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한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Donald Trump’s return to the White House in January 2025, combined with a Republican-led US Senate, was widely feared among international allies and will be cheered by some of America’s foes. While the former put on a brave face, the latter are finding it hard to hide their glee.  On the war in Ukraine, Trump is likely to try to force Kyiv and Moscow into at least a ceasefire along the current front lines. This could possibly involve a permanent settlement that would acknowledge Russia’s territorial gains, including the annexation of Crimea in 2014 and the territories occupied since the full-scale invasion of Ukraine in February 2022.  It is also likely that Trump would accept demands by the Russian president, Vladimir Putin, to prevent a future Ukrainian Nato membership. Given Trump’s well-known animosity to Nato, this would also be an important pressure on Kyiv’s European allies. Trump could, once again, threaten to abandon the alliance in order to get Europeans to sign up to a deal with Putin over Ukraine.  When it comes to the Middle East, Trump has been a staunch supporter of Israel and Saudi Arabia in the past. He is likely to double down on this, including by taking an even tougher line on Iran. This aligns well with Israeli prime minister Benjamin Netanyahu’s current priorities.  Netanyahu seems determined to destroy Iran’s proxies Hamas, Hezbollah and the Houthis in Yemen and severely degrade Iranian capabilities. By dismissing his defence minister, Yoav Gallant, a critic of his conduct of the offensive in Gaza, Netanyahu has laid the ground for a continuation of the conflict there.  It also prepares for a widening of the offensive in Lebanon and a potentially devastating strike against Iran in response to any further Iranian attack on Israel.  Trump’s election will embolden Netanyahu to act. And this in turn would also strengthen Trump’s position towards Putin, who has come to depend on Iranian support for his war in Ukraine. Trump could offer to restrain Netanyahu in the future as a bargaining chip with Putin in his gamble to secure a deal on Ukraine.  Pivot to China  While Ukraine and the Middle East are two areas in which change looms, relations with China will most likely be characterised more by continuity than by change. With Chinese relations being perhaps the key strategic foreign policy challenge for the US, the Biden administration continued many of the policies Trump adopted in his first term – and Trump is likely to double down on them in a second term.  A Trump White House is likely to increase import tariffs, and he has talked a great deal about using them to target China. But Trump is also just as likely to be open to pragmatic, transactional deals with Chinese president Xi Jinping. Just like in relations with his European allies in Nato, a serious question mark hangs over Trump’s commitment to the defence of Taiwan and other treaty allies in Asia, including the Philippines, South Korea, and potentially Japan. Trump is at best lukewarm on US security guarantees.  But as his on-and-off relationship with North Korea in his first term demonstrated, Trump is, at times, willing to push the envelope dangerously close to war. This happened in 2017 in response to a North Korean test of intercontinental ballistic missiles.  The unpredictability of the regime in Pyongyang makes another close brush of this kind as likely as Trump’s unpredictability makes it conceivable that he would accept a nuclear-armed North Korea as part of a broader deal with Russia, which has developed increasingly close relations with Kim Jong-un’s regime.  Doing so would give Trump additional leverage over China, which has been worried over growing ties between Russia and North Korea.  Preparing for a Trump White House  Friends and foes alike are going to use the remaining months before Trump returns to the White House to try to improve their positions and get things done that would be more difficult to do once he is in office.  An expectation of a Trump push for an end to the wars in Ukraine and the Middle East is likely to lead to an intensification of the fighting there to create what the different parties think might be a more acceptable status quo for them. This does not bode well for the humanitarian crises already brewing in both regions.  Increasing tensions in and around the Korean peninsula are also conceivable. Pyongyang is likely to want to boost its credentials with yet more missile – and potentially nuclear – tests.  A ratcheting-up of the fighting in Europe and the Middle East and of tensions in Asia is also likely to strain relations between the US and its allies in all three regions. In Europe, the fear is that Trump may make deals with Russia over the head of its EU and Nato allies and threaten them with abandonment.  This would undermine the longevity of any Ukrainian (or broader European) deal with Moscow. The relatively dismal state of European defence capabilities and the diminishing credibility of the US nuclear umbrella would not but help to encourage Putin to push his imperial ambitions further once he has secured a deal with Trump.  In the Middle East, Netanyahu would be completely unrestrained. And yet while some Arab regimes might cheer Israel striking Iran and Iranian proxies, they will worry about backlash over the plight of Palestinians. Without resolving this perennial issue, stability in the region, let alone peace, will be all but impossible.  In Asia, the challenges are different. Here the problem is less US withdrawal and more an unpredictable and potentially unmanageable escalation. Under Trump, it is much more likely that the US and China will find it hard to escape the so-called Thucydides trap – the inevitability of war between a dominant but declining power and its rising challenger.  This then raises the question of whether US alliances in the region are safe in the long term or whether some of its partners, like Indonesia or India, will consider realigning themselves with China.  At best, all of this spells greater uncertainty and instability – not only after Trump’s inauguration but also in the months until then.  At worst, it will prove the undoing of Trump’s self-proclaimed infallibility. But by the time he and his team come to realise that geopolitics is a more complicated affair than real estate, they may have ushered in the very chaos that they have accused Biden and Harris of. 

