North Korea’s Nuclear-Powered Submarine: A New Threat Below the Surface?

Screen Shot of AP Story Release

Introduction

In a move that could reshape the balance of power in the Indo-Pacific, North Korea has unveiled a nuclear-powered submarine under construction for the first time. The announcement, accompanied by images of Kim Jong Un inspecting the shipyard, raises serious questions about regional security, technological proliferation, and the future of naval warfare.

For years, North Korea’s submarine fleet was seen as aging and limited in capability. This new development, however, suggests a leap forward—one that could allow Pyongyang to launch nuclear missiles from stealthy underwater platforms. If confirmed, this would be a major strategic shift, making it harder for the U.S. and its allies to detect and respond to potential attacks.

So how did a heavily sanctioned nation achieve this milestone? And more importantly—what does it mean for the United States, its allies, and the U.S. Navy?

Key Takeaways

  • North Korea has publicly showcased a nuclear-powered submarine under construction, potentially capable of carrying nuclear-capable missiles.
  • Experts speculate that North Korea may have received Russian technological assistance in exchange for supporting Russia’s war efforts in Ukraine.
  • If deployed, this submarine would significantly enhance North Korea’s second-strike capability, making its nuclear deterrence more credible.
  • The development complicates regional security and raises concerns about a growing alliance between North Korea and Russia in military technology sharing.

Why Americans Should Care

For many Americans, North Korea’s military developments may seem like distant problems. But in reality, this new submarine could directly impact U.S. national security.

A nuclear-powered submarine allows North Korea to extend its reach beyond the Korean Peninsula. Unlike land-based missile systems, which can be monitored through satellites and surveillance, a submarine carrying nuclear weapons can disappear into the vast ocean, making it nearly impossible to detect before a potential strike.

If North Korea can launch nuclear missiles from an underwater platform, it could target U.S. allies like South Korea and Japan with little warning—or even reach the U.S. mainland in the future. This dramatically raises the stakes and adds another layer of unpredictability to global security.

Implications for the USA

A Strengthened North Korea-Russia Alliance

Reports suggest that Russia may have provided North Korea with reactor technology for this submarine in exchange for conventional weapons or manpower for its war in Ukraine. If true, this signals a growing military partnership between two U.S. adversaries. A stronger North Korea emboldened by Russian support poses a direct challenge to U.S. leadership in the region.

Increased Risk of Nuclear Conflict

North Korea’s ability to launch nuclear strikes from the sea reduces the effectiveness of traditional missile defense systems. A surprise underwater attack would be harder to intercept, increasing the risk of escalation in the event of a conflict.

Undermining U.S. Deterrence

This development challenges the U.S.’s ability to maintain strategic deterrence. If North Korea gains confidence in its second-strike capability, it may be less willing to negotiate or back down from provocations.

Implications for the U.S. Navy

Greater Demand for Anti-Submarine Warfare (ASW)

Detecting and neutralizing enemy submarines is already one of the most complex challenges in naval warfare. The U.S. Navy will need to enhance its ASW capabilities, including deploying more advanced sonar systems, hunter-killer submarines, and aerial surveillance.

Need for Expanded Naval Presence in the Indo-Pacific

A nuclear-powered submarine gives North Korea the ability to operate farther from its shores. The U.S. Navy may need to increase its presence in the region to counter this new threat, requiring more attack submarines, destroyers, and aircraft carriers to maintain sea control.

More Investments in Unmanned and AI-driven Warfare

The future of undersea warfare is shifting toward AI-driven detection and unmanned systems. This new threat underscores the urgency of investing in advanced drone technology, autonomous underwater vehicles (AUVs), and real-time surveillance to track enemy movements.

Conclusion

North Korea’s nuclear-powered submarine is more than just a headline—it’s a wake-up call. It signals a shift in global security, exposing weaknesses in existing defense strategies. The U.S. must recognize this as part of a broader challenge, not only from North Korea but also from the growing military cooperation between adversaries like Russia and China.

America cannot afford to be complacent. A stronger U.S. Navy is essential to maintaining deterrence, securing trade routes, and ensuring that threats like this do not go unchecked. Now, more than ever, investing in naval power is not just a choice—it’s a necessity.


Australia’s Naval Reality Check—America Should Take Notes

If Australia is vulnerable, what does that mean for America?

