The Peter Zeihan Podcast Series

Can China Save Itself From the Mounting Debt Crisis? || Peter Zeihan Nov 21, 2024

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?

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Full Newsletter: https://mailchi.mp/zeihan/can-china-save-itself-from-the-mounting-debt-crisis

The Geopolitics of...Gaming || Peter Zeihan Nov 20, 2024

PC or console? Yes, I'm talking about gaming preferences...and if you answered PC, then we all owe you a big thank you.

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Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-gaming

Election Postmortem... || Peter Zeihan Nov 19, 2024

Well, that didn't go the way I expected. Here's what happened...

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Link to graphics: https://mailchi.mp/zeihan/election-postmortem

Can Immigration Solve China's People Problem? || Peter Zeihan Nov 18, 2024

China is facing a demographic crisis, but can immigration be used to counter it?

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Full Newsletter: https://mailchi.mp/zeihan/can-immigration-solve-chinas-people-problem

The Future of Naval Tech & War on the Seas || Peter Zeihan Nov 15, 2024

The nature of naval warfare is evolving - with advancing drone tech leading the charge - but not all of the world's navies and regions will be impacted the same.

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Full Newsletter: https://mailchi.mp/zeihan/the-future-of-naval-tech-war-on-the-seas

The One Road Propping Up US-Mexico Trade || Peter Zeihan Nov 14, 2024

Everyone grab your favorite road trip snack and pick out some good tunes, because today we're talking about the increasingly important I-35 corridor.

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Full Newsletter: https://mailchi.mp/zeihan/the-one-road-propping-up-us-mexico-trade

Which BRIC's Member Will Survive? || Peter Zeihan Nov 13, 2024

The future for most of the BRIC countries is not - as Rihanna so eloquently put it - "shining bright like a diamond."

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Full Newsletter: https://mailchi.mp/zeihan/which-brics-member-will-survive

Counting (Lithium) Chickens Before They Hatch || Peter Zeihan Nov 12, 2024

Some new advancements in AI and geology have revealed a massive lithium deposit in Arkansas's Smackover Formation (great name by the way). While this is good news, we still have a lot of work to do before this lithium sees the light of day.

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Full Newsletter: https://mailchi.mp/zeihan/counting-lithium-chickens-before-they-hatch

Peter Zeihan's Favorite US President of All Time Is... Nov 11, 2024

Many of you have asked who my favorite US President is, so I figured I would do a video covering that. And we don't have to go too far back, just to number 41 - George H.W. Bush.

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Full Newsletter: https://mailchi.mp/zeihan/my-favorite-us-president-of-all-time-is

Undocumented Immigrants' Impact on US Labor and Economy || Peter Zeihan Nov 08, 2024

As the election approaches, the topic of illegal immigration is getting as much airtime as Brittney Spears did in the early 2000s. And I hate to burst your bubble, but all those undocumented immigrants are probably doing more good than harm.

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Full Newsletter: https://mailchi.mp/zeihan/undocumented-immigrants-impact-on-us-labor-and-economy

Can a BRICS Currency Replace the US Dollar? || Peter Zeihan Nov 07, 2024

I've said it before and I'll say it again, the US dollar ain't going nowhere. There's simply no other currency with the volume or liquidity to fill the shoes of the dollar.

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Full Newsletter: https://mailchi.mp/zeihan/can-a-brics-currency-replace-the-us-dollar

US Regions of the Future: Texas & North Carolina || Peter Zeihan Nov 06, 2024

We're busting out the trusty ole crystal ball today, and looking at the two US regions most poised to succeed in the coming decades. I'm guessing it has something to do with the BBQ they're eating, so yes, we're talking about Texas and North Carolina.

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/us-regions-of-the-future-texas-north-carolina

Does Turkey Have the Power to Control Israel's Future? || Peter Zeihan Nov 05, 2024

Israel has had a lot of eyes on it lately and many are starting to wonder what the future looks like for this small and arid country. Let's break this down through the lens of deglobalization.

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Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

America After the Election: Foreign Policy || Peter Zeihan Nov 05, 2024

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Listen, I debated even entertaining an election video for today, but since this question was so good, I just had to record one.

Full Newsletter: https://mailchi.mp/zeihan/america-after-the-election-foreign-policy

Israel Attacks Iran, Again - Part 1 & 2 || Peter Zeihan Nov 04, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

Now that we've had a bit more time to see what happened in Israel's latest attack on Iran, let's dive a bit deeper. Israel struck military facilities like missile storage and production sites, but avoided nuclear and oil infrastructure.

Full Newsletter: https://mailchi.mp/zeihan/israel-attacks-iran-again-part-1-2

Climate Change Will Be Different for Everyone || Peter Zeihan Nov 01, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

Let's talk climate change. With conservative estimates, we're looking at a few degrees of warming by the end of the century, but if we look at this in the light of global trends, it could be even worse.

Full Newsletter: https://mailchi.mp/zeihan/climate-change-will-be-different-for-everyone

Russians, Russians Everywhere + Final Call For MedShare Fundraiser || Peter Zeihan Oct 31, 2024

Today is the final day of our MedShare fundraiser! If you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon

When you join the Patreon, you can expect to see the videos and newsletters as soon as they are released, as well as exclusive perks like live Q&A sessions, a community forum, daily news digests, and more! Link: https://www.patreon.com/PeterZeihan

Russian "diplomats" are being expelled from Poland due to sabotage attempts.

Full Newsletter: https://mailchi.mp/zeihan/russians-russians-everywhere-final-call-for-medshare-fundraiser

SMRs Are Giving Nuclear Power a Facelift || Peter Zeihan Oct 30, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon

Nuclear power has a bad reputation, and I get it...Chernobyl, nuclear waste, and outdated infrastructure. Buttt, it’s a reliable, carbon-free energy source that might be getting a much needed facelift soon-ish.

Full Newsletter: https://mailchi.mp/zeihan/smrs-are-giving-nuclear-power-a-facelift

Cuba's Power Grid Fails, But an Opportunity Arises || Peter Zeihan Oct 29, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare: https://bit.ly/medsharepatreon

Cuba's power grid is collapsing. No, it's not because of US sanctions or socialism. This ongoing crisis can be blamed on Cuba's lack of investment into modernizing and its reliance on Soviet and Venezuelan fuel.

Full Newsletter: https://mailchi.mp/zeihan/cubas-power-grid-fails-but-an-opportunity-arises

SpaceX Takes "One Giant Leap" for Space Tech || Peter Zeihan Oct 28, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

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Watch this video I sent out a year ago for a refresher on a few of these technologies and the limits to innovation. Here’s the link: https://youtu.be/fF4YTDsxcnc

Full Newsletter: https://mailchi.mp/zeihan/spacex-takes-one-giant-leap-for-space-tech

Europe Takes One Step Closer to Nukes... || Peter Zeihan Oct 26, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

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There's some growing concern in Europe that a Trump victory in the US election could lead to a decrease in support for Ukraine. Without the US backing them, many European countries might reach for nukes to deter any potential conflicts.

Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-war-1709148

Will Saudi Arabia Start an Oil Price War? || Peter Zeihan Oct 25, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon: https://www.patreon.com/PeterZeihan

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My crystal ball is working overtime trying to figure out what the future of oil prices will look like. You've already heard one of the scenarios, but here's another POTENTIAL way this could play out.

Full Newsletter: https://mailchi.mp/zeihan/will-saudi-arabia-start-an-oil-price-war

The UAE and India Look to Localize Semiconductor Manufacturing || Peter Zeihan Oct 24, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here and help us donate to MedShare: https://bit.ly/medsharepatreon

A couple more countries have joined the campaign trail to buildout their semiconductor industries: the United Arab Emirates and India. Let's break down the different approaches to this buildout and how they might turn out.

Full Newsletter: https://mailchi.mp/zeihan/the-uae-and-india-look-to-localize-semiconductor-manufacturing

China Faces Deflation as Economy Stutters || Peter Zeihan Oct 23, 2024

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Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia.

