Kim Jong Un holds all the cards: Why North Korea has no incentive to deal with Trump

Kim holds the cards, and he knows it.
North Korea's strengthened alliances and doubled nuclear arsenal have fundamentally shifted the negotiating landscape from Trump's first term.
Mark

So Trump tried the charm offensive again, and Kim basically ignored him. Why would Kim bother responding when things are going so well for him?

Mimi

Exactly. Six years ago, Kim was under real pressure—sanctions, the pandemic, economic collapse. He actually expressed regret for failing his people. Now his economy grew 3.7 percent last year, his fastest growth in eight years. He's got Russia sending him cash and military technology in exchange for weapons. He's got China competing to keep him close. Why would he negotiate?

Luke

But we should be careful about that growth figure. That's South Korea's central bank estimate of North Korea's economy. We don't have independent verification of North Korean economic data. It's the best number we have, but it's still an estimate.

Mimi

Fair point. But the broader picture is clear from what we can see—satellite imagery showing increased nuclear activity, the weapons shipments to Russia that are documented, the high-level visits from Xi and Putin. Those are concrete facts.

Mark

What changed between 2018 and now? Why is Kim so much stronger?

Mimi

The Ukraine war opened a door. When Putin and Kim met in 2023, it created a direct economic relationship. North Korea sends weapons and soldiers to Russia, Russia sends back money and technology. That bypasses the sanctions regime that had been strangling North Korea for years.

Luke

Though we should note that Russia and China's willingness to ignore sanctions is a choice they're making. It's not that sanctions don't work in theory—it's that the enforcement has collapsed because the major powers decided to stop enforcing them.

Mark

So if Trump sits down with Kim now, what's actually on the table?

Mimi

That's the trap. Kim is now demanding that the US recognize North Korea as a nuclear weapons state. He's saying denuclearization can't even be part of the conversation. If Trump agrees to a summit without denuclearization language, Pyongyang can claim the US has implicitly accepted their nuclear status.

Luke

And that would be a massive shift from Trump's first term, when denuclearization was the whole point of the talks. But we don't know yet if Trump would accept those terms or try to push back.

Mark

How many nuclear warheads does North Korea actually have?

Mimi

Estimates put it at nearly 60 now. That's double what analysts thought they had in 2018 and 2019.

Luke

Those are estimates. We don't have perfect visibility into North Korea's arsenal. But the trend is clear—they've been expanding it, and satellite imagery shows continued activity at nuclear sites.

Mark

So Kim's basically saying, "I'm a nuclear power now, deal with it."

Mimi

Exactly. And he's got the leverage to say it. He's not isolated anymore. He's got two major powers backing him. The old pressure points don't work.

  • Trump's public flattery of Kim — including scaled-back military drills and personal praise — has been met with missile tests and official denials that any talks were ever sought.
  • North Korea's economy grew at its fastest pace in eight years, fueled by weapons sales to Russia, while the UN sanctions regime that once squeezed Pyongyang has effectively collapsed.
  • Kim now stands publicly alongside Xi Jinping and Vladimir Putin, and communiqués from both powers have quietly dropped all mention of denuclearization — a diplomatic erasure that speaks louder than any declaration.
  • North Korea's nuclear arsenal has doubled since Trump's last summit with Kim, reaching an estimated sixty warheads, and Pyongyang now demands US recognition of its nuclear status as a precondition for any talks.
  • Any future Trump-Kim summit that omits denuclearization language risks being read as Washington's tacit acceptance of North Korea as a nuclear power — a threshold, once crossed, that cannot be uncrossed.

On the seventy-eighth anniversary of its founding, North Korea stands in a position its leadership could scarcely have imagined a decade ago — no longer isolated and sanctioned into submission, but embedded in a web of strategic alliances with Russia and China that have rendered American diplomatic overtures largely irrelevant. Kim Jong Un has answered Donald Trump's renewed courtship not with dialogue but with naval commissionings and nuclear declarations, signaling that Pyongyang now negotiates from strength rather than necessity. The question facing the international community is no longer whether North Korea will denuclearize, but whether the world will formally accept that it never will.

Donald Trump has been courting Kim Jong Un again, scaling back joint military exercises with South Korea and offering public praise for the North Korean leader. Pyongyang's response has been dismissive — missiles fired, Trump's claims denied, and no diplomatic signal offered even as US, South Korean, and Japanese forces conducted a five-day drill. This week, Kim commissioned a new naval destroyer and called for a stronger nuclear deterrent, making his priorities unmistakable.

The indifference reflects a transformation in North Korea's strategic position. Six years ago, Kim stood before his party and expressed regret for failing his people, squeezed by sanctions and the pandemic. Today, his government looks entirely different. South Korea's central bank estimates North Korea's economy grew 3.7 percent in 2024 — its fastest expansion in eight years — driven largely by weapons and ammunition sales to Russia in exchange for cash, food, and military technology. China, initially wary of this Moscow-Pyongyang axis, moved by 2025 to reassert its own influence: Kim appeared at Victory Day celebrations in Beijing alongside Xi and Putin, and Xi made Pyongyang his first foreign destination of 2026.

