Would Unified Korea Keep the North’s Nuclear Weapons? Perhaps to Pursue a Neutralist Foreign Policy


Image result for north korea nuclear weaponsThis is a local re-print of an essay I published at The National Interest a few weeks ago.

The basic idea is that a unified Korea, even one unified under Southern leadership, has much stronger incentives to keep the North’s nukes than most people seem to think.

Generally, everyone seems to think that a UROK (united Republic of Korea) will give up its weapons to the American or, maybe, the Chinese. Or maybe destroy them. But keeping them would be a great way to keep a UROK out of the looming great power contention in northeast Asia between the US, China, Japan, and Russia.

If you are tiny Korea – the shrimp among whales – you want to stay out of the way when these big boys fight. That will be tough given Korea’s geography right in the middle, but nukes would be a really great way nonetheless to insist.

Also, nukes are a great way to defend sovereignty generally against all interlopers, even if there is no regional hot war. Even after France became friends with Germany after WWII, it still built nukes to make sure Germany never invaded it again. A UROK would almost certainly think the same way about its neighbors given their history kicking Korea around and manipulating it.

I am not sure. A UROK still allied to the US would come under a lot of pressure to denuclearize. But the probability of retention is way higher than most people think.

The full essay is after the break.

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There is Actually a Strategic Logic behind the China Trade War; Trump just doesn’t Understand or Care


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This is a re-post of an essay I wrote earlier this month for The National Interest. Basically, I have been amazed in the media discussion of the Sino-US trade war at how little effort there’s been to explain why it might be a good idea – namely, if you accept that China is a serious medium- and long-term threat to the United States.

Now you don’t have to agree that China will, in fact, become  that threat. Scholars like Dave Kang don’t think so. If not, then the trade war is just a foolish distortion of the comparative advantage benefits both sides reap from trade. It is then strictly an economics question, where Trump is indulging foolish protectionist instincts which woefully misunderstand that a US trade deficit is not a a problem to worry about.

But if you do think China is a looming competitor, if not a serious threat, then the logic of scaling back China trade is pretty obvious – the political benefits of slowing China’s rise outweigh the economic benefits of its cheap imports and T-bill purchases.

This line of argument would actually be pretty persuasive to a lot of people. I think there is a growing consensus in the natsec community that China is a real threat. Hence Trump could find new allies for his controversial trade war policies. But he never makes this pitch – I presume because he is too obtuse to actually understand this argument. Just in his Wisconsin speech again yesterday, he instead made the same ridiculous argument that the US trade deficit with China is China ‘ripping us off.’ Whatever…

The full essay follows the jump.

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


Image result for overton window

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…

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North Korea’s Goals are Limited: It couldn’t Absorb S Korea even if it Won a War


Image result for north korea invasion

This is a local re-posting of an article I wrote for The National Interest last week.

Basically, I am continuing to bush back on all this insane talk that we are on the verge of a conflict, can’t live with a nuclear North Korea, and are imminently threatened with a North Korean nuclear strike. None of that is true, and all the alarmism from the bomb-them-now ultras is just making this all worse.

So to keep the wingers happy, here is a worst case scenario, in which North Korea somehow levers the US out of the region AND defeats South Korea on the battlefield. This is already so unlikely that the ultras should be somewhat embarrassed we have to game this out, but fine, whatevs. And what happens after the supposedly long-sought unification under the Kims? The implosion of North Korea, because there is no way it could manage a hugely expensive, widely resisted, easily corrupted occupation even bigger than US post-Civil War Reconstruction. So forget it. Unification would blow-up the North’s extremely unique and rigid system. They don’t want it. (What they do want is a pseudo-confederation that gets South Korea paying their bills semi-permanently without actually having to change politically, but that’s for another column.)

The essay follows the jump…

North Korea 2017: What Did We Learn? That We Can’t Bluster/Threaten Them into De-Nuclearization


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Sorry for the long hiatus. The holidays were pretty busy and exhausting.

This is a local re-post of something I wrote The National Interest late last year. I like these end-of-the-year retrospectives and predictions. So here is a look back at all the craziness around North Korea in 2017.

