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e-ISSN: 1647-7251
VOL. 17 Nº.1, TD 1
Thematic Dossier The Korean Peninsula in a Global
Context: Security, Culture, and Transnational Perspectives
June 2026
5
NORTH KOREA: BACK TO THE FUTURE IS NO SOLUTION
MICHAEL REITERER
michael.reiterer@vub.be
Professor for International Security, Diplomacy and Strategy, Brussels School of Governance
(Belgium). Adjunct Professor for International Politics, University of Innsbruck (habilitation 2005,
PhD equivalent), Webster University/Vienna, LUISS/Rome, Danube University/Krems; Guest
professorships at Ritsumeikan University/Kyoto, Kobe and Keio University/Tokyo. Associate
Fellow Global Fellowship Initiative, Geneva Centre for Security Policy (GCSP), Senior Advisor at
Centre for Asia Pacific Strategy (CAPS), Washington DC, Austria Institute for Europa and Security
Policy (AIES) Vienna, and Vienna Institute for International Economic Studies (WIIW); extensive
list of publications. Ambassador of the European Union to the Republic of Korea (2017-2020),
Switzerland and the Principality of Liechtenstein (2007-2011) rtd. Previously Minister, Deputy
Head of EU-Delegation to Japan (2002-2006); ASEM Counsellor (1998-2002); Minister-
Counsellor, Austrian Mission to the European Union (1997-98); Counsellor, Austrian Mission to
the GATT (1990-92); Austrian Deputy Trade Commissioner to Japan (1985-88) and Western
Africa (1982-85). Panellist at WTO dispute settlement; Co-chair Trade of Joint Group of Trade
and Environment Experts, OECD. Honorary citizen of Seoul (2020); Order of Merit in Silver with
Star, Government of the Republic of Austria (2018).
Abstract
Recalling the 75th anniversary of the Korean War and its implications for global security, the
paper contrasts the peaceful international relations within the EU with the reliance on military
force in East Asia. Based on the comprehensive relationship between South Korea and the EU,
security cooperation has increased also in terms of hardware (arms sales). It could be
intensified to meet the challenges posed for securing supply chains and global trade policy.
The paper addresses the geopolitical dynamics involving North Korea, Russia, and China,
analysing the impact of these new strategic alliances and military cooperation that have
emerged. While denuclearisation should remain the long-term goal, there is a need to rethink
of traditional policies towards North Korea, considering technological advances, lessening of
legal constraints, upending of the goal of unification by the North and the negative examples
of powers having abandoned nuclear arms. ‘Back to the Future’ in applying traditional tools
and instruments is no longer an option neither for South Korea, nor the European Union.
"Forward to the Past", learning from history but adapting those lessons to new realities rather
than simply repeating old patterns, must be the new direction. To preserve some influence
outside the US-China-Russia triangle and in recognition that there is only one security, the EU
needs to strengthen its engagement in East Asia, based on its comprehensive security
approach. This could include nominating an EU Special Representative for Northeast Asia to
contribute to trust building, reopening of lines of communication and bring diplomacy back to
prevent the flareup of another hot spot.
Keywords
Korean Peninsula, European Union, resilience, strategic cooperation, might-is-right.
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
6
Resumo
Recordando o 75.º aniversário da Guerra da Coreia e as suas implicações para a segurança
global, o artigo contrasta as relações internacionais pacíficas no seio da UE com a dependência
da força militar na Ásia Oriental. Com base nas relações abrangentes entre a Coreia do Sul e
a UE, a cooperação em matéria de segurança tem vindo a aumentar também no que diz
respeito ao equipamento militar (venda de armas). Esta cooperação poderia ser intensificada
para responder aos desafios colocados pela segurança das cadeias de abastecimento e pela
política comercial global. O artigo aborda a dinâmica geopolítica envolvendo a Coreia do Norte,
a Rússia e a China, analisando o impacto destas novas alianças estratégicas e da cooperação
militar que surgiram. Embora a desnuclearização deva continuar a ser o objetivo a longo
prazo, é necessário repensar as políticas tradicionais em relação à Coreia do Norte, tendo em
conta os avanços tecnológicos, a diminuição das restrições legais, a reviravolta no objetivo
de unificação por parte do Norte e os exemplos negativos de potências que abandonaram as
armas nucleares. «Regressar ao Futuro» na aplicação de ferramentas e instrumentos
tradicionais não é uma opção nem para a Coreia do Sul, nem para a União Europeia.
«Avançar para o Passado», aprendendo com a história mas adaptando essas lições às novas
realidades, em vez de simplesmente repetir velhos padrões, deve ser a nova direção. Para
preservar alguma influência fora do triângulo EUA-China-Rússia e reconhecendo que existe
apenas uma segurança, a UE precisa de reforçar o seu envolvimento na Ásia Oriental, com
base na sua abordagem abrangente em matéria de segurança. Isto poderia incluir a nomeação
de um Representante Especial da UE para a Ásia Nordeste, a fim de contribuir para a
construção de confiança, a reabertura de canais de comunicação e o regresso da diplomacia
para evitar o surto de outro foco de tensão.
Palavras-chave
Península Coreana, União Europeia, resiliência, cooperação estratégica, «o poder faz a razão».
How to cite this article
Reiterer, Michael (2026). North Korea: Back to the Future is no Solution. Janus.net, e-journal of
international relations VOL. 17 Nº. 1, TD 1 Thematic Dossier The Korean Peninsula in a Global
Context: Security, Culture, and Transnational Perspectives, June 2026, pp. 5-23. DOI
https://doi.org/10.26619/1647-7251.DT0426.1
Article submitted on December 31, 2025, and accepted for publication on February 6,
2026.
