Robert E Kelly

Political Science, International Relations, East Asia, US Politics…and, yes, the BBC Dad

Robert E Kelly

My Comments to the South Korean Navy’s International Seapower Symposium: A Big SK Inter-Service Budget Fight Looms

20230608_061928000_iOS 4Without a headline defense budget hike, ROKA, ROKAF, and ROKN are going to collide over the costs of army manpower replacement, missile defense, and an aircraft carrier in the next decade. (I am second from the left in the picture.)

This was the gist of my comments at the South Korean Navy’s 16th Annual International Seapower Symposium here in Busan this month. Here is my Twitter thread on that event with some nice pictures. I also wrote up these ideas in an essay for 1945.com.

To my mind, a big new issue for the SK navy in the next 10-20 years is the Chinese naval threat to SK SLOCs through the South China Sea. Particularly, SK oil shipments from Persian Gulf through the SCS are vulnerable to a PLAN blockade if China gets upset at something South Korea does, like cooperation on missile defense with the US and Japan. China has already bullied SK on missile defense in the past.

China’s creeping control of the SCS will eventually allow it to ‘quarantine’ shipping there to punish SK, Japan, and Taiwan. The odds of this strike me as pretty high once China has de facto control down there. Any embargo will be done informally, first with fishing fleet and coast guard harassment, escalating if necessary. I am surprised more thinking is not given over to this possibility. It seems really obvious to me.

This is one reason why South Korea is thinking about building an aircraft carrier, which I support. Expecting the US to do all the heavy lifting in the SCS is cheap-riding, so SK. Japan, and others should consider maritime bulking up to help.

For SK, the problem is the expense of the carrier at the same time that its army and air force have new, expensive needs too:

    • ROKA is facing a large manpower shortage in the next twenty years bc of SK’s birthrate is super low. ROKA will likely try to fill that gap with tech like drones and armor, which is pricier than conscript infantry.
    • ROKAF faces NK’s spiraling missile program. It will need lots of missile defense and strike fighters (to hit NK missile launch sites). That too will be expensive too given just how costly THAAD and F-35s are.

These army and air force pressures will probably squeeze out the aircraft carrier – an argument I made for the Korean Institute of Maritime Strategy a few years ago (and which has turned out to be correct).

So I figure that MND will see a pretty sharp inter-service budget fight in the next decade or so unless the overall defense budget goes up. All three service branches are looking for pricey, big-ticket platforms.

The US Leak about Ukraine’s Military Troubles Does Not Change Russia’s Inability to Exit the Ukrainian Quagmire with Anything like a ‘Victory’

skynews-ukraine-pentagon_6118871Russia is bogged down in a war it can’t win. A weaker-than-expected Ukrainian spring offensive does not change that. Russia’s still lacks a path to victory which remotely justifies the costs and isolation of the war, even if it manages to hang onto some Ukrainian territory.

The leaks strongly suggest that Ukraine’s offensives this year will be last successful than last year’s. Ukraine lacks the heavy and precise weaponry its needs (shame on us for dragging our feet on that stuff), and it has suffered tremendous casualties. This is unfortunate. I always thought hopes that Ukraine would win by the end of this calendar year were too optimistic. The war will likely last into next year at least.

But this doesn’t get Russia off the hook. It is still tied down in a costly, unwinnable quagmire. Even if the lines do not change much this year, Ukraine will not give up. It will fight a protracted, defense-in-depth, semi-insurgency conflict if necessary, biting at the Russians for years, looking for opportunities to strike; not allowing the Russians to withdraw; not allowing its conquered areas to be developed, exploited, or populate; not allowing Russia to escape from sanctions and isolation. A model here is the failed Japanese invasion of China in 1937. The Imperial Japanese Army could win battles but not the war, and conflict degenerated into a long, unwinnable slog which drained Japanese resources for no clear gain compared to the growing costs, including diplomatic isolation and sanction.

I have some other recent thoughts on the Ukraine war at 1945.com:

1. Russia Probably Can’t Win without Substantial Chinese Assistance. Excerpt:

The Russian spring offensive in Ukraine already appears to be running out of steam. No less than the President of Ukraine himself recently visited the frontlines’ most contested sector – the city of Bakhmut. Volodymyr Zelensky is known for his courage – he stayed in Kiev last February as the Russians marched on it. But visiting Bakhmut, against which the Russians have thrown the weight of their forces this spring, would be remarkably risky if the chances of Russian breakthrough were genuine.

