Winter Olympic Security…is it?

The current tension on the Korean peninsula today is palpable. Conditions on any given day are always in a state of guarded calm. However, the accelerated North Korean nuclear developments and our President’s “don’t test my patience” red line highlight the diplomatic razor’s edge between normalcy, an acceptable accommodation of the brutal regime in Pyongyang, and the reality of war.

In light of these conditions and the world’s elevated concern, the winter Olympics next February in South Korea deserve attention and a measured discussion. There’s something uniquely poignant about the Olympic games. The Olympic games have weathered two world wars, deadly acts of terrorism, numerous economic depressions, and countless other global controversies. We can only assume that its resiliency will once again be tested in February 2018, as the games take place on the increasingly volatile and unpredictable Korean peninsula.

If current diplomatic tensions between North Korea and the West continue to escalate, and North Korea’s rapid development of its nuclear and missile arsenals remains unabated, the security of the 2018 Olympic city, Pyeongchang, South Korea, could be tested. North Korea has an extensive arsenal of accurate short-range ballistic missiles and is developing its long-range capability at an alarming rate. In order to accurately measure threat, it is necessary to gauge both capability and intention. North Korea has the capability to strike the south and shows little regard for restraint. Their real intentions, however, remain unknown. As the friction on the Peninsula worsens with each passing day, it is likely that the South Korean government will host a tense Olympic games this winter.

Preparing for a North Korean attack on Pyeongchang is a strategic challenge for the South Korean military and security forces. Pyeongchang is located in the Gangwon Province, just 50 miles away from the Demilitarized Zone, the border separating the two nations. Located in the Taebaek Mountains, the Olympic city is isolated, with few main service roads leading in and out. While steps are already being taken to improve the city’s transportation infrastructure (such as a high-speed rail service and a highway expansion project), Pyeongchang remains compartmentalized…few options in or out.  An attack on the Olympic city would undoubtedly produce widespread chaos.

While the historic “Olympic Truce” encourages all countries to come together for the games, the Olympics have never been immune to controversy, danger, and tragedy. The massacre of eleven Israeli Olympians in the 1972 Munich games, the U.S. and Soviet boycotts, and the pipe bombing at the 1996 Atlanta games all serve as grim reminders that the world’s attention can stimulate and encourage geo-political calamity. While tensions on the peninsula have always been high, and did not disturb the 1988 Summer Olympics in Seoul, the current diplomatic climate in the region is unlike ever before. Over the past two decades, North Korea has become increasingly bellicose due to its unpredictable leader, who, unlike his predecessors in the Kim dynasty, finally possesses unprecedented nuclear and missile capabilities.

Given North Korea’s recent surge in international relevancy, newly elected South Korean president Moon Jae-In seeks an elusive peace between the two countries, with hopes of ending the decades-long historical conflict. Throughout his campaign, candidate Moon ran on a platform that emphasized increased diplomatic, economic, and cultural engagement with the Kim Jong-Un regime in the north. In fact, over recent months, President Moon has urged the International Olympics Committee to extend an Olympic invitation to Pyongyang, hoping North Korea’s participation will promote a reduction in tension.

To be sure, peaceful co-existence is by no means a novel approach. President Moon’s diplomatic approach is reminiscent of former South Korean president Kim Dae-Jung’s Sunshine Policy. Initially unveiled in 1998, the Sunshine Policy emphasized peaceful cooperation and short-term reconciliation between the two nation states. The policy immediately received international praise, as President Dae-Jung, who was lauded as the “Nelson Mandela of Asia,” received the Nobel Peace Prize in 2000. Despite initial promising success, such as the 2000 summit meeting between the two heads of state, the Sunshine policy ultimately ended in failure and at great cost to the south. It became obvious that even with South Korea’s best efforts, the North was not interested in reconciliation.

I was assigned to South Korea as a senior intelligence officer during the Sunshine policy era and witnessed the attempted thaw in relations. What a disaster. Despite the promising rhetoric, the north was really never on board. Their officials, however, gave every indication that the country would be interested in modifying its behavior if it led to reconciliation. Operating under that assumption, South Korea invested billions into joint projects that could bring the two countries together: the Kaesong Industrial region, a special economic zone along the border, and a railroad across the DMZ connecting north and south. The North, on the other hand, never remotely changed their ways. Seoul’s efforts went wholly unreciprocated, and the repressive North Korean regime remained in power. Today, South Korea has a president that hopes to replicate that same policy two decades later. While we can hope that North Korea will act in favor of regional peace and decreased tension, history cautions us to be skeptical.

With the XXIII Winter Games looming, we can only speculate how the recent North Korea narrative will play out. I anticipate that North Korea will participate in the Pyeongchang games, which clearly reduces the likelihood of an incident. While the North’s inclusion should grant us a brief sigh of relief, their involvement in the games is no guarantee of calm or restraint. While it would appear hugely careless for Pyongyang to threaten the games and provoke global condemnation, the regime in the north is fundamentally unpredictable. No one knows how this will play out, but an incident on the international stage could happen. The rule, “plan for the worst…hope for the best” applies.

The Olympic games offer North Korea two opportunities to assert itself. First, the Olympics provide perfect leverage for Kim Jong-Un. The Supreme Leader could threaten chaos at the games if the United States does not revoke sanctions, reduce the frequency of joint military tests with South Korea in the Asia-Pacific, or lessen the number of U.S. troops on the peninsula. Given Kim Jong-Un’s truculent disposition and the country’s enhanced conventional and unconventional military capabilities, the United States and South Korean alliance could be forced to alter its military posture. Second and perhaps more likely, the XXIII games may be the perfect occasion for Kim to strengthen his position among global powers, which is perhaps why we are witnessing this rapid expansion of his nuclear and missile arsenal. International validation of North Korea as a global nuclear power, in advance of the Olympics, would propel Kim into international stardom. North Korea could finally have the respect it’s been seeking.

In these next winter games, we will see if Lindsay Vonn has recovered from injury and if Shaun White is back to his former self. More significantly, however, we will see if North Korea can behave long enough for the world to come together in sport. Let’s hope we can be on the edge of our seats witnessing incredible athletic competition rather than worrying about North Korean bombast.

A Year in Review: A Year Long Assessment of Academy Securities’ Geopolitical Analysis

Living in an ever changing and volatile world, predicting the future of our geopolitical climate can seem like a futile and nearly impossible task. The election of President Trump, the shocking result of the BREXIT vote, and North Korea’s steady development of intercontinental missiles and nuclear warheads caught many by surprise. During the past year, Academy Securities and its Advisory Board, which includes several former United States military officers, have attempted to make sense of the headlines and the decisions of today’s global leaders. Beginning in July of 2016, Academy has released sixteen essays, ranging from topics such as U.S. troop presence in Afghanistan to the ramifications of the most recent French presidential election. Given the firm’s unique military background, Academy Securities aims to provide its clientele with insights on global events and their potential effects on market dynamics. Listed below are some of the commentaries that Academy has made within the last year.

U.S. Troops in Afghanistan: In a July 7th, 2016 article titled, “U.S. Presence in Afghanistan,” Academy Securities anticipated that the level of United States troops in Afghanistan would remain in full force for the foreseeable future. The same article also opined that without constant U.S. oversight and heavy military involvement, Afghan host forces would prove ineffective in quelling Taliban expansion throughout the country. Since early July, the current 8,400 U.S. troops authorized by President Obama have remained in the country and are now expected to be augmented by as many as several thousand more troops during this fighting season. In addition, an increased U.S. focus on ISIS in Iraq and Syria has led to reduced attention on the Taliban in Afghanistan. During that time, Taliban control has expanded significantly as Afghan forces have proven unable to operate independently of U.S. leadership. The Taliban’s current control in Afghanistan has not been this widespread since the arrival of U.S. troops in 2001.

U.S. Presence in the South China Sea: In the firm’s second essay, published on August 16th, 2016, titled “China’s Blue Water Navy… Embrace It,” Academy remarked on the significant growth of the Chinese Navy in the South China Sea within the past several years. The firm argued that the United States should similarly augment its naval presence in the region to contend with its counterpart to the East. The article stated that the United States must “rebuild its withered and weakened capacity and willingness to lead and influence actions internationally.” Within the past year, the South China Sea has become an even greater source of contention, with Beijing increasingly asserting its unilateral control over the contested water. The United States is now periodically demonstrating its military capabilities in the disputed waters through Freedom of Navigation Operations (FONOPS), despite Chinese grievances that such operations on behalf of the United States infringe on Chinese sovereignty.

U.S. Relations with Turkey: Less than a month after the failed Turkish coup, Academy Securities published an article on August 25th, 2016, commenting both on the botched coup and on the standing of U.S.-Turkey relations. Author General (Ret.) Marks stated that regardless of the attempted coup, and despite President Erdogan’s alleged human rights abuses and autocratic tendencies, the relationship between the two countries would most likely be too valuable for either nation to sacrifice. While the United States has both remained critical of Erdogan’s domestic policies and maintained support for Syrian rebels whom Erdogan opposes such as the Kurds, the diplomatic relations between the U.S. and Turkey have not faltered. Incirlik Air Base in South-Central Turkey has remained critical to the U.S. offensives against ISIS in Iraq and Syria. In fact, after meeting in May of 2017, Trump and Erdogan proudly declared a “new era” of Turkish-U.S. relations.

