Speaking at a session of the Supreme People’s Assembly, Kim said expanding a “self-defensive nuclear deterrent” was essential for national security, economic development and regional stability, according to the official KCNA news agency.

Kim rejected the possibility of exchanging nuclear disarmament for economic incentives or security guarantees, saying North Korea had already demonstrated that it could pursue development alongside maintaining nuclear capabilities.

He said global conditions, marked by what he described as violations of sovereignty through force, underscored the necessity of nuclear weapons as the ultimate guarantee of state survival.

Analysts in South Korea said the remarks appeared to indirectly reference recent U.S. military actions against Iran, reinforcing Pyongyang’s longstanding position that nuclear deterrence is essential to prevent external intervention.

Kim said South Korea had been designated the “most hostile state” and warned that any infringement on North Korea’s sovereignty would be met without hesitation.The comments signal a continued shift in Pyongyang’s policy away from reconciliation, effectively redefining inter-Korean relations as those between two adversarial states rather than potential partners for reunification.

Officials at South Korea’s Blue House described the remarks as detrimental to peaceful coexistence, calling for dialogue and cooperation to ensure stability on the Korean peninsula.

Economic plan and defence spendingAlongside security policy, Kim outlined a new five-year economic plan focused on industrial modernisation, increased energy production, agricultural output and housing expansion.

The assembly also approved a 2026 state budget allocating 15.8% of total expenditure to defence, with explicit funding for nuclear and military capabilities, according to KCNA.

A message from Vladimir Putin was delivered during the session, pledging deeper strategic ties between Moscow and Pyongyang.