Trump is Moving the Overton Window on Striking North Korea to the Right

This is a local re-post of an essay I wrote for the Lowy Institute last month. Basically Trump is shifting the entire debate on responding to North Korea to the right.

Broadly, I would say there a two camps – hawks and doves – within the Korea analyst community. And each of those has a nested sub-division – moderates and ultras. The dove ultras are basically pro-Pyongyang. There aren’t too many of these folks left, no matter how mccarthyite the South Korean right gets. Then come the moderate doves who want engagement and the Sunshine Policy. On the right, the moderate hawks (I put myself here) are skeptical of engagement but accept trying, focusing more on sanctions and China. And the hawk ultras want to bomb the North.

Trump’s big impact on North Korea debate is to legitimize the hawk ultras and push the entire conversation their way, in the process writing the doves out of the conversation entirely debate. I have half-in-jest referred to this as the ‘Kelly Rule’ on Twitter. The American debate is increasingly a contest between bombers ultras, like John Bolton yesterday in the WSJ, vs panicked moderate doves and hawks forming a united front to prevent a war.

In social science language, Trump is pulling the Overton window toward strikes, making them more likely generally, even if they don’t happen this year. Trump is normalizing or legitimizing discussions of (the hugely risky) use of force against North Korea.

The full essay follows the jump…

More on Why I Don’t Think the North Koreans will Carry Real Costs/Risk for Unification

This is a local repost of something I wrote for the Lowy Institute in January. It is sort of a sequel to my last post. Across these two posts, my point is to argue that North Korea is basically a status quo state and won’t carry serious costs for unification.

I got a lot of heat on Twitter for suggesting this. Hawks were displeased. Josh Stanton particularly had a smart comeback.

So let me try again. Yes, ideally the North Koreans want national unity. In fact, maximally, they may even want socialism. But that’s not what matters. What we care about is what they will sacrifice for, not their ideal wants. We’re looking for satisficing, not maximizing, behavior here.

So what are the North Koreans sacrificing for? Where are they carrying costs and taking risks? A couple obvious areas: 1. Nukes. 2. Luxury imports. Neither of these really advance a unification agenda. Nukes are a defensive weapon in practice, because of their extraordinary deterrent value. And all the counterfeiting, money in Chinese banks, and general sanctions-busting is either to smuggle in luxuries for elites or to promote the nuclear missile program. What North Korea is not doing is launching war-risking strategic provocations, no matter how much crazy stuff they say. (Why we listen much to North Korea when they lie and exaggerate so much never ceases to amaze me.)

Like all other states, they firstly want to survive, and they are in a pretty hostile neighborhood. Before we get carried away that nukes have empowered them to overrun the peninsula, let’s start with what we can prove: the elite their wants to hang on – because they don’t want to die on the run or in South Korean jails – and prosper – hence all the sanctions-running and criminality.

However I do agree with Josh, that the nukes open up a lot of opportunities to blackmail South Korea, bully it into semi-permanent subsidization of the North, and otherwise try to cow it. But that is not unification. It’s subsidization – endless, condition-less South Korean cash is what they want. Not unity.

The full essay follows the jump…

Korea 2017 Year in Review: The Presidential Impeachment was Actually the Biggest Story

This is a local rep-post of a piece I just wrote for the Lowy Institute. I like these sort of retrospective, end-of-the-year pieces.

Basically I argue that the impeachment of former President Park Geun Hye was the biggest story of the year. Yes, Trump sucks up all the oxygen in the room, but who even knows if he means all his threats? But completing a full impeachment cycle is a pretty rare event in the history of democracy. And the Koreans did it with no violence or civic rupture. That is pretty impressive. But yes, I did then list North Korea and Trump as otherwise the big stories of the year.

The full essay follows the jump:

2017 was a rollercoaster year on the Korean peninsula. The South Koreans impeached their president. The North Koreans tested dozens of rockets, including intercontinental ballistic missiles. The American president threatened war repeatedly, possible nuclear war, against the North. And some random dorky foreigner in Korea got famous, because his cute little kids wandered into the frame while he was on TV. Honestly, why didn’t they fire that guy? It was quite a year.

For all the bluster and threats of war, I would nonetheless rate the impeachment of the South Korean president as the most important event. North Korean war scares are, as disturbing as it is to say it, pretty common, while a completed democratic impeachment is actually quite rare.

1. The Impeachment of South Korean President Park Geun-Hye

With several months of distance from the upheaval of the winter protests against Park, the impeachment trial, the new election, and all the attendant drama, it is now pretty clear that Park Geun-Hye’s circle was grossly corrupt, and that she, by extension, did not really deserve to remain in office. There are diehards who are convinced it was a ‘communist’ conspiracy. The South Korean right is disturbingly comfortable with mccarthyite attacks on liberal opponents, and there is an Alex Jones-style conspiracy fringe here. But it is otherwise pretty widely accepted that Park’s confidant, Choi Soon-Sil, grossly abused her access to the president and had far too much influence over Park.

