Event Horizon - Issue 18
Update for: 8-21 November 2024
The "Event Horizon" provides regular updates on developments that could impact the risk of conflict escalation. Our core objective is to bring attention to developments that could escalate to strategic level conflicts, including those that might lead to nuclear weapon use.
Image credits: KCNA, 'Republic of Korea' Flickr account.
KEY UPDATES
North Korea steps up military support to Russia
According to a Ukrainian intelligence assessment obtained by the Financial Times (FT), North Korea has provided Russia with approximately 50 170 mm self-propelled guns (SPGs) and 20 upgraded 240 mm multiple rocket launchers (MRLs) in recent weeks. Several days prior to the FT report, on 14 November, a cargo train transporting North Korean 170 mm SPGs was spotted in central Russia. [Financial Times, X]
On 12 November, the Treaty on Comprehensive Strategic Partnership between the Democratic People’s Republic of Korea and the Russian Federation was ratified by a decree from Kim Jong Un. If the alliance between Pyongyang and Moscow continues to deepen, North Korea may deploy as many as 100,000 troops over time to aid Russia’s war on Ukraine, Bloomberg reported, citing individuals familiar with assessments by some G20 countries. [Bloomberg, KCNA]
As of mid-November 2024, over 10,000 North Korean troops have been deployed to Russia, with some engaging in combat in the Kursk region. Since late 2023, North Korea has supplied Russia with ballistic missiles and over nine million artillery shells. [Nikkei, Yonhap]
A train carrying North Korean 170 mm SPGs was geolocated in central Russia on 14 November 2024. [@Archer83Able]
Kim Jong Un meets Russian natural resources minister
Kim Jong Un met Alexandr Kozlov, Russian Minister of Natural Resources and Environment, on 18 November, calling for "more extensive and diversified" cooperation between their countries. Kozlov led a government delegation to Pyongyang to participate in the 11th meeting of the DPRK-Russia Intergovernmental Committee for Cooperation in Trade, Economy, Science and Technology. [KCNA]
Xi: China not allowing conflict and turmoil on the Peninsula
In his meeting with outgoing US President Joe Biden on the sidelines of the 31st APEC Economic Leaders' Meeting in Lima, Peru, Chinese leader Xi Jinping stated that China “does not allow conflict and turmoil to happen on the Korean Peninsula.” He further emphasised that China would not “sit idly by” when its strategic security and core interests are under threat. [Chinese MFA]
Also in Lima, leaders from South Korea, Japan and the US agreed to establish a secretariat aimed at further institutionalising trilateral cooperation under the Biden administration, a move criticised by Pyongyang as anti-DPRK and destabilising to power balance in the region. [KCNA, White House]
North Korean military activities
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14 November: Kim Jong Un inspected the flight test of domestically developed suicide drones and underscored the need to mass produce these drones as soon as possible. [KCNA]
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14-15 November: The Fourth Conference of Battalion Commanders and Political Instructors of the KPA was held to enhance combat capabilities by strengthening the role of battalion-level officers. During the meeting, Kim Jong Un vowed to strengthen the nation’s self-defence forces, with its nuclear weapons serving as the central pillar, “limitlessly and endlessly without satisfaction.” [KCNA, KCNA]
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8-15 November: South Korean military detected GPS jamming signals along its border with the North, and stated that the signals were likely linked to the North's counter-drone training. [Yonhap]
South Korean military activities
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8 November: South Korea launched a Hyunmoo-II aeroballistic missile in response to North Korea’s recent missile launches, including the launch of short-range ballistic missiles on 5 November and a Hwasong-19 intercontinental ballistic missile on 31 October. [Yonhap, EH17]
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13-15 November: South Korea, Japan and the US conducted their second trilateral multi-domain exercise in international waters south of South Korea's Jeju Island. Held four months after the inaugural exercise in late June, the drill featured various warships and aircraft, including the US aircraft carrier George Washington and F-35 stealth fighter jets. [Yonhap, EH11]
Image credit: 'Taiwan Presidential Office' Flickr account, Philippine Coast Guard 'X' account.