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
7
NORTH KOREA: BACK TO THE FUTURE IS NO SOLUTION
MICHAEL REITERER
Introduction
The 75th anniversary of the outbreak of the Korean War serves as a poignant reminder
of the ongoing security tensions in East Asia. The Korean Peninsula remains entangled in
unresolved conflict (Taiwan, South and East China Sea, India, Pakistan, Afghanistan…)
and global security challenges, exacerbated by new strategic alliances in the region.
The coincidence of this anniversary of the Korean War and that of the Schuman
Declaration highlights the contrast between the peaceful system of international relations
within the EU, albeit not in the whole of Europe Ukraine - and the mistrust and reliance
on military force that persist in East Asia. South Korea is technically still at war with North
Korea, as is Japan with Russia because of the Kurile Islands (Northern Territories).
For South Korea, this conflict at its doorstep, requires full attention. This needs a foreign
policy building international cooperation to control and solve this internationalised
conflict. At the same time, the country must shoulder international responsibility as a
major economy and as a technology provider.
The EU's engagement in East Asia must evolve to address these complexities through
innovative diplomacy, comprehensive security approaches, and updated policy
strategies.
The main conclusion this paper will develop is that it is necessary for the EU to adapt its
critical engagement strategy towards North Korea and embrace innovative diplomacy to
maintain or build some influence in Northeast Asia. By fostering deeper partnerships with
South Korea and Japan and addressing North Korea’s nuclear threat through deterrence
and dialogue, the EU can contribute to regional stability and uphold the principles of a
rules-based international order.
Considerable Change of the Geopolitical Context
As a sort of Cold War and tensions have persisted in Asia since the end of the Great
Pacific War, recognition and standing as a global political player is still measured
according to military and political parameters. Economics is crucial but not enough to be
counted in as one of the big players geo-economics is just one part of geo-politics, the
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
8
arms race has persisted, not least because of China’s heavy investment in building a blue
water navy.
COVID 19 brought some change: the importance of supply and production chains came
to the fore. The weaponisation of trade and in particular the most beautiful word in the
vocabulary of President Trump, “tariffs”, moved trade policy back not only into the
limelight but also the stone age. This unravelling of past achievements, in particular the
WTO which had been set up to de-politicise trade policy and provide stability and
predictability, leads to unseen disturbances and welfare losses for all. Populists are not
aware, that in the long run, there is no protection in protectionism.
Like the Korean War which internationalised with the intervention of UN-forces under US
leadership, the Russian war of aggression in Ukraine demonstrates to everybody that
there is only one security: South Korea joined the group of countries condemning the
flagrant breach of the Charta of the United Nations by Russia and applies sanctions. It
also started to backfill arms for Ukraine through sales of weapons to Poland and the US.
South Korea also started to backfill arms for Ukraine through sales of weapons to Poland
and the US. Thus, on the Ukrainian battlefields South Korean weapons meet North Korean
soldiers and arms.
A continuation of past policies, more of the same, will neither preserve the status quo,
which is not desirable anyhow, nor bring the problem closer to a solution. Thus, while
denuclearisation remains the global long-term goal, it is unlikely that North Korea will
give up its nuclear arsenal any time soon as it guarantees regime survival. The recent
attack of Iran by Israel, supported by the US by attacks on Fordo, Natanz and Isfahan
with “bunker buster" bombs (GBU-57 Massive Ordnance Penetrator - MOP) will harden
this conviction: Ghaddafi in Libya, Hussein in Iraq and Ukraine renounced nuclear
weapons and paid a heavy price. In short, “Back to the Future” would mean more tension
and turmoil ahead.
And the winner is: North Korea
North Korea has improved its position in gaining more options: it has added Russia as a
balancer to the rocky relationship with its long-time-only supporter, China. The 2024
Treaty on Comprehensive Strategic Partnership, signed by Putin and Kim Jong-un Un
provides for "military and other assistance" in case of an armed attack. This amounts to
an alliance and could turn what was often regarded as technicality or left-over from the
Korean War there is only an armistice between the two Koreas and no peace treaty -
into a serious issue: According to Russian propaganda, Russia is under attack by NATO
and must defend itself. Therefore, North Korea is providing assistance in sending troops
and not only weapons. According to the same logic, North Korea could claim Russian
support against South Korea with which it is technically still at war!
North Korean soldiers on European soil are a serious escalation and could involve an
Asian state in a conflict with NATO, should Putin decide in the future to attack a NATO
member. This alliance will embolden North Korea’s Kim Jong-un as he finally gets out of
the unilateral dependence on China and now has Russia as a hedging partner vis-à-vis
China. At the same time and different from 2018, Kim Jong-un will also be less keen to
JANUS.NET, e-journal of International Relations
e-ISSN: 1647-7251
VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
9
restart his bromance with Donald Trump; he also refuses the persistent overtures of
President Lee Jae-myung to recalibrate the relationship after the hawkish President Yoon
and open lines of bilateral communication.
While Russia attempted extending this trilateral China-Russia-North Korea to Iran,
hostilities between Israel and Iran as well US attacks on Iran have devalued this
extension. The other supporters of Russia, who rejected in 2022 condemning the
aggression against Ukraine in the United Nations, namely Belarus, Eritrea and Syria, are
no material support.
Most importantly in the UN context, the veto of Russia to reconduct the UN Panel of
Experts e.g., the committee monitoring sanctions, takes off some pressure from the
North, as the replacement, the Multilateral Sanctions Monitoring Team (MSMT)
1
carries less authority. The non-prolongation of the UN Panel, however, has NOT ended
the sanctions which remain in place and therefore need to be implemented. The first
report of the MSMT published on 29 May 2025, underscores this fact. It also calls for
active diplomacy to restore the UN Panel which grants more legitimacy and invites
the DPRK to engage diplomatically. The reporting focuses on the North Korea Russia
cooperation.