Choi was often compared to Rasputin. Choi’s father had a quasi-religious influence over Park since her youth, and Choi seemed to ‘inherit’ that. Choi in turn abused it, particularly on Park’s ascension to the presidency, enriching both herself and her cronies. It was undeniable sleazy and embarrassing, and as more and more details came out, Park’s approval rating fell to an astonishing 6% at one point. Has any chief executive in a modern democracy ever fallen that low?

There is much debate about whether Park herself knew about all the corruption. But like Ronald Reagan’s ignorance defense during the Iran-Contra affair, this too represents a gross dereliction of duty. President Park was either blithely unaware of what was happening right under her nose among her closest companions and staff, or covered it up, Nixon-style.

Eight months out now from all the controversy, my own sense is the former, while most of the Koreans I know seem to think the former. Park, it strikes me, was more incompetent than dastardly. Her behavior throughout her presidency suggested she was constantly overwhelmed by the scope of her office. On missile defense, North Korea policy, or the sinking of the Sewol ferry, she was adrift, and the rumors from her staff regarding her (low) intelligence were harsh. We will likely never know.

2. North Korean Missile Tests.

North Korea conducted twenty separate missile provocations in 2017, involving dozens of missiles, from short-range Scud-style launches to full-blown ICBMs designed to strike the continental United States. This was the fastest test tempo ever. For all Donald Trump’s pettiness, his ‘rocket man’ nickname for Kim Jong Un is not wrong.

One of these tests overflew Japan, prompting the commencement of civil air defense drills. (Although in a society whose median age is 47, they likely will not work well given the 8 minute warning time the Japanese will have.) Others have sought to demonstrate a capability to strike the United States. November 29’s test seems to have been accepted as that breakthrough.

Much of the debate over the weapons turns on whether the North intends to use them offensively. It is widely accepted that nuclear weapons give North Korea a potent shield against US-led regime-change against Pyongyang. After the Western removals of Saddam Hussein, Slobodan Milosevic, and Moammar Kadaffi, that is an understandable goal, however regrettable for us. There is a defense and deterrence logic here which all can grasp.

We may dislike it, but it is in fact quite rational for a state like North Korea to pursue these weapons. It is poor and backward. It is loathed by much of the world as a freakish cold war relic. It is surrounded by enemies, or frenemies like China eager to exploit it instrumentally, but it has no real friends. When international relations theorist Ken Waltz spoke of ‘internal balancing,’ North Korean nuking up against such a tough neighborhood despite its poverty is exactly what he had in mind. Friendless, encircled, dysfunctional, and poor, North Korea is, in Victor Cha’s words, the ‘impossible state.’ In such circumstances, nuclear weapons are in fact an excellent choice. Not only for security, but they can be proliferated for cash and used as gangsterish shake-down instruments as well.

Hawkish fears of North Korean aggression in the vein of the old saw that ‘nuclear weapons make the world safe for World War II’ strike me as over-wrought. Even if North Korea could successfully ‘de-couple’ the US from South Korea, it could likely still not defeat South Korea. The terrible health of that recent defector, who was a relatively privileged border card, is suggestive. And even if the North somehow managed to win, it would struggle enormously to occupy and integrate a modern state of free people twice its size into its ossified framework.

3. Trump’s Fire and Fury

Throughout the year, Trump’s erratic and explosive commentary raised tension in ways not seen before. No previous American president had ever threatened to ‘totally destroy North Korea’ or threw around casual war threats – the ‘armada, ‘fire and fury.’ Trump, in his impatience to distinguish himself from his predecessor, claimed ‘strategic patience’ to be over. All this created a momentum to strike North Korea – enough that South Korean President Moon Jae-In felt it necessary to publicly declare to the National Assembly, just days before Trump’s arrival, that no war could take place against North Korea with the South’s assent.

And curiously, Trump blinked. When he also spoke to the National Assembly, he forsook the best chance he had to lay out a case for war to the South Korean government and public. Instead he fell back on bromides about South Korea’s self-evident moral superiority and the need for ‘maximum pressure.’ In fact, there is little difference between that and strategic patience – alliances, deterrence and defense, missile defense, sanctions, etc. Similarly, after the November 29 ICBM test in which North Korea triumphantly declared it could strike the US, Trump said little more than ‘we’ll take care of it,’ likely because he know realizes that no one believes his bizarre threats anymore and that war in the region would be a catastrophe laid at his feet.

South Korea came through these multiple challenges remarkably well. It completed a full impeachment cycle without violence or civil upheaval. Few democracies have ever done that. It similarly held the line on the North’s bullying despite a new liberal president whom conservatives relentlessly criticize as too dovish. And for all the anxiety about Donald Trump’s warmongering – or it just reality TV star blather? – the US president finally seems to have realized what South Koreans and the analyst community have known for years: There is no obvious solution to North Korea; if there were, it would have been tried long ago; and war is a terrible option. Now if only they could find a way get rid of that hack BBC Dad guy…

The Wide Gap between South Korean and American Media Coverage of North Korea

This is a re-post of an essay I wrote earlier this month for the Lowy Institute.