Zelensky also felt secure enough this month to receive the Japanese prime minister in Kiev, at the same time Chinese President Xi Jinping visited Russian President Putin in Moscow. And certainly the frontlines have not moved much. Russia was supposed to come off the winter refreshed and restocked, capable once again of major offensive action. This has not been the case. There have been no armored punches threatening a breakthrough, no wide-front advances threatening to overstretch Ukrainian reserves.

Instead, Russia is doing again what it has done since last summer – targeting a few small cities in the east with massive, human-wave infantry assaults, while randomly terror-shelling Ukrainian cities. The former has resulted in high casualties and small advances, while the latter continues to alienate world opinion for pointlessly killing noncombatants. This is not a winning strategy, and if this is the best Putin has after just a year of war, it is unclear how expects to win if the war drags on as it appears it will.

2. Russian Nukes in Belarus are just another Saber-Rattling Gimmick by Putin. There is No Remotely Cost-Beneficial Scenario for Putin to Use Nukes in Ukraine or Against NATO. Excerpt:

Russian President Vladimir Putin plans to station tactical nuclear weapons in Belarus, Russia’s eastern neighbor. Belarus also borders Ukraine’s north, and Putin wants Minsk to participate more openly in his war against their shared neighbor. Belarusian dictator Alexander Lukashenko has acted warily with respect to Russia’s invasion, but he depends on Russian assistance to stay in power, especially after Putin helped him fight off mass protests in 2020. Lukashenko probably has little choice but to assent to the deployment of Russian nukes on his country’s territory.

Belarus also borders NATO countries. Putin’s emplacement of these weapons is likely meant as an oblique threat to the West. It fits Putin’s regular habit of talking up Russian nuclear weapons to unnerve Ukraine’s Western supporters. The tactic makes sense. Russian conventional power has embarrassed itself in Ukraine. Its army has struggled, and most of the world had expected a quick victory for Russian forces. Putin invokes Russia’s nukes to compensate. He has a long history of such bravado.

Putin’s Western sympathizers, who have talked up the possibility of World War III for over a year, will argue again that this deployment means we are sliding toward a global conflagration. But they are probably wrong. It remains unclear how invoking nukes will help Putin win a limited conventional war.

3. Russia’s Apathetic Response to Finland’s NATO Accession should End the ‘NATO-Expansion-Caused-War’ Argument.

It is widely understood now that Russian President Vladimir Putin blundered badly in his invasion of Ukraine. He planned the war as a fait accompli blitzkrieg. The whole thing would end in a week or two. Putin would re-organize post-Soviet space in one swift stroke. NATO would be caught off guard and scared about further Russian moves. China would be impressed at Putin’s audacity, helping to off-set the unbalanced economic relationship between the two countries. The world would once again be impressed by Putin the master strategist.

Instead, the war has turned into an expensive, embarrassing, debilitating calamity. Russia may still win in the minimal sense of holding onto some conquered territory. But in every other important aspect, the war has been a disaster, and it is getting worse, not better.

Economically, the sanctions placed on Russia because of the war are pummeling its GDP. Politically, Russia is mostly alone. China and India have not supported the sanctions but otherwise kept their distance. Militarily, the war has turned into a stalemate, tilting slowly toward the Ukrainians. Russia has taken no new territory in a year. Ukraine has launched two successful offensives since then, and another is expected later this spring. And now, strategically, Russia has just suffered another set-back. Finland has joined NATO.

If the EU Steps Up (which it won’t), then Ukraine Need Not Undermine the US Pivot to Asia

ChinaThis is a re-post of an essay I wrote for 1945.com a few days ago. My argument is an expansion of what I complained about a few days ago: Europe, not the US, should be leading on Ukraine.

Yes, the US can do it, but that Europe can’t take care of security issues of medium-range right on its own doorstep is just embarrassing. It raises the obvious opportunity cost that deeper US involvement in Europe undercuts the pivot.

I am little skeptical of this overrating this fear, as I say in the essay, because the US spends so much on national security – the Defense Department budget, plus all the other defense spending we don’t run through DoD in order to make its budget look smaller than it actually is. That aggregate number is around 1 trillion USD, which should be enough to confront both Russia and China (especially given Russian weakness), except for open war with both simultaneously.

