Jake Kwon,Seoul and
Gavin Butler,Singapore
Getty PhotographsSouth Korea’s authorities has introduced that it has finalised an settlement to construct nuclear-powered submarines in partnership with america.
The US has permitted the “assault submarines” and agreed to cooperate in sourcing gasoline, based on a reality sheet launched by the White Home on Thursday.
The settlement marks a major step in South Korea’s relations with the US and comes amid a interval of rising tensions on the Korean Peninsula: with the nuclear-armed North Korea, and an expansionist China to the west.
Here is what it is advisable to know in regards to the settlement.
What’s within the settlement?
The settlement between the US and South Korea comes as leaders from each nations reached a broad commerce deal earlier final month that might see reciprocal tariffs reduce to fifteen% from 25%.
US President Donald Trump had slapped a tariff charge on Seoul of 25% earlier this yr – which his counterpart Lee Jae Myung managed to barter down to fifteen%, after Seoul stated it might make investments $350bn (£265bn) within the US, together with $200bn in money funding and $150bn in shipbuilding.
In a White Home readout launched on Thursday, the US stated it had “given approval for the Republic of Korea to construct nuclear-powered assault submarines… [and would] work carefully to advance necessities for this undertaking, together with avenues to supply gasoline”.
In an earlier put up on his social media platform Reality Social, Trump had stated the vessels can be constructed at a shipyard in Philadelphia run by South Korean conglomerate Hanwha.
Solely six nations presently possess nuclear-powered strategic submarines: the US, China, Russia, the UK, France and India.
South Korea already possesses about 20 submarines, however they’re all diesel propelled and subsequently have to floor much more continuously. Nuclear submarines are additionally capable of function additional and sooner.
“I’ve given them approval to construct a nuclear-powered submarine, moderately than the old school, and much much less nimble, diesel-powered submarines that they’ve now,” Trump had wrote on Reality Social.
South Korea is a powerhouse in terms of civilian nuclear vitality. It had a nuclear weapons programme within the Nineteen Seventies however gave it up following US strain.
And so its capacity to complement or reprocess uranium is proscribed by the US as it’s completely depending on imports.
Why does South Korea need nuclear submarines?
The newest vessel programme is aimed toward countering North Korea, which not too long ago revealed that it was pursuing its personal nuclear submarine programme.
President Lee had advised Trump on the APEC summit final month that South Korea wanted them for that specific goal.
In a TV interview final week, Ahn Gyu-back, South Korea’s Minister of Defence, stated that nuclear submarines can be a “proud achievement” for South Korea, and a serious leap in strengthening the nation’s defence in opposition to the North.
The stealth of nuclear submarines would hold North Korean chief Kim Jong Un “awake at evening”, he added.
Getty PhotographsDoes North Korea have nuclear submarines?
North Korea has additionally been pursuing a nuclear submarine programme – presumably with Russia’s assist, based on South Korean officers.
In March 2025, North Korea unveiled photos of what it claimed was a nuclear-powered submarine that was below development, exhibiting Kim visiting the shipyard.
Pyongyang is predicted to have the submarines throughout the subsequent few years.
North Korea can be estimated to have an arsenal of roughly 50 nuclear weapons, as a part of its broader nuclear weapons programme.
Jo Bee-yun, a analysis fellow on the Sejong Institute, instructed that Seoul’s acquisition of nuclear submarines will assist it keep apace in East Asia’s escalating arms race.
“North Korea’s nuclear weapon is a longtime reality,” she advised the BBC. “[South Korea acquiring] nuclear submarines is simply a step within the bigger development of rising pressure.”
Will this inflame tensions on the Korean Peninsula?
It’s unclear how a lot the nuclear-propelled submarines will contribute to South Korea’s defence capabilities – and although they’re very costly, they do not fairly change the stability of energy on the Korean Peninsula, based on some specialists.
Yang Uk, a analysis fellow on the Asan Institute for Coverage Research, advised the BBC that the nuclear subs’ main goal is to guarantee South Korean voters that their authorities is responding to North Korea’s nuclear menace.
“South Korea can not develop its personal nuclear weapons to counter North Korea’s,” Dr Yang stated. “What’s one thing that they will do? Fielding nuclear submarines.”
Dr Yang believes North Korea would possibly revel within the change, nevertheless, as a result of it reinforces their justification to carry on to nuclear weapons – that means it can turn out to be harder to demand that Pyongyang quit its nuclear arsenal.
Jo nonetheless emphasised the strategic benefit that South Korea stands to realize from the brand new submarine deal, describing it as a “main change” which “means South Korea is now a regional participant”.
“The most effective function of a nuclear submarine is its velocity,” she stated. “It could now go quick and much and South Korea can function along with extra nations.”
What’s in it for america?
For Washington, help for South Korea’s nuclear-powered submarine programme seemingly goals to place strain on each North Korea and China.
“Trump has put the burden of defence spending on the again of South Korea,” Dr Yang defined. “South Korea will drastically broaden its defence funds. They may act as America’s proxy in placing strain on China and North Korea.”
Getty PhotographsUS and China have lengthy competed for strategic affect in South Korea, leaving Seoul to stroll a geopolitical tightrope. Extra not too long ago, China has been rising its naval exercise close to South Korea’s maritime border – a transfer akin to these seen within the South China Sea.
Beijing should be “livid” about South Korea’s nuclear submarine settlement with the US, Dr Yang stated.
Following the deal’s announcement, the Chinese language Ambassador to South Korea, Dai Bing, stated he hoped South Korea would “cope with this problem prudently, considering the considerations of all sides”.
Dai additionally added that Beijing was participating with Seoul on the matter by way of diplomatic channels, and emphasised that “the (safety) state of affairs on the Korean Peninsula and within the area continues to be advanced and delicate”.
What subsequent?
Though President Trump stated the submarines can be in-built Philadelphia and convey jobs to the US, South Korean officers have maintained they should be constructed domestically, the place current services can ship them in a a lot shorter timeline.
South Korea’s Prime Minister Kim Min-seok had himself stated throughout a parliamentary listening to that the South Korean owned shipyard in Philadelphia did “not have the aptitude” to construct such vessels, based on experiences.
Hanwha, who owns the shipyard, has but to touch upon the matter.
However now that an settlement has been reached, the following step is to regulate the nuclear settlement between the 2 nations, permitting for the US to offer nuclear gasoline and to set the fence for its navy use.