Bill Cullifer, Founder
Bill Cullifer, Founder

In a recent article for The Australian, Jennifer Parker—an expert associate at the National Security College, Australian National University, and an adjunct fellow in naval studies at the University of New South Wales Canberra—examined China’s latest naval maneuvers near Australia. Her analysis sheds light on vulnerabilities that should concern not just Australia, but the United States as well.

A stark reality: China’s naval task force is actively testing Australia’s response—militarily, politically, and diplomatically. A Chinese fleet operating near Australia’s waters isn’t just a message to Canberra; it’s a signal to the world that Beijing is expanding its reach.

For Americans, this should be a wake-up call. Australia, a key U.S. ally, has long enjoyed security from major conflicts. Yet, China’s maneuvers off its coast expose vulnerabilities in a way that should concern every nation reliant on maritime security, global trade, and naval power.

If China can challenge Australia’s sovereignty at sea today, what stops it from doing the same to America and its allies tomorrow?

China’s Strategy: Testing and Expanding

The deployment of a Chinese naval task group so close to Australia is no accident. It follows a pattern:

  • Probing reactions. Just as it has done in the South China Sea, the Taiwan Strait, and Latin American ports, China is assessing how the world will respond to its growing military presence.
  • Disrupting global security norms. Conducting live-fire drills near civilian air routes, refusing to issue proper warnings, and testing defense response times all serve a greater goal—normalizing an expanded Chinese naval footprint.
  • Challenging the free world. This is about more than Australia. China is signaling that it has the capability—and the intent—to pressure democratic nations and reshape global power structures in its favor.

This matters to the United States because we rely on the same global shipping lanes, trade networks, and security partnerships that China is testing right now.

Lessons for the U.S. Navy and America

Jennifer Parker’s article points out an uncomfortable truth: Australia’s navy is struggling to meet growing demands. Its limited number of warships, outdated replenishment capabilities, and defense spending shortfalls are now under the spotlight.

But let’s not pretend this problem is unique to Australia.

  • The U.S. Navy is stretched thin. With growing commitments in the Indo-Pacific, Middle East, and beyond, America is already balancing a smaller fleet against greater global threats.
  • Shipbuilding capacity is a bottleneck. While China launches warships at record speed, the U.S. struggles to maintain its current fleet.
  • Defense funding debates mirror Australia’s. At just 2% of GDP, U.S. defense spending is below Cold War levels, and ship procurement continues to face budgetary and political hurdles.

Australia’s vulnerabilities should be a case study for the United States. If a key U.S. ally is struggling to keep pace with China’s naval expansion, America cannot afford to take its own naval dominance for granted.

What Needs to Happen Next?

The right response is not panic—it’s preparation. America must learn from Australia’s situation and take the following steps:

  1. Increase Naval Readiness
    • The U.S. must expand and modernize its fleet, ensuring it has the ships, submarines, and logistical support needed to deter threats.
    • Fleet maintenance and shipyard infrastructure must be prioritized so that existing assets remain operational.
  2. Strengthen Strategic Alliances
    • The U.S.-Australia partnership is critical—joint naval exercises, intelligence sharing, and strategic basing agreements must be expanded.
    • Coordination with Japan, the Philippines, India, and other Indo-Pacific allies must also be reinforced.
  3. Engage the American Public
    • Most Americans aren’t aware of how dependent the U.S. economy and security are on naval power.
    • China isn’t just flexing its military strength—it’s waging a long-term strategic contest to control global trade, technology, and resources.
    • If we don’t educate and rally support for a stronger Navy now, we risk falling behind when it matters most.

Final Thought: A Call to Action

Australia is waking up to the reality that it must invest in naval power to protect its interests. America should take this moment to do the same.

We don’t need alarmism. We need action.

The choice is simple: Invest in a stronger Navy today, or risk facing a crisis tomorrow.

Leadership in the U.S. Navy: Lessons from History and the Stakes Today

The Royal Navy’s execution of Admiral Byng in 1757 reminds us: indecision in war is deadly.
Introduction: The Reality We Face Today
 
The U.S. Navy is undergoing major leadership changes. Reports indicate that the incoming administration’s new Secretary of Defense, Pete Hedgeseth, is making sweeping moves by dismissing top admirals. Whether this signals a strategic reset or a political maneuver, one thing is clear: leadership in the military is under a microscope.
Bill Cullifer, Founder
Bill Cullifer, Founder

In the private sector, where I have spent much of my career, leadership changes are routine—CEOs get fired, boards demand accountability, and shareholders expect results. But in the military, leadership turnover carries far greater consequences—it affects national security, operational readiness, and the morale of those who serve. In a time of rising threats from China, Russia, Iran, and North Korea, America cannot afford indecision or mismanagement at the highest levels of command.

To understand the stakes, we need to examine a historical case of military accountability—one that was as brutal as it was instructive. The execution of Royal Navy Admiral John Byng in 1757 sent a chilling message: failure to act decisively in war could cost you everything. The question for us today is: Are we ensuring accountability, or are we risking unnecessary instability in our naval leadership?

A Harsh Lesson from History: The Execution of Admiral Byng
 
In 1757, Admiral John Byng faced one of the most severe forms of accountability in British naval history. Tasked with defending British interests during the Seven Years’ War, Byng was sent to relieve a besieged British garrison at Minorca. But he was set up for failure—his fleet was under-resourced, and his enemy was well-prepared.
 
Byng engaged the French in battle, but when his fleet suffered heavy damage, he chose to withdraw rather than risk total destruction. His decision, while arguably pragmatic, was viewed as a failure to act decisively in war.
 
The British government, eager to shift blame away from its own missteps, made an example of Byng. He was court-martialed, found guilty under the strict new Articles of War, and sentenced to death by firing squad. His execution was meant to send a message: indecision in battle would not be tolerated.
 
Voltaire, an 18th-century French writer, philosopher, and satirist, famously wrote, “In this country, it is wise to kill an admiral from time to time to encourage the others.” Byng’s fate, while tragic, reinforced a culture of accountability and decisive action in the Royal Navy that lasted for decades.
 
Why This Matters Today: The Cost of Indecision
 
Today, the world is entering a new era of great power competition. The challenges we face are different from those of Admiral Byng’s time, but the stakes are even higher:
 
China is rapidly expanding its navy, militarizing the South China Sea, and challenging U.S. dominance in the Pacific.
Russia is testing Western resolve, using hybrid warfare and maritime brinkmanship to threaten U.S. and allied interests.
Iran continues to harass U.S. forces in the Middle East, while North Korea remains an unpredictable nuclear threat.
 
In this environment, the U.S. Navy must embody decisive leadership at every level—on the bridge, in the boardroom, and in Washington. Hesitation, bureaucratic missteps, or weak decision-making will embolden our adversaries and put American lives at risk.
 
Implications for Americans
 
National Security: A Navy that acts with precision and decisiveness ensures the safety of our nation, our allies, and global trade routes.
Confidence in Leadership: When naval leaders are empowered to act boldly, it strengthens trust between the military and the American public.
Economic Stability: A strong Navy deters conflict, reducing the likelihood of costly, prolonged engagements that drain our national resources.
 
Implications for the U.S. Navy
 
Operational Readiness: Future conflicts will be won by those who can think and act quickly. Our Navy must train, equip, and empower its officers to make bold, effective decisions in real time.
Balanced Accountability: Leadership should be held accountable, but not used as political scapegoats or subject to constant upheaval that weakens continuity and strategy.
Better Strategic Execution: We need faster decision-making at the highest levels to ensure that shipbuilding, force readiness, and modernization efforts align with the evolving threats we face.
 
Message to Our Adversaries: Peace Through Strength—But Make No Mistake
 
Let there be no misunderstanding: Americans for a Stronger Navy is committed to peace through strength.
 
We believe in deterrence, in maintaining stability through overwhelming force, and in ensuring that war remains the last resort, not the first option. But make no mistake—if conflict comes, we do not hesitate.
 
To China, Russia, Iran, and North Korea, we send this message:
 
* We do not hesitate. Our forces are trained to act with aggression and clarity when the situation demands it.
* We hold our leaders accountable—but we stand behind them when they make tough calls. Our commanders must have the authority to act decisively, without fear of political scapegoating or bureaucratic hand-wringing.
* We are prepared. We recognize that war is a dirty business, and we are willing to fight and win on our terms. We do not seek conflict, but we will never back down from defending our nation, our allies, and our interests.
 
Strength is what ensures peace. Weakness invites aggression. The U.S. Navy has been, and will remain, the ultimate deterrent to those who wish to challenge American resolve.
 
Final Thought: The Future of American Naval Power
 
The U.S. Navy is at a crossroads. We face real threats, and we cannot afford indecisiveness or internal instability.
 
History teaches us that leaders must be both decisive and supported. Americans for a Stronger Navy will continue advocating for policies that keep our fleet at peak readiness, hold leaders accountable without undermining stability, and ensure that we project strength at sea and beyond.
 
The time for hand-wringing is over. The time for banging on the table and demanding decisive action is now.
 
We either lead the seas—or someone else will.
 
Join us in this fight. Share this message, support a stronger Navy, and ensure that America’s maritime power remains second to none.
 
Editor’s Note: The status quo isn’t cutting it, and the Navy can’t afford to operate on autopilot. From both an Americans for a Stronger Navy perspective and my personal stance, I want leaders who demand action—admirals who bang on tables, challenge complacency, and push for real solutions. Right now, the Navy is stretched thin, threats are mounting, and bureaucracy is slowing us down. We don’t have the luxury of time. We need decisive leadership, real investment, and a serious commitment to strengthening the fleet—not just rhetoric or incremental tweaks. America’s naval power isn’t guaranteed unless we fight for it. That means confronting tough truths, challenging leadership where necessary, and making it impossible for decision-makers to ignore the urgency of the situation. No more waiting, no more excuses—we need action.

When America Ships, America Wins

Wake up, America—our destiny depends on it.

Bill Cullifer, Founder
Bill Cullifer, Founder

Introduction

In our ongoing pursuit to strengthen America’s sea power, we must confront the challenges facing both our Navy and the broader maritime domain. Over the weekend, I immersed myself in key publications—from Captain Brent D. Sadler’s impassioned article, The Nation Needs a Shipbuilding Revolution (February 2025 Proceedings), to insightful analyses on platforms like War on the Rocks and legislative presentations regarding the SHIPS for America Act. In addition, I revisited the history and nuance of Naval versus Maritime Statecraft.

The conclusion is clear: our nation’s strength at sea relies on a transformative, integrated approach. In short, When America Ships, America Wins.

Why This Matters

For too long, the U.S. Navy has operated under a narrow warfighting mandate—a legacy of policies from the 1950s that prioritized combat readiness above all else. Yet history teaches us that true American sea power has always depended on two interlinked capabilities: a modern, formidable fleet and an engaged maritime domain that underpins commerce, diplomacy, and humanitarian efforts.

As Rep. Garamendi recently stated,
“Today, less than 200 oceangoing ships fly the American flag; the SHIPS for America Act will empower our shipyards and marine merchants to uphold our country’s status as a leader in the maritime industry.”

Meanwhile, Senator Mark Kelly emphasized,
“Strengthening America’s shipbuilding capacity and revitalizing our commercial maritime industry is critical to both our national security and economic resilience.”

These words capture the urgent need to reinvest in our naval statecraft while simultaneously enhancing our broader maritime strength.

Our Journey to Clarity
Throughout my review, several key insights emerged:

Dissecting the Sources: Captain Sadler’s article calls for a revolution in U.S. naval shipbuilding. He writes, “For too long, needed investment in and action to bolster our nation’s maritime industrial base have been elusive. That luxury is no longer feasible given the threat from a revanchist and massively invested Chinese military.” His words, combined with insights from War on the Rocks and historical reflections, remind us that our Navy must once again balance combat readiness with essential peacetime missions.

Clarifying Terminology: We now clearly distinguish between “naval statecraft”—focused on rebuilding our fleet and shipbuilding capacity—and “maritime statecraft,” which encompasses the broader economic, diplomatic, and logistical roles at sea. Recognizing that these two concepts are mutually reinforcing helps create a coherent strategic message.

Refining Our Message: After extensive review and discussion, our distilled, bold message is: When America Ships, America Wins. Coupled with the rallying cry, Wake up, America—our destiny depends on it, this encapsulates the urgent need to invest in our naval statecraft to secure our maritime future.

Key Takeaways and Implications

Integrated Mission for a Modern Era: A strong Navy is not just about preparing for war—it is the foundation of national security, economic prosperity, and global maritime influence. When America builds its ships, it reinforces its entire maritime domain.

Economic and Security Benefits: Investment in our shipbuilding industry creates high-quality jobs, revitalizes our manufacturing base, and ensures our fleet is capable of sustaining military operations and global trade. Without sufficient modern vessels, our ability to maintain critical supply chains is at risk.

Historical Lessons for Today: The interwar period showed that the U.S. Navy once balanced readiness for war with vital peacetime missions like humanitarian aid and diplomatic engagement. Recalling these lessons provides a blueprint for integrating naval and maritime statecraft in today’s complex environment.

In my efforts to understand the challenges facing the U.S. Navy and our maritime infrastructure, I have spent a fair amount of time reviewing the Jones Act and the range of views surrounding it. While there are differing opinions on how best to strengthen our domestic shipping industry, one thing is clear—America needs more ships, a stronger supporting infrastructure, and a Navy that is fully equipped to protect our national security. Regardless of where one stands on the specifics of maritime policy, we can all agree that a Stronger Navy is critical to American security and economic resilience. My focus remains on ensuring that we have the industrial capacity, shipbuilding capabilities, and logistics networks necessary to maintain U.S. maritime strength in an increasingly contested world.

Why Americans Should Care

For over two centuries, American maritime strength has been a cornerstone of our global leadership. Yet today, our domestic shipbuilding industry has shrunk from over 300 shipyards in the 1980s to just 20, and our U.S.-flagged commercial fleet has dwindled to fewer than 80 vessels. With China dominating global shipbuilding and maritime trade, the equation is simple: When America Ships, America Wins. Our shipyards are the engines powering our Navy, safeguarding our commerce, and securing our freedom.

Implications for the Navy and the Maritime Domain

For the Navy: Modernizing our fleet enhances operational readiness, supports a skilled and sustainable workforce, and allows the Navy to execute both war and peacetime missions. A modernized Navy is essential to deter adversaries and defend our national interests.

For the Maritime Domain: A thriving shipbuilding industry is vital for protecting American commerce, ensuring free navigation, and fostering economic resilience. Strengthening our maritime statecraft reinforces strategic partnerships and maintains our global influence.

The Legislative Response: SHIPS for America Act

Bipartisan efforts led by figures such as Senator Mark Kelly, Congressman Mike Waltz, Rep. Trent Kelly, and Rep. John Garamendi have culminated in the introduction of the Shipbuilding and Harbor Infrastructure for Prosperity and Security (SHIPS) for America Act. This comprehensive legislation proposes to:

  • Revive U.S. Shipbuilding: Offer tax incentives and targeted investments to rebuild our shipyards and attract private-sector growth.
  • Expand the U.S.-Flagged Merchant Fleet: Implement cargo preference laws to ensure more goods travel on American ships.
  • Strengthen National Security: Increase the supply of ships available for military logistics and rapid response.
  • Develop a New Maritime Workforce: Establish apprenticeships, trade school incentives, and recruiting programs to restore critical skills in ship maintenance and marine operations.
  • Forge Strategic Partnerships with Allies: Collaborate with trusted nations like Japan, South Korea, Finland, and Canada to enhance our shipbuilding capacity while ensuring American oversight.

This legislation is not about partisan politics—it’s about survival. With global supply chains vulnerable to disruption, the urgency to rebuild our maritime strength has never been greater.

Conclusion & Call to Action

History teaches us that nations fall when they lose control of the seas. Today, as our adversaries grow stronger and our industrial base shrinks, we cannot afford to dawdle. It’s not war we desire, but peace achieved through strength—and our enemies must know that America will not stand idly by.

Join us in this crucial mission. We call on policymakers, industry leaders, and every American who values freedom and prosperity to support transformative initiatives that invest in our naval statecraft. By strengthening our shipbuilding industry and modernizing our Navy, we secure a robust maritime future that benefits us all.

When American Ships, America Wins.
Wake up, America—our destiny depends on it.

Visit StrongerNavy.org to learn more, get involved, and help ensure that our nation’s shipbuilding efforts pave the way for a secure and prosperous future.

In service to a stronger America,
Bill