current (ACC) is unique in that it presented in Figure 1.8.
is the only zonal current encircling the globe, and it is almost
unobstructed by land masses, being constricted only in the 1.6.3.4 Gyres, Eddies, and Rings
region of the Drake Passage. It displays significant variations
with longitude and is principally related to bottom topo- A characteristic of the zonation of circumpolar currents is the
graphy, being deflected where it passes over submarine development of eddies of variable size and duration. This
ridges with a strong northerly component after it passes eddy variability is due to a combination of factors (Gordon
through the Drake Passage. Its width varies from less than 1988). The current cores migrate laterally (Nowlin, Whit-
200 km south of Australia to over 1,000 km in the Atlantic. worth, and Pillsbury 1977) by as much as 100 km in 10 days.
Mean current speeds within the ACC are relatively low Meanders or waves form and propagate along the ACC fronts
(0.04–0.25 m sK1 , some 2–3% of the wind velocity). (Legechis 1977; Sciermammano 1989). These meanders
Although the predominant movement is to the east, there is sometimes develop into closed rings (Joyce and Patterson
a strong northerly component. There is also some evidence 1977). Cold and warm water core rings have both been
that there are meanders and even loops within the current observed. The eddies are generally 30–100 km wide with
(Tchernia 1974, 1980; Joyce and Patterson 1977). The ACC surface velocities typically 30 cm sK1 or more, and they are
joins the great current gyres of the South Atlantic, South vertically coherent from the surface to the bottom. Numerous
Indian, and South Pacific Oceans. current rings and meanders have been reported from the
Drake Passage.
1.6.3.2 Antarctic Coastal Current (East Wind In addition to eddies there are large permanent cyclonic
Drift) flowing gyres. The largest and best-defined of these is the
Weddell Gyre, extending east of the Antarctic Peninsula to
In the vicinity of the Antarctic continent south of about 658S, about 208W and from Antarctica near 70–608S (Deacon 1979;
where winds from the east and southeast blow off the ice Gordon, Martinson, and Taylor 1981; Comiso and Gordon
sheet, there is a surface current which flows westward. This 1987). Others are the Ross Sea Gyre, north and east in the Ross
Antarctic Coastal Current generally follows the coastline Sea (Tchernia and Jeannin 1984; Gouretski 1999). A review of
with two important indentations in the Ross and Weddell the Weddell Gyre system is found in Deacon (1977).
Seas. Its flow is estimated at 10 million m3 sK1, while its
speed is variable between 0.1 and 1 m sK1, with the largest 1.6.3.5 Polynas
values near the Ross Sea Shelf (Squire 1987). The current
may not be continuous but rather broken up by a series of As the sea ice cover expands in winter, areas of open water
gyres (Figure 1.7). occur polewards of the ice limit which do not freeze but

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The Southern Ocean 11

70°W 60 50 40 30 20
35°S
00

00
30

10
00 SACW
50
STF

Brazil cu
40

r r ent

50
00
Falklan d current

p
Argentine Basin

ga
45

ge
5000

rid
d
an
lkl
SAF

Fa
SAZ
Falk
l and Ridge
50 escarpm
en te Falkland PF
Ewing
Falkland Bank Basin

Isl
Falkland

as
ia
(Malvinas) plateau Georg

orc
islands

ad
Scotia Ridge
r th

as
Burdwo
od No

ris
bank South

e
55 Georgia
Scotia sea
PFZ

SAF
AZ
Drake passage
60

FIGURE 1.8 The upper ocean water masses and fronts in the western South Atlantic, SACW, South Atlantic Central Water; PF, Polar Front;
SAZ, Subantarctic Zone; STF, Subtropical Front; PFZ, Polar Frontal Zone; SWAF, Subantarctic Front; AZ, Antarctic Zone; The broken line
around the Ewing Bank is the 2,000 m isobath. (From Stein, M., Heywood, R.B., Southern Ocean Ecology: The BIOMASS Perspective,
Cambridge University Press, Cambridge, 12, 1996. With permission.)