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Ushering in a multipolar order requires a streamlined and coherent political agenda – not unfocused expansion.  The 16th BRICS Summit in Kazan, Russia, concluded last week with the usual grand declaration of the group’s commitments, concerns and aspirations.  Many media headlines, particularly in Western countries, focused on how the summit and BRICS generally, symbolised Moscow’s ability to circumvent the fallout of sanctions by turning to the global south. In this way, BRICS is indirectly viewed as a threat to Western efforts to isolate Russia, weaken its power projection capabilities, and end its invasion of Ukraine.  Western governments and analysts often struggle to frame BRICS’s evolution beyond a binary, zero-sum narrative in which the group is a key geopolitical challenge to the Western-dominated international order. This interpretation places the forces of democracy and liberal political values in one camp and authoritarian governments in another, with certain developing countries caught in the middle, trying to play one side off the other for their own benefit.  There is some merit to these kinds of headlines. Russia and China are primarily major status-quo powers. Both have been permanent United Nations Security Council (UNSC) members since its establishment. Moscow was the ‘other pole’ in the international order for most of the 20th century, a position Beijing is working towards. And the foreign policy goals of both place them in confrontation with the United States and its Western allies.  BRICS may be on a path towards unnecessary substantive bloat, and away from its core business.  So, are these two countries in a position to champion the global south’s cause, and why haven’t more representative bodies like the Non-Aligned Movement played a more prominent role?  The preoccupation with Russia and China detracts from BRICS’s broader, underlying geopolitical project – the need for global south countries to reform and shape the international order’s future direction on their own terms.  These include greater representation and agency in global policy- and decision-making bodies and facilitating greater freedom to trade, invest and borrow money outside the Western-dominated financial system. They also include a more just and equitable global power balance that reflects modern realities.  In pursuing these aims, BRICS countries have made steady progress on developing a shared strategic agenda for increased cooperation across various policy domains.  The Kazan summit’s 32-page outcomes declaration covers almost everything from reforming the UNSC and Bretton Woods institutions to climate change, biodiversity and conservation. It also covers challenges from global crises, conflicts and terrorism and a suite of economic development, health, education, science and cultural exchange-related issues.  A group of democracies, autocracies and theocracies speaking with one voice on human rights and democracy is absurd.  The group’s ballooning cooperation agenda may indicate progress. But it could also signify the limits of its diverse members’ ability to agree on ‘hard’ political and security matters central to the core business of reforming the international order.  The expansion of BRICS’ substantive agenda and its membership dilutes its primary purpose and reinforces the binary, zero-sum Western narrative its members constantly try to shed.  Tangible, albeit gradual, progress on establishing intra-BRICS institutions and processes such as the Interbank Cooperation Mechanism, the cross-border payment system and its independent reinsurance capacity suggest that BRICS’ clout and credibility are growing.  These initiatives could enable members to pursue their international economic objectives without the constraints and transactional costs associated with traditional financial bodies like the World Bank and International Monetary Fund. Ideally, this would improve their relative positions of global power and influence, and help deliver a more multipolar international order.  In contrast, deepening cooperation on big cat conservation, while important, doesn’t serve that purpose. Nor does facilitating youth exchanges on sports and healthy lifestyles or championing a BRICS alliance for folk dance. Including these kinds of initiatives in BRICS’ growing agenda detracts from its core objectives.  A streamlined agenda would divert attention from the contradictions and geopolitical manoeuvring of BRICS’ members.  More worryingly, this suggests that BRICS’ diverse constellation of member states is pursuing the path of least resistance – expanding their cooperation in every direction, hoping something eventually sticks.  Instead of doubling down on hard strategic questions about a shared conception of multipolarity, and the steps necessary to reform global governance and security institutions, BRICS seems to be heading for greater expansion and formalisation. And with that come the risks, challenges and institutional dependencies that have led to the stagnation and ineffectiveness plaguing more established international organisations in recent years.  Perhaps the group’s core members recognise that they have very different ideas of what constitutes multipolarity. Russia (and China to an extent) envisage much more than global institutional reforms, focusing instead on reimagining international norms and core principles.  These differences are also reflected in BRICS’ expanding membership. It seems Russian and Chinese enthusiasm has been curbed by other founding members, who prefer a ‘partner country’ model for future growth. This contrasts with the full membership offers to Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and UAE in 2023. (Argentina’s new political administration declined, and the Saudis have remained non-committal.)    Most worrying, however, is BRICS’ preoccupation with promoting democracy, human rights and fundamental freedoms. There is no doubt that these terms are increasingly politicised and rife with double standards – among developing nations with mixed political systems and traditionally liberal, Western democracies. However, for BRICS to meaningfully champion normative values, its members must at least attempt to commit to common political governance systems in their own countries.  Having a group of partner nations composed of progressive constitutional democracies and closed repressive autocracies and theocracies attempting to speak with one voice on promoting human rights, democracy and fundamental freedoms is absurd. It reeks of empty political rhetoric at best, and Orwellian double-speak at worst.  This again dilutes BRICS’ key messages, undermines its important core business, and detracts from the significant progress being made towards a common strategic agenda.  BRICS primary goal moving forward should be to trim the fat.  A streamlined annual working agenda would divert attention away from its individual member states' contradictions and geopolitical manoeuvring. With a focus on addressing the international system’s failures, institutional reform and greater representation for global south countries in policy- and decision-making bodies could be prioritised.  This seems unlikely though, if this year’s summit is anything to go by. By following the path of least resistance, BRICS may be setting itself on a course towards increasing and unnecessary substantive bloat, and away from its core business.  Only time will tell if certain members are willing to be more assertive and correct course before they are too far down a path impossible to pivot away from. 

