This review represents the Southern Ocean community’s satellite data needs for the coming decade. Developed through widespread engagement and incorporating perspectives from a range of stakeholders (both research and operational), it is designed as an important community-driven strategy paper that provides the rationale and information required for future planning and investment. The Southern Ocean is vast but globally connected, and the communities that require satellite-derived data in the region are diverse. This review includes many observable variables, including sea ice properties, sea surface temperature, sea surface height, atmospheric parameters, marine biology (both micro and macro) and related activities, terrestrial cryospheric connections, sea surface salinity, and a discussion of coincident and in situ data collection. Recommendations include commitment to data continuity, increases in particular capabilities (sensor types, spatial, temporal), improvements in dissemination of data/products/uncertainties, and innovation in calibration/validation capabilities. Full recommendations are detailed by variable as well as summarized. This review provides a starting point for scientists to understand more about Southern Ocean processes and their global roles, for funders to understand the desires of the community, for commercial operators to safely conduct their activities in the Southern Ocean, and for space agencies to gain greater impact from Southern Ocean-related acquisitions and missions.

There are seven emperor penguin (Aptenodytes forsteri) colonies distributed throughout the traditional boundaries of the Ross Sea from Cape Roget to Cape Colbeck. This coastline is c. 10% of the entire coast of Antarctica. From 2000 to 2012, there has been a nearly continuous record of population size of most, and sometimes all, of these colonies. Data were obtained by analysing aerial photographs. We found large annual variations in populations of individual colonies, and conclude that a trend from a single emperor penguin colony may not be a good environmental sentinel. There are at least four possibilities for census count fluctuations: i) this species is not bound to a nesting site like other penguins, and birds move within the colony and possibly to other colonies, ii) harsh environmental conditions cause a die-off of chicks in the colony or of adults elsewhere, iii) the adults skip a year of breeding if pre-breeding foraging is inadequate and iv) if sea ice conditions are unsatisfactory at autumn arrival of the adults, they skip breeding or go elsewhere. Such variability indicates that birds at all Ross Sea colonies should be counted annually if there is to be any possibility of understanding the causes of population changes.

Ice-free regions of Antarctica are concentrated along the coastal margins but are scarce throughout the continental interior. Environmental changes, including the introduction of non-indigenous species, increasingly threaten these unique habitats. At the same time, the unique biotic communities subsisting in isolation across the continent are difficult to survey due to logistical constraints, sampling challenges and problems related to the identification of small and cryptic taxa. Baseline biodiversity data from remote Antarctic habitats are still missing for many parts of the continent but are critical to the detection of community changes over time, including newly introduced species. Here we review the potential of standardized (non-specialist) sampling in the field (e.g. from soil, vegetation or water) combined with high-throughput sequencing (HTS) of bulk DNA as a possible solution to overcome some of these problems. In particular, HTS metabarcoding approaches benefit from being able to process many samples in parallel, while workflow and data structure can stay highly uniform. Such approaches have quickly gained recognition and we show that HTS metabarcoding surveys are likely to play an important role in continent-wide biomonitoring of all Antarctic terrestrial habitats.

We add comments to a recent series of publications in peer-reviewed journals concerning the distribution of large Antarctic toothfish (Dissostichus mawsoni) found over the inner shelf of the Ross Sea. We note that earlier fish ecologists advanced innovative hypotheses invoking physical–biological interactions with life history, and that these, far from being disproved, have been relegated by more immediately pressing management concerns. We argue that, despite the considerable advances achieved by research groups working on D. mawsoni, an understanding of distribution and abundance is incomplete without reference to the physical structure that supports their life history. We briefly consider hypotheses highlighted by the recent literature in the context of major features of the shelf circulation in the Ross Sea, in particular intrusions of modified Circumpolar Deep Water along trough systems. We suggest physical–biological interactions that may be involved and call for improvements in the monitoring programme that can help test between the competing hypotheses.

Sympagic microzooplankton were studied during late winter in the northern Weddell Sea for diversity, abundance and carbon biomass. Ice cores were collected on an ice floe along three dive transects and seawater was taken from under the ice through the central dive hole from which all transects were connected. The areal and vertical microzooplankton distributions in the ice and water were compared. Abundance (max. 1300 ind. l-1) and biomass (max. 28.2 µg C l-1) were high in the ice cores and low in the water below the sea ice (max. 19 ind. l-1, 0.15 µg C l-1, respectively). The highest abundances were observed in the bottom 10 cm of the ice cores. The microzooplankton community within the sea ice comprised mainly aloricate ciliates, foraminifers and micrometazoans. In winter, microzooplankton represent an important fraction of the sympagic community in the Antarctic sea ice. They can potentially control microalgal production and contribute to particulate organic carbon concentrations when released into the water column during the ice melt in spring. Continued reduction of the sea ice may undermine the roles of microzooplankton, leading to a reduction or complete loss of diversity, abundance and biomass of these sympagic protists.

