Sejong Policy Briefs

(Brief 2024-17) U.S. Trump Administration 2nd Term: Changes in Domestic Political Landscape and Outlook on Foreign Policy

Date 2024-11-18 View 299

File Brief 2024-17 Writer Sang Hyun Lee

U.S. Trump Administration 2nd Term: Changes in Domestic Political Landscape and Outlook on Foreign Policy


Sang Hyun Lee
Senior Research Fellow

1. Evaluation of the 2024 U.S. Presidential Election
  The 2024 U.S. presidential election officially concluded with the victory of Trump. Despite the close "neck-and-neck" contest between the two candidates, Trump decisively won against Kamala Harris. Trump’s victory was so overwhelming that the vote counting finished quietly and earlier than expected. Along with the presidential race, the Republican Party took control of both the Senate and the House of Representatives in the congressional elections. As a result, the Republican Party now controls both the presidency and Congress, leading to the creation of a 'unified government.' When Trump’s second administration takes office in January, it is expected that his policy momentum will be far more robust compared to his first term. During his second presidency, Trump will be able to push his political agendas without facing any significant checks on his power.

  While there were several key issues in the election, 58% of voters in exit polls indicated that the primary motivation to vote for Trump was the desire to "punish" the Biden-Harris administration for its perceived incompetence. Main issues included democracy, the economy, abortion, immigration, and foreign policy, but the most significant factor appeared to be Americans’ dissatisfaction with the economic situation. Harris supporters emphasized democracy, while Trump supporters prioritized the economy as the key political issue. Trump's victory suggests a fundamental shift in U.S. domestic politics, indicating that long-standing political alliances and structures have been altered. For example, Trump garnered significant support from groups traditionally aligned with the Democratic Party including Latino, Black, and younger voter demographics. The Republican Party, historically backed by corporations, white voters, men, and the upper class, now shows potential to evolve into a multi-racial, working-class party. The Democratic Party, however, remained insensitive to these changes in American society. 

  The Democratic Party’s electoral strategy failed in this election. While Trump had essentially spent the last eight years preparing for this race, Harris faced the burden of introducing herself to voters with only a short four-month campaign after Biden’s resignation. This was ultimately a mistake made by both Biden and the Democratic Party. After leaving the White House, Trump focused on making the Republican Party his own, and his strategy proved to be successful.


2. Changes in the U.S. Domestic Political Landscape
  The landslide victory for Trump in the 2024 U.S. presidential election represents a significant shift in the political landscape. Not only did Trump win all seven swing states, but he also surpassed the Democratic Party in total votes for the first time since the 2004 election. Beyond just a large victory, the Republican Party has established what could be called the "Trump Coalition" across the country. Notably, Trump saw significant support gains compared to the 2020 election across various demographic divides, including urban vs. rural areas, educational levels, racial composition, and age.

  In states where the white demographic is less than 50%, Trump saw a nearly 7% increase in support. He also gained votes in areas with large Black populations. The most notable shifts occurred in counties where the Latino population exceeded 25%, with Trump’s support reaching over 9%, a significant increase from 2020. This was a painful setback for the Democratic Party, which had relied on identity-based voting strategies. Even highly-educated voters that traditionally aligned with the Democratic Party, shifted their support toward Trump. This suggests that the Republican Party may transform into a multi-racial, working-class party.


3. Foreign Policy Direction under a Trump Second Term
  Democrats and Republicans hold contrasting views on international politics and the role of the U.S. in the world. In the 2024 election, Americans chose Trump’s "America First" policy approach over the Democrats' more internationalist perspective, reflecting a preference for U.S. isolationism and a focus on national interests.

In contrast to the Republican Party's focus, the Democratic Party emphasizes international engagement and alliance networks. The Democratic platform recognizes that foreign policy and domestic challenges are interconnected, with a focus on restoring America's global leadership. They criticize Trump's "America First" policy, arguing that it not only soured relationships with allies and partners but also led to greater isolation for the U.S., economic stagnation, and heightened security concerns.

