Pacific Polarity

Jersey Lee and Richard Gray

Facilitating dialogue on the Indo-Pacific region, exploring diverse viewpoints on governance, geopolitics, and historical trends. pacificpolarity.substack.com

  1. Sep 6

    Gabriela Bernal: The Unfinished Story of Two Koreas

    Jersey Lee Welcome to this episode of Pacific Polarity. Today we’re speaking with Dr. Gabriela Bernal. She is a Korean affairs analyst based in Seoul, South Korea, and a non-resident fellow at the European Center for North Korean Studies. She is also an associated research fellow at the Institute for Security and Development Policy. She has a PhD from the University of North Korean Studies and has published work in various media and online outlets. Dr. Bernal, great to have you on. Gabriela Bernal Thanks for having me. Jersey Lee The major recent news—part of the reason why we’re even speaking at this moment—was Trump’s Truth Social announcement last month, stating that due to his great relationship with Kim Jong-un, as well as South Korea’s lack of help against Iran, America scaled down the joint Ulchi Freedom Shield exercise with South Koreans. Was this intended as an olive branch towards North Korea leverage against South Korea, or something else, or some mix of that, what’s the mix in your mind? Gabriela Bernal I think definitely Trump is trying to get back on Kim Jong-un’s good side. I think it was relevant for a few reasons. Because Trump has said since he came back to office, he said on multiple occasions that he’s interested in meeting Kim Jong-un and that he’s open to talking with him, and he’s spoken a lot about their good relationship. But this is the first time that Trump really backed up those words with some kind of action, with something tangible beyond just words. So I think in that sense, it is notable. It sends a message to North Korea, yes, that Trump is interested in keeping the tensions lower. And specifically, I thought it was interesting that he mentioned how the drills are seen are a hostile signal to Pyongyang; because he didn’t have to say that, he could have just ended it with, “South Korea didn’t help us with Iran and they’re not helping us, and therefore why should we help, why should we invest so much money with you guys in terms of these joint military exercises”, he could have just ended it in terms of criticizing South Korea and left that way. But the fact that he brought in North Korea specifically, and pretty much echoed what Kim Jong-un and North Korean leaders have been saying for so many years about the drills being exercises for war and very hostile—he used that same kind of vocabulary that North Korea uses. And I thought that’s very notable because that shows definitely it’s not just about perhaps punishing Seoul for not cooperating so much on Ukraine or Iran; that’s partly it, but it is more a message to North Korea, so yeah, an olive branch, I think it is. Now, whether North Korea will accept that olive branch, that remains to be seen. But, yeah, I do think Trump, especially seeing how things are not going his way in the Middle East, in Europe, with Ukraine, maybe North Korea could be his last kind of hope for a major foreign policy achievement before he leaves office. So he might really switch his focus more on North Korea in the near future. Jersey Lee Like the Nobel Peace Prize, you mean? Gabriela Bernal I’m sure he would love that. He tried during his first term. In practice, I don’t think that’s going to happen. But we’ll see. Because really, it’s not that much up to Trump now, unlike last time. Last time was very different. The tables have turned significantly since his first term. I think Trump or the US, they don’t hold all the cards anymore. Now, North Korea is not nearly as vulnerable or weak or isolated as it was back in 2017, 2018. So even if Trump shouts and screams that he wants to have diplomacy with North Korea and resume talks with Kim or even hold a summit, it doesn’t mean that North Korea is going to accept it. Jersey Lee As someone who only casually observes peninsula affairs—I’m referring to myself—it seems that no matter what South Korea or the US does or says, North Korea has over the past few decades remained implacably hostile, at least in its public statements. Could anything, including President Trump or South Korean President Lee Jae-myung’s efforts change this dynamic and get North Korea to show some more diplomatic flexibility than they have previously? Gabriela Bernal I think from the outside, that is how it usually looks, because North Korea always has these very dramatic rhetoric and statements that they make, with the vocabulary that they use, it’s always very extreme. But in practice, in the past, North Korea has been diplomatically flexible on multiple occasions. We’ve seen it during the 90s. We’ve seen it during the six party talks and we’ve seen it during inter-Korean talks under multiple administrations, and most recently under Trump’s first term. The very fact that they would engage in in such diplomacy, and really they did bring concessions to the table to the US. So it’s hard to say