Full Newsletter: https://mailchi.mp/zeihan/china-faces-deflation-as-economy-stutters

The (Next) Gulf War Is Coming || Peter Zeihan Oct 22, 2024

Don't miss out on the Live Q&A on Wednesday, Oct. 23rd. Click here to join Patreon and help us donate to MedShare: https://bit.ly/medsharepatreon

Given the recent conflict in the Middle East, I'm worried that an oil crisis could be brewing. The main players that might kick off the (next) Gulf War are Iran, Israel and Saudi Arabia.

Full Newsletter: https://mailchi.mp/zeihan/the-next-gulf-war-is-coming

President Biden Is Making a Trip to Angola + Patreon Live Q&A || Peter Zeihan Oct 17, 2024

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President Biden is making a trip out to Africa (since recording, this trip has been postponed due to national weather issues). No, he's not going on safari; he's looking to shake some babies and kiss some hands over in Angola.

Full Newsletter: https://mailchi.mp/zeihan/president-biden-is-making-a-trip-to-angola

How a Small Town in NC Could Disrupt Global Semiconductor Production || Peter Zeihan Oct 16, 2024

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We're hitting the backroads today and chatting about the small town of Spruce Pine, North Carolina. What this town lacks in population, it makes up in its (extremely important) quartz mines.

Full Newsletter: https://mailchi.mp/zeihan/how-a-small-town-in-nc-could-disrupt-global-semiconductor-production

The Downward Spiral of the Chinese Economy || Peter Zeihan Oct 15, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

If you ever need to make an online dating profile, be sure to add "long walks on the beach discussing the economic challenges facing China" to the list...I promise you'll double the dates in no time.

Full Newsletter: https://mailchi.mp/zeihan/the-downward-spiral-of-the-chinese-economy

How Effective Are the Israeli Defense Systems? || Peter Zeihan Oct 14, 2024

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Israeli defense systems are getting put through the ringer as of late, so let's talk through each of these systems, how they're doing, and what the US involvement looks like.

Full Newsletter: https://mailchi.mp/zeihan/how-effective-are-the-israeli-defense-systems

MedShare Donation + What Do Hurricanes and Political Factions Have in Common? || Peter Zeihan Oct 14, 2024

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I know everyone wants constant updates on the upcoming US election, and if you haven't figured this out by now, that's not really my shtick. However, I will offer a couple factors that could influence the outcome of this election.

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-what-do-hurricanes-and-political-factions-have-in-common

MedShare Donation + The Koreans Are Coming to the Ukraine War || Peter Zeihan Oct 12, 2024

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Reports coming out of South Korea indicate that North Korean troops could be deploying to Russia. These reports are unconfirmed, but the South Koreans aren't usually in the business of lying. So, what does this mean for the Ukraine War?

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-the-koreans-are-coming-to-the-ukraine-war

Impacts of an Israeli Strike on Iran's Oil Sector || Peter Zeihan Oct 11, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Following my video on Iran's attacks from the other day, I feel it necessary to explore the possibility of an Israeli strike on Iran's oil sector and the affect it would have on global markets.

Full Newsletter: https://mailchi.mp/zeihan/impacts-of-an-israeli-strike-on-irans-oil-sector

MedShare Donation + Russian Sanctions Are Making Global Finance Spicy || Peter Zeihan Oct 11, 2024

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Sanctions are not a new strategy to fight the Russians, but this round could be different...

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russian-sanctions-are-making-global-finance-spicy

MedShare Donations + Russia Strikes Three Commercial Ships || Peter Zeihan Oct 10, 2024

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Russia has attacked three civilian ships carrying grain in Ukraine's southwest maritime corridor. This marks Russia's first major attack on commercial shipping, and a significant escalation of this war.

Full Newsletter: https://mailchi.mp/zeihan/medshare-donation-russia-strikes-three-commercial-ships

Longshoreman on Strike: US Ports Get Shut Down || Peter Zeihan Oct 10, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Back to the picket lines we go...this time with the longshoreman. Ports across the East and Gulf Coasts of the US will impacted by the strike, disrupting nearly two-thirds of the imports and exports by water.

Full Newsletter: https://mailchi.mp/zeihan/longshoreman-on-strike-us-ports-get-shut-down

If You Think Mexico's New Government Is a Problem, Wait Until You See Its Solutions || Peter Zeihan Oct 09, 2024

This video was originally released on Patreon 1 week ago. If you want to see the videos as soon as they come out, join the Patreon here: https://www.patreon.com/PeterZeihan

Mexico's newly elected president, Claudia Sheinbaum, is settling into her new digs. Despite her qualifications and experience, will her leadership actually look all that different from former President Andrés Manuel López Obrador (AMLO)?

Full Newsletter: https://mailchi.mp/zeihan/if-you-think-mexicos-new-government-is-a-problem-wait-until-you-see-its-solutions

China, Navy, Nukes, Tech, and Politics || Peter Zeihan Oct 08, 2024

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Our focus turns toward China today, specifically at the technological struggles facing the Chinese military and manufacturing industry. And yes, we're starting with the nuclear submarine that sank in port...

Full Newsletter: https://mailchi.mp/zeihan/china-navy-nukes-tech-and-politics

Russia: Threats, Deterrence, and the War of Numbers || Peter Zeihan Sep 30, 2024

Today, 9/30 is the last day before we officially launch the Patreon page! If you want to continue receiving timely videos and newsletters (as well as some exclusive extras) every weekday, then head on over and join the fun on Patreon.

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Russia has struggled to maintain a credible "red line" (referring to the point at which Putin will push the shiny red button) for quite a while now.

Full Newsletter: https://mailchi.mp/zeihan/russia-threats-deterrence-and-the-war-of-numbers

Don't Let Hurricane Helene Catch You With Your Pants Down || Peter Zeihan Sep 27, 2024

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Hurricane Helene is heading toward the Big Bend of Florida and was set to make landfall around midnight last night. As a Category 3 storm, Helene is poised to make quite the splash, so here's what to keep an eye on.

Full Newsletter: https://mailchi.mp/zeihan/hurricane-helene-patreon-info

Will the National Debt Kill the US Economy? || Peter Zeihan Sep 26, 2024

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The US national debt is so high that it has exceeded 100% of GDP. We're talking over $35 trillion. Nice little chunk of change there. So, what led us to this point and how do we move forward?

Full Newsletter: https://mailchi.mp/zeihan/will-the-national-debt-kill-the-us-economy-patreon-launch

Defanging Hezbollah || Peter Zeihan Sep 25, 2024

Things are heating up between Israel and Hezbollah, with both sides launching attacks on the other. This situation has intensified since Israel became a bit more sensitive to the Middle East’s normal methods of negotiations-via-explosions following the conflict in Gaza. Let's break this all down.

Full Newsletter: https://mailchi.mp/zeihan/defanging-hezbollah

The Civil War of the Sinaloa Cartel || Peter Zeihan Sep 24, 2024

The Sinaloa Cartel, once the dominant organized crime group in Mexico, is turning on itself. This is just another notch along the downward spiral of the Sinaloa Cartel since the arrest of El Chapo years back.

Full Newsletter: https://mailchi.mp/zeihan/the-civil-war-of-the-sinaloa-cartel

New Ukrainian Weapons Hit Russia Where It Hurts || Peter Zeihan Sep 23, 2024

Ukraine has successfully attacked several major Russian ammunition depots, with explosions detectable hundreds of miles away. These strikes suggest Ukraine's war strategy is evolving...

Full Newsletter: https://mailchi.mp/zeihan/new-ukrainian-weapons-hit-russia-where-it-hurts

Immigration: Social Costs vs. Economic Benefits || Peter Zeihan Sep 20, 2024

Its easy to sit up in an ivory tower and say immigration is always good because of the economic benefits; however, turning a blind eye to the social implications of immigration would be irresponsible in a well-rounded discussion. Here's what Canada and Germany have going on:

Full Newsletter: https://mailchi.mp/zeihan/immigration-social-costs-vs-economic-benefits

Why You Should Ditch Your Pager (Hezbollah Operative Edition) || Peter Zeihan Sep 19, 2024

If you haven't heard by now, a sophisticated Israeli operation targeting Hezbollah in Lebanon was carried out on September 17. While Israel has not officially claimed this attack, it appears to be the next chapter in the rising tensions between Israel and Hezbollah.

