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Tom Shugart Profile picture
@tshugart3
Nov 1, 2021 • 6 tweets • 4 min read • Read on X
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I have been waiting for months for this incredibly impressive demonstration of OSINT to come out - ever since I saw it presented at a @ChinaMaritime conference earlier this year.
The author (Mike Dahm) used AIS, commercial imagery, and other sources to weave an incredibly detailed picture of key amphibious assault exercises in 2020 and 2021 where the PLA experimented with the use of numerous civilian ships to supplement its organic sealift capacity.
Key takeaways IMO: the PLA and its reserve civilian fleet probably can't yet support a large-scale invasion of Taiwan, and the ships used so far to practice are a select cadre. But this capacity could expand rapidly after capabilities are formalized & expanded to other ships.
Another key takeaway: the PLA's ingenious floating pier systems could be used to cross Taiwanese coastal mud flats previously assessed as unsuitable for landings. If you've read many previous assessments of where/when the PLA could invade, you'll recognize this as a big deal. 👀
IMO the conclusions are spot-on: China probably can't do this now, but we shouldn't "underestimate the ingenuity and tenacity of the PLA", and efficiency may not be needed when a whole-of-society mobilization is behind the effort. And the PLA probably just getting started here.
And of course, the title, "Chinese Ferry Tales" is just...

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More from @tshugart3

Tom Shugart Profile picture
Dec 28
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
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
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
Tom Shugart Profile picture
Oct 8
This has been making the rounds—another article calling for U.S. conventional submarines—so I suppose it's time to weigh in. In this case, the article is written by someone personally knowledgeable of submarine operations—a U.S. submariner.

However...
usni.org/magazines/proc…
...the article seems to be missing consideration of two key factors that IMO continue to make the idea of U.S. (manned) diesel-electric submarines a bad idea: advances in autonomy, and the PLA Rocket Force.
First, autonomy: he explicitly calls for these diesel boats as cruise missile platforms (SSGs), making a point to separate them from the multi-mission capabilities of U.S. SSNs.
No need for ISR, ASW, or torpedo capability. Ok, great—this sounds like a perfect job for an XXLUUV. Image
Read 16 tweets
Tom Shugart Profile picture
Oct 6
It's taken me a bit of time to get around to addressing this article by Jennifer Kavanagh about US-PRC-Taiwan relations in the NYT, but here we go.
She's pretty clear about how we got where we are: close to a US-PRC war, that the problem started with Taiwan. Image
She says the situation is not pre-ordained, and that the best way to avoid a war is to restrain US military posture in the region and tell Taiwan they may be on their own.
(I'd say she's half-right: it didn't have to be this way; but I'd place the blame elsewhere.)Image
Read 18 tweets
Tom Shugart Profile picture
Sep 5
Ok, a few more thoughts on some of the things we saw in this week’s PLA parade. I’ll start in the undersea domain, with this large UUV.

Going back and looking at the footage, you can see in this shot that it appears to have a couple of sonar arrays. Image
My guess is that those are a flank array and a bow array.

We can also see 4 masts/antennas: 3 appear to be retractable with a closure panel and one fixed on a short mast near the stern (see above). Image
Based on the number of sensors - sonar for acoustic detection, masts perhaps for EW/ESM, video, perhaps a snorkel for a diesel, I’m guessing this is an ISR UUV.

From this shot, it appears it has a 9-bladed propulsor. Image
Read 13 tweets

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