In early June, Xi Jinping traveled to Pyongyang not merely to celebrate alliance but to take the measure of a neighbor who has grown dangerously self-assured. Kim Jong Un has rewritten North Korea's strategic doctrine since 2023, abandoning the long pursuit of American engagement in favor of open confrontation — a posture that places China in the uncomfortable position of managing a nuclear-armed ally it neither fully trusts nor can afford to lose. The visit was, at its core, an act of anxious proximity: Beijing staying close enough to counsel restraint in a relationship where restraint is no
Xi's North Korea Visit Signals Beijing's Bid to Contain Emboldened Kim Jong Un
China has never had to manage a North Korea with this much confidence
So Xi flew to North Korea to send a message. What message?
Not one message—several. Officially, it's about deepening ties and cooperation. But the real reason is surveillance. Xi needs to know what Kim is thinking, because if Kim does something reckless, China gets pulled in.
But how much can Xi actually know? Kim controls the information flow. Everything Xi sees is what Kim wants him to see.
True. That's why the real test comes next month, around the defense treaty anniversary. If China announces military sales or joint exercises, that tells you something genuine happened this week.
What changed in Kim's thinking? Why is he suddenly so confident?
Since 2023, he's completely reoriented North Korea's strategy. For decades, the goal was engagement with the U.S., normalization. Now it's confrontation. He's built up a nuclear arsenal, he's got missiles that can reach Japan and South Korea, and he feels like a peer power.
But is he actually a peer? Or does he just feel like one because Russia is paying attention to him now?
Russia's involvement is real—weapons, troops, financial support. That's given Kim confidence. But China is still the relationship that matters most to him, geographically and historically.
Can China actually control him?
No one can control Kim. But China can counsel restraint, maintain leverage, and try to prevent things from spiraling. That's what this visit was about.
The article says the U.S. lost its window for negotiation. Is that actually true, or is that just one analyst's view?
It's Carlin's assessment, and he's spent fifty years on this. But it reflects a real shift—Kim has tested a dozen ICBMs since 2019 and refuses to discuss denuclearization. The facts support the conclusion.
So what happens next?
We watch. The defense treaty anniversary, military announcements, Kim's next weapons tests. Those will tell us whether Xi's visit actually changed anything, or whether Kim is still on his own trajectory.
Il Polso
- Kim Jong Un has fundamentally reoriented North Korea's purpose — confrontation with the United States is no longer a risk to avoid but the defining ambition of his leadership.
- China finds itself trapped by geography and alliance: if Kim stumbles into conflict with Washington, Beijing will be pulled in regardless of its preferences.
- Russia's deepening role in North Korea — weapons, troops, financial lifelines, and nuclear recognition — is quietly eroding China's primacy, forcing Xi to reassert himself as the relationship that matters most.
- North Korea's arsenal is no longer theoretical: accelerating plutonium production, new enrichment facilities, and enough missiles to strike South Korea and Japan give Kim a confidence that alarms every analyst watching him.
- The true verdict on this summit will arrive next month, when the 65th anniversary of the China-North Korea defense treaty either produces concrete military cooperation or reveals the visit as carefully staged theater.
In early June, Xi Jinping traveled to Pyongyang not merely to celebrate alliance but to take the measure of a neighbor who has grown dangerously self-assured. Kim Jong Un has rewritten North Korea's strategic doctrine since 2023, abandoning the long pursuit of American engagement in favor of open confrontation — a posture that places China in the uncomfortable position of managing a nuclear-armed ally it neither fully trusts nor can afford to lose. The visit was, at its core, an act of anxious proximity: Beijing staying close enough to counsel restraint in a relationship where restraint is no longer guaranteed.
Xi Jinping arrived in Pyongyang in early June and departed two days later having declared a new historical chapter in Sino-North Korean relations. The official language was warm and expansive. The underlying reality was more urgent: Beijing needed to understand what its nuclear-armed neighbor was actually planning.
Kim Jong Un has become a different kind of problem than he was even three years ago. For decades, North Korea oriented itself toward eventual normalization with Washington. Since 2023, that calculus has inverted entirely. Kim has rewritten his country's strategic doctrine — confrontation with the United States is now the centerpiece of his ambition, not something to be avoided. Veteran analyst Bob Carlin, who spent more than five decades studying North Korea for the U.S. State Department, notes that China has never had to manage a Pyongyang this confident in its own power.
This creates an acute dilemma for Xi. Geography and alliance mean China would be drawn into any conflict Kim provokes, willing or not. The personal relationship between the two leaders is not warm — a poisonous historical undercurrent runs through it, rooted in Kim's 2013 execution of his uncle, a man Beijing had cultivated as an ally, and China's subsequent support for UN sanctions. Yet neighbors cannot choose each other. Both sides have settled into a pragmatic equilibrium built on mutual need rather than trust.
What analysts watch most carefully is military cooperation. The real signal will come around the 65th anniversary of the China-North Korea defense treaty next month. If Beijing announces arms sales or joint naval exercises, the summit will have meant something. If not, it was theater. The stakes are concrete: Kim has unveiled new nuclear production facilities, his sister has declared the country's nuclear status irreversible, and his missile arsenal can already reach South Korea and Japan.
Xi's visit also served to counter Russia's growing footprint. Moscow has provided weapons, financial support, and — crucially — diplomatic recognition of North Korea as a nuclear state, emboldening Kim and accelerating a weapons program analysts consider far more advanced than Iran's. China does not want Russia and North Korea coordinating outside its view. Xi needed to remind Kim that Beijing remains the primary relationship.
Kim's ambitions are now legible: diminish American standing globally, reunify the Korean Peninsula on his terms, and be treated as a peer by both China and Russia. The window for American leverage has closed. Since Kim and Trump last met in 2019, North Korea has tested more than a dozen intercontinental ballistic missiles, and denuclearization is no longer a subject Kim will entertain. The question is no longer whether he keeps his weapons. It is what he does with them — and whether China retains enough influence to keep that answer from becoming catastrophic.
Xi Jinping landed in Pyongyang on a Tuesday in early June, and by the time he left two days later, he had declared a new chapter in China's relationship with North Korea. The official messaging spoke of deepened ties and expanded cooperation, a "new historical starting point" in the words of the Chinese president. But beneath the choreography and the state department language, something more urgent was driving the visit: Beijing needed to understand what its nuclear-armed neighbor was actually planning to do.
Kim Jong Un has become a different kind of problem for China than he was even three years ago. Bob Carlin, who spent more than five decades analyzing North Korea for the U.S. State Department, put it plainly: the Chinese have never had to manage a North Korea with this much confidence in its own power. For decades, Pyongyang had oriented itself toward engagement with Washington—the goal was always normalization, always negotiation. That calculus has inverted. Since 2023, Kim has rewritten North Korea's entire strategic doctrine. The confrontation with the United States is no longer something to avoid; it is the centerpiece of his ambition. He sees himself as a leader in this movement, and he believes a reckoning with America is inevitable.
This creates an acute problem for Xi. If Kim stumbles into a conflict with the U.S., China will be drawn in whether it wants to be or not. Geography and alliance make that unavoidable. So Beijing's task is to stay close enough to Kim to know what he is thinking, to counsel restraint when possible, and to maintain some leverage over decisions that could reshape the entire region. The relationship between Xi and Kim is not warm. There is what Carlin calls a "poisonous stream" running through their personal dynamic, rooted in history—Kim executed his own uncle, Jan Song-thaek, in 2013, a man the Chinese had cultivated as a mentor and ally. Years later, China backed United Nations sanctions against North Korea's nuclear program. But neighbors cannot choose each other. Both sides have accepted that coexistence requires a kind of pragmatic equilibrium, even without trust or affection. They need each other more than they dislike each other.
What should concern observers most, Carlin said, is military cooperation. The real test will come next month, around the 65th anniversary of the existing defense treaty between Beijing and Pyongyang. If China announces sales of military hardware—air defense systems, for instance—or joint naval exercises in the Yellow Sea, those announcements will reveal whether this week's summit actually deepened the relationship or was merely theater. The stakes are not abstract. Kim has recently unveiled a new nuclear production facility and visited uranium enrichment plants. His sister, Kim Yo Jong, declared North Korea's nuclear status irreversible. The arsenal is growing: plutonium production is accelerating, and Kim now possesses enough missiles to deliver nuclear weapons across South Korea and Japan. He feels powerful, and the question that keeps analysts awake is when he will decide to use that power.
Xi's visit also served another purpose: countering Russian influence. Moscow's role in North Korea has grown substantially during the war in Ukraine. In exchange for weapons and thousands of North Korean troops, Russia has provided financial assistance Pyongyang desperately needs. More significantly, Russia has recognized North Korea as a fellow nuclear weapons state—a gesture that has emboldened Kim and given him confidence as he accelerates his weapons program, which analysts assess as far more advanced than Iran's. China does not want Russia and North Korea plotting together in a corner, out of Beijing's sight. Xi needed to plant the flag again, to remind Kim that China is still the primary relationship, still the one that matters most.
Kim's three ambitions are now clear, according to Carlin. He wants to diminish American standing on the world stage. He wants to reunify the Korean Peninsula under his rule. And he wants to be treated as a peer by both China and Russia—to move beyond the status of a minor player that can be managed or contained. The window for American leverage has closed. When Trump and Kim met three times during Trump's first term, there was still theoretical space for negotiation. Since their last meeting in 2019, North Korea has tested more than a dozen intercontinental ballistic missiles, and Kim has made abundantly clear he will not discuss denuclearization. Carlin believes the U.S. lost that opportunity years ago, when talks broke down. There is nothing Washington can offer now that would convince Pyongyang to surrender its nuclear weapons. The question is no longer whether Kim will keep them. The question is what he will do with them, and whether China can maintain enough influence to keep that decision from spiraling into catastrophe.
Citazioni salienti
Never before have the Chinese had to deal with a North Korea that has any swagger in its step.— Bob Carlin, former U.S. State Department official and North Korea analyst
They want to confront the U.S., and Kim sees himself as a leader in this movement.— Bob Carlin, describing North Korea's strategic shift