So we shouldn’t get carried away that Ukraine will stop the American re-balance against China. Biden is pretty clearly avoiding a major commitment to Ukraine to prevent this outcome.

But still, it is long overdue for the Europeans to get organized on common defense, especially when they complain about the US ignoring their opinions on issues like Iraq or Afghanistan. That’s what happens when you don’t spend on defense and implicitly expect the Americans to do the heavy lifting.

In fact, the an ideal world would be an integrated European Union defense identity which acted as a second liberal superpower, confronting Russia and Islamic radicalism in its region, while the US confronted China. What a huge advancement of liberal and democratic values that would be! But that’s decades away if ever…

Anyway, here is that 1945 essay:

As the Ukraine crisis heats up, its impact on the US effort to re-balance to Asia, specifically against China, has arisen. The consensus is that, for the most part, a renewed US focus on European security will pull US resources and policy-maker attention away from Asia and back toward Europe. In a similar manner, the US has hitherto struggled to focus on East Asia, as China took off in the last two decades, because of the war on terror. Yet China is of far greater import to the US in the coming decades than either Eastern Europe or the greater Middle East. On that, there is near consensus in the foreign policy community now.

The rest is available here.

70th Anniversary of the Korean War: North Korea isn’t Going Anywhere; It’s Pretty Stable (Unfortunately)

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This is a re-post of my contribution to The National Interest’s recent essay round-up on the 70th anniversary of the Korean War. (My essay here; the full symposium here.)

My argument, in brief, is that North Korea is actually quite stable. Hence the answer to the symposium question – would Korea be re-unified by 2025 – is a resounding ‘no.’ Here is a brief Twitter thread which summarizes my argument.

North Korea faces little pressure internally – Kim has consolidated power quite nicely; elites are quiescent; there’s never been a popular revolt – and externally – China is unwilling to cut NK off; nukes give NK deterrence against regime change. The sanctions are tough, but Northern elites have been pushing the costs of them onto their population for decades. They won’t bring down or substantially change the DRPK system.

So we are stuck. We can try to negotiate, and we should, but the last few years’ flailing shows how hard that is. The stalemate is quite persistent.

The full essay follows the jump:

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Trump’s Impeachment is Good for US Foreign Policy

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This essay is a local re-post of my essay for the Lowy Institute for this month.

In brief, I argue that Trump, for all his bluster and chaos, has not actually moved the US foreign policy consensus that much. So if he is impeached, we’ll likely get a ‘snap-back’ to more traditional liberal internationalist positions. That would broadly be a good thing, but for the over-interventionism of the traditional foreign policy community. Trump’s departure would mean the end of idiocy like undercutting the World Trade Organization or the Universal Postal Union, attacking US allies, throwing friends like the Kurds under the bus, and cozying up to dictators like Kim Jong Un.

Trump is too uninformed, impulsive, and erratic to represent any kind of meaningful critique of foreign policy liberalism. Some of his supporters try, but it’s most been in vain. There’s no coherent Trump Doctrine, just whatever suits his fancy or serves his political purposes at the time. Nor has Trump created an alternative foreign policy community to the current one. As POTUS, Trump is hugely influential in that community, but he’s leaving no lasting mark because he’s too incoherent and, well, dumb. So if he’s impeached, it’s back to what was, because there is no serious Trumpian alternative.

The full essay follows the jump:

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Without Strategic Change, a Korean Peace Treaty would be a Formality

Image result for korean peace treaty

This is a repost of an essay I wrote for The National Interest a couple weeks ago. The gist of it is that there a lot more hurdles to a Korean War peace treaty than many people realize. That is why it hasn’t happened yet even though it seems pretty intuitive, if not obvious, given that the war has been de facto over sine 1953.

The two big reasons are:

1. A peace treaty potentially undercuts the legal ground for the UN/US structure in South Korea. This, most have long thought, is a big reason the North wants it. If there is formal peace in Korea, what is the US military still doing there? The South Korean left might accept this logic, but the right will not. This is why SK President Moon Jae-In can’t get this idea past his own people. There is not enough consensus for it.

