North Korea Resumes Missile Launches — Spiral of Confrontation N
The resumption of ballistic missile launches in early 2026 is not merely a repetition of provocations. Japan is approaching a threshold where it may be forced to make a real-world interception decision, potentially becoming a turning point that irreversibly alters the security structure of East Asia itself.
── Understand in 3 points ─────────
- • North Korea conducted multiple ballistic missile launches from January to March 2026, with impacts confirmed both inside and outside Japan's Exclusive Economic Zone (EEZ) in the Sea of Japan (East Sea).
- • The launched missiles included intermediate-range ballistic missiles (IRBMs) and new solid-fuel missiles, confirming a reduction in launch preparation time and improved detection evasion capabilities.
- • Japan's Ministry of Defense announced a policy to strengthen the constant deployment posture of Aegis-equipped destroyers in the Sea of Japan and expand forward deployment bases for PAC-3.
── NOW PATTERN ─────────
The spiral of conflict — "provocation → defense strengthening → further provocation" — is self-reinforcing between North Korea and the US-Japan-ROK alliance. Path dependency, where past policy choices narrow current options, is interacting with subtle cracks within the alliance.
── Probability and Response ──────
• Base case 55% — North Korea's missile launches are concentrated outside Japan's EEZ, confirmations of "no passage over Japanese airspace" continue after J-Alerts are issued, and signs of unofficial contact between the US and North Korea are reported.
• Bull case 15% — China's Ministry of Foreign Affairs issues a statement hinting at unusually active mediation on the North Korean issue, North Korea suspends missile launches for more than two months, and unofficial contacts between the US and North Korea are confirmed by multiple sources.
• Bear case 30% — North Korea uses an overflight trajectory over Japan under the guise of an ICBM or satellite launch, multiple impacts occur very close to Japan's EEZ, and it is officially confirmed that the Self-Defense Forces have issued a destruction order and entered an interception posture.
📡 THE SIGNAL — What Happened
Why it matters: The resumption of ballistic missile launches in early 2026 is not merely a repetition of provocations. Japan is approaching a threshold where it may be forced to make a real-world interception decision, potentially becoming a turning point that irreversibly alters the security structure of East Asia itself.
- Military — North Korea conducted multiple ballistic missile launches from January to March 2026, with impacts confirmed both inside and outside Japan's Exclusive Economic Zone (EEZ) in the Sea of Japan (East Sea).
- Military — The launched missiles included intermediate-range ballistic missiles (IRBMs) and new solid-fuel missiles, confirming a reduction in launch preparation time and improved detection evasion capabilities.
- Defense — Japan's Ministry of Defense announced a policy to strengthen the constant deployment posture of Aegis-equipped destroyers in the Sea of Japan and expand forward deployment bases for PAC-3.
- Diplomacy — The US-Japan-ROK trilateral alliance held emergency security consultations in February 2026 and agreed to expand the real-time sharing system for missile warning data.
- Diplomacy — China's Ministry of Foreign Affairs issued a statement calling on "all relevant parties to exercise restraint," but maintained a passive stance on additional sanctions resolutions at the UN Security Council.
- Diplomacy — Russia has effectively continued military-technical cooperation with North Korea, with transfers of solid-fuel technology and Transporter Erector Launcher (TEL) technology being noted.
- Economy — The Japanese government is considering an additional appropriation of approximately 500 billion yen for missile defense-related expenses in the fiscal 2026 supplementary budget.
- Domestic Politics — In Japan, debate has reignited over the criteria for exercising "enemy base attack capability" (counterstrike capability), with fierce controversy unfolding between ruling and opposition parties regarding the scope of cabinet decisions.
- Technology — North Korea's new missiles have been confirmed to fly on irregular trajectories (depressed trajectories), leading to analyses that interception based on conventional ballistic calculations will be difficult.
- Sanctions — UN Security Council resolutions imposing sanctions on North Korea have become increasingly hollow, with their effectiveness significantly diminished by China and Russia's exercise of veto power in the sanctions committee.
- Alliance — The US military is proceeding with the additional deployment of THAAD (Terminal High Altitude Area Defense) systems in Guam and at US military bases in Japan.
- Society — J-Alerts (National Instant Warning System) have been issued repeatedly in Japan, reigniting a sense of crisis among the public regarding the North Korean threat.
To understand the background behind the resumption of North Korea's ballistic missile launches in early 2026, it is necessary to take a bird's-eye view of the structural cycle of nuclear and missile crises on the Korean Peninsula over the past 30 years.
In 1993, North Korea's declaration of withdrawal from the NPT (Treaty on the Non-Proliferation of Nuclear Weapons) triggered the First Nuclear Crisis. This crisis temporarily subsided with the 1994 Agreed Framework between the US and North Korea, but North Korea secretly pursued a uranium enrichment program, the discovery of which in 2002 led to the eruption of the Second Nuclear Crisis. The Six-Party Talks, which began in 2003, were held intermittently, but North Korea withdrew in 2009. Since then, North Korea has accelerated its nuclear tests and missile launches, conducting the launch of a "Hwasong-15" type ICBM and its sixth nuclear test in 2017, declaring "completion of nuclear force."
The US-North Korea summits in 2018-2019 (Singapore and Hanoi) brought about a temporary easing of tensions, but diplomatic channels have been effectively frozen since the breakdown in Hanoi. During this period, North Korea continued its domestic weapons development, advancing solid-fuel ICBM "Hwasong-18" and tactical nuclear weapons. In 2022, it launched a record high of approximately 70 missiles throughout the year, an unprecedented situation where multiple missiles fell within Japan's EEZ.
However, from late 2023 to 2025, the frequency of North Korean missile launches relatively decreased. Several factors lie behind this "quiet period." First, North Korea's deepening involvement in the Russia-Ukraine war prioritized the supply of conventional weapons (artillery shells, missile bodies) to Russia. Second, it took time to digest and integrate satellite and solid-fuel technologies acquired from Russia in return. Third, the Kim Jong Un regime was forced to allocate certain resources to stabilize the domestic economy.
The resumption of launches in early 2026 signifies the end of this "technology digestion period." It suggests that North Korea has integrated technologies acquired from Russia into its own missile program and entered a phase of demonstrating new capabilities. Particularly noteworthy is the significant reduction in response time from detecting launch signs to impact, due to irregular trajectory flight capabilities and the adoption of solid fuel. This represents a qualitatively different threat to Japan's missile defense system.
The geopolitical context is also crucial. The deepening US-China rivalry, Russia's international isolation and rapprochement with North Korea, the destabilization of South Korean domestic politics (the martial law turmoil at the end of 2024 and its aftermath), and Japan's structural change of increasing defense spending to 2% of GDP are all progressing simultaneously. North Korea's missile launches should be understood as actions by the Kim Jong Un regime to maximize its strategic value within this complex geopolitical environment.
Historically, North Korea has repeated a cycle of "provocation → crisis → negotiation → acquisition of concessions → agreement abrogation → renewed provocation." This time, however, diplomatic channels to transition to the "negotiation" phase of this cycle are virtually nonexistent. The United States faces multiple security challenges in Ukraine, the Middle East, and the Taiwan Strait, leaving it with no leeway to allocate diplomatic resources to North Korea. China has a strategic interest in preserving North Korea as a card against the US, and Japan faces an extremely high hurdle for interception decisions due to constitutional constraints and a lack of real-world experience. This "spiral of conflict with no exit" is what makes the current crisis qualitatively different from the past.
The delta: North Korea's missile capabilities have entered a phase of "qualitative transformation" from "quantitative expansion." The time allowed for Japan's interception decisions has been dramatically shortened due to irregular trajectories and solid-fuelization, approaching a threshold where decisions must be entrusted to technical automatic judgment rather than political judgment. Simultaneously, with diplomatic exits blocked, the risk of a self-reinforcing "spiral of conflict" has reached its highest level ever.
🔍 BETWEEN THE LINES — What the Reports Aren't Saying
Officially, "perfect interception readiness" is emphasized, but within the Ministry of Defense, there is an unofficial recognition that the interception probability of SM-3 Block IIA against irregular trajectory missiles may be lower than assumed. The biggest reason Japan might choose not to "attempt" an interception is that a failed interception would have devastating political and strategic consequences. In other words, behind the political decision lies the technical reality that "we cannot commit because success cannot be guaranteed," rather than "we can intercept but choose not to." Furthermore, it is highly likely that Japanese and US intelligence agencies possess more serious information than publicly disclosed regarding the scale and content of technology transfers from Russia to North Korea.
NOW PATTERN
Spiral of Conflict × Alliance Strain × Path Dependency
The spiral of conflict — "provocation → defense strengthening → further provocation" — is self-reinforcing between North Korea and the US-Japan-ROK alliance. Path dependency, where past policy choices narrow current options, is interacting with subtle cracks within the alliance.
Intersection of Dynamics
The three dynamics of the spiral of conflict, alliance strain, and path dependency are not acting independently but are mutually reinforcing, pushing the situation in a more complex and dangerous direction.
The more the spiral of conflict accelerates, the more the cracks within the alliance are tested. As North Korea's missile capabilities advance, Japan will be forced to increase its reliance on the United States for the success of interceptions, but at the same time, anxiety about "will the US truly help?" will also grow. This anxiety accelerates Japan's unique defense strengthening (development of counterstrike capabilities), which in turn is viewed by South Korea and China as "Japan's militarization," further deepening the regional security dilemma.
Path dependency makes escaping this vicious cycle structurally difficult. Due to past technological investments and the accumulation of doctrines, Japan cannot easily break away from the framework of "interception-centric defense." However, the qualitative improvement of North Korea's missiles is exposing the limits of this framework. In the event of an interception failure, the perception that "exclusive defense-oriented policy (senshu bōei) does not work" will rapidly spread, and political pressure for the exercise of counterstrike capabilities could rapidly intensify.
At the intersection of these three dynamics lies the realization of a situation where "Japan actually intercepts a missile." Successful interception would enhance alliance credibility but simultaneously further accelerate the spiral of conflict. A failed interception would immediately expose cracks in the alliance and could trigger a rapid shift from path dependency (exercise of counterstrike capabilities, or the rise of nuclear armament arguments). In either scenario, the current security structure is highly likely to change irreversibly, meaning that 2026 has a high probability of becoming a year of structural transformation for East Asian security.
📚 PATTERN HISTORY
1998: North Korea's Taepodong-1 Launch (Overflight of Japan)
The starting point of the spiral of conflict — This served as a catalyst for Japan to seriously consider introducing BMD, determining the path dependency of subsequent missile defense investments.
Structural similarities with the present: A single missile created a path dependency that fixed the direction of defense policy for a quarter-century. The speed at which technical choices become politically and fiscally irreversible is faster than anticipated.
2006: North Korea's First Nuclear Test and Multiple Missile Launches
Gradual escalation of provocation — By combining nuclear tests and missile launches, the quality of the threat was discontinuously elevated.
Structural similarities with the present: Sanctions resolutions were adopted but failed to deter, and North Korea reinforced its learning that "the value of nuclear weapons outweighs the cost of sanctions." A classic example of failed cooperation accelerating the spiral of conflict.
2017: Hwasong-15 ICBM Launch and US-North Korea "Fire and Fury" Crisis
Peak of the spiral of conflict — Rhetoric from both sides reached the brink of military confrontation, but ultimately shifted to diplomacy (2018 Singapore summit).
Structural similarities with the present: The greatest crisis opened a window for diplomacy, but diplomatic achievements did not last. It was confirmed that a cycle of "crisis → diplomacy → breakdown → renewed crisis" is structurally embedded.
2022: North Korea's Over 70 Missile Launches Annually
Trial of interception system by quantitative saturation — The limits of the cost for Japan's MD system to maintain "constant vigilance" became visible.
Structural similarities with the present: It was revealed that even if interception systems are technically functional, their politically and economically sustainable operation is difficult. An example demonstrating the limits of path dependency.
2024-2025: Deepening Russia-North Korea Military Cooperation
Alliance realignment — The post-Cold War security order collapsed, and new axes of conflict (US-Japan-ROK vs. China-Russia-North Korea) became clear.
Structural similarities with the present: The premise of North Korea's isolation collapsed, and a new structure emerged where North Korea, backed by a major power like Russia, is strengthened technically and diplomatically.
Patterns Revealed by History
The lessons revealed by the historical patterns of the past 30 years are clear. First, North Korea's nuclear and missile development has never been stopped by sanctions; rather, a paradoxical structure has been established where external pressure accelerates development. Second, diplomacy, which was hoped to be "this time for sure" during each crisis, has always been short-lived, and the spiral of conflict restarts at a higher level with each cycle. Third, Japan's missile defense policy has been dictated by path dependency since the 1998 Taepodong launch, trapping it in a structure where fundamental strategic shifts are extremely difficult.
The most important lesson is that there is no "natural endpoint" to this cycle. The prospect of North Korea voluntarily abandoning its nuclear weapons and missiles is extremely low, and there is no reason for the US-Japan-ROK alliance to relax its defense posture. What makes the situation in 2026 different from the past is that with diplomatic exits completely blocked, technological advancements are compressing response times and structurally increasing the risk of accidental conflict. History shows that "managed tension" can be maintained over the long term, but it also suggests the possibility that the "limits of management" could suddenly be reached.
🔮 NEXT SCENARIOS
North Korea will continue intermittent missile launches throughout 2026, but the situation will not escalate to Japan actually intercepting a missile. Most impacts will occur outside Japan's EEZ, and no missiles with flight paths deemed a direct threat will be launched. In this scenario, North Korea continues a "managed escalation" aimed at technical demonstration and sending political messages. While the frequency of launches will not reach the peak of 2022 (over 70 launches), launches, including tests of new missile types, will occur at a pace of one to two times per month. The Japanese government will repeatedly issue J-Alerts while maintaining a "constant vigilance posture" by keeping Aegis destroyers deployed in the Sea of Japan and PAC-3s forward-deployed. Politically, discussions regarding the criteria for exercising counterstrike capabilities will intensify in Japan, but actual legal reforms will be postponed until 2027 or later. The US-Japan-ROK missile warning data sharing system will deepen incrementally, but will not reach the establishment of an integrated interception command system. China and Russia will continue to block additional sanctions at the UN Security Council, solidifying a diplomatic stalemate. No accidental conflicts will occur by year-end, but the tension of "when will interception be necessary next?" will become constant.
Implications for Investment/Action: North Korea's missile launches are concentrated outside Japan's EEZ, confirmations of "no passage over Japanese airspace" continue after J-Alerts are issued, and signs of unofficial contact between the US and North Korea are reported.
North Korea reduces the frequency of missile launches and moves to resume dialogue with the United States or the international community in some form. The realization of this scenario requires the Kim Jong Un regime to alter its internal calculations or for significant changes to occur in the external environment. The most probable path is the re-establishment of unofficial dialogue channels through Chinese mediation. A scenario is conceivable where China prioritizes its own economic interests (securing a stable trade environment by maintaining East Asian stability) and privately urges North Korea to exercise restraint in launches. Alternatively, the United States might explore a "grand bargain" with China on the North Korean issue as part of stabilizing US-China relations. In this scenario, the frequency of missile launches will decrease towards the latter half of 2026, and some form of "freeze-for-freeze" unofficial agreement (missile launch freeze and reduction of US-ROK joint exercises) will be formed by year-end. Japan will continue to maintain its missile defense system, but the number of J-Alerts issued will decrease, and domestic apprehension will gradually subside. However, even in this scenario, North Korea's nuclear and missile abandonment will not be realized, and the fundamental resolution of the issue will be postponed.
