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What's next for South Korea after President Yoon's impeachment?
Ian Bremmer's Quick Take: A Quick Take to kick off your week. The South Korean President, Yoon Suk Yeol has been impeached. Second time the charm, the first time his own party didn't go ahead with it because they wanted to give him the opportunity to resign, himself. He chose not to, shredding what little was remaining of his own personal and political legacy, and now he's out. The party itself basically freed the members of the party to vote their conscience, and many of them did, and that's it. He's now a former president. There's a caretaker government coming in with the prime minister in charge. South Korea's in disarray. They don't have a president. They don't have a minister of interior. They don't have a minister of defense. They don't have a minister of justice. Everything's not occupied and going to have to be, "acting," for a matter of months.
First, you've got to get the constitutional court to rule on this, and that will happen. But there are three absentees that need to be appointed there. Hopefully that all gets done within a matter of weeks, a couple of months, and then after that, when it's upheld the impeachment, then you'll have new elections in a couple of months.
So, I mean, first the bad news. The bad news is that this was a disgrace. It was an active subversion of the South Korean constitution or attempt thereof, and their checks and balances on their president and his approval ratings as he's forced out in the single digits, we're talking Peru president levels almost, at this point. It comes at a bad time. The Japanese have a weak government in coalition, and the United States has a new president coming in with much stronger consolidated power. So if you're South Korea and you need to formulate a response to dealing with America First demands, to spend more money on American troops on the ground, demands to do more, to redress what's seen as a trade imbalance by the incoming President-elect. All of that is really hard to do when you don't have an effective government. That's the bad news.
The good news is that the system worked the way it was supposed to, and both the military, and the judiciary, and the constitutional court, and the parliament, everyone is acting to contain behavior that is off the rails by a sitting executive. And that shows that South Korean democracy is very much functional and representative of its people, much like nearly all of the advanced industrial democracies. The US is the country that is the outlier here. South Korea, not so surprising.
Another piece of bad news is that it's almost certain that the winner, the incoming winner of the next presidential election will be the Democratic Party of Korea, which got the majority in parliament in the last parliamentary elections. And their leader, Lee Jae-myung is frankly not much more popular than outgoing Yoon. It's going to be, he's had his own scandals, electoral scandals that could potentially bring him down depending on how the court, the Supreme Court rules, assuming that that doesn't happen. If it did, it would cause massive instability and lots of people out on the streets demonstrating and the rest. But if that didn't happen, then he's going to be the leader of South Korea and he'll be again, a very weak leader. It'll also be a very weak leader leading the country in a very different direction. This is a party that will actively support the Sunshine policy with North Korea, very different than outgoing former President Yoon. Would support closer ties with their leading trade partner, China. Would question the rapprochement with Japan and would also question a stronger relationship with their defense partner and ally, the United States. So a lot of uncertainty going forward with South Korea.
One other really interesting thing about this whole saga is the role that AI played. Yoon, a deeply unpopular kind of anti-social figure. Very brusque, not an obvious retail politician, but on the campaign trail, developed an AI essentially deep fake Yoon that was training on a lot of his speeches, but better looking and more engaging and more social, and was used extensively on the campaign trail, both to talk about his policies, to engage with individual voters, to hurl insults at the opposition, and even to engage socially. And this was, I mean, AI Yoon was a lot more popular than actual Yoon, and a big piece of why it was that he ended up being elected president. Unfortunately, AI Yoon was not the president that the South Koreans got. They got actual Yoon who turned out to be possibly even less capable than AI Yoon, and we are all very happy to see the back of him.
So that's pretty much the end of this crazy little few-week saga in South Korean politics. We now bring you back to our regularly scheduled program.