KEY UPDATES
Xi lays out four red lines to Biden
In his meeting with outgoing US President Joe Biden on the sidelines of the APEC Economic Leaders' Meeting in Peru, Chinese leader Xi Jinping said that 1) the Taiwan question, 2) democracy and human rights, 3) China's path and system, and 4) China's development rights are four red lines, which must not be challenged. He further stated that attempts to contain China were “unwise, unacceptable, and bound to fail.” Biden welcomed efforts to maintain open communication to prevent competition from escalating into conflict or confrontation. The two leaders also affirmed the importance of maintaining human control over decisions regarding the use of nuclear weapons. [Chinese MFA, White House]
China, Philippines spat over maritime laws
Philippine President Ferdinand Marcos Jr. signed two new laws reaffirming the country’s maritime territories and its right to access resources, including in the disputed South China Sea. Based on standards set by the United Nations Convention on the Law of the Sea (UNCLOS), the laws define the nation’s internal waters, archipelagic waters, territorial sea, contiguous zone, exclusive economic zone, continental shelf and sea lanes. Beijing labelled the laws as illegal, and counteracted with the declaration of territorial sea baselines around the Scarborough Shoal/Huangyan Island. [USNI, Reuters, Chinese MFA]
DEVELOPMENTS TO WATCH
Philippines intends to buy mid-range capability launchers
Gilberto Teodoro, defence secretary of the Philippines, told the Financial Times (FT) that his country intended to procure the mid-range capability (MRC) missile launchers, which the US brought to the Philippines in April 2024 for bilateral military exercises. A spokesperson for the Armed Forces of the Philippines told the FT that the military continued to train with the launchers. [FT]
The MRC can launch the Tomahawk cruise missile, which has a range sufficient to cover the entire South China Sea and a significant portion of China, as well as the SM-6, a long-range air defence missile with anti-ship and anti-ballistic missile capabilities. Previously, the US had approved the sale of Tomahawk cruises to Japan and Australia. [IISS, EH6]
Trump’s cabinet picks lean on China hawks
US President-elect Donald Trump’s cabinet nominees heavily lean on China hawks, signalling a hardline approach to Beijing on issues ranging from Taiwan to bilateral trade. Among Trump’s picks is Florida Senator Marco Rubio, who, if confirmed, would become the first Secretary of State to have been sanctioned by Beijing and banned from travelling to China. [FOX, Aljazeera]
Taiwan might increase arms purchase under Trump administration
The Financial Times reported that Taiwan was likely to make a 15 billion USD request to purchase Patriot missiles, Aegis destroyers and F-35 fighter jets after Trump takes office. In response, Taiwan’s Defence Minister Koo Li-hsiung stated during a Legislative Yuan hearing that he was not aware of such a wish list and that US arms sales to Taiwan would be discussed through existing bilateral communication channels. [FT, Legislative Yuan]
Image credits: Kremlin official website, 'President Of Ukraine' Flickr account, and 'Joe Biden' Flickr account.
KEY UPDATES
Russia allegedly strikes Ukraine with ICBMs
Russia launched a (conventionally armed) intercontinental ballistic missile (ICBM) from its Astrakhan region at the Ukrainian city of Dnipro on 21 November, Kyiv's air force said. If confirmed, the strike would mark the first time an ICBM is ever used in a war. Videos circulating on social media suggest that the ICBM carried multiple warheads. [Reuters, Ukrainian air force, X]
The shortest distance from Dnipro to the Astrakhan region is approximately 730 km.
Image: Google Maps
Ukraine hits Russia with Western-supplied missiles
President Biden has authorised the use of US-supplied long-range ATACMS missiles for strikes deep inside Russia. The authorisation comes shortly after a Russian air strike on 17 November involving over 200 missiles and drones targeting Ukraine’s energy grid. The strike, the largest in recent months, resulted in around 100 casualties. However, according to Reuters, the decision was made largely in response to North Korean troops' deployment to Russia. [Reuters, President of Ukraine, State Emergency Service of Ukraine]
On 19 November, the 1,000th day of the full-scale invasion, Ukraine launched ATACMS missiles at an arsenal near the Russian town of Karachev, in the Bryansk region, over 110 km from the Ukrainian border. A US official stated that Russia intercepted two of the eight missiles fired.