Full Newsletter: https://mailchi.mp/zeihan/why-you-should-ditch-your-pager-hezbollah-operative-edition

The Future of Saudi Arabia || Peter Zeihan Sep 18, 2024

The US has become largely self-sufficient when it comes to oil, and it was never really reliant upon Saudi oil in the first place. Back in the day, the US formed a relationship with Saudi Arabia not for itself, but instead to provide US allies with oil during globalization. Times are changing and so is this relationship, so what does the future of Saudi Arabia look like?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-saudi-arabia

Hurricanes in the Gulf, Offshore Oil and the Energy Sector || Peter Zeihan Sep 17, 2024

The most recent hurricane that tore through the Gulf of Mexico has sent ripples through the insurance industry thanks to all the property damage, but what will its impact on the energy sector look like?

Full Newsletter: https://mailchi.mp/zeihan/hurricanes-in-the-gulf-offshore-oil-and-the-energy-sector

What Does the Future Hold for Taiwan and Semiconductors? || Peter Zeihan Sep 16, 2024

Taiwan has positioned itself as the dominant player in the semiconductor industry, but what would happen if a conflict with China broke out? Well, if semiconductor supply chain vulnerabilities are top of mind, than sure, this should be of concern (but you should also be worried about the thousands of companies and locations that are nowhere near Taiwan that make up the vast bulk of the supply chain).

Full Newsletter: https://mailchi.mp/zeihan/what-does-the-future-hold-for-taiwan-and-semiconductors

The Self-Inflicted Downfall of Mexican Energy || Peter Zeihan Sep 13, 2024

Following its discovery in the 70s, the Cantarell oil field enabled Mexico to become a major oil producer. Decades of lax management and complacency by Pemex, Mexico's state-owned oil company, together with the declining output of the Cantarell, has left the country with serious production problems.

Full Newsletter: https://mailchi.mp/zeihan/the-self-inflicted-downfall-of-mexican-energy

Will the Far-Right Take Over Germany (Again)? || Peter Zeihan Sep 12, 2024

German regional elections in Saxony and Thuringia saw some of the country's far-right parties, including the Alternative for Germany, perform quite well. Don't sound the alarm bells yet, but this is yet another reminder of the ongoing economic and political issues in Germany.

Full Newsletter: https://mailchi.mp/zeihan/will-the-far-right-take-over-germany-again

Telegram and the Limits of Freedom of Speech on Social Media (Part II) || Peter Zeihan Sep 11, 2024

Today we're looking at the importance of Telegram. No, we're not talking about the thing a telegraph sends. We're talking about the messaging platform created by Pavel Durov that's causing quite the stir as of late.

Full Newsletter: https://mailchi.mp/zeihan/telegram-and-the-limits-of-freedom-of-speech-on-social-media

Should Freedom of Speech Extend to Social Media? (Part I) Sep 10, 2024

Should people be able to say whatever they hell they want on social media? Brazil doesn't think so, at least when it comes to public misinformation. While most social media platforms have bent the knee, Musk and Twitter (now X) have held out.

Full Newsletter: https://mailchi.mp/zeihan/should-freedom-of-speech-extend-to-social-media-part-i

What Is the United States' Role in the (New) Global Order? || Ask Peter Zeihan Aug 30, 2024

*This video was recorded in May of 2024. If you've read my book "The End of the World Is Just the Beginning" then you're well aware of the US stepping away from the Global Order. But what does life look for other countries once that happens?

Full Newsletter: https://mailchi.mp/zeihan/what-is-the-united-states-role-in-the-new-global-order

Libyan Oil Gets Shut Down Over Government Duel || Peter Zeihan Aug 29, 2024

As a result of the power struggle between the two governments in Libya, roughly 70% oil production in the country has been shut down. This could significantly impact global oil supplies and is a glimpse at the instability within Libya.

Full Newsletter: https://mailchi.mp/zeihan/libyan-oil-gets-shut-down-over-government-duel

The Houthis Are Still Attacking Ships in the Red Sea || Peter Zeihan Aug 28, 2024

The Houthis attacked an oil tanker that had been previously abandoned in the Red Sea. They denotated charges, but only managed to start some fires (as of now). This lackluster attack isn't the scariest thing, but it does highlight the growing dangers of commercial shipping in the region.

Full Newsletter: https://mailchi.mp/zeihan/the-houthis-are-still-attacking-ships-in-the-red-sea

Should Cuba Integrate with North America? || Peter Zeihan Aug 27, 2024

Sure, the Cubans and the Americans have some history, but who doesn't? If both sides can let that water pass under the bridge, what will Cuba's role in the North American system look like moving forward? *This video was recorded during my backpacking trip through Yosemite in the end of July.

Full Newsletter: https://mailchi.mp/zeihan/should-cuba-integrate-with-north-america

A New War in Ukraine || Peter Zeihan Aug 26, 2024

There are lots of moving parts in the Ukraine War right now, so let's do a little recap of everything that's going on. There are four big ones...

Full Newsletter: https://mailchi.mp/zeihan/a-new-war-in-ukraine

What Are China and Russia Doing in Africa? || Peter Zeihan Aug 23, 2024

*This video was recorded during my backpacking trip through Yosemite in the end of July. China and Russia seemingly enjoy having their fingers in the African pie, but what are they doing there? And should we be worried?

Full Newsletter: https://mailchi.mp/zeihan/what-are-china-and-russia-doing-in-africa

Ukraine Pushes Into Russia, Yet Nukes Didn't Fly... || Peter Zeihan Aug 22, 2024

Ukraine has made a significant push into Russian territory, capturing roughly 1,000 square kilometers within the Kursk province. The Ukrainians also destroyed a handful of bridges that will hinder Russia's logistical support for Belgorod and complicate Russian reinforcement efforts.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-pushes-into-russia-yet-nukes-didnt-fly

Life's Greatest Mystery: Understanding Americans || Peter Zeihan Aug 21, 2024

We're going to group therapy today, and on the docket for discussion is what makes Americans so difficult to understand? Not in a weird accent kind of way, but in a "why are we the way that we are" kind of way. *This video was recorded during my backpacking trip through Yosemite in the end of July.

Full Newsletter: https://mailchi.mp/zeihan/lifes-greatest-mystery-understanding-americans

The Baltics Ditch Russia for European Integration || Peter Zeihan Aug 20, 2024

*This video was recorded during my backpacking trip through Yosemite in the end of July. The Baltic states - Estonia, Latvia and Lithuania - are taking one step closer to the Europeans with their upcoming electrical system swap. This switch from Russian to European electrical standards marks a significant shift for these nations.

Full Newsletter: https://mailchi.mp/zeihan/the-baltics-ditch-russia-for-european-integration

Could Jet Ski Bombs Change the Way Navies Operate? || Peter Zeihan Aug 19, 2024

*This video was recorded during my backpacking trip through Yosemite in the end of July. The US Navy and its fleet of carriers (and super-carriers) haven't had much of a challenge on the seas since WWII. But of all things, it might be some low-tech jet ski bombs that change the way the world's navies operate.

Full Newsletter: https://mailchi.mp/zeihan/could-jet-ski-bombs-change-the-way-navies-operate

The Mexican Cartels Are Double-Dipping in the Guacamole || Peter Zeihan Aug 16, 2024

*This video was recorded during my backpacking trip through Yosemite in the end of July. Unless you want to start buying your guacamole in dime bags, the US better start looking for some new avocado "dealers". Yes, we're talking about the cartels’ involvement in the avocado supply chains in Mexico.

Full Newsletter: https://mailchi.mp/zeihan/the-mexican-cartels-are-double-dipping-in-the-guacamole

Can the Six-Day Work Week Save Greece? || Peter Zeihan Aug 15, 2024

*This video was recorded during my backpacking trip through Yosemite in the end of July. How would you feel if you had a beautiful view of the coastline, but could only ever get out by the beach once per week? Well, now that employers can mandate a six-day work week in Greece, many are faced with that exact problem.

Full Newsletter: https://mailchi.mp/zeihan/can-the-six-day-work-week-save-greece

Myanmar's Bleak Future: Civil War and Ethnic Strife || Peter Zeihan Aug 14, 2024

Myanmar doesn't often catch my attention, but with the ongoing civil war, I figured it was time to throw it into the mix. After years of civil unrest, is there a clear path to stability?

Full Newsletter: https://mailchi.mp/zeihan/myanmars-bleak-future-civil-war-and-ethnic-strife

Tensions Rise in the Middle East, But Don't Expect War || Peter Zeihan Aug 13, 2024

There's no shortage of news coming out of the Middle East, but today we're going to look at the rising tensions between Israel and Iran and Iranian proxy Hezbollah.

Full Newsletter: https://mailchi.mp/zeihan/tensions-rise-in-the-middle-east-but-dont-expect-war

Protests Cause a Mass Exodus of Bangladesh || Peter Zeihan Aug 12, 2024

The situation in Bangladesh has worsened, forcing the Prime Minister to flee the country. Let's recap what led us to this point and look at what the future might hold for Bangladesh and India.

Full Newsletter: https://mailchi.mp/zeihan/protests-cause-a-mass-exodus-of-bangladesh

US Border Crossings: Is Mexico the Solution? || Peter Zeihan Aug 08, 2024

It's time that we discuss the situation at the US - Mexico border. What's going on and how is it all going to shake out?

Full Newsletter: https://mailchi.mp/zeihan/us-border-crossings-is-mexico-the-solution

Can Ukraine Claim the Skies and Destroy Russian Air Defenses? || Peter Zeihan Aug 07, 2024

A forest fire near my home cut my backpacking trip short, but it did allow me to record some new videos. So, today we'll be looking at some recent developments in Ukraine.

Full Newsletter: https://mailchi.mp/zeihan/can-ukraine-claim-the-skies-and-destroy-russian-air-defenses

The Garbage Time of History: China's Economic Decline || Peter Zeihan Aug 06, 2024

*This video was recorded before Peter’s backpacking trip in mid-July. Lesson of the day: if the Chinese government starts censoring a topic, it's probably time to start looking into that. Today, we'll be examining China's economy heading into 'garbage time'.

Full Newsletter: https://mailchi.mp/zeihan/the-garbage-time-of-history-chinas-economic-decline

Could a Russian Revolution End the Ukraine War? || Peter Zeihan Aug 05, 2024

*This video was recorded in May of 2024. We've all stared at the stars thinking about the different ways the Ukraine War could end, but could a coup or revolution in Russia be the way it goes down? It sounds great, but there's quite a few obstacles in the way.

Full Newsletter: https://mailchi.mp/zeihan/could-a-russian-revolution-end-the-ukraine-war

China’s Tariff Wars: The EU Opens a New Front || Peter Zeihan Aug 02, 2024

*This video was recorded in June of 2024. We're talking about a different kind of war today - Trade Wars. Specifically, we'll be looking at attempts by the US and EU to limit Chinese involvement in their electric vehicle markets.

Full Newsletter: https://mailchi.mp/zeihan/chinas-tariff-wars-the-eu-opens-a-new-front

A Crack in the North American Drug War || Peter Zeihan Aug 01, 2024

I'm back home from Yosemite on a brief intermission to my summer backpacking trips, and wanted to issue an update on the Mexican Cartels. Specifically, we're talking about the arrest of Sinaloa leader, El Mayo.

Full Newsletter: https://mailchi.mp/zeihan/a-crack-in-the-north-american-drug-war

Can AI Replace Those Retiring Boomers? || Peter Zeihan Jul 31, 2024

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. As the baby boomers age into retirement and Gen Z fails to satisfy the gaping hole left in the labor market, will artificial intelligence be able to help mitigate some of the fallout?

Full Newsletter: https://mailchi.mp/zeihan/can-ai-replace-those-retiring-boomers

Is Chinese Nuclear Tech Better Than the US? || Peter Zeihan Jul 30, 2024

*This video was recorded in mid-July, prior to Peter departing on his backpacking trip. I've been asked to address the claim that China has surpassed the US as a nuclear power. On paper, China might have the upper hand, but that doesn't always translate to real life.

Full Newsletter: https://mailchi.mp/zeihan/is-chinese-nuclear-tech-better-than-the-us

Ukraine Targets Russia’s Most Important Weapon: Artillery || Peter Zeihan Jul 29, 2024

*This video was recorded last week, prior to Peter departing on his backpacking trip. There are reports coming out of Ukraine indicating that there has been a sharp uptick in Russian artillery losses. This data isn't confirmed, but it could be a good sign for Ukraine.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-targets-russias-most-important-weapon-artillery

Is the US Looking for a War? || Ask Peter Zeihan Jul 26, 2024

*This video was recorded in May of 2024.

The potential of dragging the US into a major conflict is top of mind for a lot of Americans, but what would it actually take to get us there?

Full Newsletter: https://mailchi.mp/zeihan/is-the-us-looking-for-a-war

The Gaza Conflict and Shifting Politics in Israel || Peter Zeihan Jul 25, 2024

The conflict in Gaza has been raging on for nearly 300 days, and there is no end in sight. However, Israel is heavily reliant upon American tech and weapons and that relationship could be changing.

*This video was recorded last week, prior to Peter departing on his backpacking trip.

Full Newsletter: https://mailchi.mp/zeihan/the-gaza-conflict-and-shifting-politics-in-israel

Yes, We Have to Follow Elections in Europe Too || Peter Zeihan Jul 24, 2024

Today, we'll be looking at the recent European Commission presidential election and its broader implications for the Europeans.

*This video was recorded last week, prior to Peter departing on his backpacking trip (and prior to Biden leaving the race).

Full Newsletter: https://mailchi.mp/zeihan/yes-we-have-to-follow-elections-in-europe-too

Major Protests Break Out in Bangladesh || Peter Zeihan Jul 23, 2024

There have been significant protests in Bangladesh over a law reserving a significant portion of government jobs for supporters of the 1971 independence revolution and their descendants. The job quota has been suspended, but protests continue.

Full Newsletter: https://mailchi.mp/zeihan/major-protests-break-out-in-bangladesh

Stop Obsessing Over the Polls and Take a Hike Instead || Peter Zeihan Jul 19, 2024

Everyone wants to know if the assassination attempt on Donald Trump is going to impact the outcome of the election. I hate to break it to you, but no one knows.

Full Newsletter: https://mailchi.mp/zeihan/stop-obsessing-over-the-polls-and-take-a-hike-instead

America’s Changing Republican Party || Peter Zeihan Jul 18, 2024

The Republican Party is undergoing some evolutions at the moment, moving away from many of its traditional stances. This is part of a broader cycle in which American political parties shift and realign every few decades.

Full Newsletter: https://mailchi.mp/zeihan/americas-changing-republican-party

America's Cold War Missiles Return to Germany, Thanks to Russia || Peter Zeihan Jul 17, 2024

Well, it looks like the Germans are going to be celebrating Christmas in July. That's due to the US and Germany's decision made at the NATO conference to redeploy American mid-range weaponry to Germany. And yes, this hasn't happened since the Cold War for…historic reasons.

Full Newsletter: https://mailchi.mp/zeihan/americas-cold-war-missiles-return-to-germany-thanks-to-russia

Can the French Lead the EU into the Future? || Peter Zeihan Jul 16, 2024

The EU was established to promote unity and peace, but times have changed and priorities have shifted. So, what does the future of the European Union look like and how does France fit into the mix?

Full Newsletter: https://mailchi.mp/zeihan/can-the-french-lead-the-eu-into-the-future

Assassination Attempt and A Changing World || Peter Zeihan Jul 15, 2024

On Saturday, July 13, there was an attempted assassination of Donald Trump. I'm not here to give you the play-by-play that you can get from the news, instead I want to put this incident into context of the broader political and economic shifts.

Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-and-a-changing-world

Why Should Europe Worry About the French Elections || Peter Zeihan Jul 12, 2024

After the first round of European Parliament elections, the French far-right (represented by the National Rally) had a great showing. President Macron wasn't too happy with that outcome, so he called snap elections to give his party a second shot at capturing a majority.

