More on Whether the US will Make Commensurate Concessions to North Korea to get a Nuclear Deal? How about Buying the Program?


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This is a local re-post of an essay I wrote a couple weeks ago for The National Interest. It is an extension of this first essay.

That original essay explored why the US will have to make concessions to North Korea if it wants a nuclear deal. The North Koreans aren’t stupid, and CVID is tantamount to unilateral disarmament for nothing. So if we really want them to give up at least some of the nukes and missiles – they won’t give up all – then we have to give them something of commensurate value. That seems pretty obvious at this point, no matter how much official Washington won’t even discuss counter-concessions.

I see two things we can give them: a) a boatload of money, or b) the retrenchment of US strategic assets from South Korea. Or we can give them nothing and try to adapt to a nuclear North Korea. I would rank these choices as: buy them (bad); live with nuclear missilized NK, ie, accept the new status quo (worse); swap them for a tangible US regional strategic assets like bases or airwings (worst).

So this essay argues why buying out as much of their program as we can is better than nothing or giving up local assets. The last is a particularly terrible idea, because once we leave, we’ll never come back. That’s what happened after the US left the Philippines in the 1980s. Even if we said we could flow back into Korea easily, the actual removal of US hard, tangible assets, like the bases in the pic above, would basically be decoupling/abandonment in all but name. It would dramatically soften the alliance.

So, for as ugly as it sounds to pay them off like its blackmail – and the Kims are nothing if not gangsters – that strikes me as better than the two alternatives.

The full essay follows the jump:

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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Trump’s ‘Clash of Civilizations’ with China: Huntington’s Model doesn’t even work in East Asia


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This is a re-post of an essay I wrote for The National Interest a week ago.

Basically my argument is that even if you are a hawk on China and see it as an emerging competitor or even threat to the US, the clash of civilizations framework is a weak analytical model by which to understand Sino-US tension.

The big problem is that Huntington builds his civilizations everywhere else in the world around religion, but in East Asia he can’t, because that would make China and Japan – who are intense competitors – allies in a Confucian civilization. Making Japan and China allies would be ridiculous, so Huntington can’t use Confucianism as a civilization, even thought that so obviously fits his model for East Asia. Hence, Huntington falls back on national labels, identifying separate ‘Sinic’ and ‘Nipponic’ civilizations. This ad hoc prop-up of the theory undercuts Huntington’s whole point of arguing that national distinctions are giving way to civilizational ones and that therefore we should think of future conflicts as between civilizations, not nation-states. Well, apparently East Asia didn’t make that shift; conflict here is still nationalized. So

There are other issues I bring up as well, but that’s the main problem. Please read the essay after the jump…

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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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Hanoi Fallout (3): Moon Jae-In is Now Leading Détente with N Korea – and He Needs Clearer Domestic Political Support for It


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This is a local re-post of an article I wrote for The National Interest a few weeks ago.

Basically, Moon Jae-In is now in charge of détente with North Korea. Trump is too checked out, too lazy, and too ill-informed to run this thing properly. Trump blew Hanoi because he got outwitted by his own staff (Bolton), because Trump doesn’t know anything about the issues, so he didn’t know how to push back on Bolton, or even realize he was being manipulated by him. So it’s up to Moon now.

But Moon lacks a national coalition in South Korea to push through a major change in relations with North Korea. South Korean conservatives are sliding into paranoid delusions that Moon is being manipulated by the North. The Liberty Korea Party is totally cut out of this process and furious. The big three newspapers in South Korea are all center-right, and all are skittish if not hostile to Moon’s initiatives.

Moon is running this from his left-liberal base, but it’s not big enough. He won with only 41% of the vote. If he does not get at least some conservative buy-in on a new relationship with North Korea, the right will destroy ‘Moonshine’ when it next re-takes the POTROK, just as it destroyed ‘Sunshine’ in 2008.

The full essay follows the jump:

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Acid Test: All that Matters from All These North Korean Summits are the Concessions They Offer


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This is a local re-post of a something I wrote a few weeks ago for The National Interest.

Sorry, I don’t post as regularly here as I used to. I am super-busy. My TNI and Lowy author pages are the best place to find my stuff.

My point is only that all the ceremony, circumstance, and symbolism of all these summits doesn’t really mean anything until the Norks offer us something real. That’s all that really matters.

Yes, I get it that the symbolism is moving; that KJU and Moon stepping back and forth over the DMZ is pretty cool; that Korea should be united; that the pageantry was gripping TV. But honestly, it’s all puffery until PY gives us something real – inspectors, a missile count, some warheads, closing a gulag, etc. Moon and Trump won’t be able to get any deal by their hawks back home without genuine NK concessions, and we still haven’t seen those yet. So no, it’s not peace in our time.

The 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


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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…