This essay originally appeared in Korean on October 27 in Sindonga (New East Asia), Korea’s oldest monthly magazine (established 1931), as part of a monthly column, "Shin’s Reflections on Korea." Translated by Raymond Ha. A PDF version of this essay is also available to download.

How should Korea navigate this turbulent landscape? For some time, experts and policymakers called for relying on the United States for security while partnering with China for the economy (an-mi-gyeong-joong). This paradigm is now obsolete.[4] The Yoon administration has proclaimed a values-based foreign policy to strengthen solidarity between liberal democracies. In his opening statement at the ASEAN summit in Phnom Penh on November 11, President Yoon reiterated Korea’s support for “strengthening a rule-based international order built on universal values” to foster “freedom, peace, and prosperity” in the Indo-Pacific.[5]

Will this approach be sufficient, however? Conflicting trends in Korea’s domestic public opinion complicate the picture. On the one hand, anti-China sentiment is worsening by the day, even surpassing anti-Japan sentiment. At the same time, there are also growing complaints about the United States, especially after the exclusion of consumer tax credits for Korea’s electric vehicles in the Inflation Reduction Act (IRA). Taking these developments into account, this essay seeks to explore the path ahead for Korea by analyzing the nature of U.S.-China tensions and assessing the durability of Pax Americana.

Heading into Thucydides Trap?

U.S.-China relations are widely characterized as “Thucydides Trap.” The Peloponnesian War is regarded as one of the main reasons behind the decline of ancient Greek civilization. Thucydides, an Athenian general and historian, famously wrote that the fundamental cause of this war was due to Spartan fears over the growth of Athenian power. Drawing from Thucydides, international relations theorists have used the concept of a Thucydides Trap to explain tensions between a rising power and a status quo hegemon. Graham Allison, a professor of political science at Harvard, popularized this concept by applying it to Sino-U.S. relations in Destined for War. Beginning from the clash between Portugal and Spain in the late 15th century, Allison notes that there have been 16 instances where an emerging power challenged the hegemonic power. There was a war in all but four cases. When an emerging power is strong enough to challenge the hegemon, this creates structural stresses that frequently lead to a violent conflict.

Based on his analysis of the historical record, Allison warns that the rift between the United States (America First) and China (the Chinese dream) is much wider and deeper than most people perceive it to be. There is now a heightened risk of an armed confrontation between the two countries over Taiwan. Nevertheless, the likelihood of a catastrophic hegemonic war still remains low. Instead, there is likely to be a prolonged conflict and competition between Washington and Beijing centered on advanced technologies.

Made in China 2025 and the Chinese Dream

The U.S.-China trade war began under the Trump administration. Made in China 2025 (MIC 2025), a policy roadmap published by the Chinese government in 2015, drew the attention of the United States and other Western countries. In its opening paragraph, it states that “building an internationally competitive manufacturing industry is the only way China can enhance its comprehensive national strength, ensure national security, and build itself into a world power.”[6]

From the emphasis on “the only way,” it is clear that MIC 2025 is not just an industrial policy. It is an integral element of China’s national security strategy. Under this plan, China seeks to achieve progress in advanced manufacturing technologies such as big data, information technology, aerospace, artificial intelligence, and biotechnology. The goal is to become the world’s leading manufacturing power by surpassing the United States.

After MIC 2025 sparked controversy in the West, the Chinese government has refrained from referring to it in public. Nonetheless, it has continued to implement this policy in practice. At the 2021 Lianghui, the concurrent annual meetings of the National People’s Congress and the Chinese People’s Political and Consultative Conference, the Chinese government strengthened its resolve to reduce its dependence on U.S.-led global value chains as it sought to develop advanced technologies. Specifically, it emphasized the economic policy of dual circulation, which aims to raise domestic consumption while expanding exports of high value-added goods to foreign markets.