Full Newsletter: https://mailchi.mp/zeihan/why-should-europe-worry-about-the-french-elections

Iran's New President Sparks Change, But How Much? || Peter Zeihan Jul 11, 2024

Next up on our list of important elections around the globe is the Iranian presidential elections. We'll be looking at Iran's new President-elect, Masoud Pezeshkian, and what his victory might mean for the country.

Full Newsletter: https://mailchi.mp/zeihan/irans-president-elect-sparks-change-but-how-much

UK Elections: Starting Over || Peter Zeihan Jul 10, 2024

In case you've been buried neck deep in US political news, there are some fairly important elections taking place across the globe. For the first country in our little global election coverage, we'll be looking at the United Kingdom.

Full Newsletter: https://mailchi.mp/zeihan/uk-elections-starting-over

What Happens to China After Xi Jinping Dies? || Peter Zeihan Jul 09, 2024

I get a lot of "what if..." and "what happens next..." style questions and most of them suck, but today's question takes us down a fairly interesting rabbit hole - what happens to China if Chairman Xi Jinping dies or steps down?

Full Newsletter: https://mailchi.mp/zeihan/china-after-xi

Why Genoa Is Graying: Italy's Demographic Decline || Peter Zeihan Jul 08, 2024

While the Italians may have mastered the arts of pasta, wine and gelato, they should have been spending less time in the kitchen and more in...another room. That's right, we're looking at the demographic problems facing Italy, and Genoa will be our example.

Full Newsletter: https://mailchi.mp/zeihan/why-genoa-is-graying-italys-demographic-decline

The Federal Reserve and Its Inflation Target || Peter Zeihan Jul 05, 2024

For all the hungover Americans out there, I heard the best cure after a long day of drinking is to talk about inflation. Well, maybe it will just make your head hurt more, but you still have the weekend ahead of you to relax...

Full Newsletter: https://mailchi.mp/zeihan/the-federal-reserve-and-its-inflation-target

The Senior Home Showdown: Delusional Biden vs. Demented Trump || Peter Zeihan Jul 04, 2024

If you watched the presidential debate last week, I'm sure you're really, really excited for the election this year! Since so many of you wanted me to talk about this fever dream we're living in, I figured we'd do it on Independence Day.

Full Newsletter: https://mailchi.mp/zeihan/the-senior-home-showdown-delusional-biden-vs-demented-trump

Why We Can't Quit Russian Oil: The 10% That Holds the West Hostage || Peter Zeihan Jul 03, 2024

Despite most countries in the West wanting to rid themselves of any involvement with the Russians, the oil revenues continue to flow into Russian pockets. So why haven't Western countries dropped the hammer on Russian oil exports?

Full Newsletter: https://mailchi.mp/zeihan/why-the-west-cant-quit-russian-oil

No More Military Exemption for Israeli Ultra-Orthodox || Peter Zeihan Jul 02, 2024

The Israeli Supreme Court just ruled that the ultra-Orthodox community will no longer get exemption from military service. This addresses a number of long-standing issues, but it could spell trouble for Netanyahu's political career.

Full Newsletter: https://mailchi.mp/zeihan/no-more-military-exemption-for-israeli-ultra-orthodox

How France, Germany and Poland Can Strengthen the Weimar Triangle || Peter Zeihan Jul 01, 2024

In the post-Cold War world, France, Germany and Poland concocted the Weimar Triangle as a way to foster cooperation amongst the three countries. The trio has weakened over the years - due to differing national priorities - but Russia's invasion of Ukraine might necessitate getting the gang back together.

Full Newsletter: https://mailchi.mp/zeihan/strengthen-the-weimar-triangle

The Future of Manufacturing: Where and Why? || Peter Zeihan Jun 28, 2024

China has been the global manufacturing hub for decades, but what happens if that goes away? If and when China experiences a significant collapse, someone will have some big shoes to fill, but who can do it?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-manufacturing-where-and-why

The Europeans Are Having Some Gas Problems || Peter Zeihan Jun 27, 2024

Europe has been taking a beating lately, from economic issues to demographic problems, but there's a new one on the horizon. When the Ukraine War wraps up, what will the European energy situation look like?

Full Newsletter: https://mailchi.mp/zeihan/the-europeans-are-having-some-gas-problems

Backfire: Putin's North Korean Joyride || Peter Zeihan Jun 26, 2024

If there's anything Putin's good at, its pressing the West's buttons...and his latest trip to North Korea is no exception. However, by signing a new defense pact with Kim Jong Un, Putin might inadvertanly gain Ukraine a new supporter.

Full Newsletter: https://mailchi.mp/zeihan/backfire-putins-north-korean-joyride

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

5 Days Left In Our June MedShare Donation Match || Peter Zeihan Jun 25, 2024

There are only a few days left in our MedShare donation matching drive for the month of June. $100,000 in donations will be matched this month to our chosen charity partner, MedShare International.

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Russians In Space...Well, Maybe Not Much Longer || Peter Zeihan Jun 25, 2024

Last week, I talked about how Ukraine has been targeting Russian air infrastructure to prepare for the arrival of their F-16s. Well, Ukraine launched a rocket attack on occupied Crimea and destroyed some air defenses and one of Russia's deep space satellite communication stations.

Full Newsletter: https://mailchi.mp/zeihan/russians-in-space

Does Size Matter? Exploring the Geopolitics of Micro-States || Peter Zeihan Jun 24, 2024

Micro-States like Monaco and San Marino aren't often included in major geopolitical discussions, but every so often they get called up to the big leagues. Next up to the plate: San Marino.

Full Newsletter: https://mailchi.mp/zeihan/exploring-the-geopolitics-of-micro-states

Mr. Putin Goes to Hanoi || Peter Zeihan Jun 21, 2024

With Russian President Vladimir Putin heading to Vietnam, some American security experts are getting concerned about the future of the US-Vietnam relationship. To understand why the Vietnamese are working with Russia, we need to take a quick history lesson.

Full Newsletter: https://mailchi.mp/zeihan/mr-putin-goes-to-hanoi

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Russia and the Changing Nature of the Spy Game || Peter Zeihan Jun 20, 2024

If you ask a fifth grader what the key to being a good spy is, they would likely respond with some variation of being sneaky or concealing your identity. Well, on today's episode of "Are You Smarter than a 5th Grader", we're placing Russian Spies in the hot seat.

Full Newsletter: https://mailchi.mp/zeihan/russia-and-the-changing-nature-of-the-spy-game

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Strong American Growth (and Something to Worry About) || Peter Zeihan Jun 19, 2024

If you don't want to start your day with beautiful beach views and economic forecasts, you may want to skip the video. Today we'll be discussing recent changes to the US economy and what future impacts might look like.

Full Newsletter: https://mailchi.mp/zeihan/strong-american-growth-and-something-to-worry-about

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

Ukraine: F-16s, Offensives, and Abject Humiliation || Peter Zeihan Jun 18, 2024

Ukraine is gearing up for one of its most important offensives to date, but what makes this one so different from the rest?

Full Newsletter: https://mailchi.mp/zeihan/ukraine-f-16s-offensives-and-abject-humiliation

Why Did Russia Choose Invasion Over Nukes? || Ask Peter Zeihan Jun 17, 2024

For years I’ve warned that a war between Russia and Ukraine was inevitable, but why didn't Putin just play the nuke card? As an add-on, we'll also be touching on some new Russian alliances that could rub the US the wrong way.

Full Newsletter: https://mailchi.mp/zeihan/why-did-russia-choose-invasion-over-nukes

Major European Powers Lean Right in Recent Elections || Peter Zeihan Jun 13, 2024

The recent European elections yielded some significant gains for hard-right parties in a number of countries. Today, we'll be focusing on Germany, Italy, and France, and whether these shifts are game-changers or more political minutia.

Full Newsletter: https://mailchi.mp/zeihan/major-european-powers-lean-right-in-recent-elections

The Impending Collapse of Venezuela || Peter Zeihan Jun 12, 2024

After years of mismanagement and corruption, Venezuela may have finally reached its tipping point.