2
Russia and North Korea are under heavy sanctions. In the case of North Korea, they
have not realised the main goal, to stop the development of nuclear weapons and inter-
ballistic missile systems. As a collateral damage, the North Korean people suffer from
malnutrition, a miserable standard of living while the family dictatorship shields itself and
its cronies from the effects of sanctions.
North Korea excels in making use of emerging technologies: cybercrime helps to fill the
otherwise empty state pockets, facilitated using crypto currencies/bitcoins
3
which are
difficult to track. Chinese knowhow allows to maintain the Korean version of the Great
Cyber Wall; Russian oil lubricates some industry and food deliveries prevent a large-scale
famine. While the argument, without sanctions the situation would be worse holds some
truth, a rethink of policies is necessary.
Geopolitically, all eyes are on Ukraine, Gaza, Taiwan, India-Pakistan, the South China
Sea and the erratic policies of the Trump II administration. Trump’s admiration for strong
leaders, irrespective of their moral standards, opens even the perspective to tie in the
old love affair and rekindle the Kim-Trump bromance, potentially with Putin as the Third
Man. Old love does not rust, but the bromance Trump-Putin is deteriorating as the latter
clearly plays the former. Recall the melt down between Donald Trump and Elon Musk!
President Trump will soon realise that the price for engaging with Kim Jun-un has gone
up compared to seven years ago. Standing between Xi and Putin gives Kim re-assurance,
1
Australia, Canada, France, Germany, Italy, Japan, the Netherlands, New Zealand, the Republic of Korea, the
United Kingdom, United States of America
2
US Department of State (2025). Joint Statement of the Multilateral Sanctions Monitoring Team (MSMT) on
the First Report Covering DPRK-Russia Military Cooperation. 29 May 2025; at https://www.state.gov/joint-
statement-of-the-multilateral-sanctions-monitoring-team-msmt-on-the-first-report-covering-dprk-russia-
military-cooperation/
3
Dan Goodin (2025). How North Korea pulled off a $1.5 billion crypto heistthe biggest in history. Ars technica,
25 February 2025; at https://arstechnica.com/security/2025/02/how-north-korea-pulled-off-a-1-5-billion-
crypto-heist-the-biggest-in-history/
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e-ISSN: 1647-7251
VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
10
the urge to talk with and be recognised by the US has diminished. Russian pays for
deliveries either in cash or technological support for the nuclear and missiles programs;
evidently cooperation is not tied to international law and any moral standards. North
Korea did not respond positively to being left off the US travel ban list if the omission
was meant to encourage future engagement
4
.
The 2025 National Security Strategy was strong in criticising Europe but short of even
mentioning North Korea. The role assigned to Seoul is primarily to contribute to reducing
US trade deficit and burden sharing in military and infrastructure investments. The 2026
US National Defence Strategy assigns South Korea the task to keep North Korea at bay
and to invest correspondingly under the US ‘extended deterrence’.
The European Union's robust partnership with the Republic of Korea is founded upon a
shared acknowledgement of the strategic significance of the Democratic People's Republic
of Korea, as well as sustained support for South Korean policies through a unique array
of agreements and a strategic partnership. The European Union has persistently
encouraged successive Korean administrations to advance diplomatic engagement,
constructive dialogue, the peaceful resolution of disputes, non-proliferation initiatives,
and the pursuit of denuclearization.
As for the South Korean governments’ policy towards the North, whether progressive or
conservative, Sheena Greitens concludes:
“Korean progressives emphasize economic and social rights in their stance
toward the North and focus on improving the welfare of North Koreans
through intergovernmental rapprochement with Pyongyang a process that
has often led them to constrain the role of civil society organizations and
activists to keep political dialogue going. Conservatives treat consideration of
civil and political rights as a precondition for discussions of unification. They
are sceptical of the compromises necessary to achieve rapprochement with
Pyongyang, and elevate the role of North Korean defectors, including those
who openly call for political change to the Kim regime, rather than prioritizing
intergovernmental contact”
5
.
President Lee’s challenges
The new government of President Lee Jae-myung is expected to be more inclined to
engage with the North than the Yoon Suk Yeol administration which advocated unification
on South Korean terms as laid out in his last liberation day speech on 15 August 2024
6
.
Thus, a rethink of the traditional fixtures of South Korean policy, preventing war,
achieving denuclearization, and laying the foundation for unification will be necessary.
4
Yonhap (2025). N. Korea says U.S. entry ban not a matter of interest over its omission from list. 10 June
2025; at https://m-en.yna.co.kr/view/AEN20250610002100315?section=nk/nk
5
Sheena Chestnut Greitens (2025). How South Korea’s Next Leader Should Handle Kim Jong-un. The Journal
of Democracy, May 2025; at https://www.journalofdemocracy.org/online-exclusive/how-south-koreas-next-
leader-should-handle-kim-jong-un/
6
Yonhap (2024). Full text of Yoon's Liberation Day speech. 15 August 2024; at
https://en.yna.co.kr/view/AEN20240815002500315
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e-ISSN: 1647-7251
VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
11
Kim Jong-un has abandoned the long-standing pet project of unification in a rather radical
change of policy. He deviated from the policy lines of his father, Kim Jong-il, and -even
more striking, his venerated grandfather, Kim Il-sung.
While it needs two to tango, to maintain the prospect for unification, the South will have
to shoulder the brunt of the project to maintain the prospect of unification. While still
official policy, there is a clear generational split in the South Korean society. The younger
generation has no emotional attachment any longer and is therefore not willing to bear
the heavy costs of what they perceive to be ‘another’ people. This is certainly an area
where provincial governments, like Gyeonggi Province, which are prone to foster the
people-to-people dimension can play an important supportive role.