Every time there is a war crisis around North Korea, I notice the wildly different coverage between US and South Korea media, with the former being too alarmist and the later being almost too sanguine. My Korean cable package includes CNN and Fox, so I can quickly flip between the US and local coverage, and the difference is extraordinary. Fox freaks out over impending nuclear wear, while YTN gabs on about some celebrity with a drinking problem before getting to North Korea. The contrast really is that extreme.

Western pundits particularly tend to get carried away every time we have a North Korean war-scare. All sorts of irresponsible rhetoric gets thrown around about how we should invade or pre-emptively attack North Korea (we shouldn’t). In fact, so often do I read these sorts of op-eds when North Korea re-surfaces in the Western media, that I now call this the Kelly Rule, only half in jest. Just look at some of the frightening examples in that link. And here is today’s ‘Kelly Rule’ entry in case you need an extra boost of paranoia to go with the general hysteria.

The short version of these war-scares is that no, North Korea is not going to nuke the US out of the blue, so stop freaking out about that, and stop listening to Fox pundits scaring the hell out of you. The real threat is that North Korea the gangster state will use the nukes to shake down South Korea and Japan. Coercive nuclear bullying – not war – is the real threat. But that’s not as exciting as dramatic red arrows flying across the screen or ‘fire and fury,’ so let’s all get carried away over a war that’s not going to happen.

The full essay follows the jump.

The North Korea Travel Ban is Probably a Good Idea at this point

This is a repost of an essay I wrote for the Lowy Institute recently on the travel ban preventing Americans from going to North Korea as of September 1 this year. The picture is the US State Department mailer to this effect from a few days ago on my iPhone.

Basically my argument is that the ban is a good idea at this point given how many foreigners Kim Jong Un seems to be snatching during his reign. The numbers have gone up, and although I went to North Korea as a tourist myself and have recommended it in the past, I no longer do so, especially for Americans. It’s just way too dangerous now.

Otto Warmbier’s death is the last straw, as I figure it was for Tillerson. At the time of his death, I thought a travel ban might well be the next step. I still find it curious that Kim Jong Un did not let Warmbier leave earlier. The tourist trade brings in needed dollars, and Pyongyang is already complaining about the US halt. They easily could have let him go when he fell into a coma and then just pretextually snatched the next idiot US tourist who drank too much to replace Warmbier. But they held onto him to the point where they’re responsible for his death. Pointless. Just shows once again how awful North Korea really is.

My full essay on the travel ban follows the jump:

There will be No US Airstrike on N Korea; SK will Veto it

This is a local re-post of a piece I just wrote for the Lowy Institute. Mostly I wrote this as a response to all the cable news chatter we’ve been hearing all year about how the US should consider air-striking North Korea. I have been saying for awhile that we won’t do it and that US policy-makers should  stop bluffing something they’re never going to do.

There are lots of reasons why bombing North Korea is a terrible idea. But there’s one obvious reason we won’t do it, and that’s because South Korea will never approve. South Korea would bear the brunt of any Nork retaliation, and we can’t very very jeopardize hundreds of thousands of people without asking them first. And Moon Jae-In, the president of South Korea will never agree. He is well-established dove on North Korea supportive of engagement for 20 years now. He’s extremely unlikely to suddenly embrace a course he’s fought against almost his entire career, and certainly not for a belligerent, posturing buffoon like Donald Trump. So let’s all come back to reality and start thinking about what will work – missile defense, China, sanctions, perhaps negotiation. But bombing is ‘off the table’ for at least 5 years (the duration of Moon’s presidential term). That’s an easy prediction.

The full essay follows the jump.

The Tragedy of Otto Warmbier: Time for a US Travel Ban?

This is a local re-post for an essay I just wrote for the Lowy Institute this month (here).

I feel nothing but anguish for this young man and his family. Our prayers go out to them. Given that North Korea almost certainly gave him a hack doctor – because all the good ones are kept for elites – who grossly misdiagnosed him, it is no exaggeration to say that Pyongyang effectively murdered this poor man.

The problem is what to do, and the options are all depressingly familiar. Cable news idiots are a talking about force again, but that’s a terrible idea for reasons well known by now. The big question is whether there should be a travel ban on US citizens going to North Korea. This idea gets raised every time there is a hostage-taking. Given that Warmbier was killed though, it is getting a lot more play this time. For myself, I would not counsel Americans to go now. I went in 2012 when it seemed reasonably safe. Kim Jong Un was new to power, and his habit of snatching Americans had not yet bloomed. But now it seems like this is a state policy almost. Don’t go to North Korea now. It is too risky.

The full essay follows the jump: