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Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you've come to the right place. Zeihan's worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s ...
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With the increasing possibility of disruptions to the Middle East oil supply, I was asked an ~interesting~ question on how to solve it. Could foreign intervention in Venezuela open its oil supply as an alternative to Middle Eastern oil. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/venezuelan-…
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As Trump enters his second term, there are going to be numerous challenges facing his administration. So, we're launching a series touching on several of these issues and what to expect from President Trump. Our first video in the series covers Ukraine and Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://m…
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Today, we're looking at the countries that didn't quite make the first team, but still have something to offer as a strategic partner to the US. Let's break these places down. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-2…
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When I picture my ideal US alliance system, I focus on stable, secure, and economically complementary countries. Part one of this two-part series focuses on the "safe" bets. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/my-dream-alliance-for-the-us-part-1…
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A lot of you have been worried about all of China's investments in Latin America. I get that it might sound a little scary, but you need to put these actions into the broader context of China's circumstances. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/bring-on-the-chinese-investments-in-lat…
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That innate sense of independence that every Texan comes out of the womb with has also made its way into the energy sector. With an isolated grid managed by ERCOT, Texas has found itself in an energy pickle of its own. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/is-federal-regulation-coming-…
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Picture this: you're driving down the PCH in a sports car with the top down, hair is blowing in the wind, and then the gas light comes on. You pull into the first gas station you see and a gallon of gas costs $14.99. Okay, maybe I'm exaggerating a little, but California is heading towards a massive energy crisis. Join the Patreon here: https://www.…
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American imperialism is not the same as European imperialism. The Europeans wanted power, prestige and economic gain, while the US was in it for security. So, what will this look like for the Americans moving forward? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/a-new-american-imperialism…
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In my books, I highlighted how even a minor, seemingly insignificant event could cripple global maritime shipping. Well, not only did one of those events just happen, three did. We're talking about a Russian cargo ship sinking, Israel targeting the Houthis in Yemen, and Finland impounding a Russian ship. Join the Patreon here: https://www.patreon.c…
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Today's AI technology, while promising, isn't quite ready for widespread application. I'm not talking so much about AI's capabilities, but rather the hardware limitations and supply chain challenges that are getting in the way. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/artificial-intellige…
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The Nordic nations are teasing a new initiative of inspecting ships leaving Russia's St. Petersburg port for insurance and environmental compliance. This may seem insignificant, but it could disrupt shipping on a global scale. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/one-ship-inspection-c…
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There are reports stating the Russian naval fleet might have found a new home (since their last one in Syria is no longer available). This new location is Benghazi, Libya and boy oh boy would I love to see that happen. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-russian-navy-leaves-syria…
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The Chinese Government has moved toward implementing an export ban on drones and drone components, with an eye toward making supply issues a particular headache for the United States and the Ukrainians. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-chinese-cut-off-drone-exports…
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Canadian Prime Minister Justin Trudeau's decision to demote former Finance Minister and deputy Prime Minister Chrystia Freeland has triggered a new round of speculation over his political future. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/there-goes-the-canadian-government…
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The fall of the Assad regime has left a fragmented and chaotic landscape in its wake. The punchline is that Syria's future does not lie within its borders; a regional power from outside will need to step in and help. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-future-of-syria-and-turkeys…
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Well, it looks like American politics got drunk at the holiday party and forgot who it was. Exit polls from the latest election show a significant shift in voting patterns. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-americans-didnt-vote-with-their-wallets…
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Syria was critical for Iran's influence in the Arab world. For 40 years the Iranians could project power via Syria and Hezbollah, but the collapse of the Assad regime means Syria's role as buffer and distraction has ended. So, what's next for Iran? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan…
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The Russians aren't the only ones trying to figure out what to do following the chaos in Syria; Israel is also reassessing their regional positioning. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-syrian-consequence-israels-opportunity
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Much has changed since I left for New Zealand a few days ago, and I'm sure everyone has already caught up on the Syrian unraveling. So, let's dive into the history of Syria and the consequences that all this will have, specifically what this means for Russia. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailch…
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The Germans are on a steep uphill climb trying to figure all their s*** out. On the chopping block today is Germany's automotive and industrial sectors (with Volkswagen being our guinea pig). Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/the-german-failure-volkswagen…
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South Korea caught fire yesterday as President Yoon Suk Yeol declared martial law and deployed the military to shut down parliament. But that didn't last long...the parliament summarily overturned that decision – unanimously no less. So where does that leave the Koreans? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: ht…
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Protesters have taken to the streets in Georgia after pro-Russian oligarch and head of the ruling Georgia Dream party, Bidzina Ivanishvili, announced that Tbilisi would be ending its bid to join the EU. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/why-the-russians-need-georgia-and-the-caucasu…
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I've done a handful of videos on semiconductors and there's a very good reason for that. The production of semiconductors and the companies involved will be under the spotlight for the next few years as the entire industry gets shaken up. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/tsmcs-sem…
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When asked to list the things I worry about for the US, most of the typical geopolitical issues I discuss aren't on that list. So, today we're getting a bit more granular and talking about fentanyl. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/why-im-worried-about-fentanyl-in-the-us…
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Unlike Trump's proposed tariffs for China, the tariffs heading for Canada and Mexico can be viewed as leverage (or bargaining chips) to address issues amongst our North American trade partners. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-2-canada-and-mexico…
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The Trump administration is planning to impose some hefty tariffs on China. This isn't just to reform trade practices and show China "who's the boss", but rather to shift industrial production away from China permanently. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/trump-tariffs-part-1-china…
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Following the United States' approval for Ukraine to use its weapons systems inside of Russia, Putin decided to launch an intermediate-range missile called the Oreshnik into Ukraine. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/when-the-missile-is-the-message…
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I'm overlooking the city of Chihuahua, Mexico as I record today's video. This city is just one of many that is preparing for a post-China world, and you can probably hear all that preparation going on in the background... Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/viva-chihuahua…
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If you're getting worried about Chinese investments into infrastructure in Mexico, it might be time to switch the TV off and take a walk...because that narrative is a complete fabrication. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-chinese-investment-in-mexico…
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Listen, I'm not one to scoff at a nice serving of fish ‘n’ chips, but when you're serving baked beans for breakfast...that's where I draw the line. You guessed it, we're talking about the decline of British agriculture today. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/british-agriculture-is…
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The Biden administration just gave Ukraine the greenlight to use American weaponry inside of Russian territory. So, what does this mean for the future of the Ukraine War? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/ukraine-can-now-strike-russia-direct…
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Beijing has announced a hefty plan to help local Chinese governments refinance their debt. But is this enough to ward off the mounting debt crisis? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/can-china-save-itself-from-the-mounting-debt-crisis…
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