Limited options for the incumbent president
President Lee Jae-myung intends to follow a “pragmatic diplomacy grounded in national
interests", maintaining South Korea's alliance with the U.S. as the "foundation" of his
envisioned foreign policy”. This realpolitik will include “future-oriented relations with
Japan”
7
In his inaugural address which marked the transition from campaigner to
president and therefore was more sensible than campaign speeches, he hinted at a
balanced policy without giving any specifics: “With a defence budget twice that of North
Korea, the world’s fifth-ranked military, and the Korea-U.S. alliance, we will deter nuclear
threats and military provocations while keeping open channels of dialogue to establish
peace on the Korean Peninsula.”
This is an interesting nuance, deterrence vis-à-vis North Korea, not China, unlike the US.
President Lee moved quickly to improve atmospherics in reducing cross border irritations
like blaring loudspeakers and exchange of balloons. While the latter make sense
politically, this might infringe on the right of free speech and demonstration according to
the Constitutional Court. Based on experience, trust and confidence building measures
are welcome to reduce tensions, However, a policy based on reciprocity and snap-back
measures if commitments are not honoured, will be more effective than one-sided open
offers which can be interpreted as weakness.
President Lee put Japan into the trilateral context, “We will reinforce the Korea-U.S.
alliance, strengthen trilateral cooperation with the U.S. and Japan and approach relations
with neighboring countries through the lens of practicality and national interest.”
8
China
was not mentioned specifically but is covered by “neighboring” countries a classic
hedging approach to bridge the gap between the largest trading partner, China, and the
main security provider, the US, with which South Korea is locked into an alliance. The
first personal encounter in the margins of the G7 of both leaders built a base. In pursuing
pragmatically wants to pursue a ‘two track’ approach, e.g., separating historical disputes
from forward looking cooperation
9
, President Lee made a historic stop-over in Tokyo on
7
Yonhap (2025). Lee's 'pragmatic diplomacy' vision put to test in U.S. alliance, regional power ties .4 June
2025; at https://m-en.yna.co.kr/view/AEN20250602009900315?section=national/diplomacy
8
The Korea Times (2025). Lee Jae-myung's inaugural speech. 4 June 2025; at
https://www.koreatimes.co.kr/southkorea/politics/20250604/full-text-lee-jae-myungs-inaugural-speech
9
Yonhap (2025). So close, yet so far: S. Korea-Japan ties at pivotal moment 60 yrs after normalization. 15
June 2025; at https://en.yna.co.kr/view/AEN20250613006900315
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e-ISSN: 1647-7251
VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
12
his way to the first summit with President Trump in Washington. Prime Minister Takaishi
responded by inviting President Lee to visit her hometown, Nara, a city known for its
historic connections to Korea. Together, the leaders pioneered an innovative diplomatic
approach, "drum diplomacy," where they played drums along with K-Pop music rhythms.
Should the EU play the China card?
Because of the deteriorating situation between the US and China, China is starting a timid
charm offensive, reaching out to the EU, Japan and South Korea while continuing to grant
India a favourable treatment. President Xi needs to rekindle growth, needs alternative
market access opportunities in the battle with President Trump; strategically Xi continues
pursuing a goal he shares with Putin, to split the West, or whatever is left from this
notion.
Utilising China's strong position as a market, raw material and technology provider as
leverage is not the most effective strategy for the European Union. Nevertheless, given
that the United States under President Trump has shifted from a stabilising influence to
a potentially destabilising one by questioning established alliances, shared interests, and
values, it is essential to acknowledge the geo-economic and political significance of China
and incorporate this consideration into future policy development.
At the G7 President von der Leyen delivered a rather hawkish speech on the Global
economic outlook, either as a warning when setting the scene for the July summit in
Beijing or to renounce playing the China card: ”China has largely shown that it
unwillingness to live within the constraints of the rules based international system. While
other opened their market China focused undercutting intellectual property protections,
massive subsidies with the aim to dominate global manufacturing and supply chains. This
is not market competition it is distortion with intent. And it undermines our
manufacturing sectors.”
10
She also identified China’s insistence on its status as a
developing country in the WTO as the “biggest collective problem”. In September 2025
responded to this criticism. While it did not renounce its status, China announced it would
no longer invoke special and differential treatment (S&DT) as a developing country in
future WTO negotiations.
Given the economic interdependence with China, the EU has already ruled out decoupling
from or isolating China. Without being blue-eyed the EU follows a policy of derisking
which does not exclude sectoral cooperation, politically and economically. China has lifted
bans on some members of the European Parliament which at the time caused the collapse
of the Comprehensive Investment Agreement (CIA). While this Agreement is not re-
instated immediately, there is clearly a Chinese interest for cooperation, not least to
stabilise its own economy. President Xi will go to great lengths to prevent economic issues
at home from causing discontent or political unrest. The negative repercussions of the
trade and tariff war with the US are an incentive for China to work more closely with the
EU. Therefore, trade negotiations are ongoing, China has also hinted to be forthcoming
10
Ursula von der Leyen (2025). Statement Session I of G7, Global economic outlook; 16 June 2025; at
https://ec.europa.eu/commission/presscorner/detail/en/statement_25_1521
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on a deal to secure the supply of essential raw materials like rare earth
11
; measures to
improve market access for goods, services and investment to provide the famous level
playing field and reduce the ballooning trade deficit need to follow. However, the
profound differences concerning Chinese support for Russia including North Korean
troops in Ukraine pose serious problems for cooperation which were not addressed at the
EU-China Summit on July 24-25, 2025.
Among the key outcomes of this short summit in Brussels without President Xi was the
extension of climate collaboration with China, encompassing initiatives such as clean
energy development, methane emission reduction, and carbon market mechanisms. The
relaxation of rare earth export restrictions represented a significant positive development
for European businesses and is considered a strategic geopolitical decision by China,
distinguishing its approach to the EU from that to the United States.