The advanced technologies that China is focusing on have potential military applications. For example, drones, artificial intelligence, and facial recognition technology can be used for reconnaissance satellites and unmanned aerial vehicles. China is pursuing military-civil fusion through the Military-Civil Fusion Development Committee, chaired by President Xi. This indicates that Xi intends to personally oversee China’s ambitious efforts to challenge the United States. At this year’s Lianghui, Xi stressed that China is in a strategically advantageous position in its deepening competition with the United States. Furthermore, he unveiled a plan to achieve his “dream of a strong military” by modernizing China’s armed forces through mechanization and the use of advanced information technology. Despite a slowdown in China’s economy, Xi increased defense spending by 7.1 percent.[7]

Those who analyze Xi Jinping’s character classify him as an ideological purist, a true believer of socialism. He sees a historic opportunity for China to become a global superpower, and believes that it is his calling to realize socialism in the 21st century. Unlike his predecessors, he does not shy away from conflict with the United States. In a September 30, 2022, essay in Qiushi, the Chinese Communist Party’s (CCP) leading theoretical journal, Xi stated that “today, we have never been so close to achieving the great rejuvenation of the Chinese nation, and we have never been more confident in our faith and ability to achieve this goal.”[8] Only two weeks before the CCP’s 20th party congress, where he would secure a third term as general secretary, Xi stressed the need for strong leadership to prepare for the intensifying competition with the United States.

Under Xi’s leadership, the CCP is driven by the zeitgeist of the Chinese dream, of realizing the great rejuvenation of the Chinese nation. The goal is to make the People’s Republic of China (PRC) the most powerful economic and military power in the world. The emphasis on achieving this goal by 2049 is no coincidence, as it will mark the centennial of the CCP’s victory in the Chinese Civil War, where it defeated the Kuomintang and established the PRC. This timeline also aligns with Xi’s vision of building an advanced socialist country by 2050, which he proclaimed at the 19th National Congress of the CCP. China has a truly ambitious vision, one that leaves the United States no choice but to respond.

From America First to Made in America

When Donald Trump proclaimed “America First” as his slogan in his bid for the White House, his primary target was China. He blamed China for the loss of American jobs, claiming that the United States was suffering greatly from China’s unfair trade practices and interference in markets. This message bolstered his support among white blue-collar workers in the Rust Belt, as they had witnessed a dramatic decline in manufacturing jobs. This enabled him to win key swing states in the Midwest, leading to his victory in the 2016 election.

Upon entering office, Trump consistently maintained a hardline policy against China. For example, the “Secure 5G and Beyond Act of 2020” passed the House 413–3 and cleared the Senate on March 6, 2020. The intent of this law was to create a “whole-of-government approach” to protect America’s telecommunications networks from national security threats posed by Chinese companies such as Huawei and ZTE, which played a major role in the rollout of 5G networks across the world.[9] His administration increased government oversight of Chinese investment in or acquisition of U.S. tech companies and scrutinized partnerships between American universities and Chinese entities. It tightened visa review procedures for students and visiting scholars from the PRC. It also designated Confucius Institutes in the United States as a “foreign mission” that “[advances] Beijing’s global propaganda and malign influence campaign on U.S. campuses and K-12 classrooms.”[10] All of these measures stemmed from a recognition that China was rapidly closing in on the United States. The National Intelligence Council estimates that if current trends continue, China will surpass the United States to become the world’s largest economy between 2030 and 2035.

The American public’s view of China has continued to deteriorate after Trump left office. According to Pew Research, 47% of respondents held a negative view of China in 2018. This surged to 60% in 2019 and 82% in 2022.[11] Despite a transfer of power to the Democrats in 2020, the overall orientation of U.S. policy toward China has remained unchanged. Under the banner of “Made in America,” the Biden administration has carefully crafted a dense web of policies aimed at China.

In the past three months alone, there have been a raft of legislative and executive measures that encompass semiconductors, electric cars and batteries, and biotechnology. This includes the CHIPS and Science Act (August 9), the IRA (August 16), and an Executive Order on Advancing Biotechnology and Biomanufacturing Innovation (September 12). These steps are intended to check China’s rise and promote the growth of America’s advanced technology and clean energy sectors. The CHIPS and Science Act sets aside $52.7 billion dollars for America’s semiconductor industry.[12] Companies that receive subsidies under this law are barred from expanding operations or otherwise investing in China for the purpose of manufacturing advanced semiconductors.[13] As noted below, certain provisions of the IRA will also have significant ramifications for Korea’s exports of electric cars to the U.S. market.

