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Vermilion China

Analyzing strategic confrontation against China for national security professionals.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues159Founded5 years agoLast Issuea month ago
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Latest Issues

The Hormuz Tryst

The Iran conflict is still a side show to the larger global war slowly unfolding.

The earlier focus on the downed F-15E is notable in terms of US domestic partisan politics, but is yet again another sideshow. The US military shredded the r...

a month ago
7

One Small Thing About the Big Thing

Today, we would like to discuss Ray Dalio’s piece “The Big Thing: We Are In A World War That Isn’t Going To End Anytime Soon.” We think it is an excellently written piece, and certainly agree with most of it. Of course, we often disagree wi...

a month ago
10

We Believe the CCP has Reached Peak Purge: 10 Forecasts

The number of PLA officers left at the top is hilariously low. The senior level of the PLA (what we would describe as the high operational level, but most other analysts would likely describe as strategic leadership) is now a ghost town. Pl...

2 months ago
16

New Vermilion App + Article: Nuclear-Enabled Maneuver

Introducing the Vermilion App

In a market full of apps built to trap you in the scroll, Vermilion is built to respect your time. It delivers high-value insights on China and national security in the least time possible.

Designed for pr...

2 months ago
15

10 Capabilities That Will Win the War and 1 That Will Lose It (Part 1)

Any future conflict with the PRC will largely be decided by the leadership and capabilities of a coalition Combined Joint Task Force (CJTF), likely including at least the US, Taiwan, and Japan. Today, we focus on this future CJTF’s capabili...

4 months ago
38

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    Analyzing strategic confrontation with China.

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