The most obvious new element is an American president talking to the world’s most dangerous state like a petulant man-child. Honestly, Trump just made everything worse, and his rhetoric almost certainly convinced the Kimist elite that going for nukes was wise.

The other big thing I think is how the debate over responding to North Korea is increasingly cutting out the doves. North Korea with nuclear weapons is such a scary prospect that it is side-lining engagers and powering the hawks in the debate. Increasingly the debate is an intra-mural one among the hawks, between moderates (where I’d put myself), who are wary of strikes and at least open to talks even though we know the Norks will gimmick them, and ultras like Trump or Nikki Haley who genuinely seem to want to strike. The real question in the US debate now is whether the moderate hawks, with an assist from the doves, can restrain the ultras from attacking North Korea this year.

The full essay follows the jump…

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No, North Korea’s Nuclear Missiles are Not an ‘Existential’ Threat to the US


Image result for keep calm and carry on

This is a re-post of an article I just wrote for The National Interest. It is a response to the increasing hawk threat inflation – presumably to justify possible airstrikes –  that even one North Korean nuclear weapon is intolerable, or that even one North Korean nuclear strike on America would bring down the country, or that the NK nuclear program is an ‘existential’ threat to the US.

None of that is true. Is it bad that NK has nukes and missiles? Of course. Would it be a humanitarian catastrophe if NK nuked one or several American cities? Obviously. Would that bring down the American state, the US Constitution, and the American way of life? No, it would not. Is it creepy and strangelovian to talk like this? Yes. But NK nukes are here to stay; we need to adapt to this reality. We need to start thinking soberly about these sorts of frightening questions, especially if we are contemplating the use of force against North Korea, with its huge attendant risks.

The below essay argues that the US has some resilience against even the disasters which would follow a North Korean nuclear attack on the homeland. Many people would die but that is not the same is bringing down the whole country. Killing people is not the same as breaking the state, and way too many hawkish threat-inflators, like President Trump or John Bolton, are eliding this point. In the four US strategic bombing campaigns of the 20th century – against Nazi Germany, Imperial Japan, North Korea, and North Vietnam – none of them lead to governmental breakdown and domestic anarchy. We are not on the cusp of Lord of the Flies or Mad Max, and we should be honest about that, even as we try to contain the NK nuclear program. To do otherwise just scares the hell out of the country even more than it is now. Even in the worst case scenario, which this essay presents, NK almost certainly does not have the ability to destroy America, even if it can kill many Americans. That is a distinction, however macabre it may seem to point it out.

The full essay follows the jump:

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There’s a Lot of North Korean Alarmism


BN-SY909_31Zmp_TOP_20170415020347This is a local re-post of a piece I just wrote for The National Interest. Basically my concern here is the regular over-reaction in the West to almost anything military North Korea does. Yes, I am a hawk on Pyongyang; and yes, I worry about the missile program as much as anyone. But I am always amazed at how much hyperbole North Korea can elicit from otherwise smart people who should know better. The missile in pic above got dubbed ‘franken-missile’ – exactly the kind of unnecessarily heated rhetoric that just scares the s*** of people but not much more. But I guess when folks in this area have to worry about what Dennis Rodman thinks, you have to allow them to lose their mind once in awhile.

The full essay follows the jump:

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Will Trump Really Pursue Foreign Policy Restraint?


 

Image result for restraint trump

Not if that picture is correct. But he did talk a lot about burden-sharing and allied free-riding during the campaign, so maybe.

This essay is a local reprint of something I wrote for The National Interest shortly after Trump’s election.

Certainly, we can all agree – but for the endlessly belligerent neocons – that America should fight less often. It’s not healthy for the domestic culture nor our democratic liberties. Does Trump care about any of that? Of course. But his white working class support bases can’t like all this conflict, given that they fight out wars.

So here is a case for restraint under the Orange One, after the jump.