that they have not been completely—that they have not been flexible at all. But of course, they hold their cards closely, because again, the Korean Peninsula is technically still at war. So the war is still ongoing. The United States is on paper still North Korea’s main enemy, and it represents a real existential threat to North Korea. So they can’t afford to be too flexible or open, unlike maybe other countries, because—this thinking has been reconfirmed again and again over the decades by the U.S.’s foreign policy, and especially its wars in the Middle East and deposing of dictators and all of that. And most recently in Iran, it’s been confirmed to North Korea repeatedly that they can’t fully trust the U.S. and they cannot afford to just negotiate away their nuclear weapons without getting a significant concrete security guarantee in exchange. To your point about what could make them more flexible, or make them resume diplomacy in a serious way, I think it’s the same thing that they’ve been looking for since the beginning. North Korea has always been looking for the same things. That has not changed. Their goals have remained much the same for over the decades. Namely, they need a security guarantee to guarantee the survival of the regime. And I think for them, they concluded early on that the only way this would be possible is if they had nuclear weapons. History has proven them quite correct, if we look at so many examples of other countries. So I think for now, in the current context, the main thing for the beginning—what would make Kim Jong-un want to go back to talks—it would have to be a significant change in the U.S. position, because the U.S. position on North Korea has remained much the same across administrations, despite there having been attempts at diplomacy here and there, attempts under Trump last time, under Obama, under Bush, during the six-party talks. But overall, the position on CVID, Complete, Verifiable, Irreversible Denuclearization, that issue—and it has softened a bit in recent years because of how things have changed so rapidly. I think the U.S. knows that in practice it is not possible to start negotiations on that basis, from that footing of CVID, it is not going to work anymore. I mean, it wasn’t going to work in the past; it’s definitely not going to work now. So I think the first thing would be to put that to the side. It doesn’t mean to abandon denuclearization, because ultimately the goal should remain a nuclear-free Korean peninsula, the whole peninsula, for the safety and security, not just of the Koreas, but of the region and the wider world, and to prevent further nuclear proliferation, which is already a threat in the region and beyond. I think for those reasons, that’s very important. And whether the US, mainly, is willing to change its position publicly on deferring denuclearization in favor of an arms control centered approach, and also somehow, somewhat, in some way recognizing North Korea as a nuclear state. Now, does that mean officially making a giant speech and saying that, OK, we, as the United States, we recognize North Korea as a nuclear state? No, no, no. But we can see that it’s kind of already going in that direction. If we look at Russia and China, China has been, of course, very silent, but that silence speaks volumes. Unlike Russia, which has said North Korea is not going to give up its weapons, it shouldn’t be a bargaining chip and pretty much de facto recognizing its nuclear status, China has not gone that far, but they have also not brought up the issue in recent meetings or in recent documents, which is also very noteworthy, because historically China has been very supportive of denuclearization and consistently mentioned it always in public statements. Trump has said multiple times already in during the second term, referring to North Korea as a nuclear state in passing. So not in an official statement kind of way. But I think by now, since 2006, since the first nuclear test and now we’re 20 years after that first nuclear test, is it not time now for us to finally reckon with the reality that, yeah, North Korea is a nuclear weapons state? That’s not ideal and we don’t want that; ideally, they would give up their nuclear weapons. But for many, many reasons, they won’t. So the only way I think negotiations can take place in a way that has actual hope of being sustainable and for long term cooperation and progress to be made—and not just very easily reversible progress like in the past, for something to actually stick and to be able to be carried on across administrations and worked on—I think the basis of that needs to be a de facto recognition that, yeah, North Korea is a nuclear state, and now how are we going to deal with it, instead of how are we going to get them to give up their nuclear weapons. Because that premise is—I think it’s too late for that. Jersey Lee Going back to the statement we started off with, South Korean President Lee’s response was pret

    Gabriela Bernal: The Unfinished Story of Two Koreas
  2. Mar 16

    James Zimmerman: Will the Trump-Xi Meeting Happen?