As it undertakes a series of legislative steps at home, the Biden administration has pursued multilateralism abroad. This is a key difference from Trump, who preferred bilateral arrangements. The Biden administration is seeking to institutionalize economic and technological alliances through initiatives such as IPEF and the Chip 4 alliance, and it is encouraging Korea and other allies to participate. By stressing intellectual property rights and China’s unfair economic practices, strengthening its own technological capabilities, and reinforcing relevant international norms, Washington is compelling Beijing to operate within a U.S.-led international order. Even in Silicon Valley, where anti-China sentiment is not as deeply rooted as it is in Washington, there are serious concerns about the risk of Chinese industrial espionage and intellectual property theft. There is a palpable hesitation among start-ups to accept funding from Chinese investors. Chinese investment in America increased throughout the 2000s until reaching a peak of $46 billion in 2016. This plummeted by almost 90% to $5 billion in 2018, due in part to political tensions.[14]

Will Pax Americana Endure?

Since the beginning of Pax Americana in 1945, there have been three challenges to America’s status as a global hegemon: by the Soviet Union during the Cold War, Japan in the 1980s, and China in the present day. The Soviet Union engaged in a tense military confrontation with the United States for decades, but collapsed in the late 1980s due to the limitations and internal contradictions of its communist system. Japan once threatened to displace America from the apex of the global capitalist order, but lapsed into the “Lost Two Decades” after its economic bubble burst in the early 1990s. What can we say about the future of China, which is engaging in fierce competition against the United States? In short, I believe that China will not surpass the United States in our time.

Those who predict that China will eclipse the United States point to economic trends. China surpassed Japan in 2010 to become the world’s second-largest economy. It also became the world’s largest exporter in 2014, when its gross domestic product exceeded 60% of U.S. GDP. In purchasing power parity terms, China has already leapfrogged the United States. Both present-day statistics and long-term economic trends point in one direction. If the Chinese government makes a concerted effort to invest in key strategic industries, as outlined in MIC 2025, it is certainly feasible for China to surpass the United States to become the world’s leading manufacturing power by 2049.

However, China still lags far behind the United States in many areas, including military power. In absolute terms, for example, its defense spending is only one-third of what the United States spends on its military. There are also a host of political, social, demographic, and economic challenges that hamper China in its campaign to attain global supremacy.[15] Xi’s aggressive anti-corruption campaign is an indication of widespread corruption in Chinese society. There are also serious human rights issues in Tibet and Xinjiang, and the three Ts of Taiwan, Tibet, and Tiananmen cannot be openly discussed. China’s problems extend beyond its borders. With a land border of nearly 14,000 miles with 14 countries, managing territorial disputes is a tall order. There are also tensions with its maritime neighbors in the South China Sea. China’s efforts at public diplomacy have been unsuccessful, as can be seen from the widespread rise of anti-Chinese sentiment in South Korea and other countries.

Amidst these challenges, Xi Jinping secured a third term as president at the 20th party congress on October 16. Since Deng Xiaoping, China has managed leadership transitions in a relatively stable fashion. Under a system of collective leadership, the leader served two five-year terms and appointed his successor in advance. These practices created a certain degree of predictability, stability, and transparency, thereby facilitating  China’s dramatic economic growth and making it powerful enough to compete with the United States. Xi Jinping has sharply broken from this tradition as he seeks to become a 21st-century emperor.

Some argue that China is destined to become an imperial power. However, it will be difficult for a fast follower such as China to build an empire. In general, a country must be a first mover or trendsetter to become a hegemonic power. For example, in the corporate sector, Xiaomi may catch up to Samsung, but can it replace Apple? Tech companies such as Alibaba and Baidu have achieved rapid growth thanks to a sizable domestic market, but they have emulated the business models of Amazon and Google. They have not created a new, transformative platform. China’s growth was enabled in no small part by talented individuals who studied abroad and then returned home to apply their experiences and insights. As China closes its doors to the outside world, it is also limiting its potential to become a leader in innovation.

Furthermore, China is failing to serve as a role model for other countries. Except for a few countries in Africa and Asia, the Belt and Road Initiative has yet to yield meaningful results. If anything, anti-China sentiment is deepening across Europe, North America, and Asia. While the Soviet Union had the communist bloc, China lacks a reliable group of allies. China has indeed achieved remarkable growth in the past 30 years, presenting lucrative economic opportunities for individuals and companies in China and abroad. However, talented individuals across the world would arguably prefer to study, work, and live in the United States than in China. Japan’s postwar growth inspired a “Japan boom,” a desire to study and emulate Japan. There is no comparable “China boom” to speak of.

