Does South Korea Need a Aircraft Carrier? Creeping Chinese Control of the South China Sea’s Oil Sea Lane is the Best Argument for It

South Korea's new CVX Aircraft Carrier project: An overview - Naval NewsThere has a been a pretty vibrant debate in South Korea over building an indigenous aircraft carrier. That debate has been especially resonant where I live – Busan – because it would probably be built here.

This post is a re-up of an op-ed I wrote for the Japan Times this week. I also wrote on this once before for a ROK navy-adjacent think-tank.

IMO, the best argument for a ROK carrier is China’s creeping, long-term effort to dominate the South China Sea. Oil from the Persian Gulf traverses the SCS on its way to East Asia’s democracies – Japan, South Korea, Taiwan. Chinese control of the SCS oil sea lane would allow the PLAN to embargo carbon imports for whatever bogus reason Beijing could think of.

We can be sure that Chinese bullying in the region will use this tool as soon as China consolidates control of the SCS and puts up enough bases to launch blockades. Indeed, I have long thought that this is the primary reason China wants to control the SCS so badly. It’s not clear that there are a lot of natural resources in the seabed there or that they can be cost-effectively extracted. And all the little islands and sandbars in the SCS aren’t valuable in themselves.

But this would require SK to start seriously thinking about 1) power projection southward, 2) contesting Chinese sea control inside the first island chain, and 3) cooperating with Japan which is also threatened by this and which has a larger navy. That would all be great but is a big ask for a country not used to thinking about foreign policy much beyond the peninsula. And that is my big concern: that the previous Moon administration really wanted to build this because Japan is building an aircraft carrier, and wants to park it next to Dokdo. That is the wrong reason to build one.

Here is the original, pre-edited version of my essay from the Japan Times:

South Korean has considered, in the last year, constructing a light aircraft carrier. This has provoked controversy. The decision to build it or not has swung back and forth. The South Korean navy very much wants it and has made a public push for it. The South Korean legislature, the National Assembly, ultimately decided to fund it last year. But the government of new President Yoon Seok Yeol is apparently re-considering.

South Korea the Land Power

Most countries in the world lean into either land or sea power, as dictated by their geography. Unsurprisingly, island states develop ‘blue water’ (i.e., ocean-going) navies. Japanese modernization, for example, lead to maritime power in the last century and half. Britain too had a large navy at its peak.

South Korea would appear to fit into this box. It is an island of sorts. It has just one land border, but that is tightly sealed. So strategically, South Korea is nearly an island.

But necessity has made South Korean a land power nonetheless. Its border with North Korea is the most militarized place on the planet. The North Korean army numbers over one million active-duty soldiers, with millions more in reserve. North Korea’s air and naval power are small in comparison. A second Korean war, like the first one, would mostly be fought on the ground. Continue reading

Year in Review, 2016: Top 5 Events of Northeast Asian Security

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If that thrilling post title doesn’t pull you away from It’s a Wonderful Life or Sound of Music, I don’t know what will.

This essay is a local re-post of my op-ed posted with the Lowy Institute this month. The pic is President-Elect Donald Trump in his first meeting with Japanese Prime Minister Shinzo Abe. It well captures what a banana republic amateur hour set will be running the US shortly, which makes Trump the number one Asian security story of the year. That is Trump with his daughter and son-in-law business partners, but no US-side translator or Japan expert, because heh, what really matters is getting Trump Tower Tokyo built…

My top 5 security events for the region in 2016 follow the jump, but honestly you’re probably a lot more interested in my picks for the worst TV show and movie of the year.

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If Trumpian Duterte Really Bandwagons with China, It won’t End Well

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This is the English-language version of a story I just wrote for Newsweek Japan on Philippine President Duterte’s strange new flirtation with China.

The big question I suppose is whether Duterte actually follows through. He has already shown himself to be a ‘trumpian’ nutball character, talking about killing millions of drug-dealers and users while praising Hitler. Previous associates have claimed him to be erratic and difficult. Sound familiar?

And just as I figure Trump would not follow through on his outlandish promises, like stealing Iraq’s oil, or retrenching from Asia, because it would be too hard – fighting all the interest groups in Washington, Congress, DoD, and so on – so I figure Duterte may just be spouting off. When he collides with the reality that no one in Asia trusts China, that his own people don’t want to give up Scarborough Shoal, this his own military is terrified of cutting links with the US to line up with China, I imagine his ‘pivot’ to China will be hard to pull off.

But let’s say he does take the Phils out of the US Asian alliance network. It wouldn’t surprise me at all if he comes to rue that decision. China has no allies; it has purely transactional relationships with places like N Korea, Pakistan, or Myanmar. Beijing would screw them over in a heartbeat if it was in its strategic interests. So I have little doubt that Beijing will come knocking again in the future, asking Manila to surrender all claims to the Spratlys too, or to ‘permit’ China to operate in its airspace. If you think a state run as a nasty authoritarian oligarchy at home, is suddenly going to be a liberal abroad, disappointment is coming.

The full essay follows the jump.

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

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

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

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

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

The full essay follows the jump.

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

Kim Jong Un

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

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

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

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

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

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

South China Sea

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

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

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

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

The full essay follows the jump.