The Diplomat
Overview
North Korea’s Naval Ambitions: A Strategic Shift
Korean Central News Agency/Korea News Service via Associated Press
Security

North Korea’s Naval Ambitions: A Strategic Shift

Historically, North Korea has focused primarily on developing land-based military strength. However, several factors are driving Pyongyang to enhance its naval power.

By Jihoon Yu

North Korea’s pursuit of enhanced naval capabilities has raised significant concerns within the international community. Historically, the nation has focused primarily on developing land-based military strength, particularly its nuclear arsenal and missile programs. However, Pyongyang’s recent efforts to expand its naval capabilities mark a strategic shift that has broad implications for regional security and global geopolitical dynamics.

North Korea’s interest in naval development is not entirely new, but it has accelerated in recent years. Traditionally, the Korean People’s Navy (KPN) has played a secondary role in the country’s military strategy, with the majority of resources directed toward its army and missile programs. However, several factors are driving Pyongyang to elevate its naval power.

One key motivation is strategic deterrence and military modernization. North Korea’s military strategy revolves around deterring perceived threats, primarily from the United States and South Korea. While nuclear weapons and ballistic missiles form the backbone of this deterrence, a stronger navy could provide an additional layer of security. A more formidable naval force would enable North Korea to project power beyond its borders, challenge regional naval dominance, and potentially disrupt key shipping routes during conflicts. The development of a credible sea-based nuclear capability would also enhance Pyongyang’s ability to withstand – and retaliate against – a first strike by its enemies.

In addition to strategic concerns, economic and resource security play a significant role in North Korea’s naval aspirations. The nation’s economy, though heavily sanctioned, still relies on maritime trade. A strengthened navy would allow North Korea to better protect its maritime routes and assert control over seas surrounding the Korean Peninsula. This would not only secure access to valuable fisheries and undersea resources but also assert North Korea’s territorial claims in disputed waters. The economic aspect of North Korea’s naval ambitions is further underscored by the potential to control maritime resources, adding another layer of motivation beyond mere military expansion.

Geopolitical posturing is another factor driving North Korea’s naval development. A more robust naval presence would allow Pyongyang to challenge the naval supremacy of regional rivals such as South Korea and Japan, while also influencing the strategic calculations of larger powers like China and the United States. By showcasing its naval strength, North Korea can seek to shift the balance of power in the region and gain greater leverage in diplomatic negotiations, particularly concerning its nuclear program.

Despite these motivations, North Korea faces significant obstacles in developing an effective naval force. The country’s technological capacity remains limited. While it has made notable strides in missile development, naval shipbuilding presents a different challenge. Building advanced warships, submarines, and missile-equipped vessels requires sophisticated technology, industrial capacity, and expertise, areas where North Korea lags significantly. The KPN primarily consists of small vessels such as patrol boats, missile boats, and aging submarines, which lack the range, firepower, and technological sophistication to pose a serious threat to modern navies in the region.

A critical component of North Korea’s naval development is its submarine program, particularly its submarine-launched ballistic missile (SLBM) capabilities. In recent years, North Korea has conducted several SLBM tests, signaling its intent to develop a credible sea-based deterrent. However, its submarine fleet consists largely of small, diesel-powered vessels that are vulnerable to detection by advanced anti-submarine warfare systems. North Korea’s ambitions to build more advanced submarines, including nuclear-powered ones, are likely constrained by its limited access to modern technology and materials.

Another challenge is the economic strain imposed by naval development. Building and maintaining a capable navy is a costly endeavor, especially for a country facing severe economic hardships. The pursuit of naval capabilities places additional pressure on North Korea’s economy, already crippled by international sanctions and internal mismanagement. The leadership in Pyongyang must balance the allocation of resources between its military ambitions and the basic needs of its population, which continues to suffer from chronic food shortages and economic deprivation.

International sanctions pose another significant barrier to North Korea’s naval ambitions. These sanctions, imposed by the United Nations and key global powers, have restricted North Korea’s access to critical technologies, materials, and financial resources necessary for modern shipbuilding. As a result, North Korea’s naval development is likely to be slow and uneven, with its progress dependent on the regime’s ability to circumvent sanctions and acquire the necessary components through illicit means.

The expansion of North Korea’s naval capabilities has far-reaching implications for both regional and global security. The regime’s history of provocative actions and rhetoric makes its naval ambitions a cause for concern. One potential consequence of North Korea’s naval build-up is the risk of a regional naval arms race. South Korea, Japan, and the United States, already wary of North Korea’s missile and nuclear programs, may feel compelled to strengthen their own naval forces in response. This could lead to increased militarization in Northeast Asia, heightening the risk of accidental confrontations or deliberate provocations in disputed waters.

Another significant implication is the potential threat to maritime trade routes. The waters surrounding the Korean Peninsula are vital for global commerce, with major shipping lanes passing through the region. Increased North Korean naval activity, particularly the deployment of submarines or missile-equipped vessels, could threaten the security of these trade routes. In a worst-case scenario, North Korea could use its naval forces to disrupt regional shipping during a conflict, with far-reaching consequences for the global economy.

Diplomatic efforts to achieve stability on the Korean Peninsula could also be complicated by North Korea’s naval ambitions. The international community has long sought to engage North Korea in denuclearization talks, but these efforts could be further undermined by Pyongyang’s parallel pursuit of naval power. The development of SLBMs, in particular, would give North Korea a more survivable second-strike capability, making it even more reluctant to give up its nuclear arsenal in negotiations.

China’s role in this equation is also worth considering. While China is North Korea’s most important ally, an aggressive North Korean naval posture could strain this relationship. China has supported North Korea diplomatically but is unlikely to back actions that could destabilize the region. If North Korea’s naval expansion leads to increased tensions with the United States and Japan – two of China’s key trading partners – Beijing may find itself in a difficult position, caught between its support for Pyongyang and its desire for regional stability.

North Korea’s push to develop its naval capabilities reflects a strategic shift with significant consequences for regional and global security. Motivated by a desire to enhance its deterrence capabilities, protect economic interests, and assert geopolitical influence, North Korea faces substantial challenges in realizing its naval ambitions due to limited technological capacity and the impact of international sanctions. But even incremental improvements in North Korea’s naval power, particularly in its submarine fleet and SLBM capabilities, could destabilize the security environment in Northeast Asia.

The international community must remain vigilant in addressing the potential risks posed by North Korea’s evolving military strategy, balancing diplomatic engagement with necessary deterrent measures to ensure stability in the region.

Want to read more?
Subscribe for full access.

Subscribe
Already a subscriber?

The Authors

Jihoon Yu is a research fellow at the Korea Institute for Defense Analyses. He is the main author of the ROK Navy’s Navy Vision 2045. His area of expertise includes the ROK-U.S. alliance, the ROK-Europe security cooperation, Inter-Korean relations, national security, maritime security, hybrid-threats and strategic weapons systems. He earned his BA in International Relations from the ROK Naval Academy, MA in National Security Affairs from the U.S. Naval Postgraduate School and Ph.D. in Political Science from Syracuse University.

Security
US Defense Giant Lockheed Martin Strives to Capture New Business Opportunities in Japan
Security
The Long Game: Understanding US and China’s Theories of Victory
;