On other issues, neither side is wearing rose-tinted glasses. Commission President von
der Leyen emphasized that bilateral ties were at an “inflection point” and called on both
sides to “come forward with real solutions.” Meanwhile, according to the official Chinese
readout, President Xi Jinping (習近平) urged the EU to avoid restrictive economic and
trade measures” and to keep its markets open. He also called for joint support of
multilateralism and opposition to “unilateralism”, a thinly veiled reference to the United
States. Notably, the Chinese brief made no mention of the war in Ukraine, a key issue
raised by the EU side. Thus, the situation remains volatile as the EU must also to pursue
its interests through reciprocity: member states voted 2 June 2025 to restrict access to
the vast procurement markets for Chinese medical device manufacturers in response to
Beijing’s refusal to open its own tenders to EU firms.
Dealing with North Korea
Restraining North Korea could well be a common interest of the EU and China.
Thus, the EU inviting China to restrain North Korea in its support for Russia, especially
concerning further nuclearization with Russian support and know-how. Allegedly, North
Korea is pursuing the project of a nuclear submarine - a rather difficult task, remember
the AUKUS discussion and fall-out. Non-proliferation has been a common denominator
between the EU-China and the US; President Trump, however, is using loose language
in referring to North Korea as a ‘nuclear state’, opening the door to a path to the nuclear
club like in the case of India and Pakistan. Adding another two, South Korea and Japan,
to the already existing three nuclear powers in Northeast Asia - China, Russia and North
Korea - would hardly be a contribution to stability with South Asia already suffering from
the tensions between nuclear India and Pakistan.
In general, the EU pursues a policy of critical engagement towards the DPRK. “Its goals
are to support a lasting diminution of tensions on the Korean peninsula and in the region,
to uphold the international non-proliferation regime and to improve the situation of
11
New York Times (2025). China Hints at Rare Earths Progress With E.U. Before Talks With U.S. 6 June 2025;
at https://www.nytimes.com/2025/06/06/business/china-rare-earth-licensing.html
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VOL. 17 Nº. 1, TD 1
Thematic Dossier The Korean Peninsula in a Global Context: Security, Culture, and
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June 2026, pp. 5-23
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14
human rights in the DPRK.”
12
The EEAS website has been updated last time 18 January
2022 in these rapidly changing times this negligence is a message.
This EU policy started in 1995 with varying phases of engagement or critique. At the end
of the 1990s during a more engaging phase, the EU participated in KEDO, the Korea
Energy Development Organisation. The project failed in the end; the EU had only played
a secondary role invited to pay but not to act politically.
The last years have been characterised by pressure and sanctions in implementing the
UN sanctions to which the EU added autonomous sanctions. This caused in 2015 the
termination of the political and human rights dialogue between the EU and North Korea
while some humanitarian aid through NGOs was continued.
Although some member states have embassies in Pyongyang and are striving to get back
post-COVID to pre-COVID level, the EU could not prevent the diplomatic failure, that for
a long time the Chinese had the only solid line of communication with the Kim regime.
The brief interlude Trump Kim was only a bracket. The forceful engagement of Russia,
however, is a game changer.
As President Putin is not interested in terminating hostilities anytime soon and strives to
keep up tensions at the border with NATO (Baltic states, Poland), the above mentioned
2024 Treaty on Comprehensive Strategic Partnership between Russia and North Korea
has become more than a ‘one-nightstand’ and produces all the risks of an alliance which
the EU has to factor in when finally re-examining its policy.
The future role for the EU
Based on a successful free trade agreement, South Korea is the EU's eighth-largest trade
partner in goods, while the EU is Korea's third-largest trade partner, a digital trade
agreement was added giving life to the Digital and Connectivity partnerships. European
companies are the largest source of investment. The EU’s trade deficit is compensated
by a structural surplus in services (2023).
In the various Asia, Asia Pacific or Indo Pacific strategies, as well as the 2016 Global
Strategy and the 2022 Global Compass, the EU has developed the concept of
comprehensive security in substance and geography. As there is only one security,
neglecting the part of the world, which is most dynamic, technologically at the edge, with
an overall growing population and a remarkable number of hotspots, is no political option.
Having the capacity to respond to multiple crises at the same time, even with war in
Europe (Ukraine), is essential for a major power. While the EU has learned that economic
and soft power need also to translate not only into smart but also into hard power,
responding to these challenges is particularly difficult when the decade-long reliable ally
and partner, turns unreliable calling out the EU as an institution set-up to screw the US.
12
EEAS. EU and DPRK; at https://www.eeas.europa.eu/eeas/dprk-and-eu_en (accessed 5 February 2026).
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Transnational Perspectives
June 2026, pp. 5-23
North Korea: Back to the Future is no Solution
Michael Reiterer
15
This total reversal of politics necessitates a fundamental rethink of the EU’s foreign and
defence policies and actually acting upon the ‘Zeitenwendethe then German chancellor
Olaf Scholz rightfully proclaimed.
Politicians and the general publics in Europe must recognise urgently that there is no
more space for nostalgia for good old times: Striving for more resilience, more
engagement, shouldering more responsibility politically and exercising leadership are
challenges the EU shares with its Northeast Asian partners, South Korea and Japan
13
.
This should and could lead to a closer trilateral (EU, ROK, Japan) policy coordination for
mutual reassurance and solidification vis-à-vis North Korea, China, Russia and the United
States the latter a new, unusual and disquieting addition to challenges to meet. This
situation is at the same time a strong call on South Korea and Japan to overcome the
legacies of the past in a sustainable manner. A steady policy outliving changes of
governments is necessary to cooperate in the overriding interest, to stabilise the situation
thereby strengthening the bargaining power of the three. Cooperation between South
Korea and Japan is an essential element in the security equation of Northeast Asia. This
cooperation could become even stronger if the principles established at the Camp David
14
trilateral summit convened by President Biden in 2024 continue to endure.
