THREAD: A pivotal moment in the Ukraine war: North Korea has reportedly sent up to 10,000 soldiers, mostly elite special forces, to aid Russia's invasion.
This marks a major escalation in Pyongyang's support for Moscow. 🇰🇵🇷🇺
• Combat experience for its soldiers
• Potential for future joint military drills
• Monthly cash payments of $20-30M from Russia (estimated)
• Outside of cash, more leniency on sanctions & likely also tourism
But it's a risky move for Pyongyang:
• Reduces readiness for potential conflict with South Korea
• Exposes troops to outside info, raising fears of ideological contamination
• Deaths of soldiers could trigger domestic anger
• Risk of war crimes damaging DPRK's reputation
The elite DPRK special forces, while lacking combat experience, are known for their:
So their presence could be a major asset for Russia & a blow to Ukrainian morale.
South Korea now faces increased pressure to directly arm Ukraine in response. Though more hawkish extremes are supportive of this, can't rule it out.
This could cause Russia to supply advanced weapons to the North, potentially turning the conflict into an inter-Korean proxy war
What about others?
The U.S. & Europe will likely view this as a serious escalation, but their bandwidth to respond may be limited amid other crises.
Expect more weapons for Ukraine, fresh sanctions, and information warfare targeting DPRK troops.
China, whose relationship with North Korea appears to be deteriorating the more Russia-DPRK ties expand, is in a tough spot.
Beijing wants to appear neutral while keeping the DPRK in check.
But as Russia-DPRK ties deepen, Beijing risks losing influence over its neighbor.
Much now depends on South Korea's next move & the U.S. election.
• ROK weapons for Ukraine could internationalize the war
• A Trump victory might accelerate peace talks, thereby ending the need for DPRK troops
• Ukraine could start targeting DPRK assets in retaliation
This last point could be really the most unpredictable aspect of all.
It wouldn't take much for Ukraine to launch drone attacks from fishing vessels in the West Sea, for example, targeting DPRK munitions factories or the leadership itself.
Long-arm cyber ops also possible.
Bottom line: North Korea's entry marks an unpredictable new phase in the Ukraine war with far-reaching implications.
As unpredictable as Kim's regime is, one thing's clear - the conflict just got a lot more complicated.
For me the very most significant thing is not relating to Sue Mi Terry... but the way the FBI investigation shows that South Korea's NIS appears to use ROK think tanks to funnel money to overseas operations.
NIS minder and Terry: “discussed potential ROK think tanks that could serve as the intermediary for ROK NIS funds.”
The purpose of using a South Korean think tank to funnel such funds was to enable the NIS to “covertly send money” to the think tank Terry was working at the tim.
2/ 📩 The evidence is clear: Official govt business cards often display personal Gmail, Naver other addresses.
When they don't, staffers frequently scribble personal emails onto the cards.
While this would be a huge scandal in other countries, it's not seen as a concern in ROK.
3/ 🏛️ It gets worse:
Half of the 12 ROK lawmakers in the intelligence committee, whom the National Intelligence Service — the country’s spy agency — regularly briefs, list commercial email addresses for professional purposes.
2/12 🚫 Diplomacy with the U.S. and South Korea is off Pyongyang's agenda, as evident from the plenum.
Expectations are set for inter-K turbulent relations.
And there's a focus on expanding nuclear and missile arsenals -- while reinforcing internal economic resilience.
3/12 🛑 The ROK's stance, per the DPRK, is now one of an enemy state.
Pyongyang's shift away from unification as a strategic goal signals a significant change in inter-Korean policy, w/ South Korea now formally seen as a separate entity and clear adversary.