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The world economy is underperforming as a result of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainty around the US election. An escalation of conflict in the Middle East could increase uncertainties, harming inflation reduction efforts and hurting growth. It has been over a year since the Hamas-led attack on Israel. Israel’s response in Gaza has resulted in widespread destruction and significant loss of life. The conflict has since expanded beyond Gaza, involving the Houthis in Yemen, Hezbollah in Lebanon and Iranian strikes targeting Israel. In addition to the awful humanitarian cost of the conflicts, the war and the possibility of its further expansion pose significant repercussions for the global economy. This article discusses three potential ways in which the current conflict and a wider conflict in the Middle East could affect the global economy. Increased geopolitical uncertainties First and foremost, an escalation of the Middle East conflict could lead to greater geopolitical uncertainties. Figure 1 shows the evolution of the geopolitical risk (GPR) and geopolitical acts (GPRA) indices (Caldara and Iacoviello, 2022) – these are text-based measures of heightened uncertainties due to adverse geopolitical events such as wars, terrorism and international tensions. (See this article for more discussion about these measures.) Following the Hamas-led attack on 7 October 2023, both the overall GPR index and its ‘war and terror acts’ component spiked strongly, to a level higher than that seen during the ISIS attack in Paris in November 2015. Both indices eased significantly in the months following October 2023 despite the continuation of the conflict. But they jumped again following Israel’s attack on southern Lebanon in September 2024. As of mid-October 2024, the GPR and GPRA remain, respectively, 21% and 35% higher than their historical averages.   What might be the consequences of such elevated levels of risk? Research tells us that higher geopolitical risk raises oil prices (Mignon and Saadaoui, 2024). It also reduces global investment and increases inflation (Caldara et al, 2022). Greater geopolitical risk has a significantly negative impact on business and consumer confidence in several advanced economies (de Wet, 2023). This is because consumers typically cut non-essential spending and businesses postpone investment decisions during turbulent times. This reduces firm-level investment, particularly for businesses with higher initial investment costs and greater market power (Wang et al, 2023). Higher geopolitical risks also reduce global trade and financial flows, causing greater volatility in capital flows in emerging markets (Kaya and Erden, 2023). Oil production cuts and higher energy prices The second way in which the Middle East conflict could affect the global economy is its impact on energy prices, both directly through production cuts and indirectly through greater uncertainties. In response to Israel’s actions against its neighbours, the Organization of the Petroleum Exporting Countries (OPEC) could reduce oil production to penalise countries supporting Israel. A similar action in the 1970s led to a significant jump in oil prices, which contributed to years of stagflation, with higher global inflation and recessions in major economies. Before Israel's attack on Lebanon at the end of September, oil prices had been declining due to falling demand, particularly from China. On the supply side, oil production had increased in Canada and the United States, countering the production cuts by OPEC, and Saudi Arabia was expected to increase oil production from December. But the situation quickly reversed following Israel’s attack on Lebanon. Oil prices jumped by nearly $10 per barrel within a week, before easing by around $5 per barrel. While the immediate oil price impact of Israel’s attack has mostly faded, the potential for higher oil (and other energy) prices still poses a risk to global inflation and economic activity (Liadze et al, 2022). To provide further context for the potential scale of this impact, we can show what would happen if oil and gas prices were to remain $10 higher for two years than the baseline levels projected in the Summer Global Economic Outlook from the National Institute of Economic and Social Research (NIESR), using NIESR’s Global Macroeconometric Model (NiGEM). The results demonstrate that the $10 rise in oil and gas prices increases inflation by around 0.7 percentage points in major economies in the first year (see Figure 2). The impact is higher in China, where the economy relies relatively more on oil imports for its strong manufacturing industries. The inflationary pressures persist for two years despite central banks’ efforts to curb inflation by increasing interest rates.   The effect of higher oil and gas prices on real GDP is shown in Figure 3. In the scenario described above, GDP would fall by 0.1-0.2% in major economies immediately. Partly due to higher interest rates, real GDP would continue to weaken for three years following the shock. After this, economic activity would start to return to base levels as oil and gas prices revert to their levels in the baseline forecast.   Increased shipping costs and supply chain disruptions A wider conflict in the Middle East could also affect the economy through higher shipping costs and supply chain disruptions. Houthi attacks on commercial ships in the Red Sea in late 2023 showed that such disruptions can have a huge impact on global trade through shipping, which comprises 80% of world trade volume. Following the rocket attacks by the Houthi rebels, some commercial shipping re-routed from the Red Sea to the Cape of Good Hope, leading to significant delays in travel times and increased freight costs. As a result, the Shanghai Containerized Freight Index – a measure of sea freight rates – rose by around 260% in the second quarter of 2024 with additional disruptions to supply chains. Our analysis shows that an increase of 10 percentage points in shipping cost inflation can lead to import prices rising by up to around 1% and consumer inflation increasing by around 0.5% in OECD countries. As Figure 4 shows, the impact of shipping costs on inflation shows its full effects over six quarters. This means that inflationary concerns could be with us for the next year and a half as a result of higher shipping costs that may emerge from any possible escalation of the Middle East conflict.   