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USA gives South Korea green light to build nuclear submarines

wrsh07

The US has an incredibly strange relationship with shipbuilding.

Zvi and the Cato institute both have lengthy pieces about why the Jones act is bad [1] [2], and whether or not you believe that has entrenched our shipbuilders, the US essentially manufactures no ships compared to South Korea and China.

This naval news post says there are $5 billion in modernization costs for the shipyard needed for this project so it seems like we're still years away from a started (much less completed) project.

[1] Nov 2024 https://thezvi.substack.com/p/repeal-the-jones-act-of-1920

[2] June 2018 https://www.cato.org/publications/policy-analysis/jones-act-...

jauntywundrkind

It is worth noting that the US and Korea have already been very engaged in trying to work together on ship building, mostly for the US, which we seem to have gotten quite slow and costly at.

From the same source as this article, American HHI working with Korean HD HHI. No real action yet but both companies want to be working together. https://www.navalnews.com/naval-news/2025/10/hii-hosts-hd-hh...

rurp

Seems like a typical trump Big Announcement. No details, doesn't really fit with the actual state of the world, and no clear path to even getting these things built. I'll be surprised if >0 get built in Philadelphia in the next decade.

rayiner

Brilliant move. Giving South Korea the U.S. approval required to provide for its own defense, while using that to incentivize investment into American shipbuilding.

echelon

That's a genius move!

We should get every country to do this.

Build your nuclear subs here, in the US shipyards. We'll help you!

We can massively expand our capacity, which will be important for self defense in the coming decades.

tyre

An interesting example of this is the US modernizations of its military industrial capacity by supply pre- and during WWI. There was intense debate in the international community as to whether non-warring countries could supply nations at war without being considered combatants.

If they aren’t, you can’t neutralize the enemies supplies. If they are, those third countries are effectively part of the conflict.

The US had to take the latter stance because it didn’t have a strong industry to product its own weapons. If it supported nations from buying from non-warring parties, it would be shit out of luck if it had its own wars. So it received a lot of investment from European powers, generating jobs, economic growth, and the funding to expand its domestic production without having to take on debt or wait for a war to break out.

Come its entry into WWI and then WWII, the US had a strong home base of industrial capacity for arms manufacturing.

Waterluvian

I imagine countries would only do this begrudgingly out of necessity. The U.S. has positioned itself as unworthy of trust and respect and is basically taking the mafia protection approach to getting other nations to work with it.

kakacik

I would be very worried about any form of built in kill switch / degrade effectiveness based on recent F-16 fiasco that sobered entire Europe into massive military spending.

Trust lost is trust that either never comes back or it takes tremendous, long term continuous effort. Not holding my breath.

cjs_ac

Part of AUKUS is this.

farseer

South Korea is capable enough to build nuclear submarines even if the US had denied them the said facilities. This saves them money, not having to modify their shipyards.

JumpCrisscross

> South Korea is capable enough to build nuclear submarines even if the US had denied them the said facilities

Technically, yes. Politically, no.

“To produce fuel for the submarines’ naval propulsion, the ability to enrich uranium was required. However, this plan probably served two goals, since a country with enrichment capability can also enrich uranium to weapons-grade levels without significant difficulty. The fact that [former President Roh Moo-hyun] launched this plan less than five months after North Korea’s [2003] withdrawal from the Non-Proliferation Treaty (NPT) supports the possibility that his ulterior motive was to acquire uranium enrichment capability in part to enable the future development of nuclear weapons. Ultimately, Roh had to abandon this plan in 2004 amid rising suspicion of South Korea’s nuclear ambitions after the International Atomic Energy Agency (IAEA) discovered that South Korean scientists had previously conducted an unauthorized enrichment experiment” [1].

[1] https://www.csis.org/analysis/will-south-koreas-nuclear-ambi...

3eb7988a1663

What am I missing about how hard it is to enrich uranium? We did it in the 40s, having a significantly less solid understanding of all of the physics involved. Material science on containers, motors, energy generation, etc have all been significantly improved in the intervening decades.

Wikipedia says U235 is ~0.7% of earth deposits, and as little as 7kg may be required for a minimal nuclear device. Processing, 700kg of uranium does not sound insurmountable, even with a terribly slow and inefficient process. Just grinding it up and using some kind of mass spectrometer could trivially separate a 3Dalton mass difference.

tyre

It takes a lot of centrifuges to refine the amount and, more importantly, the purity of fissile material. By the time you need them, it would take a long time to spin up that infrastructure and iron out the kinks.

It’s not a casual undertaking and other nations will know you’re doing it. The major global powers are not interested in more nuclear weapons, not only to maintain their hegemony but also to limit the number of parties that could cause massive issues. Not to mention the likelihood that a national or political shift could mean nukes in the hands of those less…restrained.

Plus it raises the surface area of others gaining access to the material or capabilities. Proliferation is bad for the world, generally.