2. A peace treaty may well violate the South Korean constitution, which denies North Korea’s existence. Moon may not even be allowed to sign such a document, which is pointless without SK participation. Worse though is that a peace treaty formalizes and locks-in the division of Korea indefinitely. Again, the South Korean left and SK youth may not mind that, but I don’t think that is enough for the South to formally surrender unification on Southern terms. That woo would be another huge political fight.

The full essay follows the jump:

Learning to Live with a Nuclear N Korea: Awful, but Better than the Alternatives

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We live Pakistani nuclear missiles; we can live with North Korean ones too.

This is a re-post of an essay I wrote for the New York Daily News a few weeks ago, at the peak of the summer war-scare.

I argue that we can in fact live with a nuclear missilized North Korea. Yes, that sucks. But all this irresponsible talk that we can’t adapt, that nuclear North Korea is an undeterrable, existential threat is just threat-inflating baloney. We’ve learned to live with nuclear missiles in the hands a Muslim state with a serious jihadi problem. Would America prefer this not to be the case? Yes. But is living with a nuclear Pakistan a better choice than bombing it or sending in US special forces to destroy their nukes? Absolutely. Or we would have done it already.

It’s not clear to me why this is so hard for people to absorb. What is it about North Korea that makes people lose their mind and say bonkers s*** about risking a huge regional war?

The full essay follows the jump.

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Bombing North Korea would be a War of Choice

Image result for north korea airstrike

This essay is a re-post of a piece I wrote earlier this month for The National Interest. It is an extension of the arguments a made earlier in the month, that North Korea is not in fact an existential threat to the United States. And that wonderfully scary photo is courtesy, naturally, of the Chosun Ilbo.

In brief, my argument is that the US has the ability to survive a North Korean nuclear attack, and therefore, we do not need to threat-inflate North Korea into some state-breaking threat to the United States. It is not. North Korea is dangerous enough without scaring the crap out of people unnecessarily. Killing a lot of Americans is not the same thing as bringing down the Constitution, and too many Trump officials are eliding that critical distinction. Strategic bombing has yet to bring down a country, and there is no reason to think the US is different. We do not need to bomb North Korea because it is on the cusp of destroying the American way of life. It could not do that even if it wanted to, which it does not. So an air campaign would still be a war of choice, no matter how much fire-breathing rhetoric you hear from Trump, Dan Coats, or Bolton.

The full essay follows the jump.

North Korean Nukes are almost Certainly for Deterrence and Defense

8114998_origThis is a local re-post of an essay I wrote for The National Interest this week.

I feel like a broken record. I keep saying this – they’re not going to use them offensively, we don’t need to airstrike (at least not yet), we have learned to live with Russian, Chinese, and Pakistani nuclear missilization, the North Korean leadership is rational enough to know that using these things against a democracy would bring extraordinary retaliation. So yes, it really, really sucks that North Korea has these weapons, but we can adapt, as we have to other countries’ nuclear missilization. We don’t HAVE to start a potentially huge regional war over them right now. If we must, we always can. But let’s not get carried away that North Korea is going to nuke the US out of the blue, so we should airstrike them right now. That is HIGHLY unlikely.

But journalists keep asking me if we’re going to/should bomb North Korea, and US officials keep saying stuff like this. So here we go again:

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THAAD is Not about Missile Defense anymore; It’s about a Chinese Veto over South Korean Foreign Policy

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This is a local re-post of a piece I wrote at The National Interest a few weeks ago. The graphic here comes straight from the Lockheed Martin webpage on THAAD. There’s so much contradictory information floating around about THAAD, maybe it’s best just go to the website and look for yourself. No, I’m not shilling for LM; I have no relationship. I just thought it would be convenient. And yes, I support the THAAD deployment here.

Anyway, this essay is actually about the politics, specifically that China WAY overplayed its hand against the THAAD deployment in South Korea. Now THAAD isn’t about THAAD anymore. The Chinese have ballooned it into such a huge issue, that it’s now about SK sovereignty and freedom to make national security choices without a Chinese veto. If you want to read why I am wrong, here’s my friend Dave Kang to tell you that I am getting carried away.

I still stand by my prediction though: neither Ahn nor Moon will withdraw THAAD even if they’d want to otherwise, because now it would look like knuckling under to China. Maybe the Justice Party candidate would withdraw it, but she is polling at 3%.

The full essay follows the jump:

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