Full Newsletter: https://mailchi.mp/zeihan/the-impending-collapse-of-venezuela

Why Austria, Slovakia and (Especially) Hungary Are Ignoring Ukraine? || Peter Zeihan Jun 11, 2024

During my European travels, I've received a handful of questions regarding the lack of support for Ukraine coming from Austria, Slovakia, and Hungary. So, let's address why these countries are holding out amid the Russian invasion.

Full Newsletter: https://mailchi.mp/zeihan/austria-slovakia-and-hungary-ignore-ukraine

Donate to MedShare: https://www.medshare.org/zeihan-impact/

Lessons on Elections and Faith from Unexpected Places || Peter Zeihan Jun 10, 2024

We've got a few more elections to talk about today, and who knows, maybe the US might even learn something from South Africa and India.

Full Newsletter: https://mailchi.mp/zeihan/elections-in-south-africa-and-india

The Rise of the European Far-Right || Peter Zeihan Jun 07, 2024

I know there's plenty of issues with the American political system, but let's take a break from all that and talk about European politics for the day. Given the ongoing European Parliament elections, let’s look at the far-right’s footholds in Europe.

Full Newsletter: https://mailchi.mp/zeihan/the-rise-of-the-european-far-right

Announcing Our June MedShare Donation Match + Ukraine Updates || Peter Zeihan Jun 06, 2024

Donate to MedShare Here: https://www.medshare.org/zeihan-impact/

I’m pleased to announce our donation matching drive for the month of June. We will be matching up to $50,000 in donations this month to our chosen charity partner, MedShare International.

Full Newsletter: https://mailchi.mp/zeihan/announcing-our-june-medshare-donation-match

Is Mexico's New President Just a Puppet for AMLO? || Peter Zeihan Jun 05, 2024

The most recent Mexican elections have resulted in the victory of Mexico's first female -and- Jewish leader, Claudia Sheinbaum. She will be succeeding current populist President AMLO, but how much change will this actually bring?

Full Newsletter: https://mailchi.mp/zeihan/is-mexicos-new-president-just-a-puppet-for-amlo

Danger in the Red Sea: Who Shall the Houthis Let Pass? || Peter Zeihan Jun 04, 2024

It’s time for an update on the situation in the Red Sea and what the Houthis have been up to as of late. Spoiler alert: most of the ships are taking the longer route around Africa, but there's a handful still navigating this region.

Full Newsletter: https://mailchi.mp/zeihan/danger-in-the-red-sea-who-shall-the-houthis-let-pass

Register for the June 5 Webinar: Peter Zeihan's Risk List Jun 03, 2024

There’s no shortage of things to worry about in this world, but there’s a few things that live rent free in my mind. On June 5th at 12:00 pm EST, I’ll be opening up Pandora’s Box and sharing my biggest fears in regards to the American economic system.

Register for the Webinar Here: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration

Ukraine Opens Up on Belgorod || Peter Zeihan Jun 03, 2024

From the beginning of the Ukraine War, the Western nations have placed restrictions on how their weapons donations to Ukraine can be used. Specifically, Western nations have been concerned that if Ukraine targets Russian forces within Russia, escalation may be unavoidable. But recent events have forced a change of calculus in the West.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-opens-up-on-belgorod

Can Former President Trump 'Make Felonies Great Again'? || Peter Zeihan May 31, 2024

Well, we've all heard the news at this point. Trump is a FELON, after being convicted on 34 counts of financial fraud related to hiding his affair. So, can Trump spin this "publicity" in a positive light or will it bite him in the ass come November?

Full Newsletter: https://mailchi.mp/zeihan/can-former-president-trump-make-felonies-great-again

Will the West Greenlight Strikes Inside Russia for Trigger Happy Ukraine || Peter Zeihan May 31, 2024

The Western world is beginning to entertain the conversation over the use of Western weapons targeting Russian systems within Russia. There are a handful of countries that have issued their support, but will it be enough?

Full Newsletter: https://mailchi.mp/zeihan/will-the-west-greenlight-strikes-inside-russia

Ukrainian Drone Attacks on Russian Container Radars || Peter Zeihan May 30, 2024

Register for the Risk List Webinar: https://us02web.zoom.us/webinar/register/WN_joptrlQGTlmEQ-oAiVlcTA#/registration

We're looking at the Ukraine War and the increase of drone assaults on Russia. Specifically, we'll be looking at the attacks on container radars used for aircraft and ballistic missile detection.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-attacks-on-russian-container-radars

The Biden Admin Liquidates Northeast Gas Reserves || Peter Zeihan May 29, 2024

If you're planning a coast-to-coast road trip through the US, you might want to wait until the Biden administration can liquidate the northeast gasoline reserves, here's why...

Full Newsletter: https://mailchi.mp/zeihan/the-biden-admin-liquidates-northeast-gas-reserves

The (Much Extended) Agony of Israel and Gaza || Peter Zeihan May 28, 2024

I've avoided talking about the Israel and Gaza conflict as much a possible (given that there's no favorable outcomes for anyone involved), but some recent changes have forced my hand.

Full Newsletter: https://mailchi.mp/zeihan/the-much-extended-agony-of-israel-and-gaza

Why France and Azerbaijan Are Fighting Over New Caledonia || Peter Zeihan May 27, 2024

It's no surprise that the French like to be "involved" in as many places as possible, but what's going on with the current rebellion in the French protectorate of New Caledonia?

Full Newsletter: https://mailchi.mp/zeihan/france-and-azerbaijan-fighting-over-new-caledonia

Why Are the French Getting Involved with Armenia? || Ask Peter Zeihan May 24, 2024

Today we'll be looking at why the French are considering sending military aid to Armenia...and no, its not because they're looking to swap croissant and nazook recipes.

Full Newsletter: https://mailchi.mp/zeihan/why-are-the-french-getting-involved-with-armenia

What Is the Future of Chinese Expansion and Energy? || Ask Peter Zeihan May 23, 2024

We've got some more interview style questions for you today! We'll be focusing on China, specifically looking at the potential for Chinese energy independence and if any countries surrounding China should be worried about an invasion/resource grab.

Full Newsletter: https://mailchi.mp/zeihan/what-is-the-future-of-chinese-expansion-and-energy

Why the US Is Ditching Coal as an Energy Source || Peter Zeihan May 22, 2024

Other than a slight bump in sales during the holidays (shoutout to all the naughty kids), coal has been on the decline for quite a while now. With more environmentally friendly alternatives surging into the spotlight, how does coal fit into the energy framework?

Full Newsletter: https://mailchi.mp/zeihan/why-the-us-is-ditching-coal-as-an-energy-source

Things I (Don't) Worry About: The US Power Grid || Peter Zeihan May 21, 2024

I've started hearing rumblings about the American power grid and vulnerability to cyber attacks. Sure there's been hiccups throughout the years, but this one isn't keeping me up at night.

Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-the-us-power-grid

An Accident, Not Assassination, Takes Down the Iranian President || Peter Zeihan May 20, 2024

Iranian State media has confirmed the death of Iranian President Ebrahim Raisi May 19th, following the crash of his helicopter over Iranian Azerbaijan.

Full Newsletter: https://mailchi.mp/zeihan/iranian-president-ebrahim-raisi-is-dead

Does Iran Actually Have a Nuclear Weapon? || Peter Zeihan May 20, 2024

Everyone is talking about Iran's potential development of an active nuclear weapon. Before anyone gets too frightened at the prospect of this announcement, let me give you some food for thought.

Full Newsletter: https://mailchi.mp/zeihan/does-iran-actually-have-a-nuclear-weapon

Assassination Attempt on Slovakia's Prime Minister Fico || Peter Zeihan May 17, 2024

On Wednesday May 15, there was an assassination attempt on Slovakia's Prime Minister, Robert Fico. At the time of recording, the PM was still in critical condition and there's no clear political group or foreign entity claiming responsibility.

Full Newsletter: https://mailchi.mp/zeihan/assassination-attempt-on-slovakias-prime-minister

The Future of Politics and Peace in West Africa || Peter Zeihan May 16, 2024

We've got another question for our Ask Peter series today: What are the long-term impacts to Western interests of the recent political upheaval in West Africa/the Sahel, especially given the break in security partnerships with the United States and Paris?