Rich Mandarins

The Palo Alto area, where I have lived and worked for over two decades, has some of the highest housing prices in the United States. A small condo, which is equivalent to an apartment unit in Korea, costs over $1 million. Since I moved to Stanford in 2001, the Bay Area has seen three significant surges in housing prices. The first two waves resulted from a sudden increase in wealth among young tech workers when Google and Facebook went public. On the other hand, the third surge is said to be related to Chinese residents. Locals call these individuals, who purchase high-end housing in cash, “rich mandarins.”

This group includes company founders and investment professionals, as well as entrepreneurs who have listed their companies on New York’s Stock Exchange. They are mostly in their 50s, and they played a critical role in China’s economic growth through their contributions to the IT sector. Although they have amassed an enormous amount of wealth, they are anxious about China’s prospects and the country’s uncertain political future. They are also worried that the government could seize their companies or their individual property. Their families have already moved to America, and they conduct business by shuttling between China and the United States. Some have left China in search of a new life and career.

As long as those who have attained success in China eventually end up in the United States, China cannot become the world’s leading superpower. These individuals are voting with their feet. Professor Wang Jisi of Peking University has said that “the day the U.S. truly declines is when visa lines in front of its consulates are no longer crowded.”[16] There is pessimism even among China’s economic elite about the country’s future, especially as Xi Jinping further tightens political control under a one-man dictatorship.

For China to surpass the United States and lead the international order, we should see the opposite. Instead of China’s elites rushing toward the United States, there should be an outflow of American elites to China. Only then can we truly speak of a Pax Sinica. In addition, countries across the world should seek to emulate the Chinese model, not the American model. Based on my own knowledge and experience, I am convinced that the likelihood of such trends emerging in the next 20 or 30 years is vanishingly small. It is thus realistic and reasonable to expect Pax Americana to continue into the next generation, with clear implications for Korea’s foreign policy going forward.

An Empire of Liberty

The United States is a hegemonic power that wields unparalleled influence across the world. It exercises its economic and military power to uphold its political, military, and cultural dominance. Institutions such as the World Bank and the IMF are critical elements of Pax Americana, as are programs such as the Peace Corps and Fulbright Scholarships. During the War on Terror, the United States sacrificed many lives and trillions of dollars in prolonged conflicts in Afghanistan and Iraq. Over the past 100 years, the United States took part in 35 wars, large and small.It will likely be recorded as the country that has participated in the most armed conflicts. Pax Americana appears to be much more robust than Pax Romana or Pax Britannica.

For these reasons, Korea’s progressives criticize American imperialism and advocate for cultivating closer ties with China. We should ask, however, whether a Pax Sinica would be preferable to Pax Americana.

Compared to that of the Soviet Union or present-day China, America’s empire is far more sophisticated. History also tells us so. Although the United States is criticized at times for failing to live up to its proclaimed values, it has shown the strongest commitment to democracy and human rights of any superpower. In an ideal world, the international order would be built solely on sovereign equality. However, any superpower will seek to construct its preferred international order and defend it using various levers of power, including the use of force. To maintain its global hegemony, the United States has effectively deployed a mixture of hard power, soft power, and smart power.

Based on historical experience and a critical analysis of the current state of the world, it would be dangerous to presuppose that Pax Sinica will displace Pax Americana anytime soon. From Korea’s standpoint, it would be unwise to call for strategic ambiguity or for maintaining an equidistant posture between the United States and China. As previously noted, the paradigm of an-mi-gyeong-joong is no longer viable.[17] The Yoon administration’s clear articulation of its intent to build a values-based alliance with the United States and other liberal democracies is commendable. In fact, there are only a handful of countries other than Korea—Israel, Canada, and Australia—that have both a defense treaty and a free trade agreement (FTA) with the United States. Korea must foster relationships with these countries, which are a valuable diplomatic asset.

At the same time, it would be imprudent to focus only on abstract values and neglect vital economic or security interests. Let us consider a recent example. Korea’s leading conglomerates—including Samsung Electronics, Hyundai Motor Group, and SK—have pledged to invest $26 billion in the United States this year alone. However, the recently passed IRA only provides consumer tax credits to electric vehicles manufactured in North America. There is deep disappointment and anger in Korea, as this creates a significant disadvantage for Korea’s auto companies. To put it bluntly, Korea’s companies are paying the cost of the Korean government’s failure to address stark economic realities.

