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Tom Shugart Profile picture
@tshugart3
Jul 25, 2021 • 12 tweets • 4 min read • Read on X
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UPDATE: it looks like the PLA may be at it again.

Poking around MarineTraffic.com last night, I noticed something a bit odd…
Just sitting there, anchored off the coast of Guandong Province southwest of Hong Kong, are two large roll-on/roll-off passenger ferries, more than a thousand miles from their normal routes crossing the Yellow Sea. Image
The two ferries, which you can check out realtime for yourself via these links, are the BO HAI MA ZHU, built in 2015 at over 33000 gross tons, owned by Bo Hai ferries and homeported at Yantai on the Yellow Sea… marinetraffic.com/en/ais/details…
…and the HU LU DAO, built in 2005 at over 16000 gross tons, owned by China Shipping Passenger Liner Co. and homeported at Dalian, also on the Yellow Sea in northern China. marinetraffic.com/en/ais/details…
Both ferries appear to be anchored for more than 24 hrs, & each made a stop in a nearby port (2 different ones) before they moved to where they are now.

The nearest coastline appears to consist of sandy beaches, and is near the amphibious training area from the 2020 ramp tests. Image
So…we have two large ro/ro car ferries, one that’s part of an organized unit of the PRC Maritime Militia, just sitting there—not making money in their normal manner—at a known amphibious training area more than a thousand miles from home. digital-commons.usnwc.edu/cgi/viewconten… Image
My guess: the PLA’s efforts to integrate China’s world-class merchant marine into its amphibious assault forces continue; if successful, this could potentially increase its cross-Strait Taiwan sealift capacity immensely, removing one of the major obstacles to invasion of Taiwan.
Would you like to know more? See section V of my recent testimony to the Senate Foreign Relations Committee: cnas.org/publications/c…
UPDATE: China confirms the use of civilian ships as part of "cross-sea exercises" in this article. globaltimes.cn/page/202107/12…
Looks like the units loaded onto the civilian ships were both from the PLAN Marine Corps... Image
...and also from the PLA Ground Force. Image
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More from @tshugart3

Tom Shugart Profile picture
Mar 5
This is complete nonsense. Literally the only ships I've seen going through the Strait are Iranian and those indicating their crews are Chinese.

And we don't "control" the SoH at all right now. Having Sea Control means that you get to use a particular waterway...
...at most times and most places, without significant fear of attack. The U.S. does not currently appear to have Sea Control of the SoH, and if anything Iran appears to be executing Sea Denial based on the lack of traffic.
Regardless of the SoH, due to the internationalization of shipping even if the U.S. did control the SoH, that does not mean a blockade of China. Ships can change flags, cargoes can be rerouted or even sold en-route.
Read 5 tweets
Tom Shugart Profile picture
Mar 2
🚨🚨🚨 This jumped out at me too.

From @USCC_GOV testimony today: U.S. naval intelligence assesses the PLA Navy is shifting from mostly-diesel-electric to ALL-NUCLEAR submarine construction.
See for yourself here in RADM Brookes' testimony: uscc.gov/hearings/part-…
Other highlights: while the U.S. submarine industrial base struggles to meet it production goals, the PRC's submarine production capacity has increased 2-3X since 2010. Image
Read 10 tweets
Tom Shugart Profile picture
Jan 7
I’m excited to share that @ChinaMaritime has just released a short paper I co-wrote with Mike Dahm titled “Flooding the Zone: The Use of Civilian Landing Craft (LCTs) in PLA Amphibious Operations”.

digital-commons.usnwc.edu/cmsi-notes/18/
This paper follows the surprising observation last year that the PLA appears to be using civilian “LCTs” - a civilian derivative of WWII landing craft - to go straight to the beach in practice landing exercises.
Here are our key takeaways in the report: Image
Image
Read 10 tweets
Tom Shugart Profile picture
Dec 28, 2025
Ok, continuing on this thread on the 2025 CMPR...
...first up, China's nuclear warhead totals. This year's report says that warhead production has slowed, with a total in the low 600s, but that the PLA is still on track to have 1000+ warheads by 2030. Image
Regarding China's early warning capability, we get a lot more specificity than I've seen before: that China now has IR warning satellites that can detect and warn of an incoming ICBM within minutes. Image
Read 25 tweets
Tom Shugart Profile picture
Dec 28, 2025
Last week saw the release of the 2025 China Military Power Report (CMPR). For those not familiar, this is DoD’s Congressionally-mandated unclassified update on the Chinese military. It’s an annual feast of open-source data.

So, here are few thoughts (Part 1) on the report: Image
I'll focus on those things that I thought were most noteworthy: significant changes from previous reports, reveals of information not previously seen in the open-source world, etc.

Where there is a point of comparison I'll have the new report on the left, older on the right. Image
Image
The new report is fairly different: for one thing, it clocks in at 100 pages to the previous report's 182.

From the top, the preface differs: the 2024 report's reads mostly like an intel product, where there's more proclamation of administration policy in the new one. Image
Image
Read 26 tweets
Tom Shugart Profile picture
Oct 27, 2025
PRC SEALIFT UPDATE: based on a review of satellite imagery & AIS data from recent landing exercises, it appears China is practicing using dual-use civil-military landing craft for direct beach assault.

Of note, while info is sparse, these ships appear to exist in large numbers. Image
To the details: for a few years now, we've seen what've been known as "deck cargo ships" being used in PLA military transport exercises. Image
Image
For details, see the work of analysts like Conor Kennedy... digital-commons.usnwc.edu/cmsi-notes/4/
Read 24 tweets

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