instead remain open to the atmosphere through all or part of Coastal polynas are a common feature of the continental
the winter. These regions of long-lived open water are called shelf round the Antarctic continent. They are primarily latent
polynas. Polynas tend to occur where high winds rapidly heat polynas where heat loss from the ocean surface is
disperse freshly-formed ice at times when air temperatures balanced by the latent heat of new ice formation and the
are well below the freezing point of sea water (Van Woert polyna is maintained by wind or current removal of the new
1999). Polynas play an important role in heat transfer from ice. The coastal polynas around Antarctic can be further
the oceans to the atmosphere, ice production, the formation subdivided into two categories: those off the front of major
of dense shelf water, spring disintegration of sea ice, bay ice shelves (the Ross, Filchner–Ronne, Amery etc.) and
phytoplankton and zooplankton production, and the distri- those in the lee of ice tongues or other coastal projections such
bution of higher trophic animals such as cephalopods, fish, as the Terra Nova Bay polyna in the Ross Sea (Bromwich, Liu,
birds, seals, and cetaceans. Within polynas, the oceanic heat and Rogers 1998) or along the Wilkes Land coast. Those off
loss may be 10–100 times above that of the ice- the front of the ice shelves involve processes of water
covered surface. circulation under the shelves and katabatic winds, whilst
A review has categorized two distinct types of polynas inhibition of ice drift into polyna areas is important for
(Smith et al. 1990b). A latent heat polyna is formed when sea those in the lee of ice tongues (Smith et al. 1990).
ice is continually removed from the region in which it is Processes inside latent heat polynas are significant for the
formed by winds or ocean currents, the heat needed to sea ice zone as a whole. Being regions of intense heat loss
balance the loss to the atmosphere being provided by the from the ocean to the atmosphere, these polynas can behave
latent heat of fusion of the ice which continually forms. as “ice factories,” contributing a significant fraction of the
A sensible heat polyna is formed when a continued source total annual sea ice production; it has been estimated, for
of heat from the ocean prevents ice formation. instance that the small polyna in Terra Nova Bay contributes

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12 Biology of the Southern Ocean

(°C)
rat ure 0
mpe Anta
face te rctic Ice
Sur 2 An Dive shelf
6 4 surf tarctic rgen
ce
8 ace
Anta wate
10 rctic r Shelf
con water
verg
Sub en ce z
0 surf antarct one
ace ic
wat
er
(Upper)
1000

slo p e
c e
r c ti a t
2000 S u b a n t a i at e w
i nte r m e d

en t a l
Depth (m)

te r

nti n
wa
3000 e ep

Co
ar d
um p ol
C i rc

te r
tic
(Lower)

rc
4000

wa
ta
An

m
tt o
Bo
80°
5000

FIGURE 1.9 Schematic diagram of the meridional and zonal flow and water masses of the Southern Ocean. The diagram represents average
summer conditions and applies particularly to the Atlantic sector. (From Knox, G.A., Antarctic Resources Policy: Scientific, Legal, and
Political Issues, Vicuna, F.O., Ed., Cambridge University Press, Cambridge, 113, 1983. After Brodie [1965], adapted from Sverdrup, Johnson,
and Fleming [1942]. With permission.)

10% of the ice production in the Ross Sea (Kurtz and recurring annually and persisting throughout the winter,
Bromwich 1985). Brine rejected during the ice growth is although it appears to vary in extent from less than a
concentrated in the polyna areas and can cause intense kilometer to 5,000 km2. Van Woert (1999) suggests that
localized water mass modification as well as significantly the extent of the polyna is due to both local and katabatic
increasing the salinity of the Antarctic shelf water. The ice- winds at Terra Nova Bay and regional katabatic winds
free polynas also play an important role for Antarctic marine blowing off the Ross Ice Shelf.
ecosystems and in the control of biogeochemical fluxes.
A summary of recurrent polynas that have been detected 1.6.4 WATER MASSES
and studied using passive microwave data has been given by
Zwally, Comiso, and Gordon (1985). These include the Figure 1.9 presents an idealized schematic diagram of the
coastal polyna in the Cosmonaut Sea (Comiso and Gordon meridional and zonal flow in the Southern Ocean. There are
1987, 1996) and in Terra Nova Bay in the Ross Sea (Kurtz three principal hydrographic regimes: the area north of the
and Browich 1983; Bromwich, Liu, and Rogers 1998). Polar Front, the area south of the Polar Front, and the area on
Zwally, Comiso, and Gordon (1985) and Bromwich, Liu, the continental shelf round Antarctica. Excluding the surface
and Rogers (1998) have reviewed the occurrence, extent, and waters, three water masses dominate the deep ocean: the
variability of the Ross Sea polyna, which covers an area of Subantarctic Intermediate Water north of the Polar Front
about 27,000 km2. This polyna owes its existence to a near the 1,000 m level, the Antarctic Bottom Water near the
persistent cyclone near Roosevelt Island, which induces a bottom, and the Antarctic Circumpolar Deep Water in
sea level pressure distribution over the Ross Ice Shelf. This between at various depths.
phenomenon results in an intensification and northward Warm Deep Water upwells at the Antarctic Divergence.
propagation of katabatic winds across the ice shelf and out Here the oxygen minimum and the temperature maximum
to the sea. The immediate effect of such katabatic surge coincide and rise together with the underlying salinity
events is the development of the Ross Sea Polyna. maximum. The cold, low-salinity, high-oxygen Antarctic
Other polynas which also occur in the Ross Sea include surface waters move north to the Polar Front where they
small polynas off Cape Royds, Ross Island, and a larger one sink and contribute to the formation of the low salinity
in Terra Nova Bay (Kurtz and Bromwich 1985; Van Woert Intermediate Water. North of the Polar Front is the warmer
1999). The Terra Nova Bay polyna is a stable feature, SubAntarctic Surface Water.