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Will Japan Get Sucked into the Post-PCA Ruling South China Sea Mess? Yeah, Probably


2016.9. 6号(8/30発売)

This is the English-language original of an op-ed I published in this week’s Newsweek Japan. I was thinking about what if any impact the recent Permanent Court of Arbitration ruling on the South China Sea, and China’s full-throated objection to it, will have on Japan. Three things come to mind:

1. Given the size of Japan’s economy, Japan is more absolutely dependent on SCS freedom of navigation than anyone else. Its straight-up dollar interest in FON down there is huge. It is hard to imagine Japan not getting pulled in just by the criterion alone.

2. China need not start a war or do anything very dramatic to cause genuine trouble for Japan in the SCS. It only needs to stop a few transiting ships for a few days for ‘health inspections’ or ‘environmental concerns.’ Or its fishermen or coast guard could ram or block ships. Once the pressure of an incident rose, China would release the ships, saying that they were now in compliance with some bogus regulation. This would send a clear signal that China has its boot on Japan’s windpipe but in a very oblique way that would make responding to China very hard. The Chinese have proven themselves adept at this sort of salami slicing. Future one- or two-day stoppages for specious health or traffic safety reasons would constantly be hanging out there as a potential threat. At the very least, it would drive up the cost of shipping and insurance.

2. The US is probably not going to fight a major conflict with a near-superpower just over shipping lanes. Were Japan directly attacked, sure, the US would intervene. But the Chinese aren’t stupid. They learned from the massive counter-balancing the Soviets incurred when they tried to bully everyone during the Cold War. The Chinese are much more oblique and crafty, and they’ll work hard to avoid a direct military confrontation with the US. This too will likely force Japan to get more involved.

The full essay follows the jump.

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The ‘Missilization’ of Conflict in Northeast Asia


2016.4.12号(4/ 5発売)

Earlier this month, I wrote a short op-ed for Newsweek Japan (issue cover to the left) on missiles and conflict Northeast Asia. I reprint that essay below in its English original.

My editor first wanted me to write something on North Korea’s latest tests. But everyone writes about that, and all the talk of missiles and missile defense up here got me thinking about the larger issue that drones, missiles, and other cheap air platforms increasingly look to me like the wave of the future.

Today’s (failed) North Korean missile test just reinforces the argument of this essay –  that any future conflict out here will involve a lot more unmanned airpower than people think. So yes, the big US bases out here are important, and politicians will continue to extol ‘the troops’ in order to get re-elected. But swarming drones, missiles, robot planes, and so on, guided by space-based C2ISR, is probably a lot cheaper and effective. (Read this on how much unconventional airpower would be involved in a conflict with China, and this on ‘swarming.’) The full essay follows the jump.

No, South Korea does Not Need Nuclear Weapons – bc They’ll Never Use Them


This essay is a reprint of a long-form piece I published recently with The Diplomat. It is a response to the growing debate inside South Korea after the recent Northern nuclear and missile tests.

I am actually pretty sympathetic to South Korea’s desire to go nuclear. With North Korea breathing down their neck, and projections that it might have dozens, if not hundreds, of nuclear weapons and missiles in the next decade, including hydrogen bombs, it is pretty easy to see why Seoul would like to counter that. And that same logic applies to Japan. When analysts say this will spark a nuclear arms in race in northeast Asia, I say, so what? 1) NK, and China because of its enabling behavior, have already started that race. Japan and South Korea would just be catching up. 2) The real problem is not nuclear technology, but who wields it. I have little fear that sable democracies with civilian control of their militaries will manage these weapons well.

So why not build nukes? Because they’ll never be used. Why not? Because in any contingency where North Korea actually used a nuclear weapon, the entire world, including China and Russia, would immediately assent to the DPRK’s final destruction. South Korea and the United States would invade North Korea forthwith and eventually win. Therefore, any nuclear strike on North Korea by the South (or the US) would suddenly become unified (South) Korea’s responsibility to clean up. Better to have a post-war, post-nuclear environment with fewer blast zones, even if that means, bizarrely, not launching against NK even if it launched against SK. I know that sounds weird and awful, but just read the whole piece to get the argument. Unified Korea (ie, SK) would have to clean up all the blast zones on the peninsula – both north and south – so it actually makes sense not to nuke North Korea, but to just defeat it conventionally.