Aurornis

> What am I missing about how hard it is to enrich uranium?

The challenges are primarily geopolitical. There are uranium enrichment operations in a number of countries around the world. Weapons grade enrichment is a lot harder, but nothing that a sufficiently funded and motivated nation state couldn’t achieve if they wanted to and, most importantly, didn’t have any other countries discover it.

> Processing, 700kg of uranium does not sound insurmountable, even with a terribly slow and inefficient process.

You have to get enough uranium ore, process that down, then enrich it on a large scale. Uranium ore deposits aren’t very uranium dense except for a few known mines, so pulling rocks out of the ground in another country may produce extremely low yields.

Enrichment is a very slow process requiring a lot of stages because U235 and U238 are barely different, so they don’t separate much in each stage. Everything has to work together and work well. Like you said it’s not insurmountable, but by the time a country has spent years mining low-yield ore and building complicated many stage centrifuges they’re likely to make a mistake that leads to an intelligence agency catching on.

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nemomarx

I mean Iran is certainly managing it, so I think it's mostly a political will / will this get you attention and coup'd thing?

echelon

It's really great for the US to have customers. We can expand our shipyards again.

We should go and find more customers.

koakuma-chan

Is it nuclear in the sense that it has nuclear bombs or it is just nuclear powered?

embedding-shape

I'm not a native English speaker, but I think "nuclear submarine" implies "submarine powered by nuclear", otherwise they'd use "nuclear-armed" or similar. Of course, the title is probably ambiguous on purpose, so people click on it to try to figure it out.

> Subsequently, the construction of Nuclear submarines marks a departure from past efforts, as previous South Korean submarine construction has focused primarily on conventionally powered submarines

koakuma-chan

I'm asking because if it's just nuclear powered and doesn't have nuclear bombs, I don't think it's that big of a deal.

sillysaurusx

Would environmental damage be a big deal if the reactor exploded? It seems odd that people care very much about nuclear power plants, but relatively little about nuclear submarines, which are just smaller power plants.

The USS Thresher was lost at sea when it sunk below its test depth and imploded. I wonder if there was any damage whatsoever from the fallout. https://youtu.be/g-uJ1do3yV8?si=CLFS80oo564PKouo

Also the USS Scorpion if I remember correctly.

If the environmental effects don’t matter, then I’m surprised it’s ever been a big deal in the first place. Also slightly surprising that we don’t have nuclear sub-sized power plants powering neighborhoods or cities.

I guess one big difference is that any nuclear sub accident would be located far from populated areas. But has there been any studies of how bad the fallout from one of these smaller reactors could be? If it’s 1/100th the size of Chernobyl, it seems like the maximum damage could be 1/100th of Chernobyl, which may or may not be a sufficient buffer.

Someone downthread joked about using nuclear powered submarines to transmit electricity back to the mainland, but it seems plausible to build a nuclear sub sized reactor offshore (just the reactor, no sub) while enjoying the safety benefits that this class of nuclear reactor apparently has.

OneDeuxTriSeiGo

Nuclear powered. i.e. No need to resurface for air (as all oxygen can be recycled or separated from water) and no need to refuel for the entire lifespan of the submarine.

embedding-shape

How long can they actually stay below the surface in practice though? I'm guessing water is filtered on the vessel, but food must be re-supplied constantly I'm again guessing? Maybe they do it like airplanes refuel in the air, rendevouz with another submarine and somehow transfer the resources for food making between then? Probably read too much Tom Clancy...

trueismywork

3 months. There's an episode by smarter everyday about it

echoangle

https://en.wikipedia.org/wiki/HMS_Warspite_(S103)

Seems like the record is 111 days submerged.

Nuclear Subs are typically pretty big so they can probably bring enough food to last for the entire time without resupply.

adgjlsfhk1

both. nuclear powered submarines are the primary wing of nuclear deterrent because launching a missile from a platform that stays underwater for months at a time and is basically impossible to track is basically impossible to prevent

phendrenad2

Maybe we can buy some of these South Korean nuclear submarines, park them off the coast of the US, and use them for energy. If we do it quick, we might be able to get nuclear power going before the environmentalists notice.

Edit: Your downvotes only make me more powerful.

nemomarx

Why would we buy south korean subs for this, especially ones south korea is building with us navy help? we have nuclear subs and the us is actually pretty good at building more of them. It's the cheapest kind of reactor we have and doesn't get protested by environmentalists.

The transmission from sub / ship to shore is not great I think, though. They're used for power during disaster recovery?

hearsathought

Imagine if south korea needed china's permission to build nuclear submarines. We'd called them china's vassals and attack china for being bullies who deprived nations of their sovereignty.

Imagine if the title was : "China Gives South Korea Green Light to Build Nuclear Submarines".

What would the comments here be like. No doubt a lot of nonsense about "the ccp" this and "the ccp" that.

Glyptodon

I will say that the "in/on US territory" piece is a very key detail.