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The Southern Ocean 13

Near the bottom of the ocean, very cold Antarctic Bottom separate water masses of different temperature and salinity,
Water moves north from its primary site of generation around and they exhibit marked biological and physical changes.
the continental margin, especially in the Weddell Sea. The interchange of these water masses, especially at the
Sandwiched between the two Antarctic water masses is the Antarctic Divergence, provides the minerals and nutrients
broad compensatory flow of high-salinity Warm Deep Water. fundamental to marine biological production.
The south-flowing Deep Water mixes with the Antarctic The Polar Frontal Zone lies between about 558S and 608S
waters above and contributes to the Circumpolar Deep Water and separates Subantarctic Water to the north from Antarctic
which, in terms of volume, is the dominating water mass of Water to the south. This is a zone of variable width,
the Southern Ocean. Mixing takes place across the characterized by steep gradients in sea surface temperature
boundaries between the water masses. and abrupt changes in phytoplankton composition,
zooplankton distribution, pelagic bird species, and weather
conditions. The Polar Front lies within the Antarctic Circum-
polar Current (West Wind Drift). It is a complex system
1.7 SOME REGIONAL HYDROGRAPHIC where wave-like disturbances frequently close on themselves
FEATURES to form rings and eddies with lifetimes that vary from days to
1.7.1 SOUTHWEST ATLANTIC AND THE ANTARCTIC years (Forster 1984).
South of about 658S, where winds blow from the east
PENINSULA REGION
and southeast off the ice sheet, the Antarctic Coastal
Stein and Haywood (1994) have reviewed the physical Current (East Wind Drift) flows in the opposite direc-
oceanography of the Southwest Atlantic region and the tion—from east to west. The boundary between the East
Antarctic Peninsula area (Figure 1.8). On leaving the
confines of the Drake Passage and entering the Scotia
Sea the Antarctic Circumpolar Current (ACC) is deflected
180° 170°W
north and west by the submerged ridge of the Scotia Arc,
Antarctic convergence 60°S
before it turns east again to flow round South Georgia and
across the Atlantic Ocean sector of the Southern Ocean
(Deacon 1937; Gordon and Goldberg 1970). It consists of
Subantarctic and Antarctic Surface waters from the Pacific
Ocean sector of the Southern Ocean and from the Bellin-
ghausen Sea (Nowlin and Clifford 1977). Some mixing West wind drift
with Weddell Sea Surface Water occurs in the Scotia Sea.
However, the southern arm of the Scotia Arc effectively 65°S
restricts the flow of water out of the Weddell Sea (Carmack
and Foster 1975) and most enters the Scotia Sea across the Antarctic divergence
Weddell–Scotia Confluence east of the South Orkney
Islands (Gordon 1967). Consequently there is a marked
East wind drift
gradient of mixing across the Scotia Sea with the influence
of the Weddell Sea Surface Water being greatest to the
south and east of South Georgia (Anonymous 1983;
Heywood, Everson, and Priddle 1985). 70°S
From north to south a number of fronts separate distinct
water masses. The most northerly front, the Subtropical Anta
rctic
Front, marks the northern boundary of the sub-Antarctic
Zone, while the Subantarctic Front marks its southern
boundary. South of this front is the Polar Frontal Zone
Sl
with its southern boundary marked by the Polar Front. To op
ef
the south lies the Antarctic Zone. This complex of fronts and ro
nt 75°S
water masses (Zones) is the result of the passage of water
through the Drake Passage being influenced by the various
banks and ridges: the Burwood Bank, the North Scotia
Ridge, the Ewing Bank, and the Falkland Ridge. Ross
Ross ice shelf