    Note: This episode was recorded on March 15 Australia time (March 14 US time). On March 16 Australia time (March 15 US time), Trump threatened to delay his upcoming visit to China, if China doesn’t help unblock the Strait of Hormuz. In response to this news, James Zimmerman provided the following additional comment: China is unlikely to respond to the threat, and it’s not in their best interest to jump into the fray of the hostilities, which is not their battle. They’ll likely say that if Trump cancels, that is on his own volition and unfortunate as Beijing is able and willing to proceed with the planned Summit. But, overall, my guess is that Trump will proceed with the visit knowing that the US-China relationship is too important to postpone. Jersey Lee Welcome to this episode of Pacific Polarity. Today we’re speaking with James Zimmerman. He is a seasoned lawyer with more than three decades of diverse legal experience based in China since 1998 and is currently a partner at the law firm Loeb & Loeb where he advises foreign companies on corporate, transactional regulatory litigation and white collar criminal defense matters. He is also the chairman of the American Chamber of Commerce in China and had previously served in this position four times over the past two decades. He is also the author of the acclaimed nonfiction book, The Peking Express: The Bandits Who Stole a Train, Stunned the West and Broke the Republic of China. James Zimmerman, great to have you on. James Zimmerman Thank you so much. It’s great to be here. I appreciate the opportunity. Jersey Lee As I understand, you’ve been involved in the preparations surrounding Trump’s upcoming visit to China. To the extent that you can share, how have these preparations progressed and what can we expect from the visit? James Zimmerman This might actually be overstating our role, but we, the chamber and its members, are very much engaged with different departments in the U.S. administration, just providing our suggestions and input on the upcoming presidential visits. And we’re doing so because we want to make sure that the business communities, American business community’s agenda is part of that discussion. We are making sure that we’re having conversations with the administrations to let them know that we’re supportive. We’re here. And we’ve got ideas on what we want to see in terms of deliverables, outcome. And so, I mean, that’s why we’ve been making ourselves available. I was in Washington, D.C. two weeks ago meeting with a number of the teams that are participating in the presidential summit and to make ourselves available and to be supportive in any way we can. Jersey Lee What might be some of the expectations from the business community that you represent? James Zimmerman Well, I think the best way I’d characterize it is the expectations are generally low. We’re not expecting a grand bargain. We’re not expecting significant deliverables, although I do know that there is some discussions at this point to try to come up with some purchases that may result from the discussions. But overall, I think the goal of the summit is to continue to maintain a stable relationship between the United States and China. And the goal of this summit is not to reach a whole new bargain, a whole new agreement, the key issue is maintaining the stability in the relationships, which I feel is very, very important from the business community’s perspective. So long as the parties continue to talk and the relationship is stable, I think that’s something that’s very important for not just the business community, but the global economy as well, because if the bilateral relationship is stable, that supports stability across the globe and is good for the global economy. Jersey Lee There’s been quite a number of reports that have noted issues with the preparation process, or at least, as you say, playing down expectations for the visit. There’s reports that there might not be a corporate delegation from America, and some other reports suggest that the preparation process has been a bit rushed, which is why there’s low expectations for outcomes. What do you think of such reporting? James Zimmerman Well, I think that there is some truth to the fact that, yeah, this has all been late discussions and we’re trying to put something together without a whole lot of planning time. But keep in mind, too, the delegation that Trump led to Saudi Arabia that was all put together at the last minute where CEOs got on board. And I think that there is some discussions that he will be bringing forward to China maybe 20, maybe 30 CEOs that have an interest in ongoing trade and investment in China. I think the expectations and the reporting in general is accurate. I think they’re trying to put something together where we’re going to have some business that will be participating in some way, but the actual outcomes and the actual purchases is something that’s left for observation. Jersey Lee So it sounds like this is something that’s common in Trump’s visits, instead of specific to this upcoming visit to China. Is that what you’re saying? James Zimmerman Yeah, I mean, I think it would be—There are things specific to the U.S.