North Korean leader Kim Jong Un, pictured at the test of a new intercontinental ballistic missile in March 2022, keeps upgrading his country's nuclear attack capability. Meanwhile Donald Trump threatens to downgrade the US-South Korean alliance if he's elected in November. What's South Korea to do? Photo: KCNA

South Korea, despite having the technical prowess to develop nuclear weapons, has so far honored its commitments under the Nuclear Non-Proliferation Treaty (NPT), relying heavily on its alliance with the United States for security. However, as North Korea continues to advance its nuclear capabilities, confidence in the US security umbrella is waning.

There is growing fear that the United States might hesitate to retaliate in the event of a North Korean nuclear strike, leading South Koreans to explore alternative security options.

The limitations of the NPT in effectively curbing nuclear proliferation, combined with the fragility of the US-South Korea alliance – strained by trade disputes and American threats to reduce military support – are further intensifying calls for South Korea to reconsider its non-nuclear stance.

The North Korea factor

The most immediate and compelling justification for South Korea to pursue its own nuclear program is the existential threat posed by North Korea.

Despite numerous diplomatic efforts, including summits and negotiations, Pyongyang has continued to expand its nuclear arsenal. The regime’s growing stockpile, coupled with its development of advanced delivery systems like intercontinental ballistic missiles (ICBMs), poses a direct and significant threat not only to South Korea but also to the broader region and even the United States.

Although the US has long provided a nuclear umbrella to protect South Korea, relying solely on external guarantees in an increasingly uncertain geopolitical environment is becoming riskier. The US itself faces complex security challenges globally, and there are no assurances that future administrations will maintain the same level of commitment to South Korea’s defense.

An independent nuclear deterrent would offer Seoul a powerful tool to ensure its own security, regardless of the shifting sands of international politics.

Regional power dynamics

Beyond the immediate threat from the North, South Korea must consider the broader regional power dynamics. China’s rise as a global superpower has reshaped the security landscape of East Asia. Beijing’s assertive actions in the South China Sea, its military modernization and its growing influence over regional affairs present both direct and indirect challenges to South Korea.

Japan, another key player in the region, has recently taken steps to bolster its own defense capabilities, including revising its pacifist constitution to allow for more robust military actions. This shift further complicates the strategic environment and raises questions about the long-term stability of the region.

In such a context, South Korea’s security cannot solely depend on alliances or international norms; it must have the capability to defend itself independently.

Simultaneously, the deepening military cooperation between Russia and North Korea introduces an additional layer of complexity to the security environment on the Korean Peninsula. Strengthened ties between Pyongyang and Moscow raise the possibility of Russian military assets being involved in future conflicts, further complicating the security calculus for South Korean defense planners.

Moreover, the evolving trilateral cooperation among China, Russia, and North Korea underscores the urgency for South Korea to restore a strategic equilibrium in the region. In this shifting geopolitical landscape, the prospect of nuclear armament is increasingly viewed as a necessary option to counterbalance these emerging threats and safeguard South Korea’s security interests.

The credibility of deterrence

Deterrence operates on the principle that potential aggressors are dissuaded from attacking if they believe the costs will outweigh the benefits. For South Korea, possessing its own nuclear weapons would significantly enhance the credibility of its deterrence strategy.

Unlike conventional forces, nuclear weapons provide a guarantee against existential threats—something crucial when facing an adversary like North Korea, which has repeatedly shown a willingness to engage in brinkmanship.

Moreover, a South Korean nuclear arsenal could act as a stabilizing force in the region by creating a balance of power. With nuclear capabilities of its own, South Korea would be in a stronger position to negotiate with both North Korea and other regional actors, potentially leading to more meaningful security arrangements and reducing the likelihood of conflict.

The middle-ground approach: a flawed deterrence model

In response to the challenges associated with full nuclear armament, some experts have proposed a middle-ground approach for South Korea. This strategy involves developing the technological capacity to produce nuclear weapons without proceeding to actual deployment, allowing South Korea to remain compliant with the NPT. Often compared to Japan’s latent nuclear capability, this approach is seen as a means of achieving deterrence without fully committing to nuclearization.

However, this strategy may prove inadequate given South Korea’s distinct security environment. While latent nuclear capability might offer some deterrent value, it is unlikely to be effective in high-intensity conflict scenarios where threats are imminent.

Traditional deterrence relies on the credible and immediate threat of retaliation to prevent adversaries from initiating a first strike. In fast-paced conflicts, such as a potential North Korean nuclear attack, the ability to respond swiftly is critical. A delayed nuclear counterattack would fail to provide the immediate deterrence necessary to prevent an adversary’s first use of nuclear weapons.

Technological capability and economic impact

South Korea is already a global leader in nuclear energy technology, with advanced infrastructure and expertise in place.

Transitioning from civilian nuclear energy to a military program would be challenging but feasible given South Korea’s existing technological base. Furthermore, the economic impact of such a shift could be managed, especially considering the long-term benefits of enhanced national security and reduced dependence on foreign military support.

Critics might argue that going nuclear could lead to economic sanctions or a reduction in foreign investment. However, South Korea’s robust economy and its critical role in global supply chains could mitigate these risks. Moreover, the international community might be more understanding of South Korea’s position given the unique security challenges it faces, particularly if Seoul pursues a transparent and responsible approach to developing its nuclear capabilities.

Moral and diplomatic considerations

While the moral and diplomatic implications of developing nuclear weapons cannot be ignored, they must be weighed against the imperative of national survival. South Korea is a democracy with a strong commitment to international norms and peace. However, it must also recognize that its first responsibility is to protect its citizens and sovereignty.

Diplomatically, South Korea should pursue a dual strategy: continuing to engage in arms control and non-proliferation efforts while developing a nuclear capability as a last resort. By doing so, Seoul can demonstrate that its decision to go nuclear is not an abandonment of its commitment to peace but a necessary step to ensure its own security in an increasingly hostile environment.

Way forward

The decision to develop nuclear weapons is fraught with significant risks and challenges. However, given the current security environment, South Korea must seriously consider this option as part of a broader strategy to ensure its national defense. The North Korean threat, regional power dynamics, and the need for credible deterrence all point to the conclusion that an independent nuclear capability may be the most effective means for South Korea to secure its future.

The growing momentum for nuclear armament, as evidenced by nationwide campaigns, reflects the increasing concern over the sufficiency of existing defense measures. Decisions made in the near future will have profound and enduring implications for the security and stability of the Korean Peninsula. Whether South Korea chooses to pursue nuclear armament or adopts alternative strategies to address the threats posed by North Korea, China, and other regional actors, the gravity of the situation necessitates a carefully considered and strategic approach.

The pursuit of a secure and peaceful Korean Peninsula has become more urgent than ever, and the international community will be closely observing South Korea’s navigation of this critical juncture. The choices made today will shape the nation’s security landscape for decades to come, determining whether South Korea remains vulnerable to external threats or evolves into a more self-reliant and resilient regional power.

Lakhvinder Singh is director of peace and security studies at the Asia Institute in Seoul.

Lakhvinder Singh is director of peace and security studies at the Asia Institute in Seoul, South Korea.

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2 Comments

  1. Is this paper even serious??? Promoting more nuclear proliferation? Only one country has ever used them – but nuclear powers have still gone to war since. So the idea of “proliferation as security” is a dangerous embellishment.