Why South Korea's president declared martial law
President Yoon had said that the reason for this is that the opposition is supporting North Korea and that there are North Korean forces that have been infiltrating the South Korean opposition. It is true that this opposition, this is by the way the ruling party in parliament, supports the "Sunshine Policy" and Yoon's government is hard line on North Kore. But there's no evidence of any North Korean infiltration or involvement. What there is evidence of is that President Yoon is incredibly unpopular. Lots of corruption scandals around his family, around his government, approval ratings in the 20s, which is pretty much the lowest you'll see of any advanced industrial democracy today. Though there are a number of countries that are trying to give him a hard run for it.
The opposition party, the ruling party in parliament, has been pushing really hard to make his life miserable. They have investigated his wife. They've tried to impeach a number of cabinet officials. They're refusing to pass the budget and apparently he just couldn't take it anymore. I'll tell you, nobody expected it. Aside from the military leaders that he coordinated with, senior government officials were shocked by the move. Our parliamentarians were shocked by the move. This isn't like January 8th in Brazil where it was clear that Bolsonaro was going to do everything he could try to overturn the elections. Just as it was clear January 6th in the United States that Trump was going to do everything he could to overturn election.
This is a very different situation. This was a very sudden move. It is perfectly legal to declare martial law, but you have to actually pre-notify the National Assembly, which he did not do, so it wasn't done legally. You also need 151 lawmakers to approve martial law within 72 hours. That isn't going to happen. The next thing that's very likely to occur are lots of demonstrations and it's very hard to imagine that the military would violently break them up. This isn't Pakistan. And we also saw an emergency session that they got a majority for of National Assembly lawmakers that all 190 voted to end this. So I think what's going to happen is President Yoon is going to wake up tomorrow with a really bad hangover, certainly a political one, maybe others too, and going to realize that he did something incredibly stupid, overreached, and has destroyed any remaining legacy that he might have had.
South Korea's going to remain a democracy. This coup will be very short-lived. I'd be surprised if outside of South Korea we're talking much about it in coming weeks. But it is important. It's important because South Korea is an ally of the United States. It now has a robust relationship with Japan. In fact, the tripartite agreement brokered by Biden at Camp David was arguably his greatest foreign policy success. The equivalent of the Abraham Accords by the Trump administration. And the right-wing Yoon is particularly aligned with Japan and the Japan's LDP Party as well as with the Americans and certainly would be with incoming President-elect Trump. So in that regard, the US is going to have a hard time being overtly critical. They won't want to because, as unhinged as he is, he is a strong ally.
And an incoming administration, if he's now assumingly going to be impeached and probably end up in prison, is not going to be as aligned with the United States or Japan going forward would also lead to a softer policy towards North Korea. So I do think it matters geopolitically long-term, but the coup itself is not something that is going to be sticking around. So I think we still have a democracy in South Korea. We'll watch this unfold and I'll talk to you all real soon.
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South Korea's President and Japan's Prime Minister on Stage in Tokyo
Japan-South Korean diplomatic ice melting fast
On Sunday, Fumio Kishida will become the first Japanese PM to visit South Korea in five years. Kishida’s trip comes less than two months after South Korean President Yoon Suk Yeol went to Tokyo. The two neighbors are trying to end decades of tensions over Japan’s occupation of the Korean Peninsula (1910-1945) … with weeks of shuttle diplomacy.
Why now? Both US allies have a mutual interest in countering the threat of an increasingly aggressive North Korea, investing jointly in strategic sectors like semiconductors, and making their supply chains less dependent on China. In a nutshell: This is good for Joe Biden, bad for Xi Jinping.
But to really patch things up, Yoon needs a favor. He knows that most South Koreans believe that his recent deal with Kishida to compensate victims of Japan’s forced labor camps didn't go far enough in holding Tokyo accountable for its colonial-era abuses because it whitewashed the role of Japanese companies that benefited from the free labor.
Kishida has long wanted to win South Korean hearts and minds but is uneasy about making his zaibatsus (financial and industrial conglomerates) pick up part of the reparations tab. Still, now that Japan’s PM is starting to get his mojo back after months of polling in the red, perhaps Kishida can afford to spend some political capital on doing Yoon a solid by “encouraging” Japanese big biz to donate to the fund.
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