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-politics-and-peace-in-west-africa

The US Places Huge Tariffs on Chinese Imports || Peter Zeihan May 15, 2024

Some hefty tariffs have just been placed on many Chinese imports, including electric vehicles, semiconductors, solar panels, and more. This is an attempt to prevent China from dominating industries that the US wants to develop.

Full Newsletter: https://mailchi.mp/zeihan/the-us-places-huge-tariffs-on-chinese-imports

Putin Removes Sergei Shoigu as Russian Defense Minister || Peter Zeihan May 14, 2024

Well, I hate to say it, but Putin might actually be making a solid strategic move by removing Defense Minister Sergei Shoigu from office.

Full Newsletter: https://mailchi.mp/zeihan/putin-removes-defense-minister

Adventures in Gun Running: Iran || Peter Zeihan May 13, 2024

We've got some new players in the global weapons trade, and let's just say that I prefer the old gun runners.

Full Newsletter: https://mailchi.mp/zeihan/adventures-in-gun-running-iran

Much Higher Interest Rates for Much, Much Longer || Peter Zeihan May 10, 2024

Who doesn't love spending their morning trying to understand what the Federal Reserve is doing? Oh, no takers? Well, let's at least look at inflation trends and where I expect interest rates to go.

Full Newsletter: https://mailchi.mp/zeihan/much-higher-interest-rates-for-much-much-longer

US Birth Rates Plummet To 40-Year Low || Peter Zeihan May 09, 2024

Well, it looks like there's something in the water in the US and it ain't little blue pills. The recent US Census data shows a 40-year low in the birth rate - about 1.6 per woman.

Full Newsletter: https://mailchi.mp/zeihan/us-birth-rates-plummet-to-40-year-low

Why Japan Needs a US Alliance (Joining AUKUS) || Peter Zeihan May 08, 2024

The Japanese have looked into their crystal ball and figured out that a close relationship with the Americans is the only way forward. Before Japan is welcomed in with open arms, they'll have to prove their worth...

Register for The State of Global Energy Webinar: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration

Full Newsletter: https://mailchi.mp/zeihan/why-japan-needs-a-us-alliance

America's Nuclear Supply Chain (Ditching Russian Uranium) || Peter Zeihan May 07, 2024

We're finally seeing signs of life in Congress with the recent progress made on the establishment of a domestic uranium supply chain. This move aims to cut dependence on the Russians - who dominate global uranium processing.

Full Newsletter: https://mailchi.mp/zeihan/americas-nuclear-supply-chain

The State of Global Energy Webinar & The New Chinese Carriers || Peter Zeihan May 06, 2024

Register for The State of Global Energy Webinar here: https://us02web.zoom.us/webinar/register/WN_zVirSodfSYyFoKNFiA6VpA#/registration

The newest Chinese aircraft carrier, the Fujian, has officially hit the seas. This a major development for the Chinese Navy, but still falls short when compared to with advanced counterparts (i.e. the US).

Full Newsletter: https://mailchi.mp/zeihan/webinar-the-new-chinese-carriers

Warfare Innovations: Russia's Turtle Tanks || Peter Zeihan May 03, 2024

The Russians are playing dress up with their tanks and it might reveal where the future of military conflict is heading. Okay, "dress up" might not be the right term, but just google a picture of the Russian turtle tanks to get an idea of what I'm talking about.

Full Newsletter: https://mailchi.mp/zeihan/warfare-innovations-russias-turtle-tanks

The TikTok Ban Is (Almost) Here...One Year Later || Peter Zeihan May 02, 2024

A little over a year ago, we discussed a potential ban on TikTok in the US. Well, President Biden finally signed the "Protecting Americans from Foreign Adversary Controlled Applications Act", which would ban TikTok or force its parent company, ByteDance, to sell it.

Full Video and Newsletter: https://mailchi.mp/zeihan/the-tiktok-ban-is-almost-here

Power Outages in Texas and Growing Energy Demands || Peter Zeihan May 01, 2024

Over the weekend, some Texans had a not-so-friendly reminder that their power grid doesn't work well under stress. This is just one of many outages and electricity challenges that Texas will face in the coming years.

Full Newsletter: https://mailchi.mp/zeihan/power-outages-in-texas-and-growing-energy-demands

Japan's Navy Gets Teeth || Peter Zeihan Apr 29, 2024

The Japanese Navy is getting a face lift with the conversion of the Izumo-class destroyers into small supercarriers capable of holding F-35s (compliments of the US).

Full Newsletter: https://mailchi.mp/zeihan/japans-navy-gets-teeth

Will RFK Jr. Shake Up the 2024 Presidential Election? || Peter Zeihan Apr 26, 2024

RFK II has a presidential name, but I don't think he'll be finding himself in that position this go around. However, he does have the opportunity to cause some problems for Trump in the process.

Full Newsletter: https://mailchi.mp/zeihan/will-rfk-jr-shake-up-the-2024-presidential-election

Ask Peter: Will the Russians Create A Great Northern Sea Route? Apr 25, 2024

As the ice begins to melt in the Arctic, will the Russians be able to establish a shipping route to the north? While establishing a northern sea route is possible, it won't be the gold mine its been made out to be.

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-the-russians-create-a-great-northern-sea-route

Ask Peter: Can Other Countries Replicate the US Shale Revolution? Apr 24, 2024

Energy independence has been a global priority over the past few decades, but not all of that black gold is created equal. The US has been able to capitalize on deposits of oil-bearing shale, so can others replicate this success with different types of oil?

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-other-countries-replicate-the-us-shale-revolution

Israel and Iran Avoid War...For Now || Peter Zeihan Apr 23, 2024

Tensions between Israel and Iran have been escalating since the Hamas attacks in October, but are we going to see a full blown war between these two adversaries?

Full Newsletter: https://mailchi.mp/zeihan/israel-and-iran-avoid-warfor-now

Things I (Do and Don't) Worry About: Global Internet || Peter Zeihan Apr 22, 2024

This is probably the scariest video I've posted for any of my Gen Z audience...that's right, we're talking about the one thing they can't live without - the internet. So, just how vulnerable is the global internet?

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-and-dont-worry-about-global-internet

Things I (Don't) Worry About: Water Wars || Peter Zeihan Apr 19, 2024

When people start talking about wars over water, everyone pictures tooth and nail, Mad Max-esqe fighting...but our imaginations might be getting away from us here. Allow me to paint a more realistic picture for you.

Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-water-wars

Russian Hypersonic Missiles: Unstoppable or Skeet Practice for Ukraine || Peter Zeihan Apr 18, 2024

Today, we're talking about the "unstoppable" hypersonic missiles that the Russians have been hyping up over the past few years. Spoiler alert: this is just the handy work of the hyperbolic-Russian-propaganda-machine.

Full Newsletter: https://mailchi.mp/zeihan/russian-hypersonic-missiles-unstoppable-or-skeet-practice-for-ukraine

Jets, Drones & Refineries: Europe Remembers Geopolitics || Peter Zeihan Apr 17, 2024

It looks like the Europeans may have figured out that Russia’s war plans don’t end in Ukraine, so more and more countries are beginning to send aid to the Ukrainians. The Americans, however, are still working through flawed economics and political considerations.

Full Newsletter: https://mailchi.mp/zeihan/jets-drones-refineries-europe-remembers-geopolitics

New Russian Tactics: Glide Bombs and Double-Tap || Peter Zeihan Apr 16, 2024

The Russians are employing some new tactics in Ukraine's Eastern front that are adding to their ever-growing list of war crimes committed throughout this conflict. We're looking at glide bombs targeting civilian infrastructure and Russia's 'double-tap' method.

Full Newsletter: https://mailchi.mp/zeihan/new-russian-tactics-glide-bombs-and-double-tap

Iran Attacks Israel, Sort Of... || Peter Zeihan Apr 15, 2024

In the early hours of April 14, Iran - both directly and through its many proxies - launched the largest missile and drone assault on the Israeli state since at least the 1973 Yom Kippur war. It was quite a show.