If the Yoon administration indeed seeks to reduce Korea’s economic dependence on China, it should have a roadmap to strengthen economic ties with the United States while protecting Korea’s own interests. As the United States brings economic security to the forefront, Korea should devise a strategy to avoid repeating the same mistake. Furthermore, even if Korea partners with the United States in advanced technologies that affect national security, it can still maintain economic relations with China in other sectors, including retail, consumer goods, and manufacturing. For values-based diplomacy to be successful, it must be upheld by interest-based diplomacy.

In Search of a Non-Partisan Foreign Policy

In this context, it is worth closely examining two recently published columns regarding the IRA controversy. The first is an op-ed entitled “Yoon Has Been Played by the United States” (September 20) by Park Hyeon, a senior columnist at the progressive Hankyoreh. The second is an op-ed entitled “The IRA Undermines Trust in the Alliance” (September 26) by Lee Mi-Sook, a well-known conservative commentator, in the Munhwa Ilbo.[18] As former Washington correspondents, Park and Lee both have firsthand knowledge of America’s inner workings. Park’s column focuses on criticizing the Yoon administration, while Lee’s piece expresses concern about a weakened U.S.-Korea alliance. Nevertheless, they both show that U.S. policies aimed at China could spark anti-American sentiment in Korea.

Park writes that “the United States, under the banner of economic security, is tying its allies and friendly countries into a U.S.-led economic bloc, weakening China—the hegemonic challenger—while seeking a revival of its domestic manufacturing industry.” He begins from the premise that “this kind of protectionism is harmful for open, export-driven economies such as Korea.” With full knowledge of this state of affairs, Hyundai Motor Group pledged to invest more than $10 billion in the United States, expecting its cars to be granted subsidies in return. Instead, it was given the cold shoulder. Park adds that “the Presidential Office fell into disarray” and missed a golden opportunity to raise these concerns with House Speaker Nancy Pelosi, who visited Korea shortly after the final text of the IRA was released on July 27. This failure is characteristic of Yoon’s foreign policy, Park concludes.

In her column, Lee writes that “the IRA could once again imperil the U.S.-Korea alliance, which faced a serious crisis under the Trump administration.” She goes on to say that “the exclusion of Korean electric vehicles from subsidies, despite the ‘national treatment’ clause in the Korea-U.S. FTA, is raising suspicions about an underlying lack of concern for Korea in the United States.” Moreover, she adds that “there are signs this dispute over subsidies could turn into something far worse—a question of hurt national pride.” She warns that “if America fails to show flexibility and sticks to the original provision of the IRA, this will not only erode Koreans’ trust in the alliance, but also provide political fodder for progressives (former pro-democracy activists) to stoke anti-Americanism.” In closing, Lee calls upon the United States “to consider Korea’s view of the situation and act in a way that honors the spirit of the U.S.-Korea alliance.”

As these op-eds indicate, both progressives and conservatives are openly expressing their concern about the United States’ failure to show adequate concern for Korea. It is commendable for the Yoon administration to focus on strengthening the U.S.-Korea alliance and building solidarity around shared values, but it must also call on Washington to reciprocate Seoul’s efforts. For instance, as Lee Mi-Sook notes in her column, Korea could suggest an amendment to the IRA to apply subsidies to electric vehicles produced in countries that have an FTA with the United States. Policy missteps could lead to a resurgence of anti-American sentiment in Korea, putting the Yoon administration in a political quagmire. The controversy over the IRA may be the first of many such issues, especially if the Biden administration intensifies its “Made in America” policy.

To overcome the unforgiving realities of Korea’s foreign policy environment, the Yoon administration must be able to rely on a robust domestic consensus and strong popular support. Foreign policy requires a high level of expertise. Some issues have to be resolved behind the scenes, with experts and government officials playing a leading role. That said, foreign policy should not be left entirely in the hands of policy elites, and it should not be a partisan political football. On several occasions, minor incidents during President Yoon’s recent overseas visits received undue attention in the press and became the subject of ridicule back home. This is entirely unnecessary. For example, take the controversy surrounding a hot mic moment during a visit to New York in September.[19] Looking from the outside in, it is difficult to understand why the whole country became engulfed in a bitter partisan debate about a trivial gaffe. Little attention was paid to the substance of the visit.

