Seoul allowing the forced seizure of Nippon Steel and Mitsubishi Heavy’s assets – as is could plausibly occur imminently – would likely send relations into freefall. Yet, despite there being plenty of sound geostrategic reasons for the two countries to find a way to manage the dispute, there is no guarantee that Moon will forcefully intervene. The nature of Moon’s foreign policy priorities and their nexus with domestic policy helps explains why.
In keeping with the DPK’s Korean nationalist ideology, Moon’s foremost foreign policy objective is essentially domestic in seeking to advance inter-Korean ties. Concrete expressions of this include his commitment to end the Korean war, removing references to North Korea as an enemy state, the “Three Nos” policy (“no desire for the North’s collapse, no pursuit of unification by absorption and no pursuit of unification through artificial means”) and the pursuit of inter-Korean economic projects – largely thwarted by international sanctions. The ultimate end goal of this process is reunification, although it must be said that North Korea’s response to these overtures has been tepid at best.
To a significant extent, other foreign policy priorities are largely subordinate to this overarching goal. Though Moon has begrudgingly abided by US sanctions, as analysts such as Jeffrey Robertson note, talk of abandoning the US alliance is now mainstream.
Despite a plurality of South Koreans identifying China as the country’s greatest security threat, Moon has been very reluctant to poke the bear. As North Korea’s sole ally and by far its largest trading partner, China will always be a pivotal player when it comes to the security and political contours of the Korean Peninsula. Accordingly, South Korea has been wary not to offend Beijing and – in contrast to Japan – has been somewhat of a lightweight in providing Indo-Pacific nations with alternatives to China. Of course, China also has its own disputes related to history in the region.
Thus, while geopolitical expediency has previously pushed South Korea and Japan closer together, Moon appears to view both China and North Korea primarily through the lens of his nationalist project. More than not being a priority, solid ties with Japan are not necessarily seen as desirable at all. Kim Jong-un has consistently rated less unfavourably than Abe in polls, while half of South Korean respondents to a survey reported they would support the North in a hypothetical war with Japan. Removing the alleged legacy of chinilpa (pro-Japanese collaborators) has been pursued by the Moon administration with great public support.
All of this has implications for what countries such the US, Australia and the broader region can plausibly hope for in their relationship with South Korea. At the moment, the best that can probably be hoped for is that the domestically preoccupied incoming Biden Aaministration can somehow push both Japan and South Korea to maintain the bare minimum level of cooperation.
Henry Storey