Wider economic implications and policy responses While rising geopolitical risk and increased oil and shipping costs can each individually exert upward pressure on inflation and may slow down economic activity in the global economy, the combined impacts are likely to be greater. Countries with stronger trade and financial ties to the Middle East and those that rely heavily on oil imports as an input for domestic production would be most affected. On the monetary policy front, central banks may have to take a more hawkish stance in response to rising inflationary pressures from the Middle East conflict. This could lead to higher interest rates, which would further dampen economic activity, particularly in an environment where there are already recessionary concerns in some major economies. Beyond its immediate economic implications, an escalation of the Middle East conflict could trigger large-scale displacement of people, which would increase economic and social pressures on neighbouring countries. Many countries may also have to increase their military spending in response to growing regional tensions. Given that public debt levels are already elevated in many countries due to successive shocks to the global economy over the past decade, any additional defence spending could come at the expense of public infrastructure investments that would otherwise boost productivity growth. Overall, the global economy is already underperforming as a result of the lagged effects of tight monetary policies, weaker global trade, a slowing Chinese economy and uncertainties surrounding the upcoming US election and possible changes to US trade policy. A potential escalation of conflict in the Middle East could exacerbate the situation by increasing uncertainties, harming efforts to bring down inflation and reducing global GDP growth. Over the medium and long term, it could further damage the global economy, with the possibility of refugee crises as well as increased defence spending, making the effects more complex and longer lasting. This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The implementation of yet another U.S. initiative may allow it to interfere in the information policy of ASEAN and control the cyberspace of all of Southeast Asia. Two sides of the same summit The annual summit of the Association of Southeast Asian Nations (ASEAN) and the United States was held in Vientiane in October. Meetings in this format are routine for ASEAN and are held with each of the non-regional powers, i.e. the dialogue partners of the association. They discuss plans for cooperation and exchange views on international issues. This time, the U.S., represented by A. Blinken, again tried to use dialogue to impose its vision of global issues. The statements of the US Secretary of State were anti-Russian, anti-Chinese and anti-North Korean in nature, and were aimed at increasing tensions vis-à-vis the South China Sea and the internal political situation in Myanmar. The timing of the meeting was no accident; it took place before the East Asia Summit (EAS), which is a platform for multilateral negotiations between ASEAN countries and external partners. In this way, Washington hoped to force representatives of Southeast Asian states to reconsider the agenda of the EAS and planned to use the upcoming event to provoke regional conflicts and consolidate their role as the ‘chief gendarme’ of the Asia-Pacific or Indo-Pacific region. However, as the EAS showed, the U.S. failed to do so: no one except U.S. allies supported the attempts to undermine the regional architecture of security and cooperation. Following the results of the US-ASEAN summit, the divergence of views was also notable. The parties did not adopt any joint document of a political nature. Such a result was natural; for ASEAN, any external imposition of views is traditionally unacceptable. In general, the ASEAN leaders’ talks with Anthony Blinken were held among other meetings with Russia, India, China etc., and they would not have attracted much attention if a very narrow joint statement (‘Statement on Promoting Safe, Secure and Trustworthy Artificial Intelligence’ (AI)) had not been adopted in the aftermaths. With good intention According to the terms of this statement, under the plausible pretext of ‘achieving the UN Sustainable Development Goals’, the United States intends to implement a whole range of plans together with ASEAN. Thus, it is planned to ‘discuss the further development of ASEAN’s AI projects’ (although, why should ASEAN discuss its plans with someone?), ‘interaction with the ASEAN Working Group on AI Governance (again, a direct intention to enter the decision-making process in the association), ‘creating an ASEAN roadmap for responsible AI’ (and, thus, inclusion in the internal planning process of its activities). In addition, the parties will ‘cooperate on approaches and standards in the field of AI’ (these approaches and standards will be based on similar U.S. ones), ‘knowledge exchange, technology transfer’ (the saying about ‘free cheese in a mousetrap’ is involuntarily recalled), ‘strengthening the collective digital and cyber potential’ (again based on the United States and built according to their rules), ‘the expansion of education in the field of AI’ (also according to U.S. norms) and ‘the development of interrelated approaches to AI management’ (AI management is a serious issue and it must be understood that external participation equals a direct threat to national sovereignty). Even more ambitious tasks include ‘supporting the development of national digital and AI strategies, discussing its management and regulation’ (for the United States, gaining access to national strategies will provide new tools for interfering in the internal affairs of others), ‘implementing initiatives in cooperation with the ministries of digital development of ASEAN countries’, as well as ‘ensuring information security support for the ASEAN Digital Economy Framework’ (its adoption is planned in 2025; here the U.S. is again interfering in intra-ASEAN affairs). We were not snubbed of the traditional American demagoguery in the field of ‘human rights’. The statement supposes ‘ensuring human rights and protection from all forms of discrimination and prejudice when using AI’ and  ‘ensuring the inclusiveness and accessibility of AI’ in the near future. Whether the mass use of AI will be safe for the population is a question the authors of the document are not considering, instead occupying themselves with other tasks. Another component is ‘dealing with foreign manipulation of information, disinformation and training in the field of technologies to counter this’ (of course, the U.S. initiators do not doubt their right to assign labels to information sources). Finally, it is expected to ‘stimulate the improvement of the population’s digital literacy via the private sector’, although, it would seem, in such sensitive areas as AI, digital technologies and cyberspace, only the state can protect the interests of its citizens. The name of the game When analysing these agreements, it becomes clear that the United States is aiming to take control not only of the economy or technology, but of the information space of Southeast Asia and the information policy of both ASEAN as a whole and individual members countries and their national sectoral departments. Such a radical deepening of interaction includes direct interference in the affairs of the association – unprecedented in its arrogance and openness – and searching for opportunities to reduce the role of states in controlling AI and the cyber sphere, as well as access to scientific and technological work of Southeast Asian countries in the field of AI and monopolisation of the Southeast Asian media sphere, which is absolutely a colonial approach of deciding which information people from ASEAN are allowed to read and see and which is declared ‘foreign manipulation’. The U.S. has already demonstrated its seriousness. On November 1, Rumman Chowdhury, an AI specialist and the U.S. Special Representative for Science, flew to the ASEAN secretariat in Jakarta to remind Southeast Asian countries of the need to implement the joint statement. Here it should be understood that U.S. sectoral cooperation with ASEAN will be executed by a system of highly specialised institutions that objectively does not depend on the change of the presidential administration. Agreements have been made, obligations have been established and the implementation mechanism has been launched. Moreover, the U.S. will have a separate and individual approach to each country in terms of fulfilling and implementing these agreements. It is planned to work with the sectoral ‘digital’ ministries of the Southeast Asian states, which is nothing more than the selection of loyal future agents of influence. However, the question is to what extent the political and expert circles in Southeast Asia understand the long-term risks of granting a foreign partner large-scale access to the sensitive cyber sphere – even one whose interests in the region have long been known to everyone: inciting conflicts, ‘dividing and ruling’, searching for and luring highly qualified specialists (brain drain), exclusively imposing their own view on international issues, linking countries and markets to their technologies with the transfer of all kinds of useful data to intelligence services. *  *  * It would seem that ASEAN has always opposed neo-colonialism and supported a multi-vector course, equidistant from any external interests of its dialogue partners. Most likely, the association could only allow the appearance of info-colonial encroachments from its U.S. counterpart due to hopes for disinterested financing of its development from the United States (which in itself sounds like an oxymoron) and counting on some kind of abstract technology transfer. However, the consequences of the adoption of U.S. policy by Southeast Asian countries (if they do not ‘hit the brakes’ on the commitments they have made) could be deplorable, disastrous for their digital sovereignty, technological development and their independent course in general.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском President-elect Donald Trump, who won the US presidential election on November 5th, is appointing key officials for the new government that will be launched in January next year, and the content is very unconventional. In a word, they are young, reformist, and loyalists who have been breathing together with him. This is especially true for those who will lead foreign policy and security. The nominations include 40-year-old Senator James Vance as Vice President, 53-year-old Senator Marco Rubio as Secretary of State, 44-year-old Fox News anchor Pete Hegseth as Secretary of Defense, 50-year-old Representative Mike Walz as National Security Advisor, 43-year-old Representative Tulsi Gabbard as Director of National Intelligence (DNI), 59-year-old former Director of National Intelligence John Ratcliffe (59) as Director of the Central Intelligence Agency (CIA), 53-year-old South Dakota Governor Kristi Nome as Secretary of Homeland Security, and 67-year-old Suzy Wiles as Co-Chair of the White House Campaign Committee. Among these, the five key figures are the Vice President, Secretary of State, Secretary of Defense, National Security Advisor, and Director of National Intelligence, with an average age of 46, and all of them are ‘hawkish conservative patriots.’ Vice President Vance, a Catholic, shares the same ideological stance as President-elect Trump, including his opposition to abortion and his denial of global warming, and served in Iraq as a Marine. Secretary of State nominee Rubio, the son of Cuban immigrants, has taken a hard-line stance on Chinese corporate infiltration of the United States and human rights in China while serving on the Senate Foreign Relations Committee, and in 2020, he introduced the Uyghur Forced Labor Prevention Act. He also opposed the removal of North Korea from the list of state sponsors of terrorism, and called North Korea a “criminal group” for its human rights abuses, nuclear and missile development, and criticized it as a “massive group of lunatics” immediately after North Korea’s fourth nuclear test in 2017. He is also a pro-Korea figure who has visited the DMZ in South Korea several times. National Security Advisor nominee Walz, a retired colonel from the U.S. Army Special Forces and a veteran of the Middle East, has advocated for reducing dependence on China for key minerals and boycotting the 2022 Beijing Winter Olympics, and in June criticized North Korea-Russia military cooperation as a “dangerous and evil alliance.” He also always visited the DMZ when he came to Korea. Secretary of Defense Haggis is also a veteran of the Middle East and a former US Army major. He later became a host for FOX News and developed