As HRVP Kallas pointed out at the2025 Shangri-La Dialogue in Singapore:
“North Korea directly contributes to the illegal aggression with soldiers, arms
and ammunition. And China says it’s neutral, but its dual-use exports are
fuelling Russia’s war. When China and Russia speak of leading together
changes not seen in a hundred years and of revisions to the global security
order, we should all be extremely worried.” She also recalled: “Back in 2022,
former Japanese Prime Minister Kishida warned from this stage that Ukraine
today may be East Asia tomorrow. We are over three years into this war
now”
15
.
Acknowledging geopolitical difficulties, the EU needs to revise its approach by rethinking
its traditional and favoured role as a peace project, ensuring this is supported by robust
defence measures. The EU plans to allocate up to €800 billion for joint defence
investments; without this, it cannot achieve its aim of being a credible global security
partner.
The EU has concluded security and defence partnerships with Japan and the Republic
of Korea. In addition, the Strategic Compass and the Indo-Pacific Strategy foresee a
13
Michael Reiterer (2020). The European Union and Security Cooperation: Bringing Northeast Asia into Focus.
Global Asia, The East Asia Institute (Seoul, 10 November 2020); at
https://www.globalnk.org/commentary/view?cd=COM000044
14
Ministry of Foreign Affairs, Korea (2024). Joint Statement of Japan, the Republic of Korea, and the United
States. 18 November 2024; at https://overseas.mofa.go.kr/eng/brd/m_5674/view.do?seq=321087
15
EEAS (2025). Speech by High Representative/Vice-President Kaja Kallas at the IISS Shangri-La Dialogue; at
https://www.eeas.europa.eu/eeas/speech-high-representativevice-president-kaja-kallas-iiss-shangri-la-
dialogue_en
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16
deepening of security relations with India and Australia, New Zealand. At the beginning
of 2026, the partnership with Vietnam was elevated to the comprehensive” level.
16
More attention needs also to be paid to the Pacific Island states because of their strategic
importance and not only because of their essential threats of rising sea levels because of
climate change.
The same applies to the regional trade agreements, in particular the CPTPP which
South Korea is set to join. Regional trade governance are important stepping stones
for revitalising the rules-based trading system and the WTO, an idea this author had
already voiced in 2022, and finally taken up by President von der Leyen in her 2025 State
of the Union address in response to President Trump’s erratic trade policy. In November
2025 at a meeting in Australia closer cooperation between the EU and CPTPP participants
was agreed. Joining the Partnership like the United Kingdom appears to be too
cumbersome and time consuming when quicker action is required. A quarter of a century
negotiations of the MERCOSUR free trade agreement, finally signed but sent to the
European Court of Justice by the European Parliament, is a serious weakening of the EU
in the sole area where it is strong On the other hand, the signing of the “mother of all
deals”, a free trade agreement with India
17
as well as a landmark EU-India Security and
Defence Partnership is a strong contribution to governance and shared resilience. These
pacts strengthen the autonomy of both partners as well as the rules-based approach;
swift implementation is of course necessary to increase leverage. President Trump
reducing reciprocal tariffs from imports from India
18
right after India’s agreement with
the EU is a strong indication of the effectiveness of this policy.
Despite Ukraine, Gaza, Sudan, North Africa, the Balkans and many more challenges,
Europe must cultivate a long-term, strategic commitment to Northeast Asia and therefore
aim at contributing to find solutions to the specific regional hotspots, North Korea,
Taiwan, South and East China Sea, India-Pakistan to name a few.
North Korea
Experience with NAPCI, the Northeast Asian Peace Cooperation Initiative under the
presidency of Park Geun-hye
19
, and the Ulaanbaatar Dialogue shows that it needs more
than functional cooperation to solve high stakes political and security problems,
although functional cooperation can become an important stepping stone. The so-called
Zermatt Dialogue managed by the Swiss think tank Geneva Centre for Security Policy
(GSCP) provides a platform to meet but lacks the element of power of persuasion
necessary r for talks to produce results.
16
Joint statement on upgrading relations between the European Union and Viet Nam to a Comprehensive
Strategic Partnership, 29 January 2026; at
https://ec.europa.eu/commission/presscorner/detail/de/statement_26_255
17
European Commission (2026) EU and India conclude negotiations for largest trade deal in their history. 28
January 2026; at https://ec.europa.eu/commission/presscorner/detail/en/ac_26_253
18
BBC (2026) US and India reach trade deal, Trump says after Modi call. 2 February 2026; at
https://www.bbc.com/news/articles/c5yve1x9zv0o
19
Michael Reiterer (2015). The NAPCI in the Volatile Security Environment of North-East Asia: Which Role for
the European Union? European Foreign Affairs Review 20, no.4, 2015; pp. 573-590.
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Transnational Perspectives
June 2026, pp. 5-23
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Michael Reiterer
17
North Korea’s alliance with Russia renders every effort more difficult the my enemy’s
friend is my enemy ‘logic cements a relationship instead of weakening it. The EU can
either encourage member states to provide track 2 or 1.5 platforms or do it itself with a
broader basis.
Nominating a special representative for Northeast Asia who has the time and
infrastructure to work in and with the various stakeholders in the region would manifest
the EU’s engagement in this important region, add an element of stability and
sustainability, and translate the EU’s narrative into action. In times of budgetary
constraints drawing on defence spending could be a solution, as this would only be a tiny
fraction of the envisaged 800 bn. As a policy axiom, prevention is always cheaper than
warfare and reconstruction.
Supporting South Korea’s policy towards North Korea has been a trademark of the
EU’s policy. The political consultations upgraded to the ministerial level provide the
platform for policy coordination. Given the geopolitical situation, the EU should continue
stressing the need to cooperate with Japan, both countries are concerned and threatened
by a hostile North Korea supported by aggressive Russia. The EU seeking better relations
and an understanding to prevent proliferation of nuclear devices and weapons of mass
destruction with China would impact on North Korea. Achieving stability and nuclear
restraint on the Korean Peninsula strikes a chord in the region, as expressed by the 27
May 2024 Joint Declaration of the 9th Republic of Korea-Japan-China Trilateral Summit
20
.