  The core of Trump’s "America First" foreign policy begins with a departure from traditional globalist diplomacy. The Republican Party criticizes previous U.S. foreign policy, both under Democratic and Republican administrations, as being globalist, which involved endless involvement in international conflicts that did not directly serve U.S. national interests and prioritized global institutions over national sovereignty. Trump’s political stance is that American taxpayer money should not be spent on foreign military activities that do not directly serve U.S. national interests. As is well known, Trump views every issue from a transactional approach and instinctively rejects deals that he perceives as unfavorable. He aims to correct the imbalance in U.S. foreign relations, where the U.S. bears the costs while other nations reap the benefits. The imbalance he speaks of includes significant U.S. trade deficits in the economic and commercial areas, as well as military and security imbalances, such as insufficient security contributions from U.S. allies—underfunded defense spending and contributions to defense that fall below 2% of GDP. This principle applies not only to adversaries like China but also to close allies such as South Korea and Japan. Regarding alliances, Trump views them not as security assets but as a burden on the U.S. This perspective contrasts sharply with the traditional view, held from Harry Truman to Joe Biden, where alliances were seen as force multipliers for U.S. military strength.

  When the second Trump administration takes office, several changes in foreign and security policy are expected. Trump's return would effectively mark the end of the post-World War II rules-based international order that was built under U.S. leadership. In July of this year, President Biden hosted a commemoration in Washington for the 75th anniversary of NATO’s founding. For the past 75 years, NATO has symbolized U.S. global leadership and served as the foundation for maintaining peace and stability between great powers, as well as defending democracy. Trump has clearly stated that he will no longer spend American taxpayers' money to maintain this order and has expressed his intentions to replace the free trade system that has contributed to global economic prosperity with tariff barriers. While some of America’s democratic allies still rely on the U.S. nuclear umbrella, that security guarantee is now subject to change by the new U.S. president. The promotion of democracy, which former President George W. Bush championed during his second inauguration as America’s mission to pursue and support democracy’s growth in all nations and civilizations, will also likely come to an official end with the start of Trump's second term.

  The second Trump administration will pose three challenges for South Korea. First, the U.S.-South Korea alliance and North Korea policy. There is a strong likelihood of an increase in defense cost-sharing, and there are concerns about the possibility of a hollow nuclear deal or transaction through direct North Korea-U.S. talks. Second, the adjustment of the U.S.-South Korea economic relationship. There are fears of additional renegotiations of the Free Trade Agreement (FTA) to reduce South Korea's significant trade surplus with the U.S. and potential disruptions to economic security cooperation resulting from the repeal of the Inflation Reduction Act (IRA). Third, South Korea will be pressured to join the U.S. in its push against China. The more South Korean companies become involved in the U.S. pressure on China, the more inevitable collateral damage will be.

  The individuals appointed to the second Trump administration will also be significant. The list of key appointments to the second Trump administration (either confirmed or expected) includes many unexpected figures, with a majority being MAGA (Make America Great Again) loyalists or Washington outsiders. With the support of a Republican-controlled Congress, the second Trump administration is likely to gain even stronger momentum in pursuing its policies.

 

Position

Name

Key Experience and Traits

White House chief of staff

Susie Wiles (67)

First female White House Chief of Staff in U.S. history

Joined Ronald Reagan’s presidential campaign in 1980

Led Trump’s Florida election strategy in 2016 and 2020

White House deputy chief of staff and Homeland Security Advisor

Stephen Miller (39)

Former White House Senior Advisor and Director of Speechwriting .

Designed plans for mass deportations of undocumented immigrants

National Security Advisor

Mike Waltz (50)

Representative

Served as a Special Forces Green Beret officer in the U.S. Army in Afghanistan

Secretary of State

Marco Rubio (53)

Republican Senator, born into a Cuban immigrant family

A leading hawk on China within Congress

Holds a critical stance on North Korea

Secretary of Defense

Pete Hegseth (44)

Army National Guard officer, served in Iraq and Afghanistan

Fox News television presenter and author

Secretary of Homeland Security

Kristi Noem (53)

Governor of South Dakota

Gained national prominence for opposing mask mandates during the COVID-19 pandemic

Attorney General

Matt Gaetz (42)

Republican representative

Regarded as a proponent “Trump’s ally,” a fervent supporter of Trump and the MAGA

Stirred controversy with hate speech and conspiracy theories, and was recently investigated for allegations of sex trafficking

Secretary of Health and Human Services

Robert Kennedy Jr. (70)

A member of the Kennedy family, son of U.S. Attorney General and Senator Robert F. Kennedy and nephew of President John F. Kennedy and Senator Ted Kennedy

Chairman of anti-vaccine organization Children’s Health Defense

Secretary of the Treasury

Scott Besant (62)

CEO of hedge fund investment firm Key Square Group

Known as a close associate of George Soros, the “legend of hedge funds”