North Korea Nuclear Capability: In an article published on September 15th, 2016, Academy maintained that without more aggressive U.S. policies and enhanced diplomacy with other powerful countries, it is likely that North Korea will soon possess intercontinental nuclear capacity. In the article titled “Opportunity,” author General (Ret.) Marks posits, “time is currently [North Korea’s] only limiting factor. Our behavior must change or theirs never will.” From the time that General Marks’ issued his cautionary declaration to the present, the United States has failed both to act with a strong fist and to garner support from other allied nations. China has remained unwilling to level substantive sanctions against Pyongyang, while Russia has refused to take any punitive measures whatsoever. North Korea now appears to have possession of an intercontinental ballistic missile capable of reaching the United States. Due to inaction and lack of international cooperation, North Korea currently stands as perhaps the greatest threat to the security of the United States. The window is closing on the opportunity to alter Pyongyang’s behavior.

Syria, U.S. Stance on Bashar al-Assad: In September of 2016, Academy contended that despite Syrian President Bashar al-Assad’s authoritarian actions and blatant disregard for human rights, the United States ought to stop propagating the Syrian rebels’ fight against Assad. The war has become too bloody, produced far too many refugees, and has taken up too many resources that could have been used in the fight against ISIS. ISIS must be isolated, destroyed, and relentlessly attacked, an effort which requires “total cooperation and coordination among all U.S. allies,” along with other involved nations such as Russia. Throughout the year, Academy remained steadfast in its belief that the United States should sever ties with the rebels. In the piece published on June 27th, 2017 titled “Storm, No Surprise,” the firm reiterated, “The United States should admit that the Assad regime in Damascus is not going anywhere.” Nearly a month later, President Trump finally announced that the U.S. would no longer be providing support to rebel factions, recognizing that funding the rebel groups is not in line with the United States’ greatest long-term interests.

The 2017 French Presidential Election: Months before the election, on September 15th, 2016, Academy Securities provided insight on France’s two Presidential frontrunners, Marine Le Pen and Emmanuel Macron, and their starkly opposite views on French immigration and inclusivity. Academy argued it is the United States’ prerogative to intervene in the election on behalf of Emmanuel Macron, to ensure that a future France will no longer be a breeding ground for international terror. As anticipated, the United States did not stay silent as former President Barack Obama gave his unqualified support to the far more liberal Emmanuel Macron. While we are yet to see if Macron’s more inclusive stance will ameliorate tensions between Muslim immigrants and French citizens, he is already promising policies that are far more constructive than his predecessor or presidential opponent.

The Future of Cyberspace: Ever since Russia’s cyber “influence operation” into our Presidential election, it has become increasingly obvious that we need diplomatic resolve to address the menace of cyber terrorism. The internet is a new domain that is largely ungoverned and unprotected. Academy suggested in its December 23rd, 2016 article “Winter is Coming,” that the only way to make substantive progress in the realm of cybersecurity is for both the United States and Russia to acknowledge that they have everything to lose if they don’t work together to govern actions online. While such a coalition seemed unlikely, President Trump announced in July of 2017 the possible creation of a US-Russian coalition on cybersecurity. Although the risk is significant, the purpose of the coalition is to “create a framework in which we have some capability to judge what is happening in the cyber world and who to hold accountable.” Much work is required for a coalition to take shape, but it is clear this administration has recognized the need for a coordinated effort to focus on global cybersecurity.

Contention over the Baltics: While the United States and other western countries have been focused on thwarting radical Islamic terrorism, Russia has worked restlessly to solidify its place as a world power.  Russia’s annexation of Crimea, their military aggression against Syrian rebels, and their attempt to influence the U.S. election are all examples of Russia’s reach beyond its near abroad. Academy Securities noted in early February of 2017 that it wouldn’t be surprising if we witnessed another antagonistic move by Putin, perhaps even a Crimea-like “soft” invasion of one of the NATO Baltic states such as Estonia, Latvia, and Lithuania. Many pundits now believe that a Russian offensive is entirely possible. Russia has increased its military presence in the region and has a sizeable military exercise, Zapad 2017, planned in the Baltics for this September. In preparation, NATO has augmented the number of troops it has stationed in the region.

We were witness to a chaotic past year. During all the volatility, Academy Securities addressed several diplomatic and political narratives. From U.S. relations with Turkey and Russia, to military action in Syria and the South China Sea, Academy has tried to stay ahead of ever-changing geo-strategic pulses on behalf of its clients. As Academy begins its second year of research and analysis, the firm aims to both remain cognizant of current storylines, such as the rise of North Korea or the fall of Venezuela, and provide observations on emerging geo-political developments.

Major General Spider Marks, US Army retired, is a member of the board of advisors of Academy Securities and a CNN national security and military analyst.