FIGURE 1.10 Oceanic fronts and surface water circulation in the


1.7.2 THE ROSS SEA (FIGURE 1.10) Ross Sea region. Three main oceanic fronts occur: the Polar Front
(Antarctic Convergence), the Antarctic Divergence, and the
Three main oceanic fronts occur within the Ross Sea region: Antarctic Slope Front. (From Knox, G.A., Ross Sea Region: State
the Polar Front (Antarctic Convergence), the Antarctic of the Environment Report for the Ross Sea Region of Antarctica,
Divergence, and the Antarctic Slope Front. These fronts Antarctic Institute, Christchurch, 54, 2001. With permission.)

3394—CHAPTER 1—25/10/2006—14:52—KADAMBADI—14440—XML MODEL C – pp. 1–15


14 Biology of the Southern Ocean

and West Wind Drifts forms the second frontal zone, the during the summer, with surface temperatures generally
Antarctic Divergence, where deeper water rich in nutrients higher in the south where the pack ice opens up earlier in
upwells to the surface, resulting in enhanced the summer and a wide range of salinities occur. Below this
phytoplankton production. layer are dense shelf waters. High Salinity Shelf Water is the
A third frontal zone, the Antarctic Slope Front, lies over densest water found in the Southern Ocean and these high
the edge of the continental shelf in the southern Ross Sea salinities are explained by the intensive processes of ice
(Ainley and Jacobs 1981; Jacobs 1991) and it is centered formation in polynas along the coast (Jacobs, Fairbanks, and
10–45 km seaward of the shelf break, placing it just south of Horibe 1985). Low Salinity Shelf Water is found in the
the 1,000 m depth contour. This topographically controlled eastern Ross Sea and it is marked by slightly warmer sea
front is marked by strong subsurface gradients in ocean surface freezing temperatures, and low salinities. Ice Shelf
currents and temperature, and by along-shore currents that Water exhibits temperatures below the sea surface freezing
are stronger than those occurring in most surface waters of point, an indication of interaction with the Ross Ice Shelf at
the adjacent continental shelf. The slope front lies at the depth. This water is concentrated in the west of the Ross Sea
northern margin of the massive phytoplankton bloom that where it emerges from under the ice shelf (Jacobs and Giuvili
occurs over the Ross Sea continental shelf in summer.
1999). Modified Circumpolar Deep Water represents deep
Warm deep water approaches the continental slope of the
oceanic waters that have penetrated the continental shelf.
Ross Sea from the northeast in the west and from the east-
This water is warmer and occupies depths between 100
northeast in the east. These waters are seasonally cooled and
and 300 m.
warmed, Stalinized by the formation of sea ice, and fresh-
ened by water from melting ice. Ice and water is then moved
west and north by surface circulation, which is mainly due to
the extensive cyclonic gyre on the western side of the Ross
Sea. Surface waters move to the southeast along the eastern 1.8 BOTTOM WATER FORMATION
periphery of this cyclonic system. As the southeast flowing
water approaches the Ross Ice Shelf, the current is deflected Antarctic Bottom Water is an important component of the
to the west, with part joining the cyclonic circulation and part Southern Ocean system, responsible for about 34 Sv of the
passing beneath the shelf. Along the Victoria Land coast, a northward flow, and providing cold water at depth to all
northward flowing coastal current forms a well defined and the oceans of the southern hemisphere. Its formation involves
comparatively narrow stream (Tressler and Ommundsen a mixing of water types, helped by surface interaction.
1962). Some of this water returns to the cyclonic circulation, Observations from the Discovery Expeditions (Deacon
while the rest turns round Cape Adare and eventually joins 1937) confirmed the Weddell Sea as the main source of
the Antarctic Coastal Current. Bottom water. It accounts for more than 50% of the total
Subsurface circulation is formed by two different anti- volume produced. Second to this is the Ross Sea Shelf
cyclonic gyres at each end of the Ross Sea, which are (Jacobs, Amos, and Buckhausen 1970; Jacobs, Fairbanks,
connected by a U-shaped cyclonic feature in the vicinity of and Horibe 1985) with some other sites in the sector from
the Ross Ice Shelf. 308E to 1708E also being possible sources (Baines and
In the Ross Sea region, several distinct water masses can Condie 1998).
be distinguished and are generally defined by the particular According to Gordon (1988), postulated processes
relationships between temperature and salinity (Jacobs and and sources contributing to Weddell Sea Bottom Water
Comiso 1989, 1992; Jacobs and Giulivi 1989; Carmack formation include haline convection by evaporation or
1992). Three water masses can be distinguished in the
freezing in open leads and polynas, cooling under the
deeper oceanic waters of the Ross Sea and five over the
Filchner Ice Shelf, Ekman-layer effects, sinking along
continental shelf and slope (Gouretski 1999).
frontal zones, derivation form deeper oceanic areas,
Antarctic Surface Water, Circumpolar Deep Water,
overflow of dense water from the Bransfield Strait, and
and Antarctic Bottom Water occupy the oceanic parts of
soluble diffusive convection. Estimates of the circumpolar
the region. Of these, Circumpolar Deep Water constitutes
production rates of Bottom Water are in excess of 13 Sv
the greatest volume of water in the Southern Ocean and is
characterized by high nutrient levels, generated from (Jacobs, Fairbanks, and Horibe 1985). The principal
phytoplankton as it sinks through the water column. mechanism was believed to involve frontal zone mixing
Antarctic Bottom Water occupies the deepest region of between water masses at the continental shelf break, with
the water column and plays a major role in the global the dense water sinking down the slope (Gill 1973;
oceanic system. Foster and Carmack 1976). Recent observations by
Antarctic Surface Water, High Salinity Shelf Water, Low Norwegian scientists (Foldvik and Gammelsrad 1988)
Salinity Shelf Water, Ice Shelf Water, and modified Circum- have shown that large volumes of Weddell Sea Bottom
polar Deep Water can be identified over the continental shelf Water originate from Ice Shelf Water formed under
and slope of the Ross Sea, although in contrast to other water floating ice shelves by flowing down the continental
masses, those of the continental shelf are highly variable. slope as organized plumes and mixing with the overlying
Antarctic Surface Water is found throughout the Ross Sea Weddell Sea Deep Water.