It is vital to establish a norm whereby important foreign policy issues are addressed in a non-ideological, non-partisan manner that garners broad public support. To do so, the Korean government must increase transparency in its decision-making process when it comes to major issues. It must also endeavor to gather and incorporate public opinion in foreign policy, so that the public does not feel unduly detached from the policymaking process. Governments across the world now recognize domestic public opinion as a critical element of their foreign policy strategy. Diplomacy cannot be effective without public support. Korea’s diplomats, who are in the trenches of international diplomacy, need all the support they can get.

There is no telling when Korea might be battered by a perfect storm in its foreign policy, given the current state of U.S.-China relations. As Hal Brands and Michael Beckley warn in Danger Zone: The Coming Conflict with China, the race between the United States and China may end up being a sprint, not a marathon. This decade may be the most dangerous period in U.S.-China relations. In the early 20th century, Korea lost its sovereignty after failing to establish a coherent foreign policy, with different factions supporting China, Russia, and Japan. Upon liberation in 1945, extreme ideological confrontation split the peninsula in two. Korea cannot afford to make the same mistake again.

This article first appeared in The Diplomat magazine.

U.S. President Joe Biden will first meet new South Korean President Yoon Suk-yeol in Seoul on May 21. It will be an important meeting for both leaders – not only to strengthen the South Korea-U.S. alliance but also to collaborate on a range of pressing issues, from North Korea to the Russia-Ukraine War to the protection of liberal democracy. The summit, to be held just 11 days after Yoon was inaugurated as president, will be his debut as a political leader on the international stage. Unlike political veteran Biden, Yoon formally entered politics only last summer and has yet to develop a policy track record. What should we expect from the new South Korean president at this first summit?

During the hotly contested campaign, Yoon’s opponents criticized him as South Korea’s Donald Trump. Western media and pundits also tended to portray him in a similar vein as an “anti-feminist political novice” with a “Trump-style brand of very divisive identity politics.” To be sure, he is not a conventional democratic leader who values negotiation and compromise; he envisions a strong South Korea that can stand up to China and North Korea, echoing Trump’s “America First.” Yet such a characterization risks setting off a false alarm that can badly mislead the United States and other allies in how they approach his administration.

Subscribe to our newsletters to receive our experts' commentary and analysis

First and foremost, Yoon is not a “political outsider” in the same sense as Trump. While Yoon, unlike every South Korean president since democratization, has no legislative experience in the National Assembly, he served as prosecutor-general during the Moon Jae-in administration, a leadership position often requiring sound political judgment as well as legal expertise. Yoon built his reputation as a fierce fighter against abuse of power and corruption, shifting public opinion in his favor. This degree of legal, policy, and political experience is a far cry from starring on “The Apprentice.”

Crucially, Yoon curried strong support among conservatives, successfully mobilizing diverse factions to create an anti-Moon coalition and win the election, similar to Biden’s victory in the 2020 election. Whereas the Trump administration was filled with individuals offering only limited policy experience, and many critical appointed positions were left vacant, Yoon is supported by the seasoned conservative establishment joining his administration. In this respect, Yoon recalls George W. Bush, whose first formal foray into Washington politics came after serving as governor of Texas and who relied on the close network of the Republican establishment, such as Dick Cheney and Donald Rumsfeld, for policy and political guidance.

Yoon’s key cabinet and presidential office nominees are well-known figures with extensive policy backgrounds. New Unification Minister Kwon Young-se is a four-time member of the National Assembly and served as Seoul’s envoy to Beijing during the Park Geun-hye administration. Yoon’s national security advisor, Kim Sung-han, is a professor at Korea University who served as the vice minister of foreign affairs and trade during the Lee Myung-bak administration. Yoon is also supported by a powerful group of South Korean elites who attended Seoul National’s law school, his alma mater. Such heavy reliance on experienced hands of the conservative establishment reduces uncertainty for the Biden administration.

Yoon is expected to adopt a largely conventional conservative stance on major policy issues, both domestic and foreign. His economic policy is likely to be market-led and minimize state intervention, replacing Moon’s policies such as “income-driven growth” that Korean conservatives branded as socialist. On foreign policy, Yoon seeks to strengthen the U.S. alliance and restore relations with Japan, which, under Moon, were the most precarious they have been since the normalization of relations in 1965.

