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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1. Everyone involved in reporting this clearly understands that nuclear submarines had not—yet—been built in Wuhan, and that this was a new development: a significant expansion of nuclear submarine production outside of Huludao.
1. cont'd: rumors of a new "auxiliary nuclear powerplant for electricity generation for fitting into conventional submarine designs" (like the subs they've been building at Wuhan) have been circulating for years, so not that surprising of a development.cimsec.org/pla-navys-plan…
2. Everyone also understands the Yangtze is shallow, which is why for years the subs being built there have been taken downriver on barges. The new boat is only ~10% longer than previous classes, nothing like the size of PRC SSNs, so no reason to think it couldn't be so also.
What if I told you that as I type this there was a vessel, associated with the Chinese PLA, that *could* be equipped with many dozens of anti-ship cruise missiles—and was parked less than 4 miles from the bulk of the U.S. Atlantic Fleet.
Well guess what: it's happening—for real.
The vessel in question is a container ship named COSCO Shipping Sakura. It's a massive ship, more than 360m long (~1200 ft), and weighing far more than a U.S. aircraft carrier. Built in 2018, It can carry more than 14000 shipping containers.
The shipyard that built it, Jiangnan Shipyard, in addition to building ships for COSCO (and western, even TAIWANESE companies!) also builds warships for the PLA Navy, including its first full-size aircraft carrier. features.csis.org/china-shadow-w…
This USNI Proceedings article advocates a "trade denial" strategy - though not a blockade - as a "low-cost option" for deterring PRC military aggression against Taiwan.
While I like the idea of finding new ways to deter China, I have some issues with this article, as follows:
My overarching concern is this: for years there's been a strain of thinking that China will never attack because the U.S. & allies could "just cut off their oil" or the like. That kind of thinking undercuts support for the necessary resources to actually deter the PRC militarily.
THIS article doesn't advocate an actual blockade, considering it infeasible in part because of the internationalized nature of modern shipping. Here I agree with the author, retired RADM Khanna, Indian Navy: this factor undercuts the idea of a "blockade" that others advocate.
Imagery update: looking back at some commercial imagery at Wuchang Shipyard (one of China's conventional submarine builders), if I'm not mistaken I believe there may be a new class of Chinese submarine out there.
I recently acquired this interesting image of the shipyard from 26 April 2024.
On the left, you can see what appears to be a freshly-launched Hangor II-class submarine, the 1st of 8 being built for Pakistan.
You can also see the other, possibly new class of boat.
The ID of the Hangor-II is based on separate reporting of its launch in late Apr, matching nicely with what we see.
Comparing the Hangor with images of earlier 039A class boats—and the new boat—the difference is plain to see.
Got some fresh @planet imagery of China's new base at Ream, Cambodia. Looks like they continue to be busy bees, constructing what looks to be a sizable naval base.
First, here's an overall comparo of where things are now-ish (6/2020) to before construction started (3/2020).
They've now completed enough of the drydock & wharf that we can now see their final dimensions: right at 140m from the back of the drydock to where the caisson would go, & a 270m wharf.
Also, there's what looks like a ramp to pull smaller vessels out for maintenance.
You can see pretty clearly that the ramp extends into the water. A facility like this would be useful for working on smaller vessels like Cambodia's patrol boats and other harbor craft, and faster than using a drydock.
So, I recently acquired some updated imagery from Wuchang Shipyard in Wuhan - China's primary shipyard for non-nuclear submarine construction.
It appears there may have been something...odd going on there in June. 🤔
First, an older image from 29 May shows nothing unusual - a presumably new-construction Yuan-class submarine (Type 039 variant) in the usual spot where newly-launched boats are fitted out.
[BTW the patchwork nature of the images is because I buy my own and pay by the area, so..]
More recently I acquired an image from June 13th. In the image, there appears to be what look like crane barges clustered around...something...near where the submarine was earlier.
Also, the floating pier where the submarine was moored appears to have been offset a bit.