Jeffrey Lewis reports that North Korea is expanding its capacity to mine and mill natural uranium. Recent commercial satellite imagery shows that, over the past year, Pyongyang has begun to refurbish a major mill located near Pyongsan that turns uranium ore into yellowcake. The renovation suggests that North Korea is preparing to expand the production of uranium from a nearby mine.
The question is what will North Korea do with this uranium? One possibility is that North Korea will enrich the uranium to expand its stockpile of nuclear weapons. Another is that Pyongyang plans to produce fuel for the Experimental Light Water Reactor under construction at its Yongbon nuclear scientific research facility as well as future light-water reactors based on that model.
North Korea asked the Soviet Union for help in the field of the uranium prospecting as early as 1948. The request is described in an internal Soviet memo, translated by the Wilson Center North Korea International Documentation Project, which suggests such prospecting be postponed. North Korea kept asking the Soviets, though. By the early 1960s, the Soviets had completed a survey, but concluded North Korean uranium deposits were too poor for exploitation. Two Soviet specialists told their ambassador in Pyongyang - Korean uranium ore is not rich and is very scarce. The mining and processing of such ore will be extremely expensive for the Koreans. As it turns out, the North Koreans did not care that the uranium was extremely expensive. If you wonder whether Kim Il-sung wanted a bomb or not, his abiding interest in a domestic source of uranium at any cost is a hint.
In 1992, the DPRK declared, as part of its Comprehensive Safeguards Agreement with the International Atomic Energy Agency (IAEA), two uranium mines (the Wolbisan Uranium Mine and the Pyongsan Uranium Mine) and two mills for concentration (the Pakchon Uranium Concentrate Pilot Plant and the Pyongsan Uranium Concentrate Plant).