Donated approximately USD 2 million (approx. KRW 2.8 billion) to Trump’s campaign, rising as a “key economic policy adviser”

Co-Commissioner of the Department of the Government Efficiency (DoGE)

Elon Musk (53)

CEO of Tesla Motors

Displays extreme opposition to “violence of the government” including regulation and bureaucracy

Believes the current size of the civil service is unnecessary

Director of National Intelligence (DNI)

Tulsi Gabbard (43)

Former Representative and initially a Democrat, previously served as Vice Chair of the Democratic National Committee (DNC)

Takes a hardline stance on Islamic terrorism and North Korea’s nuclear issues

If confirmed, becomes the second female DNI Director in U.S. history, following the current Director, Avril Haines

United States Ambassador to Israel

Mike Huckabee (69)

Former Governor of Arkansas, Baptist Minister

Hosted the talk show “Huckabee” (Fox News, TBN)

Recognized as a leading pro-Israel figure in the American conservative camp

 

  Among the appointments, several individuals are considered particularly controversial. First, the Secretary of Defense nominee Pete Hegseth is criticized for lacking the experience required for the position. Attorney General nominee Matt Gaetz is controversial due to his history of hate speech, conspiracy theories, and a recent investigation into allegations of sex trafficking. His appointment is also seen as a move to absolve charges on Trump, which adds to the controversy. Director of National Intelligence (DNI) nominee Tulsi Gabbard is another controversial figure, as she has no experience in national intelligence. Finally, Health Secretary nominee Robert Kennedy Jr. is a prominent advocate of vaccine conspiracy theories and is the president of the anti-vaccine group "Children's Health Defense," which has sparked significant controversy and raised concerns about difficulties in securing Senate confirmation.

 

 

4. Current Issues and Outlook on Major Foreign Policy Topics

  When the second term of the Trump administration begins, significant changes in U.S. foreign policy and the global situation are anticipated. Firstly, it is expected that the ongoing global hotspots will experience shifts, leading to new developments. Trump has boldly stated that if he assumes office, he will end the Russia-Ukraine war within 24 hours. To expedite a peace agreement, he is likely to stop U.S. support for Ukraine and pressure Russia to relinquish control over eastern Ukrainian territories. This approach aims to achieve a swift resolution without U.S. military intervention, relying on diplomacy. However, if Trump cuts military support to Ukraine and forces the country to negotiate under unfavorable conditions, it could cause friction between the U.S. and NATO. Another region is the Middle East, where Israeli Prime Minister Benjamin Netanyahu might welcome a Trump victory. The Israeli right-wing government expects Trump to support policies like relocating Jewish settlers to Gaza and taking a tougher stance on Iran. Trump was a key supporter of moving the U.S. embassy from Tel Aviv to Jerusalem in 2017. Regarding Taiwan, Trump has mentioned several times that, unlike President Joe Biden, he will not commit to defending Taiwan. If he does support Taiwan, he insists that Taiwan should pay for it. As a result, Taiwan's push for independence may weaken, and cross-strait relations are expected to ease during the Trump administration.

 

  Secondly, the international trade environment is expected to shift towards protectionism. Although the economic policies of Harris and Trump seem vastly different, both Democrats and Republicans prioritize "America First" in foreign policy, which reflects an irreversible change within the American society, often described by the media as "Trumpification." U.S. trade policies have become more protectionist post-pandemic, regardless of the party in power. The key difference is that Trump uses tariffs as his main tool, while Biden favors subsidies. During the election campaign, Harris initially advocated for worker-centered, green trade policies but adjusted her stance to reflect working-class concerns, such as opposing the sale of U.S. Steel to Japan's Nippon Steel in Pennsylvania's Rust Belt and supporting shale gas fracking (fracturing). Trump, on the other hand, focuses on domestic manufacturing and protectionism through "economic nationalism," seeking trade agreements that benefit the U.S. directly and improve the fairness of trade practices. He is committed to reducing energy regulations in oil, natural gas, and nuclear energy production, contrasting with Biden's more stringent environmental policies. Trump and the Republican Party opposed to the Inflation Reduction Act (IRA) and have repeatedly called for its repeal.