Due to Russia’s support and its recent inroads in missiles and weapons technology, albeit
with setbacks as the disastrous launch of a new 5,000-ton destroyer showed, North Korea
has become an international and no longer only regional problem. While denuclearisation
remains the global goal, it is unlikely that North Korea will give up its nuclear arsenal
which guarantees regime survival.
The recent attack of Iran by Israel, supported by the US by attacks on Fordo, Natanz and
Isfahan with bunker buster" bombs (GBU-57 Massive Ordnance Penetrator - MOP) will
harden this conviction: Ghaddafi in Libya, Hussein in Iraq and Ukraine renounced nuclear
weapons and paid a heavy price.
Consequently, striving for complete, verifiable and irreversible denuclearization’
is no longer a realistic short-term goal while remaining an idealistic long-term one. The
discussion whether South Korea can continue relying on the US nuclear shield and US
boots on the ground under Trump, or whether it should go nuclear itself with
consequences for proliferation, has already arrived in South Korea. Switching to arms
reduction talks, coping with the nuclear threat in the region through deterrence will need
an international response.
20
“Prime Minister Kishida expressed serious concern over North Korea’s nuclear and missile activities and
development of military cooperation between Russia and North Korea, and reconfirmed that the
denuclearization of North Korea and the stability of the Korean Peninsula is the common interest of the three
countries. Prime Minister Kishida stated that the three countries should urge North Korea to completely abandon
its nuclear and ballistic missile programs in accordance with relevant United Nations Security Council
resolutions. Prime Minister Kishida also asked for continued support of the leaders of the ROK and China for
the immediate resolution of the abductions issue and gained their understanding.” Ministry of Foreign Affairs,
Japan (2024). The Ninth Japan-China-ROK Trilateral Summit. 27 May 2024; at
https://www.mofa.go.jp/a_o/rp/pageite_000001_00376.html
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18
To render the EU policy with North Korea more dynamic, all member states have to be
on board, including France which does not maintain regular diplomatic relations but
operated only a cooperation office for humanitarian and cultural matters from 2011 until
its COVID induced closure in 2020. As a permanent member of the UNSC France bears
special responsibility within the UN as well as for EU foreign policy making.
Multilateral engagement
Invitations to the G7 and NATO summits are a recognition of South Korea’s strategic
position in the region and a contribution to stabilise the country after the internal turmoil
in pulling it back into the community of responsible international actors. This will help
President Lee to expand Korea’s diplomatic reach, raise [Korea’s] international stature
and enlarge our economic territory.”
21
However, in the context of NATO as a AP4 country
22
, it will not only be honour and
participation but also shouldering of additional costs: the 5% GDP target for defence
spending will also be applied to Asian partners and allies according to US sources
23
. This
would translate into a doubling of South Korea’s already considerable defence spending
and support for stationing of US troops. (In 2025 South Korea's defence budget stands
at around 61.2 trillion won (US$44.6 billion), about 2.32 % of its GDP.
24
) Turning down
the invitation to the 2025 summit because of burning domestic issues allows various
interpretations: stepping back from NATO as a transatlantic military alliance as criticised
previously by the opposition leader Lee; renouncing to avoid further irritating China and
Russia; or pragmatically, in recognition that the much wanted meeting with President
Trump was difficult to secure (Trump had left the G7 before the arranged meeting could
take place.)
Hosting the 2025 APEC summit in South Korea offered the occasion for the long-sought
for summit with President Xi. Preventing a further emboldening of North Korea because
of its alliance with Putin’s Russia is a common goal where joining hands of China, South
Korea, Japan and the EU could lead to common diplomatic efforts.
This EU-South Korea cooperation should also include ASEAN. Like the EU, South Korea
has traditionally supported ASEAN. Economic security upgraded the geoeconomic
importance of the ASEAN market for diversification, supply and production chains. In
terms of security policy countries like the Philippines, Vietnam and Indonesia are part of
the island chain parameters.
South Korea reaching out to partners who share the interest to counter the insecurity
created by the transactional policies of President Trump, like the EU, Canada, Australia,
New Zealand, ASEAN and - at least partly India would enlarge the room of manoeuvre
and increase autonomy. Thereby strengthening trade governance could play a pivotal
21
The Korea Times (2025).
22
Michael Reiterer (2024). NATO and the Republic of Korea: The AP4 in the Indo-Pacific”. 38 North, 9 April
2024; at https://bit.ly/43UAhyr
23
Yonhap (2025). S. Korea says share of its defense spending against GDP 'very high' compared with key U.S.
allies. 20 June 2025; at https://m-en.yna.co.kr/view/AEN20250620003552315?section=search
24
Yonhap (2025). Trump repeats NATO members should spend 5 pct of GDP on defense. 20 June 2025; at
https://m-en.yna.co.kr/view/AEN20250621000351315?section=national/diplomacy
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19
role: The necessity to provide economic security, secure and stable supply and production
lines as well as sea lanes for transport, or more generally the need to get back to a stable
rules-based international order, provide a sound interest-based foundation for enhancing
cooperation for middle powers. In the aftermath of COVID-19, China’s
instrumentalization of rare earth exports and Trump’s transactional tariff and economic
policies made it abundantly clear that a more organised response was needed.
As pointed out already in 2022, the regional trade agreements, RCEP and CPTPP merit
more attention by the EU
25
. In view of President Trump’s unruly trade policy, President
von der Leyen has taken up this issue, recognising that closer cooperation with the
interested countries in this economically and technically prone region could serve as a
stepping stone to revitalise rules based free trade and the WTO
26
. In the more immediate
future, demonstrating that rules-based policies produce better results in the interests of
participating countries is the necessary enabler giving agency to such an approach.