On 20 November, Ukraine also used UK-France-made Storm Shadow cruise missiles to strike within Russia’s Kursk region. Meanwhile, German Chancellor Olaf Scholz remains reluctant to supply German long-range missiles to Ukraine. [Reuters, Politico, The Guardian]
Russia releases its updated nuclear weapons doctrine
Russian President Vladimir Putin has signed a decree formalising Russia's updated nuclear doctrine, effective from its publication on 19 November. The new policy, titled Fundamentals of the State Policy of the Russian Federation in the Field of Nuclear Deterrence, states that Russia may consider using nuclear weapons in response to aggression involving conventional weapons if it poses a "critical threat to sovereignty or territorial integrity". This marks a shift from the previous threshold of threats to the "very existence of the state". It also further clarifies the conditions under which Russia might consider nuclear weapons use (highlighted in bold are the changes compared to the 2020 nuclear doctrine):
The document aligns with changes Putin announced in September during Russia’s Security Council’s standing conference on nuclear deterrence. Although the update had been long planned, its release coincided with the 1,000th day of the war in Ukraine and came a day after the US decided to permit Ukraine to use long-range American missiles for strikes within Russian territory. When asked if the timing was a response to the US decision, Kremlin spokesman Dmitry Peskov said the doctrine was released "timely". [Presidential Decree, EH15, TASS]
Trump reportedly called Putin to discuss Ukraine
Reports suggest that President-elect Donald Trump spoke with President Vladimir Putin shortly after the US election. During the conversation, Trump is said to have urged Putin against escalating the conflict in Ukraine, while emphasising the considerable US military presence in Europe. Trump reportedly expressed an interest in further discussions to resolve the ongoing conflict. However, the Kremlin has denied that such a call occurred and Trump’s representatives have declined to comment on private conversations with world leaders. [WP, AP]
Putin and Scholz speak for the first time in two years
German Chancellor Olaf Scholz held a phone call with President Vladimir Putin, marking their first direct communication in nearly two years. Scholz called on Putin to withdraw Russian troops from Ukraine and to engage in peace negotiations. In response, Putin stressed the importance of addressing Russia’s security concerns and recognising the new territorial realities created by the conflict. The call has faced criticism, with Ukrainian President Volodymyr Zelensky warning that such discussions could undermine international efforts to isolate Russia. [Bloomberg, AP]
EU considers sanctions on China over alleged drone transfer
At an EU Foreign Affairs Council meeting, senior EU diplomats reviewed evidence that a Xinjiang-based company is producing military drones for use in Russia's war on Ukraine. According to EU foreign policy chief Josep Borrell, the evidence was "convincing" and confirmed the "supply of lethal support" to Russia. He also warned of consequences if the EU finally confirms the transfer. In addition, the Frankfurter Allgemeine Zeitung reported that the EU may enact sanctions on China over the transfer. [FAZ, Político, SCMP]
Ukraine dismissed claims on nuclear options
A recent article by The Times reignited discussions about Ukraine's nuclear ambitions, citing a Ukrainian think tank report suggesting Ukraine could theoretically develop a rudimentary nuclear bomb within months if US military assistance were withdrawn. Ukraine’s Ministry of Foreign Affairs dismissed these claims, reaffirming its commitment to the NPT and its full cooperation with the International Atomic Energy Agency (IAEA), ruling out any military use of nuclear materials. Experts have also cited Ukraine’s lack of infrastructure, resources and time required to develop a nuclear weapon, as well as the near impossibility of evading IAEA oversight. [The Times, Ukrainian MFA Spokesperson X, GP WMD Counter Disinfo X, Jeffrey Lewis X]
DEVELOPMENTS TO WATCH
Trump Administration to create special envoy for Ukraine
President-elect Donald Trump is expected to appoint a Ukrainian peace envoy to lead negotiations. This position, which does not exist under the Biden administration, is intended to prioritise efforts to resolve the war. [Fox News]
Russian-born lawyer Boris Epshteyn is reportedly being considered for the role. While lacking formal diplomatic experience, he has emphasised his personal connections to both Russia and Ukraine as potential advantages in mediating the conflict. [NYT]
Several other key announced appointments in the Trump administration, including Pete Hegseth as Secretary of Defence, Tulsi Gabbard as Director of National Intelligence and Marco Rubio as Secretary of State, signal a shift away from strong US support for Ukraine. [Politico, The Times, ABC News]