China No Longer Controls North Korea || Peter Zeihan

Zeihan on Geopolitics
Zeihan on GeopoliticsJun 16, 2026

Why It Matters

A more independent North Korea complicates Beijing’s regional influence and undermines assumptions that China can reliably manage Pyongyang’s behavior, raising geopolitical and security risks for the U.S., South Korea and neighboring states. That autonomy also narrows diplomatic options and increases the chance of miscalculation around the Korean Peninsula.

Summary

Peter Zeihan argues that Xi Jinping’s visit to Pyongyang underscores a fundamental shift: Beijing no longer controls North Korea. Tracing the Kim dynasty’s brutal consolidation of power, he shows how Kim Jong-un eliminated rival military elites and cultivated international leverage—most notably by engaging directly with Donald Trump after falling out with China. Kim’s strategy since 2017 has been to diversify patrons and bargaining chips, reducing Beijing’s ability to dictate Pyongyang’s choices. The result is a more autonomous, unpredictable North Korea that negotiates with major powers on its own terms.

Original Description

To simply call North Korea a Chinese puppet state doesn't capture the complexity of that relationship. To fully understand it, we must look back at three generations of the Kim dynasty, the current partnerships with other powers, and Kim Jong Un's aspirations.
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