So there is little upside to SK going nuclear. But there will be predictable downsides: bad press globally, NK crowing that their program is now justified and legitimate, China saying N and S Korea are now morally equivalent. As unsatisfying psychologically as it may to not respond in kind to the fatiguing, obnoxious Don Corleone of Korea, it is best to stick to the US alliance and plans for a conventional victory.

The full essay follows the jump.

Part IV of Me and Van Jackson Debating South Korea’s Role in the South China Sea: N Korea Comes First


Kim Jong Un

This is a cross-post of an essay originally written for the Lowy Institute this week, available here.

This essay is the last round of a 2-month long debate between me and Van Jackson of Georgetown. Van wrote at the Diplomat; I wrote at the Interpreter. Here is part 1 (Van), part 2 (me), and part 3 (Van again). Van is a friend and way smarter than me. You should read his stuff.

Basically, I argue that if South Korea gets involved in the South China Sea flap, opposing China, then China will resume its relationship with North Korea. Right now that relationship is the coldest it has ever been. That is awesome. We really, really want this. The day China cuts off North Korea is the day the countdown to North Korea’s implosion begins.

Van argues South Korea could help get better Chinese behavior in the South China Sea. Mathematically, that is true; every little bit helps. But that help is small and the gains of a Sino-North Korean split are huge. Even if that split won’t happen soon, there is no way North Korea will collapse without it. So we have to do everything we can to groom Beijing’s alienation from Pyongyang. SK keeping quiet on the SCS, even when it agrees with the anti-Chinese coalition down there, is a necessary, albeit minor, cost.

Anyway, it’s a good debate. Judge for yourself after the jump.

Separating China from North Korea is Worth South Korea’s Silence on the South China Sea


South China Sea

I got this map from here. Very useful. The article below was originally published at the Lowy Institute last week, here.

In short, I don’t mind too much that the Koreans aren’t engaged on the South China Sea freedom of navigation dispute, because keeping their mouths shut and schmoozing the Chinese is necessary to get China to finally cut North Korea loose, which in turn is the only way North Korea will ever collapse. This is why I have never thought much of the criticisms that President Park Geun-Hye is a ‘sinophile.’ If you were South Korea, you would be too. If you lived next to giant China, and they were permanently bailing out your mortal enemy, then sucking up to them (within limits) is a good idea. I am not a big fan of PGH, but she has really gotten the Beijing-Pyongyang nexus right that her predecessors did not. Let her keep flattering Xi Jinping.

So you say that SK is a US ally and they’re getting a free-ride on the US, and therefore they should be involved in the SCS. Fair enough, but think a few steps further out. Getting China to dump Pyongyang is way more valuable than a little more weight on the scales in the SCS. SK can’t add much there, but openly throwing in with the US and Japan on the SCS would push Beijing back to Pyongyang when PGH’s schmoozing and flattering of Xi Jinping has done so much to push them apart. That’s hugely valuable.

Remember that NK will not collapse until China cuts it off, and that NK’s collapse is vastly more valuable to everyone – US included – than one more minor voice in the SCS flap.

The full essay follows the jump.

Modernization has Revolutionized Korean Grand Strategy


In the summer 2015, I went off to Columbia for a strategy training seminar called the ‘Summer Workshop on the Analysis of Military Operations and Strategy.’ It was pretty great. You should apply for it, here.

It got me thinking about Korean grand strategy, which I have written about before. I still think the primary geopolitical dilemma for Korea is that it is a middle power surrounded by three great powers. That really sucks, and may be unique in world politics to be bordered by three great powers while being a small/middle power yourself. Most encircled powers only face two large states so directly adjacent to them. Even Germany, while encircled, was never so overmatched by neighbors, because it too was a great power. But Korea has three large states right on top it. That’s very tough.

But the power ratios are changing. In the last 50 years South Korea has grown very fast, while in the last 20-30 years, Russia and Japan have stagnated. That still doesn’t mean Korea is a great power, but the gap is much narrower. So for the first time in its history, Korea is not a regional geopolitical football. That’s actually a pretty great national achievement.

This is the focus of this essay (after the jump), originally written for The Diplomat.