a relationship with President-elect Trump. Director of National Intelligence Gabbard, who collects and analyzes information from intelligence agencies, is a reserve lieutenant colonel with experience in the Middle East. She became the youngest member of the House of Representatives in Hawaii at 21 and is the first female veteran of the war. As such, the five key figures in the diplomatic and security line are all young and reformist, and most of them are veterans of the Middle East. If we look at the ideological tendencies, passion, careers, and past words and actions of President-elect Trump and the nominees for the diplomatic and security line, we can predict many things. First, domestically, reforms will be attempted to fit Trump’s slogan of “Make America Great Again (MAGA),” such as reducing and streamlining government organizations, strengthening the US military, promoting growth-oriented economic policies, and protecting domestic companies through fair trade. Under the slogans of “political correctness (PC) and being woke (WOKE),” abortion, homosexuality in the military, and environmental policies that were spread are expected to decline. Externally, there will be a strong confrontation with the “axis of change” powers such as China, Russia, Iran, and North Korea that are leading international conflicts in the new Cold War structure, and the US nuclear military power and nuclear doctrine are also expected to be strengthened and reinforced. In other words, the trend of nuclear reduction and conventional military reduction that has continued since the end of the Cold War will be reversed, and efforts will be made to develop tactical nuclear weapons, new ships, and aircraft. Regionally, it is expected that efforts will be made to check China’s expansionism and pressure the public economically, strengthen security cooperation with allies on fairer terms, strengthen support for Israel, and bring an early end to the Ukraine War.  Considering all these things, we can predict several things about Trump’s second term US policy toward North Korea. First, regarding North Korea’s nuclear and missile development, unlike the ‘strategic patience’ shown by the Obama and Biden administrations, it is expected that they will actively respond. In line with this, they will likely actively oppose the restoration of the Russia-North Korea alliance, Russia-North Korea military cooperation, and the dispatch of North Korean troops to Ukraine, and they will likely be just as nervous as South Korea about Russia helping North Korea advance its nuclear program. They will also actively establish military operation plans against North Korea in case of an emergency, and South Korea-US joint training and South Korea-US-Japan security cooperation will also be strengthened. Criticism of North Korea’s human rights issues through the UN is also likely to intensify. Nevertheless, considering that all the key officials who will move the diplomatic and security line are patriots who value national interests, they may also show a pragmatic tendency. In other words, if North Korea comes to the nuclear negotiations with a genuine will to compromise, the US will also engage in sincere dialogue, and if North Korea makes a sincere proposal rather than stalling or tricking, it is possible that the US will make efforts for an unprecedented agreement. Therefore, as Trump’s second term approaches, North Korea will have to consider whether to stick to its reckless nuclear policies to date or adopt a more pragmatic stance in the face of an increasingly powerful United States. Copyright © 1998-2023, RFA. Used with the permission of Radio Free Asia, 2025 M St. NW, Suite 300, Washington, D.C. 20036. https://www.rfa.org

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Subsequent U.S. administrations, except for brief moments of relative calm, have persisted in demanding that the Democratic People's Republic of Korea (DPRK) abandon its nuclear program and, moreover, have made extensive efforts to destabilize its political and economic system. Meanwhile, the successive leaders of the DPRK have persisted in advancing their defensive capabilities until reaching their preferred deterrent: nuclear weapons and their delivery systems, a guarantee of survival. This persistent situation reached an unprecedented moment when, during his previous presidency, Donald Trump made a surprising shift in U.S. policy toward the DPRK, temporarily unraveling, although without the expected results, the "Korean Gordian Knot." This led to successive summits in 2018 and 2019 (Singapore, Hanoi, and Panmunjom) with Kim Jong Un, the leader of a state that, throughout its history, has maintained sharply confrontational relations with the United States. The world witnessed the transition from exchanges of insults and threats—Trump calling Kim "Little Rocket Man" and Kim referring to Trump as "old senile man"—and threatening the latter with "fire and fury" if the North Korean leader continued missile tests, to becoming "pen pals" and holding three unprecedented summits. No U.S. president has managed relations with the DPRK like Donald Trump did, and no North Korean leader in history has sat face-to-face, as equals, with a sitting U.S. president as Kim Jong Un did, which granted him prestige on the global stage. Due to reasons associated with its strategic ambiguity, the Biden Administration made no diplomatic progress with Pyongyang. Even though at the beginning of his term he committed to a "new strategy toward North Korea," over the past four years, his actions have only promoted sanctions in the Security Council, which have clashed dramatically with Russia's veto, struggled with the dissolution of the DPRK Expert Group in the Sanctions Committee, and observed the exponential increase in its arsenal of intercontinental, hypersonic, and short-range ballistic missiles that could carry nuclear warheads capable of targeting the continental U.S. and U.S. military bases in the region. Furthermore, the DPRK has resumed uranium enrichment and reopened its nuclear test center. In the end, the outgoing president has been unable to bring North Korea back to the negotiating table, much less contain it. So, one must ask: Will Trump's return to the White House mark continuity or a change from his previous term? An analysis of the future position of the Trump administration toward the DPRK should consider that, compared to his previous term, the circumstances have radically changed. 