 

  Third, U.S.-China policy is expected to become even more confrontational. Trump's approach to China is transactional and focuses on immediate gains. To the Republicans, China is a competitor to be defeated and represents a "civilizational challenge" to Western society. Trump has proposed imposing tariffs of 10% on all imports, with 60-100% tariffs on Chinese goods, and controlling China's exports through Mexico. His commitments include revoking China's Permanent Normal Trade Relations (PNTR) status, halting imports of essential Chinese goods like electronics and pharmaceuticals, and prohibiting Chinese investments in U.S. real estate and businesses. There is, however, a range of opinions within Trump's inner circle on how to counter China's rise. Some argue for a more aggressive approach, such as focusing U.S. resources in the Indo-Pacific, while others suggest a more measured strategy to avoid direct confrontation.

 

  Fourth, there will be changes in North Korea policies. Trump's policy prioritizes using personal diplomacy for the ‘big deal’. Trump has often been praised for maintaining good relations with authoritarian leaders, including Kim Jong-un, stating that maintaining good relations with Kim is a positive development. Whether the U.S. will maintain its stance of denuclearization of North Korea remains uncertain, as many argue that recognizing North Korea as a nuclear state and preparing for nuclear arms reduction negotiations may be the only viable option. However, Trump's diplomacy may risk leaving denuclearization out of the negotiations, effectively acknowledging North Korea's nuclear status, which would be unacceptable to South Korea. Another uncertainty is whether Kim Jong-un will respond to any future outreach by Trump, considering that previous summits between the two have yielded little tangible result for North Korea.

 

  Fifth, on the issue of the U.S.-South Korea alliance and defense cost-sharing, Trump stated that he will demand South Korea to increase its defense contribution by nine times. While this demand seems unrealistic and likely to be election rhetoric, increase in defense contributions is inevitable. The two countries recently agreed on a special defense cost-sharing agreement (SMA) for 2026-2030, which includes an 8.3% increase in South Korea's defense contribution to 15.192 trillion Korean Won for 2026, with future increases tied to inflation. However, there is a possibility that Trump may disregard this agreement and demand renegotiations. If South Korea refuses to increase its contributions, Trump might consider reducing or even withdrawing U.S. troops from South Korea. However, this is unlikely, as U.S. troops are critical to deterring North Korea and are a key part of the U.S. Indo-Pacific strategy. Trump's stance on the alliance is not dismissive but seeks to expand South Korea's contributions. South Korea should approach these discussions pragmatically, applying a transactional approach and leveraging any tradeoffs for its own benefit, such as gaining rights to nuclear enrichment and reprocessing, or seeking nuclear-powered submarines and defense industry cooperation.

 

  Sixth, there may be changes in U.S.-South Korea trade relations, especially with the massive investments South Korean companies have made in key areas like semiconductors, batteries, and electric vehicles under the CHIPS and Science Act and the Inflation Reduction Act (IRA). If Trump’s second term results in the repeal of the IRA or further strengthen friend-shoring supply chains, South Korean companies could face significant challenges. Additionally, as the U.S. intensifies its trade war with China, South Korea may suffer collateral damage, especially since many South Korean companies have invested heavily in China in sensitive high-tech fields. If the Trump administration continues its hardline stance toward China, South Korean companies caught in the middle of this dispute may find their market position further restricted.

 

 

5. Implications for South Korea and Strategic Response

  South Korea faces an unprecedented era of crisis, with growing domestic and global concerns. The global geopolitical situation is increasingly fragmented, and multiple conflicts are erupting around the world, creating uncertainty and risks. Since the COVID-19 pandemic, systemic fragmentation in the international order has accelerated, leading to an era of "survival of the fittest," where countries prioritize their own interests. This fragmentation has led to the splitting into three blocs: the Global West centered on the U.S. and Europe, the Global East centered on China and Russia, and the Global South, which includes India, Brazil, and other non-Western developing countries. Amid this fragmentation, global flashpoints like the war in Ukraine, the Israel-Hamas conflict, and military tensions in the Taiwan Strait and South China Sea are increasing. In Korea, nuclear threats by North Korea is destabilizing peace efforts and raising security concerns.

 

  South Korea must prepare for the uncertainties and risks posed by a second Trump administration. Key issues include the defense cost-sharing deal, potential nuclear negotiations between the U.S. and North Korea, adjustments to the U.S.-South Korea economic and trade relationship, and possible U.S. demands for South Korea’s participation in its anti-China stance. In a climate dominated by uncertainty and risks, South Korea must maintain a balanced, resilient approach. Regardless of the U.S. election outcome, South Korea’s national security strategy should align with the values of freedom, peace, and prosperity while expanding common ground with like-minded countries. Korea should foster their strategic network with middle powers to remain flexible, resilient and responsive in an unpredictable international landscape.