Will the US Make Commensurate Concessions to North Korea to get a Nuclear Deal? (Probably Not)


Image result for US concessionsThis is a local re-post of an essay I just wrote for The National Interest. My argument is basically that the North Korea will not give up its nuclear weapons unless it gets something very large and very tangible in return. This strikes me as common sense. Nuclear weapons are really valuable to any state, and given how much North Korea is loathed around the world, nukes are even more valuable for its elites to hold regime-change at bay. So they aren’t just going to give them up from Trump’s coastal condos, vague security guarantees, or something other vague future benefit the US might cheat on, as we did during the Agreed Framework and to Kaddaffi.

So we should stop saying CVID, especially demanding it upfront for basically nothing. The North Koreans aren’t stupid. They’ll never make that deal. Instead, we need to have a serious US debate – which isn’t happening – about what commensurate to NK nukes we’d be willing to give up: US airpower in Korea, a shrinkage of USFK, closing bases, and so on. It we don’t want to give up something that valuable – and I don’t want to either – then we can either A) accept the new status quo of a nuclear missilized NK, or B) try to buy the program.

The full essay follows the jump.

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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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If South Korea Wants a Cold War with Japan, Trump Won’t Stop It


shutterstock_1042795348This is a re-post of an essay I wrote a few weeks ago for the Lowy Institute. I am also happy to say that I was translated into Japanese, here.

So everyone knows that South Korea and Japan are having another spat – this time over compensation of Korean forced labor during the Imperial period. Korean courts have opened the door for lawsuits, while Japan continues to insist that all such claims were resolved at the time of normalization treaty. Korean officials I’ve talked with tell me that there is nothing the government can do. This is coming from the courts. I find that highly unlikely given the extreme presidentialization of the South Korean constitutional order and regular POTROK flouting of checks-and-balances.

But my concern here is that the  South Korean push on Japan on yet another issue will not lead to pushback. Trump doesn’t care about this stuff. He’s racist, dislikes allies, and gets most animated when telling them to pay more. SK conservatives, who have traditionally slowed the march to a precipice with Japan, are out of power. And Abe is burned out on this issue (‘Korea fatigue’).

So if the South Korean left genuinely wants a breach with Japan, and a slide into a cold war over Dokdo/Takeshima, Sea of Japan/East Sea, comfort women, labor reparations, and so on, then they’ll get it this time. This is very worrisome, but also a ‘useful’ social science natural experiment moment: we will learn just how far the South Korean left is willing to go on Japan, because the traditional brakes are not there this time.

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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Hanoi Fallout (2): Trump is Too Incompetent and Unprepared for these Open-Ended, High Stakes Summits. Time to Stop


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

Basically, Trump blew Hanoi, because he is lazy and poor negotiator. He has no empathy, so he cannot put himself in another’s shoes. Nor does he read, so he has no idea what the issues really are. He isn’t preparing for these meetings. He is throwing them together as he goes. So he walks into them unprepared with little fallback when he doesn’t get his way. Both Singapore and Hanoi failed along the same lines. Trump is 0-2, because he’s winging it.

This is classic Trump of course and shows yet again how badly suited for the office he is. A normal president would have at least had staff hammer out some basic agreement beforehand so that acrimony was not the only outcome. But not Trump. Negotiating to him is laying down ultimatums and sounding off on Twitter. And the response is predictably: the North Koreans are upset at the snub and threatening to restart testing.

For the life of me, I cannot understand the affection of Trump’s voters for such rank incompetence. He is so obviously in over his head, bungling a rare window of opportunity with NK, because he simply will not read, plan, or prepare like a normal professional. It’s amazing he hasn’t wandered into something genuinely catastrophic.

The full essay follows the jump: