South Korea’s Arms Exports Are Now Involved in the Iran War

The Koreas | Security | East Asia

South Korea’s Arms Exports Are Now Involved in the Iran War

Seoul’s ballooning defense industry has always had a blind spot: the operational and political consequences of its weapons systems being put to use.

A test launch of the KM-SAM interceptor system in South Korea, Nov. 24, 2020.

South Korea’s emergence as a major defense exporter over the past decade is, by most conventional measures, a remarkable industrial achievement. Through competitive pricing, rapid delivery timelines, and a consistent willingness to offer technology transfer and industrial localization that Western suppliers rarely match, Seoul has secured defense contracts across the Gulf, Eastern Europe, and beyond. Moreover, South Korean-made systems have a track record of superior quality. For example, the M-SAM 2 medium-range interceptor reportedly enjoyed a 96 percent interception rate during Iran’s ongoing missile campaign against the United Arab Emirates (UAE).

Yet this very success has surfaced a structural problem that Seoul can no longer defer. South Korea’s defense export model has been premised, implicitly if not explicitly, on a separation between selling sophisticated systems and absorbing the operational and political consequences of their use. The events of the past several weeks have dissolved that premise. An emergency airlift of interceptor reloads into an active war zone is not a neutral commercial transaction.

The underlying logic here is not particularly complicated. When a country builds extensive commercial, industrial, and military supply relationships with partners operating in volatile security environments, its exposure to those environments grows with the depth of the relationship. South Korea now maintains special forces on Emirati soil, has supplied air defense systems that are actively engaged in combat, and has conducted emergency resupply operations under fire. At each of these stages, Seoul has accumulated a stake in the conflict’s outcome, and a corresponding set of expectations from Abu Dhabi, regardless of whether it consciously sought either.

The current war has thus exposed an institutional gap in Seoul’s export strategy. Traditional defense exporters – like the United States, France, Germany, and the United Kingdom – have spent decades developing doctrine, legal architecture, and institutional frameworks for managing the tension between commercial arms relationships and security entanglement. Those frameworks are imperfect and have failed frequently. Still, their existence reflects an institutionalized understanding that arms relationships generate political commitments, which could occasionally operate independently of what the exporting country intends. 

Seoul, as a relatively new entrant to the global arms market, has not yet built equivalent institutions. Given the pace of its export ascent, this is perhaps understandable. But treating the gap as tolerable is no longer defensible as a real-time example of such complications plays out in the UAE.

The challenge is not confined to the Gulf, either. South Korea has deployed almost the same commercial formula in markets with very different strategic profiles. Poland’s K2 tank and K9........

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