December 19, 2011
Foreign Confidential, nee China Confidential, asks these immediate questions:
- Will the monster’s chosen successor, his son Kim Jong Un, be able to solidify his leadership position, or will the Kimist dynasty die with Dear Leader?
- Will North Korea collapse?
- Will China intervene?
- How will the news affect North Korea’s partner in proliferation, Islamist Iran?
- How will the markets react–today and tomorrow? Equities? Currencies? Gold?
- The coming days could be exceptionally dangerous–for the two Koreas, their neighbors, and the entire world, including the United States and its troops in the South. North Korea is essentially a nuclear-armed, country-sized concentration camp run by a criminal elite.
- The military is key.
North Korean Nuclear Issue
North Korean leader Kim Jong Il died the morning of Dec. 17, according to an official North Korean News broadcast at noon Dec. 19. Initial reports say Kim died of a heart attack brought on by fatigue while on board a train. Kim is believed to have suffered a stroke in 2008, and his health has been in question since.
Kim’s death comes as North Korea was preparing for a live leadership transition in 2012, the 100th anniversary of the birth of Kim’s father and North Korea’s founding leader, Kim Il Sung, a transition that had been intended to avoid the three years of internal chaos the younger Kim faced after his father’s death in 1994. Kim Jong Il had delayed choosing a successor from among his sons to avoid allowing any one to build up their own support base independent of their father. His expected successor, son Kim Jong Un, was only designated as the heir apparent in 2010 after widespread rumors in 2009 and thus has had little experience and training to run North Korea and little time to solidify his own support base within the various North Korean leadership elements. Now, it is likely that Kim Jong Un’s uncle, Jang Song Thaek, will rule behind the scenes as Kim Jong Un trains on the job. Like the transition from Kim Il Sung to Kim Jong Il, it is likely that North Korea will focus internally over the next few years as the country’s elite adjust to a new balance of power. In any transition, there are those who will gain and those who are likely to be disenfranchised, and this competition can lead to internal conflicts.
The immediate question is the status of the North Korean military. Kim Jong Un is officially the Vice Chairman of the Central Military Commission of the Workers Party of Korea and was recently made a four-star general, but he has no military experience. If the military remains committed to keeping the Kim family at the pinnacle of leadership, then things will likely hold, at least in the near term. There were no reports from South Korea that North Korea’s military had entered a state of heightened alert following Kim Jong Il’s death, suggesting that the military is on board with the transition for now. If that holds, the country likely will remain stable, if internally tense.
Kim’s death does not necessarily put an end to recently revived discussions with the United States and others over North Korea’s nuclear program.