Implications for Investment/Action: China's Ministry of Foreign Affairs issues a statement hinting at unusually active mediation on the North Korean issue, North Korea suspends missile launches for more than two months, and unofficial contacts between the US and North Korea are confirmed by multiple sources.
A situation occurs where a North Korean missile passes over Japanese territory or impacts in an extremely close area within Japan's EEZ, leading Japan to either attempt an interception or face a political crisis over the appropriateness of an interception decision. The core of this scenario lies in either North Korea's intentional escalation or the occurrence of an accidental threat due to launch failure or trajectory deviation. The latter risk, in particular, is underestimated. North Korea's new missiles are in the development phase, and the probability of trajectory deviation during flight tests cannot be ignored. Japan would be forced to decide whether or not to intercept a missile unintentionally flying towards its mainland within minutes. If an interception is carried out, success would prove the effectiveness of Japan's MD system, but simultaneously decisively accelerate the spiral of conflict. North Korea could characterize the interception as an "act of war" and engage in further provocations or retaliatory actions. If the interception fails, trust in Japan's MD system would be fundamentally shaken, and public opinion demanding the immediate exercise of counterstrike capabilities would erupt. In either case, the security environment in East Asia would irreversibly change, and Japan's defense policy would enter a qualitatively different phase than before. Furthermore, in this scenario, South Korea's political situation would also be a destabilizing factor. The conflict between pro-engagement and hardline factions within South Korea could intensify, potentially causing discord in US-Japan-ROK cooperation. China is expected to move to curb the escalation of the situation, but its intervention could constrain the responses of the US-Japan-ROK alliance, risking giving North Korea the impression that it can "get away with it."
Implications for Investment/Action: North Korea uses an overflight trajectory over Japan under the guise of an ICBM or satellite launch, multiple impacts occur very close to Japan's EEZ, and it is officially confirmed that the Self-Defense Forces have issued a destruction order and entered an interception posture.
Key Triggers to Watch
- North Korea's rocket launch under the guise of a "satellite launch" (overflight trajectory over Japan): April-June 2026
- Implementation of US-Japan-ROK joint missile defense exercises and North Korea's retaliatory actions against them: May-August 2026
- Vote on North Korea sanctions resolution at the UN Security Council (focus on China and Russia's response): Throughout 2026
- Japan's budget request for fiscal 2027 towards achieving 2% of GDP for defense spending (scale of counterstrike capability-related expenses): August-September 2026
- Changes in US policy towards North Korea around the US midterm elections (November 2026): September-December 2026
🔄 TRACKING LOOP
Next Trigger: North Korea's next missile launch (estimated April-May 2026) — Whether the launch trajectory is an overflight type over Japan is the most crucial decision point determining the realization of an interception scenario.
Continuation of this pattern: Tracking Theme: Qualitative Transformation of North Korea's Missile Capabilities and Japan's Interception Threshold — The next milestone is the assessment results of response capabilities during the US-Japan-ROK joint MD exercise in summer 2026.
🎯 ORACLE DECLARATION
Prediction Question: By December 31, 2026, will the Japan Self-Defense Forces actually launch an interceptor missile against a North Korean ballistic missile?
Judgment Deadline: 2026-12-31 | Judgment Criteria: YES if the Ministry of Defense or the Prime Minister's Office officially announces that the Self-Defense Forces have actually launched an interceptor missile (SM-3 or PAC-3) against a North Korean ballistic missile. Issuance of a destruction order alone will be NO. An official announcement confirming the launch of an interceptor missile is required.
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