1. DPRK’s nuclear and missile programs have made new and significant advances. At the same time, its foreign policy has undergone a reorientation due to the sustained increase in distrust toward Washington from Pyongyang.2. By order of its leader, the DPRK has severed all its ties and symbols of relations with the Republic of Korea, which it classifies as the "main and unchanging enemy," and as it has no intention of avoiding war, it has instructed the People's Armed Forces to accelerate preparations to "occupy, subjugate, and fully reclaim" South Korea, in response to the confrontational attitude and increasingly close military and intelligence ties between Washington and Seoul.3. There has been a tightening of ties between Pyongyang and Moscow. The two summits between Kim Jong Un and Vladimir Putin, and Kim's description of Putin as the "closest comrade," have shown the high level of understanding and commitment between the two, which has materialized in the DPRK's unwavering support for Russia's special military operation in Ukraine and the signing of a Comprehensive Strategic Partnership Treaty, ratified by both legislatures. This treaty includes a clause for "mutual military assistance," while Russia provides diplomatic and economic backing to the DPRK, opposing multilateral and unilateral sanctions, and expanding its exports, mainly oil, raw materials, and food, as well as assistance in various fields.4. An emerging anti-U.S. and anti-Western axis is taking shape between China, Russia, the DPRK, and Iran, which has become so significant that Washington and its allies are labeling it the "new axis of evil." In this interconnected relationship, the DPRK holds significant advantages in three strategic dimensions: economic, military, and diplomatic. At least these four factors will significantly impact Donald Trump's decision to return, or not, to diplomacy with Kim Jong Un, raising doubts about whether the former would be willing to revisit it. However, if he tries, it is unclear what Kim Jong Un's response would be, clearly more determined and militarily more powerful in the eyes of Washington, which at first glance seems unwilling to renew its offers related to denuclearization. The ironic jest by Trump at the 2024 Republican National Convention in Milwaukee, when he said that Kim Jong Un "missed him," that they "got along very well," and that "he misses me" and "wants me back in the White House" and "it's good to get along with someone who has a lot of nuclear weapons," was met with a response from North Korean media, stating that "they don't care" who assumes office in the U.S. This suggests that Pyongyang's official stance is that, regardless of what happens, it will not abandon its nuclear deterrent. Considering the visible changes in the geopolitical and geostrategic landscape that differ from those in 2018-2019, any type of negotiation aimed at reaching compromises between the parties on the denuclearization of North Korea will be even more challenging. Trump may seek alternative approaches to encourage the DPRK to freeze nuclear and missile tests, but he will need to weigh several options. These include: which side should take the first step toward engagement; whether it is necessary to "rattle sabers" to create influence; the possibility of "unilateral conciliatory gestures"; and whether he should stick to the goal of "complete denuclearization" (Chad O’Carroll and Shreyas Reddy, 2024). Donald Trump exhibits an unpredictable, egocentric personality and is a fan of diplomatic spectacle, with a penchant for reality shows. Given this, he might be tempted to revisit diplomacy, possibly considering the absence of John Bolton, who, alongside Michael Pompeo, led the Hanoi Summit to failure. Many agree with what was stated by Moon Chung In, emeritus professor at Yonsei University and former special advisor for foreign affairs and national security during the previous Moon Jae In administration, when he admitted: "It is possible that, in his second term, Trump will prioritize solidifying his political legacy. His foreign policy would be heavily influenced by media attention and personal ego, as he cares about how history will remember him. Achieving a major deal with Pyongyang and contributing to peace on the Korean Peninsula could serve to fulfill that ambition, potentially allowing him to win a Nobel Peace Prize nomination. While resolving the Ukraine war or the Gaza crisis could also improve his chances of receiving the prize, negotiations with Kim Jong Un are likely to be a key agenda for Trump. In that sense, Trump could actively engage with the North Korean leader, and might even consider a visit to Pyongyang for a summit, where he could make surprising offers. However, the success of such efforts ultimately depends on Kim's response" (Lee Hyo Jin, 2024). It is necessary to build some scenarios: 1. The influence of personal friendship could encourage Kim Jong Un to engage in communication with Trump, turning the page on the Hanoi failure and minimizing distrust toward the U.S.2. Recognition by the Trump Administration of the DPRK as a de facto nuclear power and easing of sanctions to promote progress toward the partial normalization of relations.3. Strong U.S. demands for denuclearization and the promotion of further sanctions, leading to increased tensions. Given Trump’s volatility and the unpredictability of the DPRK leadership, there are currently no conditions to determine the most likely scenario. The campaign team has not commented on whether Trump will seek new meetings with Kim Jong Un, but his statements prior to his victory suggest that he might seek to revive talks, possibly sooner rather than later. Now, it is unpredictable what roadmap Trump will implement, as his opinions during the campaign may differ from the decisions he makes officially when in office. It is not accurate to assume that his demeanor during the first term will be indicative of his future conduct. It is worth dedicating a brief space to the designated Secretary of State, Marco Rubio. As a staunch anti-communist, he is one of the promoters of the term "axis of evil," which includes the DPRK, and considers China, Russia, Iran, and North Korea as aligned against the US. He has advocated concrete actions and plans against these states. It is expected that, initially, he will oppose any commitment from the incoming administration with the DPRK. As John Bolton and Michael Pompeo did at the time, Rubio could attempt to limit Donald Trump’s maneuvering room with Kim Jong Un. However, there is also the possibility that the next U.S. president’s assertive and authoritarian character, who, despite previous disagreements, appointed Rubio, will lead him to align with Trump’s decisions or, alternatively, suffer the same fate of being ousted with a “tweet and a punch,” as happened to Rex Tillerson and John Bolton. Regarding the Republic of Korea, it is important to specify