Conclusions
Considering North Korea's significant advancements in nuclear and missile capabilities,
Kim Jong-un's increasingly aggressive stance which now includes the possible first use
of nuclear weapons under certain circumstances (read: threat to the survival of the
regime), the ending of its longstanding special relationship with South Korea and the
rejection of unification with what it now sees as an enemy, as well as the backing of two
permanent UN Security Council members, China and Russia, and an alliance like
strengthened strategic partnership with Russia, and finally a US president who pursues
transactional policies without values, it is evident that simply relying on traditional
diplomatic approaches is no longer feasible for South Korea or the European Union. Both
must recognise that past strategies, ‘Back to the Future’, will not suffice in this
dramatically altered geopolitical landscape.
"Forward to the Past", learning from history but adapting those lessons to new realities
rather than simply repeating old patterns, must be the new policy direction. This will
need more than just a pragmatic diplomacy or the continuation or only slight update of
critical engagement
27
.
The new geopolitical situation e.g., power politics in a multipolar world where
international law and guardrails are weakened, the direct involvement of North Korea in
Ukraine and the constraints to placate President Trump in pursuing his China policy and
yet unclear North Korea policy, will constrain the room of manoeuvre outside the US-
China-Russia triangle, including for the incumbent South Korean President, considerably.
The worst-case scenario would be Korea-passing after a successful deal Trump-Putin on
25
Michael Reiterer (2022). Regional Trade Agreements in the Indo-Pacific: Does the EU Risk Losing Sight of
Their Importance? CSDS Policy Brief 01/2022; at https://csds.vub.be/publication/regional-trade-agreements-
in-the-indo-pacific-does-the-eu-risk-losing-sight-of-their-importance/
26
Reuters (2025). EU's Pacific alliance would not replace WTO, EU officials say. 27 June 2025; at
https://www.reuters.com/en/eu-alliance-with-pacific-rim-could-lead-wto-redesign-von-der-leyen-says-2025-
06-27/
27
Michael Reiterer (2026) The Puzzle of South Korea’s Foreign Policy: Can You Have It All? Global Policy 2026
https://doi.org/10.1111/1758-5899.70131 (forthcoming)
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Michael Reiterer
20
Ukraine: Putin could take on the role as facilitator for a renewal of the Trump-Kim Jong-
un contacts, a role previously played by President Moon Jae-in during the first bromance.
As for the EU to preserve some influence, it must strengthen its engagement with
East Asia, the Korean Peninsula and North Korea to pursue its security interests in
updating and adapting the principles laid out in the Strategic Compass and its Indo-Pacific
Strategy
28
to the new situation created by Trump II as well as the technological progress
reached by North Korea. Security is interconnected; only deeper involvement will lend
the EU credibility as a political and security actor in the region and avoid EU-passing in
policy making. As a sizable economic power with a track record of promoting rules-based
policies, the EU has credibility to act as the defender and promotor of a rules-based
order, rule of law to prevent further progress by might is right’.
Revitalising the rules-based trading order through cooperation with partners in the
region, such as those participating or considering doing (South Korea) in the
Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), could
be at the same time a stepping stone for redesigning the WTO. To recall, TPP was the
economic pillar of President Obama’s pivot to Asia which Trump I abandoned.
The current policy of ‘critical engagement’ needs a rethink, a stronger commitment to
engagement, diplomacy to solve the nuclear crisis and prevent further proliferation. The
EU has gained considerable experience in this field when leading the negotiations with
Iran which resulted in the Joint Comprehensive Plan of Action (JCPOA) for the exclusively
peaceful use of nuclear energy. An EU Special Representative (EUSR) for Northeast
Asia could help implementing an innovative approach visibly and signal unity and
presence, important features for being effective. While ‘flying the flag’ is always
important in diplomacy, this applies in particular to Asia where personal contacts are
crucial.
North Korea’s nuclear threat needs to be countered by firm diplomacy and deterrence
seeking dialogue on arms reduction with the ultimate goal of denuclearisation and
avoiding proliferation.
Applying the Korean Peninsula recipe to Ukraine e.g., a frozen conflict with an
armistice but no peace agreement, could be a short term means to stop fighting but
would at the same time add another unstable, unresolved situation but not a sustainable
solution although provisional agreements can develop quite some staying power.
In extending its Connectivity Strategy
29
the EU could foster an arrangement between
South and North Korea, for instance reconnecting the railway systems, would connect
the Korean Peninsula to Europe via the Eurasian landmass. This could have a double
function: adding to the security of communication lines of the South while being part of
an incentive bargaining package, in case talks with North Korea restart in earnest.
28
Michael Reiterer (2023), The European Union in Asia and the Indo-Pacific: international cooperation in the
era of great transformation and mounting security challenges. Lausanne, Jean Monnet Foundation for Europe,
Debates and Documents Collection, issue 31, December 2023; at https://jean-monnet.ch/wp-
content/uploads/2023/12/23-12-eu-asia-indopacific-m-reiterer-cdd-31.pdf (open access).
29
See Shiong Kim, Michael Reiterer (eds). Connecting Europe and Asia: Security, Economy and Mobility. Huine
HUFS University Press, Seoul, 2023.
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21
To end this analysis on a positive note: Autocratic powers tried to bend the global
order to their will, started the Second World War and lost. 80 years ago, freedom
prevailed because defenders of the order joined hands and arms. Citizens were at the
forefront, and this has not changed. This puts a special obligation and responsibility on
provincial and local authorities which are close to the people. Today’s call is to repeat the
positive experience of the previous generations to rebuild and maintain a rules-based
order where might is not right.
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VOL. 17 Nº. 1, TD 1
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Transnational Perspectives
June 2026, pp. 5-23
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en.yna.co.kr/view/AEN20250621000351315?section=national/diplomacy