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Interesting hypothesis, but I'm not convinced. I would need to see some kind of backup for this sentence:
Russia has a rail connection to North Korea and most submersible reactors are small enough to transport by rail. We can determine the dimensions of a submarine-based reactor using this article: "Rare Look At Nuclear Reactor Inside Russian Ballistic Missile Submarine". Using the foot of the sailor for reference, we can conclude it's pretty compact - it would fit on a rail carriage. This seems to remove a rational motive for transporting by sea, putting the component within reach for other states.
The parts visible on the aft deck were very likely to be nuclear reactor parts - reactor covers for a Project 10510 icebreaker they're building. Large ones, not something you put on a submarine. The only possible consumer would be a large vessel.
In the middle of the ship, there were two large cranes. Also intended for Vladivostok, which was suffering from logistical backlog. Consequently, we can be pretty sure it was sailing towards the Far East and likely would have visited Vladivostok first - to get rid of the cranes and reactor covers.
What was in the hold - I wonder if anyone knows.
North Korea is in the far east, there's no denying that.
It should be noted that North Korea is building a nuclear submarine. It seems to resemble the ancient Russian "Golf" class ships, but isn't a direct copy. So they would definitely need nuclear reactor parts, but the ship seems mostly completed - it should already have a reactor inside.
Technical note: in a type 10510 icebreaker, two reactors sit on the top deck side by side (for ease of maintenance) and Ursa Major / Sparta / whatever its name currently was - it was carrying two components resembling a reactor cover. In a nuclear submarine, the reactor (or several) is embedded deep in the hull. When you start painting the hull of a submarine (and NK has started), you generally must have a reactor installed. This does not preclude them wanting a better reactor for a next generation sub.