Like obviously no matter the country, if you want to build weapons offshore in their territory you probably need permission.

hearsathought

> I will say that the "in/on US territory" piece is a very key detail.

That's the point. South korea is not allowed to build nuclear submarines in their own territory. They lack the sovereignty to do it. The US won't give them permission to build one on their own.

But you probably knew this and your comment is meant to distract.

OneDeuxTriSeiGo

That's just not true? South Korean ministers have been discussing building nuclear submarines domestically long before this current agreement.

And the US has an agreement with South Korea that limits domestic production of fissile material for military uses but it's a mutual agreement that we have with a bunch of countries (including China) and is essentially always renegotiable as situations change. Essentially it's just an explicit agreement of how much material a given country intends on producing for the purposes of requiring public political discussions domestically before ramping up production.

That is all very much a flexible situation and the US doesn't have any actual power to legitimately stop South Korea from manufacturing domestic nuclear reactors for military purposes.

cookingmyserver

Citation needed. I am unable to find any treaty that prevents the RoK from building nuclear submarines on their own territory.

kelipso

The US invaded South Korea, had and still has massive influence on their government, has military bases there. It’s just polite fiction to ignore the fact that South Korea is a US vassal. Makes US look better in the media, etc.

JumpCrisscross

> It’s just polite fiction to ignore the fact that South Korea is a US vassal

Korea is an American suzerainty. Not vassal. Similar to North Korea:China. One of the strategic considerations in countering China in Taiwan is whether Japan and Korea would refused their territory from getting involved. That's a veto a vassal doesn't get.

Iran under the Shah was a U.S. vassal. Same for Ghani's Afghanistan. (Belarus: Russia.)

JumpCrisscross

> We'd called them china's vassals and attack china for being bullies who deprived nations of their sovereignty

The treaty restricting Korea is the Treaty on the Non-Proliferation of Nuclear Weapons [1]. America is giving Seoul a loophole by offering to do the NPT-governed work.

[1] https://en.wikipedia.org/wiki/Treaty_on_the_Non-Proliferatio...

hearsathought

Can you stop with the nonsense already. It never ends with you.

> The treaty restricting Korea is the Treaty on the Non-Proliferation of Nuclear Weapons [1].

Or maybe Korea could be like India, your native country, and not be part of it.

> America is giving Seoul a loophole by offering to do the NPT-governed work.

Yeah, a loophole seoul doesn't need. You act like america is doing korea a favor. All this does is make korea even more dependent on the US. Even more of a vassal.

JumpCrisscross

> Or maybe Korea could be like India...and not be part of it

Sure. That comes with costs. Cost that may not make sense for Korea, which is a defense exporter globally and within the American-led Pacific alliance.

(Operating a nuclear shipyard and supply chain is incredibly expensive. It's would also be a high-value target for Pyongynag.)

> your native country

Is this a troll account? (EDIT: 4 months old. Peeked through comment history. All flamebait and racism. Flagged.)

> a loophole seoul doesn't need

You're using the word "need" ambiguously. It's a loophole Seoul benefits from. It gets the benefits of being an NPT signatory and alliance member. And it gets nuclear submarines.

We can debate the costs and benefits. But Seoul wasn't coerced into building a nuclear submarine. Put plainly, it's unclear what security benefits it gets from one given it doesn't project into blue waters.

> You act like america is doing korea a favor

Within narrow confines, it is. Within broader confines, it's acting as the senior security partner. That obviously involves a cession of sovereignty. Same goes for Pakistan vis-a-vis China, or Belarus with Russia.

tyre

America is doing South Korea a favor. It could ratchet sanctions (see: Iran) and ravage SK’s position and economic power on the global stage without its sign-off.

osti

That's why reading comments about geopolitics on the Internet is largely useless. Big news! A country's population supports its own country on international stage! If you go on Chinese social media, it'll be mostly about how awful the Americans are, and vice versa if you are on Reddit for example. So what is even the point of reading them, anywhere..

mh-

I think you and I are on very different Reddits, if you're using it as an example of pro-American social media.

Fully agree that reading either for geopolitical opinions is useless.

cookingmyserver

I don't think any country has the right to demand that another country hands over enriched uranium and allow them to move into a shipyard so that they could build a nuclear sub. Of course you need permission from a seller to buy products and use their facilities. I would recommend going beyond simply reading the headline.

hearsathought

> I don't think any country has the right to demand that another country hands over enriched uranium and allow them to move into a shipyard so that they could build a nuclear sub.

The US won't allow south korea to enrich uranium on their own. Want to try again?

> I would recommend going beyond simply reading the headline.

Another intentional distracting comment.

jtuple

> The US won't allow south korea to enrich uranium on their own. Want to try again?

190 nations have signed the Non-Proliferation Treaty. This includes China, so the very US vs China premise here is misplaced.

[The US, UK, France, Russia, China and 185 other countries] won't allow south korea to enrich uranium on their own

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