The surface waters of the Southern Ocean play a key role in the global climate and carbon cycles by promoting growth of some of the world’s largest phytoplankton blooms. Several studies have emphasized the importance of glacial and sediment inputs of Fe that fuel the primary production of the Fe-limited Southern Ocean. Although the fertile surface waters along the shelf of the western Antarctic Peninsula (WAP) are influenced by large inputs of freshwater, this freshwater may take multiple pathways (e.g. calving, streams, groundwater discharge) with different degrees of water-rock interactions leading to variable Fe flux to coastal waters. During the summers of 2012–13 and 2013–14, seawater samples were collected along the WAP, near Anvers Island, to observe water column dynamics in nearshore and offshore waters. Tracers (223,224Ra, 222Rn, 18O, 2H) were used to evaluate the source and transport of water and nutrients in coastal fjords and across the shelf. Coastal waters are compared across two field seasons, with increased freshwater observed during 2014. Horizontal mixing rates of water masses along the WAP ranged from 110–3600 m2 s-1. These mixing rates suggest a rapid transport mechanism for moving meltwater offshore.

Population growth of the southern giant petrel Macronectes giganteus from South America has been linked with an increase in fishing activities. It was demonstrated recently that a population from Elephant Island, Antarctic Peninsula, largely overlaps its non-breeding distribution with zones of high fishing intensity off South America. This study investigated the assumption that the increase in this population since the 1980s is related to an increase in fisheries off South America. Our results show that the population size is proportional to the increase in demersal and squid fisheries. These fisheries produce a considerable amount of discards, which can be used by non-breeding southern giant petrels as a food source during unfavourable conditions in winter. This may enhance the adult survival rates with potential carry-over effects on population size. Our study shows that we need to further understand the effects of fishery discards/offal on scavenging seabirds of the Southern Ocean, and highlights the importance of understanding the carry-over effects of seabird–fisheries interactions during the non-breeding phase in population dynamics.

This study presents the first analysis of benthic megafauna and habitats from the Sabrina Coast shelf, encompassing a proposed Marine Protected Area. Sea bed imagery indicated an abundant benthic fauna compared to other parts of the Antarctic shelf, dominated by brittle stars, polychaete tubeworms, and a range of other sessile and mobile taxa. The distribution of taxa was related (ρ=0.592, P<0.001) to variations in water depth, latitude, substrate type and phytodetritus. High phytodetritus cover was associated with muddy/sandy sediments and abundant holothurians and amphipods, while harder substrates hosted abundant brachiopods, hard bryozoans, polychaete tubeworms, massive and encrusting sponges, and sea whips. Brittle stars, irregular urchins and anemones were ubiquitous. Variations in substrate largely reflected the distribution of dropstones, creating fine-scale habitat heterogeneity. Several taxa were found only on hard substrates, and their broad regional distribution indicated that the density of dropstones was sufficient for most sessile invertebrates to disperse across the region. The hexactinellid sponge Anoxycalyx joubini and branching hydrocorals exhibited a more restricted distribution, probably related to water depth and limited dispersal capability, respectively. Dropstones were associated with significant increases in taxa diversity, abundance and biological cover, enhancing the overall diversity and biomass of this ecosystem.

Previous work focused on allozymes and mitochondrial haplotypes has detected high levels of genetic variability between Cryptopygus terranovus populations, a springtail species endemic to Antarctica, until recently named Gressittacantha terranova. This study expands these biogeographical surveys using additional analytical techniques, providing a denser haplotype dataset and a wider sampling of localities. Specimens were collected from 11 sites across Victoria Land and sequenced for the cytochrome c oxidase subunit I mitochondrial gene (cox1). Haplotypes were used for population genetics, demographic, molecular clock and Bayesian phylogenetic analyses. Landscape distribution and clustering of haplotypes were also examined for the first time in this species. Only three (out of 67) haplotypes are shared among populations, suggesting high genetic structure and limited gene flow between sites. As in previous studies, the population of Apostrophe Island has a closer genetic similarity with those of the central sites, rather than with its neighbours. Molecular clock estimates point to early differentiation of haplotypes in the late/mid-Miocene, also supporting the view that C. terranovus is a relict species that survived on the Antarctic continent during the Last Glacial Maximum. The present genetic composition of populations represents a mixture of ancient and more recent haplotypes, sometimes occurring in the same localities.