It is noteworthy that, as president-elect, Yoon sent his special delegation to the United States and Japan followed by the European Union, but not to China and Russia, departing from past precedent. Yoon is expected to take a firm stance against Beijing and Pyongyang rather than embrace appeasement.

At the upcoming summit, Yoon will have the opportunity to assure global audiences that he is not South Korea’s Trump but a reliable partner of the United States and other allies with shared democratic values. In his inaugural speech, he repeatedly stressed the importance of “freedom” to clearly signal his resolve to protect liberal democracy both at home and abroad. This is great news for Biden, who badly needs support from allies like South Korea in his fight against global autocracy.

Just as Yoon will be tested, the summit presents a chance for Biden to demonstrate he is prepared to work closely together with the new South Korean president, overcoming the concerns unearthed during his campaign, in order to bolster the alliance and democracy.

This essay was originally published in Foreign Affairs magazine.

This is a welcome development for Beijing. Chinese analysts view South Korea as a weak link in the United States’ East Asian alliances, and Beijing is trying to divide Washington and Seoul through a combination of compliments and threats. In August 2020, Chinese media praised South Korea’s efforts to "be objective and keep its friendship with China," and several weeks later, Chinese scholars commended South Korea’s “kindness to China” in a time of “U.S. suppression.” But after South Korean President Moon Jae-in discussed Taiwan with Biden at their May 2021 summit, China’s Foreign Ministry warned South Korea not to “play with fire.” It is telling that Chinese scholars at a government-affiliated institute are arguing openly that China needs to raise the cost of South Korea’s cooperation with the United States on Taiwan.

North Korea’s missile capabilities are helping accomplish this task. The newer rockets more effectively threaten South Korea, and they increase Seoul’s doubts about the efficacy of U.S. deterrence. North Korea has explicitly tied its menacing assets to the issues surrounding the island. Pyongyang has publicly criticized the United States policies’ on Taiwan and threatened that “tragic consequences” will result from U.S. support. “The indiscreet meddling by the U.S. into the issue of Taiwan entails a potential danger of touching off a delicate situation on the Korean peninsula,” North Korea’s vice foreign minister said in a statement. These words could make Seoul think twice about backing the United States in the Taiwan Strait.

Japan is more difficult to split from Washington. But North Korea’s activities can certainly draw some of Japan’s attention away from Beijing. Although Tokyo was getting onboard with playing a greater role in deterring China and defending Taiwan, Japan’s Ministry of Defense has identified North Korea’s military capabilities as a “grave and imminent” threat, and there is no doubt that the government’s focus will shift if Pyongyang escalates its provocations. In the White House’s statement regarding Biden’s January 21 meeting with Japanese Prime Minister Fumio Kishida, Taiwan was mentioned only once. In comparison, the two leaders cited North Korea three times, condemned the country’s recent missile tests, and committed to work with South Korea more closely. Although Tokyo could theoretically focus on both North Korea and China, in practice it might struggle. Pyongyang poses a far more direct threat to Japanese lives and territory than does Beijing, and it would be hard for Japanese leaders to concentrate on China if North Korea grows more belligerent.

Drawing the Heat

North Korea’s new capabilities don’t help Beijing just diplomatically. The tests provide tangible, military benefits. The United States has been attempting to enlist South Korea in its efforts to strengthen deterrence across the Taiwan Strait. But Pyongyang’s new missiles mean Seoul is less likely to focus its military somewhere other than North Korea, especially if it continues the provocations. Indeed, a South Korean expert on Chinese politics has argued that when Washington asks for support in its contest with Beijing, Seoul should explain that it is too busy handling Pyongyang.

To reassure its allies, the United States may also need to refocus military attention on the Korean Peninsula, reducing its ability to operate in other parts of Asia. In 2017, when North Korea conducted ICBM and nuclear tests, the United States responded by sending more strategic assets, including heavy naval power, near the Korean Peninsula. If tensions rise high enough, Washington may have to do so again, including by shifting the Seventh Fleet’s operational focus to the area. Stationed in the middle of Japan, this fleet has been one of the United States’ primary tools for deterring Beijing, conducting patrols near the Taiwan Strait and promoting freedom of navigation in the South China Sea. But given past positioning patterns, a crisis on the Korean Peninsula would also most certainly drag the fleet farther north, undermining Washington’s ability to carry out operations elsewhere.