What has vanished from the diplomatic record is as telling as what remains. Communiqués from both Russia and China no longer include the phrase 'denuclearization of the Korean Peninsula.' The omission is deliberate. In February 2026, Kim declared North Korea's nuclear status irreversible and called for expanding its arsenal. Analysts estimate Pyongyang now holds nearly sixty warheads — double what it possessed during Trump's previous diplomatic engagement in 2018 and 2019.

The sanctions architecture that once gave Washington leverage has lost its force. The last UN Security Council package passed in 2017; since then, Russian and Chinese enforcement has evaporated. North Korea no longer needs American goodwill for economic survival. Kim has alternatives — partnerships, lifelines, and recognition from major powers — and he knows it. Any summit that omits denuclearization from its agenda risks being interpreted, at home and abroad, as implicit American acceptance of North Korea's nuclear identity. That would mark a fundamental departure from every negotiating framework that came before.

Donald Trump has been courting Kim Jong Un again. In August, the US president scaled back joint military exercises with South Korea and offered public praise for the North Korean leader, saying Kim "has always treated me with great respect." The response from Pyongyang has been a cold shoulder. Instead of reciprocating, North Korea fired missiles, denied Trump's claims that Kim wanted to talk, and this week, as the US, South Korea, and Japan began a five-day military drill, there was no sign of diplomatic movement from the North.

On Monday, Kim commissioned a new naval destroyer and reiterated that North Korea must build a "powerful and reliable nuclear war deterrent" while strengthening its maritime defenses. He promised a "significant" naval advancement was coming. The message was unmistakable: North Korea has other priorities than negotiating with Washington.

The shift in Kim's posture reflects a fundamental change in his strategic position. Six years ago, squeezed by sanctions and the pandemic, Kim stood before the Korean Workers' Party anniversary and expressed regret for failing his people. Today, his government looks different. South Korea's central bank estimated North Korea's economy grew 3.7 percent in 2024, the fastest expansion in eight years. More importantly, Kim has drawn his country into a deepening alliance with Russia and China—a dramatic reversal of North Korea's traditional isolation. When Moscow and Beijing sent messages this week marking North Korea's 78th founding anniversary, both emphasized the strategic importance of their partnerships with Pyongyang.

The opening came in 2023, when Kim traveled to Russia's far east for a summit with Vladimir Putin. That meeting unlocked a lifeline: North Korea began supplying weapons and ammunition to Russia for its war in Ukraine, and Moscow sent back cash, food, and military technology in return. The arrangement has allowed Pyongyang to ramp up industrial military production while circumventing international sanctions. China, North Korea's traditional patron, initially watched this alignment with concern. But by 2025, Beijing moved to reassert its position. Kim was invited to Victory Day celebrations in Beijing, where he stood publicly alongside Xi Jinping and Putin—a historic moment for a regime known for its isolation. In June 2026, Xi made Pyongyang his first foreign destination of the year, underscoring Beijing's commitment to keeping North Korea within its sphere.

What is striking about these high-level meetings is what has disappeared from the diplomatic language. Communiques no longer mention "denuclearization of the Korean Peninsula," a phrase that once appeared routinely in statements from Beijing and Moscow. The omission is deliberate. In February 2026, Kim declared North Korea's status as a nuclear weapons state "irreversible" and called for expanding the country's nuclear arsenal. Satellite imagery analysis shows increased activity at known nuclear sites. Pyongyang has now made clear that any talks with Washington must include US recognition of North Korea as a nuclear weapons state, and that denuclearization cannot be part of the agenda.

The numbers underscore how much has changed. North Korea is estimated to possess nearly 60 nuclear warheads today—double the 20 to 30 warheads analysts believed it held during Trump's previous diplomatic engagement with Kim in 2018 and 2019. The sanctions regime that once pressured Pyongyang has lost its teeth. The last UN Security Council sanctions package passed in 2017. Since then, Russia and China have stopped actively enforcing sanctions, and independent enforcement has collapsed. North Korea no longer needs to negotiate with the US for sanctions relief in exchange for nuclear concessions. The calculus has inverted.

For Kim, the urgency to deal with Washington simply no longer exists. He has alternatives—military partnerships, economic lifelines, and diplomatic recognition from major powers. A reduction in US-South Korean military exercises, the kind of concession Trump offered in August, is not enough to move the needle. Any summit between Trump and Kim that omits denuclearization from its official agenda risks being read by Pyongyang, both at home and internationally, as implicit American acceptance of North Korea's nuclear status. That would represent a fundamental shift from the negotiating landscape of Trump's first term, when denuclearization was the stated goal. Today, Kim holds the cards, and he knows it.

For Kim, the stakes are simply lower than they were in 2019. There is no longer the same sense of urgency in Pyongyang to get back to the negotiating table with Washington.
— Joon Ha Park, Korea Risk Group
North Korea is no longer looking for talks centered on denuclearization or even traditional arms control. It increasingly wants recognition, implicitly or otherwise, as a nuclear weapons state.
— Joon Ha Park, Korea Risk Group
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