The geographical distribution of the two species of the genus Parachaenichthys is allopatric and restricted to the inner shelves of South Georgia–South Sandwich Islands (P. georgianus) and South Orkney Islands–South Shetland Islands (P. charcoti). To evaluate the consistency between the geographical patterns of adult distribution and early life history traits of P. charcoti, sagittal otoliths were used to estimate growth rate and pelagic duration in larvae and juveniles of this species collected in the Bransfield Strait in winter and summer, respectively. Individual age was determined through microincrement counts, assuming they were daily increments. The Gompertz model was fitted to age–length estimates, providing a mean growth rate of 0.22 mm day-1 estimated for 28–204-day-old individuals. Larval hatching was spread over a relatively wide period, lasting from July throughout September. The pelagic larval duration of P. charcoti was about six months based on ageing data of larvae and juveniles, as reported for P. georgianus from South Georgia. The strong dependence of larvae on the inshore habitat may hamper their dispersal at large spatial scale limiting the connectivity among distant populations, providing clues to interpret the present geographical distribution of the two species.

In the open Southern Ocean (SO), both modern and past size changes of the diatom Fragilariopsis kerguelensis appear to be strongly controlled by iron availability. Conversely, sea surface temperatures (SST) and sea ice seasonal dynamics take over in the seasonal sea-ice zone where iron is not limiting. No information exists on F. kerguelensis biometry from the subtropical SO, on the other extreme of the thermal and nutrient gradients. We present here new data on mean valve area of F. kerguelensis (FkergArea) from a sediment core covering the last ~42 cal kyrs from the southern Subtropical Front (SSTF) of the Indian sector of the SO, where iron and silica stocks are thought to have been consistently low over this period. Our results suggest that larger F. kerguelensis valves occurred during the Last Glacial period, and declined during the Holocene period. These findings indicate that more favourable SST, within the F. kerguelensis ecological range, during the Last Glacial period may have enabled F. kerguelensis to make better use of the low silica stocks prevailing in the subtropical zone leading to larger valves. Conversely, declining FkergArea during the deglacial and the Holocene periods may have been a result of higher SST which hampered the utilization of silica.

Populations of grey petrels have declined globally due to both incidental capture in commercial fisheries and predation by introduced mammals at breeding sites. In the New Zealand region, grey petrels only breed on Campbell and Antipodes islands. Rats were successfully eradicated from Campbell Island in 2001. We assessed the spatial extent and conducted the first quantitative population estimate of the grey petrel population on Campbell Island and surrounding islets. There was an estimated c. 96 pairs (95% CI: 83, 109) of breeding grey petrels from the four colonies. Since work was conducted during the middle of the chick-rearing stage, this is an underestimate of the breeding population. The Campbell Island grey petrel breeding population remains small. Our study provides a baseline for future population estimates of grey petrels on Campbell Island.

Phytoplankton is responsible for most primary production in Antarctica, but the short timescale dynamics of its size structure and composition are poorly described and understood. The abundance and composition of phytoplankton in Fildes Bay, western Antarctic Peninsula, was followed for 12 days during the summer using a range of methods, including size fractionation of chlorophyll, microscopy, flow cytometry and terminal-restriction fragment length polymorphism (T-RFLP) of the plastid 16S rRNA gene. A rapid increase in biomass and cell abundance occurred in response to a vertical mixing event. This increase also resulted in a shift in composition from diatoms to Prymnesiophyceae, and then back to diatoms as the water column re-stratified. Our results show a strong dominance of nanophytoplankton represented by Thalassiosira and Phaeocystis. The rapid response of the phytoplankton suggests that it is well adapted to short-term environmental changes.

Adélie penguins (Pygoscelis adeliae) are responding to ocean–climate variability throughout the marine ecosystem of the western Antarctic Peninsula (WAP) where some breeding colonies have declined by 80%. Nuclear and mitochondrial DNA (mtDNA) markers were used to understand historical population genetic structure and gene flow given relatively recent and continuing reductions in sea ice habitats and changes in numbers of breeding adults at colonies throughout the WAP. Genetic diversity, spatial genetic structure, genetic signatures of fluctuations in population demography and gene flow were assessed in four regional Adélie penguin colonies. The analyses indicated little genetic structure overall based on bi-parentally inherited microsatellite markers (FST =-0.006–0.004). No significant variance was observed in overall haplotype frequency (mtDNA ΦST =0.017; P=0.112). Some comparisons with Charcot Island were significant, suggestive of female-biased philopatry. Estimates of gene flow based on a two-population coalescent model were asymmetrical from the species’ regional core to its northern range. Breeding Adélie penguins of the WAP are a panmictic population and hold adequate genetic diversity and dispersal capacity to be resilient to environmental change.