Trump’s slight of South Korea in favor of the North raises broader US security concerns

In a move that has sent shockwaves through Washington and diplomatic circles across the Indo-Pacific, U.S. President Donald Trump has ordered a reduction in the scope of the annual Ulchi Freedom Shield joint military exercises with South Korea, a longstanding core security cooperation initiative designed to deter North Korean aggression. The decision, announced days before the 11-day drills were set to kick off as scheduled Monday, has not only strained ties with a key regional ally but also opened up a new debate about the future of American security commitments across Asia and beyond.

Trump justified the pullback by pointing to two specific factors: South Korea’s refusal to back the U.S. in potential military conflict against Iran, and his claimed positive personal rapport with North Korean leader Kim Jong Un, who has long opposed the joint exercises. The approach underscores the transactional, personality-driven foreign policy that has defined Trump’s presidency, where personal relationships often take priority over longstanding alliance frameworks.

The move has drawn fierce condemnation from foreign policy experts across both Republican and Democratic administrations, who warn it carries far-reaching negative consequences for U.S. regional interests. Dan Fried, a former assistant secretary of state for European affairs under George W. Bush and currently a fellow at the Atlantic Council, argued the decision serves no identifiable American strategic goal. “On all levels it makes no sense,” Fried said. “It undermines the South Koreans, undermines the Japanese, frightens the Taiwanese, unnerves NATO and emboldens the Chinese, not to mention the North Koreans.”

Danny Russel, who served as assistant secretary of state for East Asia and the Pacific during the Obama administration and now works as a scholar at the Asia Society Policy Institute in New York, called the choice to align with North Korea’s demands one of the most damaging possible moves for U.S. interests. “It is tragically upside-down. Trump is punishing an ally while encouraging an adversary,” Russel explained. “He is protecting Kim Jong Un’s sensitive feelings from an unfriendly signal at the expense of U.S.-South Korean security.”

Details of which components of the exercise will be cut remain undisclosed, but the announcement has already left South Korean leadership and security analysts confused. For decades, South Korea has counted on the U.S. security alliance as its primary bulwark against North Korea’s advancing nuclear and ballistic missile program, making national security cooperation a non-negotiable priority for Seoul. The decision also drew immediate pushback from leading congressional Democrats, with House Foreign Affairs Committee top member Rep. Greg Meeks of New York saying, “Treating one of America’s closest allies like an adversary weakens our alliances and benefits China and North Korea.”

Trump doubled down on his decision the following Monday, taking to social media to post a photo of Kim Jong Un with the playful caption: “HEY DONALD … WE COOL, RIGHT?”

Retired U.S. Ambassador Robert Wood, who has served across multiple Republican and Democratic administrations, emphasized that the regular joint drills are a critical deterrent against North Korea, which has refused to engage in nuclear denuclearization talks and has ramped up weapons testing in recent months. Beyond deterrence, Wood warned the cutback could push Seoul toward pursuing an independent nuclear capability: “We also don’t want South Korea to draw the conclusion that a nuclear weapons capability is the only guarantee it has to ensure its security.”

That concern is echoed by Matthew Kroenig, a former defense and intelligence official who now works at the Atlantic Council. Kroenig noted that public opinion polling in South Korea already shows growing support for the country developing its own nuclear arsenal. For decades, the U.S. has worked to reassure South Korea that it is fully protected under the American nuclear umbrella, and scaling back the exercises “potentially undermines that message,” Kroenig said.

Notably, Trump’s reversal of course on the drills comes even after South Korea’s new President Lee Jae Myung made extensive efforts to court the American leader to advance bilateral trade and defense priorities. During a 2024 Oval Office meeting, Lee openly flattered Trump, echoing the U.S. president’s claim that Kim Jong Un would not have pursued nuclear expansion if Trump had won a second term in 2020, and even floated the possibility of a future Trump Tower development in North Korea. The shift also came just hours after Trump appeared to express sympathy for Lee’s ousted predecessor Yoon Suk Yeol, who was removed from office after imposing martial law in December 2024.

Charles Kupchan, a senior fellow at the Council on Foreign Relations who previously served on the National Security Council under Bill Clinton and Barack Obama, said the decision is likely to prompt long-time U.S. allies to begin planning for a future without consistent American security backing. “They are hoping that the American umbrella is there for the future, but they have to at least contemplate the idea that Uncle Sam won’t be there for them,” Kupchan explained.

Kupchan acknowledged that Trump is not wrong to push allies like South Korea and European NATO members to take on greater responsibility for their own defense spending, but argued the president’s erratic, confrontational approach erodes the core solidarity that underpins the post-WWII alliance system “because he ends up insulting allies.”

Fried echoed that critique, noting that Trump has already successfully pressured NATO members and Asian allies to increase their defense budgets, yet appears unwilling to accept that win. “NATO is building up, South Korea is building up, Japan is building up. Trump has a problem with taking the win,” Fried said. “It’s like he wants to burn it all down.”

John Herbst, a former U.S. ambassador to Ukraine under George W. Bush and another Atlantic Council fellow, said the decision highlights the deep inconsistency of the Trump administration’s foreign policy messaging. Still, he noted that the U.S. has not yet moved to fully dismantle the alliance framework that has served American interests since World War II. “If these things grow in frequency and in importance, obviously we will be in the process of taking apart the alliance system, which has served us so well since the end of World War II,” Herbst said. “But despite some statements which seem to head in that direction, we have not headed there in a consistent, strong way.”

Kupchan agreed, noting that while Trump’s rhetoric has sounded like a break from longstanding commitments, “the reality is that, at least as of today, Trump has left intact America’s forward bases and its core alliance relationships.”

It remains unclear whether the scaling back of exercises will mark a permanent shift in U.S. policy toward South Korea and the region, or merely a fleeting, impulsive social media-driven announcement. “He’s an unpredictable president,” Kroenig said. “If we move on and the exercises go as planned and we never hear anything about this again, I wouldn’t be surprised.”

This report included contributions from Associated Press journalists Collin Binkley, Jesse Bedayn, Lisa Mascaro, Seung Min Kim based in Washington and Farnoush Amiri based in New York.