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Vermilion China

Analyzing strategic confrontation against China for national security professionals.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues162Founded5 years agoLast Issue6 days ago
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Latest Issues

Beijing's Backdoor into American Strategic Industries

Fred Hu, founder of Primavera Capital Group and member of the Hunan CPPCC, a United Front organization.

Primavera presents itself as a global investment firm. In reality, the firm and its founder function as access agents for Chinese s...

6 days ago
11

A SenseTime Team Is Buying America's Frontier Tech

Esther Wong (left), CEO of 3C AGI Partners and former SenseTime executive. Image from 小宇宙.

The people who raised the money for a three-times blacklisted Chinese AI company are now investors in American frontier technology companies....

10 days ago
6

American Sovereignty or Chinese Capital?

Sila manufacturing plant in Moses Lake, Washington–Sila Moses Lake. Photo from silanano.com.

BLUF: A Shanghai fund with Chinese military-civil fusion ties sits on the cap table of a US next-generation battery materials company that receive...

12 days ago
12

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...

4 months ago
8

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...

4 months ago
11

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