that the most critical foreign policy issues for Donald Trump’s new administration will be its relationship with the European Union, the Middle East conflicts, the war in Ukraine, the China-Taiwan dispute, and relations with the DPRK. It is precisely the latter that concerns South Koreans the most, as their security largely depends on the presence of U.S. troops in their country and Washington’s support for South Korea’s defense against the imminent “North Korean threat.” The conservative government of Yoon Suk Yeol has marked a clear distinction from his predecessor Moon Jae In by significantly strengthening his alliance with the U.S., driven by his growing animosity towards the DPRK and his pro-American stance. This situation presents little likelihood of encouraging Trump to engage in talks with Kim Jong Un, especially without a clear indication from Pyongyang toward denuclearization. This is likely, as all signs point to Pyongyang not making significant concessions regarding its nuclear deterrent and showing a strong aversion towards the Republic of Korea. After Donald Trump's victory, the South Korean president had a phone conversation with him to extend his congratulations and quickly express his desire for the alliance to continue under his leadership. Although both agreed to hold a summit as soon as possible, the issue of the DPRK, which was already addressed in this initial dialogue, will certainly be on the agenda. It is said that Trump plans for his government to work with South Korea on several bilateral issues, but one of the key aspects will be South Korea’s contribution to Washington for hosting U.S. bases on its territory. Let's remember that during Trump's first term, this was a hot topic in his military relations. It is worth mentioning that due to Donald Trump's transactional approach to international relations, his perception that many of the U.S. allies are "taking advantage" of its military power, and the pressure he exerted on Seoul when he was in office, with Trump's victory, national security against the DPRK is placed at the forefront. Many are concerned that his return to the White House could mean that Washington will no longer be a reliable partner, making it necessary for South Korea to develop its own nuclear arsenal. Han Dong Hoon, leader of the ruling People Power Party, said at a seminar organized to discuss the future of South Korea's nuclear policy that Trump's victory had positive aspects. "Acquiring nuclear potential — meaning having the right to enrich and reprocess uranium — does not inherently equate to possessing nuclear weapons," he said, according to The Korea Herald. "But we would be able to move to that phase at any time if North Korea intensifies its nuclear threats," he added. "I believe we should be prepared for such a scenario amid the changing dynamics of global power and order." Meanwhile, retired Army General Han Ki Ho went a step further and suggested that South Korea may no longer have a choice. "Nuclear armament may be the only path left for South Korea's survival," he stated (Julian Ryall, 2024). However, whether the Republic of Korea acquires nuclear weapons will depend on how the Trump administration approaches the alliance and relations with North Korea, that is, whether it abandons or restricts the "extended deterrence" and whether it pursues an agreement with Pyongyang that halts its development of long-range missiles that could reach the continental United States in exchange for accepting North Korea as a de facto nuclear power. This type of agreement would affect Seoul, located just 48 kilometers from the border, and therefore within the range of North Korea's short-range missiles. We are facing an uncertain situation, and therefore, expectant, where the expectations regarding Donald Trump's stance on DPRK are uncertain. Whether the denuclearization of DPRK is a priority for the Trump administration depends on the approach and methods with which the president and his team address an increasingly complex scenario. DPRK, in terms of its economic performance and national defense potential, is not the same as before, which gives Kim Jong Un greater effectiveness in his military deterrence and diplomatic maneuverability, especially when his reliable conduct with Moscow and the appropriate handling of relations with Beijing strengthen his position vis-à-vis the U.S. Trump will have to deal with these realities. And while he may intend to continue his legacy, he will necessarily have to reframe his policy towards DPRK, considering that DPRK is no longer the same, that its main contenders (Russia and China) are precisely the closest to DPRK, and that the country itself is no longer the same, either militarily or socioeconomically, as it was when he engaged in talks with Kim Jong Un in 2018-2019. References - Simone McCarthy (2024) Trump claims Kim Jong Un “isses him. But he faces a very different North Korea leader this time around. Disponible en: https://www.cnn.com/2024/11/08/asia/trump-kim-jong-un-north-korea-intl-hnk/index.html- Keith Johnson (2024) Could Trump Rekindle Diplomacy With North Korea? Disponible en: https://foreignpolicy.com/2024/11/13/trump-north-korea-diplomacy-putin-russia/- Joel S. Wit (2024) Blame Donald Trump for North Korea´s sable-rattling. Disponible en: https://www.aspistrategist.org.au/blame-donald-trump-for-north-koreas-sabre-rattling/- Rubén Criado (2024) Así afecta la victoria de Trump a Corea del Norte. Disponible en: https://as.com/actualidad/politica/asi-afecta-la-victoria-de-trump-a-corea-del-norte-n/- Josh Smith (2024) Donald Trump se enfrenta a un Kim Jong Un envalentonado, cercano a Rusia y con un arsenal de misiles más grande. Disponible en: https://www.infobae.com/america/mundo/2024/11/07/donald-trump-se-enfrentara-a-un-kim-jong-un-envalentonado-cercano-a-rusia-y-con-un-arsenal-de-misiles-mas-grande/- Julian Ryall (2024) Regreso de Trump atiza debate nuclear en Corea del Sur. Disponible en: https://amp.dw.com/es/el-regreso-de-trump-atiza-el-debate-nuclear-en-corea-del-sur/a70798786#amp_tf=De%20%251%24s&aoh=17317231276140&csi=1&referrer=https%3A%2F%2Fwww.google.com- Chad O´Carrol y Shreyas Reddy (2024) Why North Korean denuclearization will likely take backseat in second Trump term | NK Disponible en: https://www.nknews.org/2024/11/why-north-korean-denuclearization-will-likely-take-backseat-in-second-trump-term/- Miguel Jiménez (2024) Donald Trump planea elegir a marcos Rubio como secretario de Estado. Disponible en: https://elpais.com/internacional/elecciones-usa/2024-11-12/donald-trump-elige-a-marco-rubio-como-secretario-de-estado.html?outputType=amp#amp_tf=De%20%251%24s&aoh=17317890370552&referrer=https%3A%2F%2Fwww.google.com