Sunday, May 27, 2018

The Korean summit

It has been interesting watching the pre-summit maneuvering between North Korea’s Kim and President Trump. The Kim family has been very good at playing American and European leaders ever since the current Kim’s grandfather, Kim Il-sung. But perhaps they have finally met their match in Donald Trump. We will see.

What do both sides want, and can it be achieved?  Kim wants (1) to survive as leader, and (2) to get enough economic growth in his country to pacify the aristocracy around him, so that he isn’t overthrown (see point 1). He also needs enough political cover with his own populace to make an agreement. That is, whatever agreement emerges (if one does) has to look to his own people enough like a victory for him.

Trump (and the US generally) wants Kim to give up his nuclear program, including allowing enough intrusive inspections to assure he isn’t hiding stuff. We would also like to limit his ballistic missile program, though that may be harder because Korea may want to retain the ability to put its own satellites into orbit, which takes the same kind of rocket. And again, Trump needs something he can spin as a victory to the US voters.

Both Koreas talk about unification, but that really isn’t on the table anytime soon. China doesn’t want a unified (and American-oriented) Korea on its border. Japan doesn’t want a powerful, unified Korea as a neighbor. Kim certainly doesn’t want to “infect” his private country with unsettling liberal ideas from the West, and South Korea, if push comes to shove, probably doesn’t want to pick up the enormous expense of absorbing its medieval neighbor.

In the end, Trump has more leverage than Kim, and he knows it (that was the point of walking away from the talks last week).  Kim has his nuclear weapons, but really they don’t do him any good outside of domestic propaganda. If he ever used one of them, North Korea would be turned to radioactive glass by the US, or perhaps by China. On the other hand, the sanctions are biting Kim very hard, and they are discomforting the aristocracy around him. If things get bad enough, they might depose him, and I am sure he worries about that. So he badly needs relief from the sanctions.

A possible deal would see Kim give up his nuclear program, with intrusive inspections, in return for relief from the sanctions, a peace treaty with the US (we are still technically just in a truce from the Korean War) and perhaps some sort of international or UN guarantee of no invasion. Kim still needs to keep his military happy even without nuclear weapons, so perhaps he could follow the Iranian model and allow the military to get into the business of running all the new enterprises and skimming the profits.

It will be interesting to see how this plays out. Trump and Kim are both tough-minded negotiators, and this is a high-stakes game for both of them.