-China relationship that we’re trying to put together, but the last-minute planning is nothing new with this administration, they seem to be doing things quite often at the last minute. Even when I was in Washington, when I met with the Chinese embassy the DCM (Deputy Chief of Mission) there had said to me that, wow, we haven’t heard what the plan is, and it’s so hard to have outcomes, so we have to play down expectations because we just don’t have a whole lot of time. That’s the situation here, but we may be surprised, there are some last minute preparations that will, may pull things together, so Trump brings along a real solid group with him, but we’ll have to see what happens. The fact that Secretary of Treasury percent is meeting with Vice Premier He Lifeng in Paris as we speak, a lot of those discussions in Paris are planning the logistics and planning some of the outcomes that will come out of this meeting. So in the next few days, we may be hearing more information. Jersey Lee Beyond the usual conversation over trade and investment, which lots of people have talked about, some reporting suggests that the US might push China to reduce purchases of oil from Russia and Iran, or to push China to exert pressure on Iran to keep the Strait of Hormuz open. Meanwhile, there are suggestions that China may in turn push the U.S. to weaken its support for Taiwan or to significantly weaken export controls. Do you think any of these proposals might find a receptive counterpart here, or are they just thought bubbles, trial balloons? James Zimmerman No, I don’t think there’s going to be any progress in either direction on the more sensitive topics. Those things take a lot of time to work through, and I think the parties, both the U.S. and China, are more interested in keeping the general stability of the relationship and not throwing a monkey wrench in either direction that’s going to cause any kind of complications. If the U.S. was to pressure China to reduce its purchases of oil or if China was to put pressure on the U.S. to weaken its support for Taiwan, I think you’re opening up a whole week of discussions, a month of discussions, and it just complicates things. And I don’t think either party really wants to go down that path. I think it’s more of, let’s just continue to stabilize the relationship, let’s talk in general terms, and let’s keep things at a very simple pace right now. And I think that’s the direction we’re going in. There’s been a lot of issues that have come up in the past few months that could very easily have derailed the pending truce that’s between the U.S. and China since the presidents met in South Korea back in October, a lot of things have happened, not just Iran, but Venezuela and so forth. But there’s been quite a bit of discipline on both sides to not overreact, to destabilize the relationship. So it’s the same theme. It’s like, let’s not complicate things with very difficult requests at this time. Let’s just keep the relationship stable. So I don’t think you’re going to find that a lot of proposals that are going to be made. Now, there might be, I mean, both sides may take the opportunity to lecture one another on things that they find to be troubling. And I’m sure that Xi Jinping is going to raise questions about both Venezuela and Iran and so forth. And then Trump himself might raise questions about the things that are troubling him as well. But I don’t think those are going to be conversations that are going to result in any grand bargain, so to speak. They’re just too complicated and just not enough time. Jersey Lee On the topic of the ongoing war in Iran, do you think that’s affecting either side’s thinking towards the meeting? Maybe not to the extent of derailing it, but just thinking about how much importance, how much salience they want to put into this meeting. Because various analysts have made the case that this meeting might be bad optics for both Trump and Xi, but for different reasons, given the current geopolitical context. James Zimmerman Yeah, I mean, that’s a concern on both sides. I know that, in communications with people within the Chinese government, they were very concerned, and they continue to be concerned about the optics of providing Trump with a platform, with the opportunity to meet Xi while this war with Iran is going on. So there are concerns on the Chinese side. And quite frankly, right after the war began, there was questions on whether Beijing was going to cancel the summit, there was a real concern about that, but that did not happen. In fact, Foreign Minister Wang Yi himself, I think it was earlier

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Facilitating dialogue on the Indo-Pacific region, exploring diverse viewpoints on governance, geopolitics, and historical trends. pacificpolarity.substack.com

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