A major war on the Korean Peninsula would prove particularly devastating to the United States’ competition with Beijing. In addition to the Seventh Fleet, the United States Forces Korea’s 28,000 soldiers, 40 F-16 fighters, 90 military aircrafts, 40 attack helicopters, and other assets would immediately become unavailable for operations beyond the peninsula. A majority of the United States Forces Japan’s aircraft, ships, and approximately 55,000 military personnel would also be deployed to Korea. Japan’s own military, which could help the United States if it needed to fight China, would grow busy providing combat support to protect U.S. naval forces—including antisubmarine operations and sea minesweeping—as U.S. troops prepared for an amphibious landing on the peninsula.

Beijing, by comparison, is in a better position. The United States has to worry that China will use a North Korea–spurred crisis to invade Taiwan, but the inverse isn’t true: Beijing isn’t concerned that Seoul or Washington will start a war over Taiwan if Pyongyang launches an attack. China’s commitment to North Korea is also not as comprehensive as the United States’ is to Seoul. In the event of a renewed Korean war, China plans to send mostly ground forces into the North. Its air and naval assets would remain focused across the Taiwan Strait.

For China, therefore, a crisis on the peninsula—especially one that evolves into a conflict—would be a golden opportunity to expand its power. It may even make it possible to defeat Taipei. With U.S. intelligence assets supporting troops in Korea, a Chinese amphibious force might be able to move on the island without giving the United States advanced warning. China could establish beachheads on Taiwan long before U.S. forces, bogged down on the peninsula, have time to arrive. The war’s eventual outcome would be a fait accompli.

North Korea’s latest tests may have already made a Chinese attack more likely. As Chinese media happily pointed out, Pyongyang’s January 11 missile launch briefly confused the United States Northern Command’s warning system, grounding some commercial airplanes for 15 minutes. China has the most advanced ballistic and cruise missile program in the world. If North Korea’s offensive strike capability can jeopardize the U.S. early warning system, it surely bodes well for Beijing’s ability to surprise and defeat Washington’s forces.

Better Together

To counter North Korea’s new missile threats and prevent them from helping China, the Biden administration needs a stronger North Korea strategy—one that deters further provocations, reassures South Korea, and demonstrates Washington’s continued resolve and credibility to Beijing. That means Washington must support South Korea’s efforts to advance its offensive capabilities, such as the development of nuclear-powered submarines. South Korea, meanwhile, must scale up its combined exercises with the United States. A stronger U.S.–South Korean alliance will improve the two countries’ combat readiness, which is especially critical at a time when North Korea appears to be building up to another round of ICBM and nuclear tests. Finally, closer ties would make it easier for the United States to marshal allies in its competition against China, including in the Taiwan Strait.

The United States should also use the renewed tensions on the Korean Peninsula to encourage closer Japanese–South Korean cooperation. Seoul has long had highly fraught relations with its former colonial ruler, and the two states have especially struggled to get along in recent years. But for better or worse, the Korean Peninsula, East China Sea, and Taiwan Strait are increasingly intertwined in the current era of strategic competition. Pyongyang's provocations against the United States and its allies on the peninsula can embolden the Chinese Communist Party to act in other regions. And if Beijing can weaken or defeat the United States and its Asian allies anywhere, both the Chinese Communist Party and the Kim regime will be emboldened to act on the peninsula. To cope with this changing security environment, it makes sense for strategists in Washington, Seoul, and Tokyo to package these issues together. By demonstrating greater coordination, the three countries would also make it harder for China or North Korea to fracture Washington’s East Asia alliances, regardless of the contingency.

Finally, these three states must prepare for simultaneous provocations in East Asia, including concurrent conflicts in Taiwan and on the Korean Peninsula. In consultation with one another, the United States and its allies must demonstrate a strong willingness to cooperate and take strategic risks. They should hold more trilateral defense minister meetings, more thoroughly review various contingency scenarios, and discuss how to enhance their combined capabilities. Hopefully, these countries will never need to put these plans and abilities into practice. But to deter Kim Jong Un and Xi Jinping, they need to prove that they can fight two wars—and win both—if the need arises.