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The Southern Ocean 15

1.9 NUTRIENTS transit), and postulated that one would expect to find
almost complete stripping of the nutrients in aged waters
In the Southern Ocean the concentration of nutrients is close to the Polar Front. However, data from studies by
lowest in the surface waters and greatest in the Warm Kuramoto and Koyama (1982), and Watanabe and Nakajima
Deep Water for nitrate and phosphate, and usually near the (1982) from a transect along 458 longitude reveals a
bottom for silicate. In general, the concentration of nutrients
completely different picture. Nitrate was 27 mM at 628S,
in surface waters south of the Polar Front is much higher than
22 mM at the Polar Front (528S) and 20 mM a few degrees
that found in other oceanic waters (Knox 1970; El-Sayed
south of the Subtropical Convergence (418S). Silica, on the
1978). Nutrient rich water upwells at the Antarctic Diver-
other hand, was high (57 mM) at 678S and it decreased
gence spreading out to ultimately downwell at the Polar
sharply to 15 mM at 608S, and dropped to low values
Front. On the basis of data from other upwelling regions,
(approximately 1 mM) just north of the Polar Front, reflecting
with time one would expect to find almost complete stripping
of plant nutrients in the upper 50–100 m due to the growth of its assimilation and polymerization by diatoms and silico-
phytoplankton (Barlow 1982). Holm-Hansen (1985) esti- flagellates. The significance of these data and the degree to
mated that between 25 and 30 mM of nitrate per liter would which nutrient depletion can occur in the waters of the
have been consumed by the time the upwelled water reached Southern Ocean will be considered in detail in Chapter 2
the zone of the Polar Front (approximately 200 days in (Figure 1.10).

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