Full Newsletter: https://mailchi.mp/zeihan/iran-attacks-israel-sort-of

Can High Birth Rates Solve Demographic Problems for Young Countries? || Peter Zeihan Apr 10, 2024

I often talk about the importance of demographics for countries, but do high birth rates always equate to population growth?

Full Newsletter: https://mailchi.mp/zeihan/can-high-birth-rates-solve-demographic-problem

NGLs: Ohio’s Plastics Industry’s Juicy Secret || Peter Zeihan Apr 09, 2024

Since I'm here in Ohio, why not talk about what makes this region so unique. Today, we'll be discussing how shale in Ohio has propelled economic growth in an unfamiliar way.

Full Newsletter: https://mailchi.mp/zeihan/ngls-ohios-plastics-industrys-juicy-secret

Geopolitics of Terror Groups: ISIS and ISIS Khorasan || Peter Zeihan Apr 08, 2024

With the recent attack on Moscow, I received some requests to do a breakdown on the geopolitics of ISIS. First things first, there are two largely unaffiliated groups at play here – ISIS-Khorasan and the more widely known, ISIS.

Full Newsletter: https://mailchi.mp/zeihan/geopolitics-of-terror-groups-isis-and-isis-khorasan

Things I (Do) Worry About: A Post-Germany Europe || Peter Zeihan Apr 05, 2024

Germany has had a streak hotter than the '96 Chicago Bulls. The German economic model has contributed to European political, economic, and industrial success, but problems are on the horizon.

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-a-post-germany-europe

Will Venezuela Invade Guyana for Oil? || Peter Zeihan Apr 04, 2024

I've gotten a handful of questions regarding Venezuela invading the South American state of Guyana due to economic challenges and oil discoveries. The short answer is that I'm not worried about this, but here's three reasons why.

Full Newsletter: https://mailchi.mp/zeihan/will-venezuela-invade-guyana-for-oil

Apparently A Cessna and Elbow Grease Is All Ukraine Needs || Peter Zeihan Apr 03, 2024

The Ukrainians are getting creative and finding ways to launch longer-range attacks on Russian infrastructure. We've already seen strikes on pipeline nexuses and chemical complexes as deep as Samara and Tatarstan.

Full Newsletter: https://mailchi.mp/zeihan/apparently-a-cessna-and-elbow-grease-is-all-ukraine-needs

How Tariffs and Drones Saved Ukrainian Agriculture || Peter Zeihan Apr 02, 2024

Ukrainian agricultural exports are finally having the boot lifted from their throats thanks to new tariffs on certain goods in the EU and Ukraine's adoption of water based drones.

Full Newsletter: https://mailchi.mp/zeihan/how-tariffs-and-drones-saved-ukrainian-agriculture

Why I Don't Care About the Fallen Bridge in Baltimore || Peter Zeihan Apr 01, 2024

At this point, we've all heard about the Francis Scott Key Bridge Collapsing in Baltimore on March 26. While it may seem like this should drastically impact American shipping, I'm really not worried about it...

Full Newsletter: https://mailchi.mp/zeihan/why-i-dont-care-about-the-fallen-bridge-in-baltimore

Things I (Do) Worry About: Higher Education in the US || Peter Zeihan Mar 29, 2024

If mommy and daddy told you to go college and then you'd be set for life...you're not alone. With traditional models pushing everyone towards white-collar jobs and university degrees, we've created a massive oversupply of finance bros...

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-higher-education

More Than Hon Hon Hon: What Are the French Up to in Ukraine? || Peter Zeihan Mar 27, 2024

There's been recent discussions by French President Macron regarding deploying French troops to Ukraine. Is this really going to happen and why would they do this?

Full Newsletter: https://mailchi.mp/zeihan/what-are-the-french-up-to-in-ukraine

The New Face of Military Technology || Peter Zeihan Mar 26, 2024

The new face of military technology is here...and no its not some Master Chief type suit running around the battlefield. We're talking about the democratization of tech applications and the empowerment of individual soldiers to make strategic decisions.

Full Newsletter: https://mailchi.mp/zeihan/the-new-face-of-military-technology

Japan: Zero No More (Interest Rates Are Rising) || Peter Zeihan Mar 25, 2024

The Japanese have just announced an interest rate increase to a whopping 0.1% after seventeen years of zero to negative interest rates. So, is this a sign of a return to normality for Japan or is something else going on?

Full Newsletter: https://mailchi.mp/zeihan/japan-zero-no-more

The Rising Incompetence of the Russian System || Peter Zeihan Mar 23, 2024

More details have emerged about the March 22 terror attack outside Moscow. The information does not look good, with the biggest takeaway being the Russian government's showcasing of a shocking incompetence in security matters. That will haunt this regime until the day it falls.

Full Newsletter: https://mailchi.mp/zeihan/the-rising-incompetence-of-the-russian-system

Terror Attack at Concert Hall in Moscow Suburb || Peter Zeihan Mar 22, 2024

Late evening on Friday, March 22 local time, three gunman attacked a concert venue in a Moscow suburb, setting it ablaze and killing an as-yet-unknown number of civilians.

Full Newsletter: https://mailchi.mp/zeihan/terror-attack-at-concert-hall-in-moscow-suburb

Things I (Do) Worry About: Deflation || Peter Zeihan Mar 22, 2024

We're all quite familiar with the concept of inflation, but inflation's dark and twisted sister -deflation- doesn't come out of his shell all that often. So, for our next episode of 'Things I Worry About' we're talking about deflation.

Full Newsletter: https://mailchi.mp/zeihan/things-i-do-worry-about-deflation

How Shrinking Populations Determine Economic Growth || Peter Zeihan Mar 21, 2024

We tend to overlook the dynamics of demography and its economic impact, so let's take a step back and break down demographics by generation and how that will dictate the future of our economies.

Full Newsletter: https://mailchi.mp/zeihan/how-shrinking-populations-determine-economic-growth

Russian Tech Transfers and Propaganda in the US || Peter Zeihan Mar 20, 2024

It should come as no surprise that the Russians love meddling around, so let's see what they've been up to lately. We'll be looking at tech transfers with Iran, North Korea, and China and Russian propaganda in the US.

Full Newsletter: https://mailchi.mp/zeihan/russian-tech-transfers-and-propaganda-in-the-us

The Ukraine War Goes Seaborn || Peter Zeihan Mar 19, 2024

The Ukrainians have made some huge strides in the maritime theater and have poked some eyebrow raising holes in Russia's naval capabilities.

Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-goes-seaborn

Does a Green Future = Lower Energy Usage? || Peter Zeihan Mar 18, 2024

Some European economists came up with a super-duper-hyper-revolutionary solution to the green problem...just use less energy! Crazy, right? Before we write off this idea completely, let's break it down.

Full Newsletter: https://mailchi.mp/zeihan/does-a-green-future-lower-energy-usage

China, AI and Geopolitical Dynamics - Question Time with Peter Zeihan: Episode 4 Mar 15, 2024

In this episode, we'll be discussing a wide array of topics, including labor problems and AI's impact on labor markets, challenges associated with chip shortages, differences between developing and developed countries, China's future, and more.

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-4

Ukraine Drone Strike Hits Refining Complex Deep in Russia || Peter Zeihan Mar 14, 2024

Ukraine has been ramping up drone strikes and they just successfully hit another refining complex in Russia. The strike on the Nizhny Novgorod complex triggered a major fire and caused significant damage to storage units as well as other refining equipment. The pipeline network, however, remains intact.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-drone-strike-hits-refining-complex-deep-in-russia

A WTF Moment in the Middle East (US Dock in GAZA?) || Peter Zeihan Mar 13, 2024

In President Biden's State of the Union address a few days ago, he announced plans to build a floating dock to deliver humanitarian aid to Gaza. This dock would help provide significant food supplies to this area, but at what cost?

Full Newsletter: https://mailchi.mp/zeihan/a-wtf-moment-in-the-middle-east

Russian Bombs Get an Upgrade (FAB-1500 to Glide Bomb) || Peter Zeihan Mar 12, 2024

We've seen both sides of the conflict in Ukraine adopting and adapting new ways of fighting. While Ukraine has innovated with drones and satellite tech, Russia has modified its large FAB-1500 dumb bombs into glide bombs.

Full Newsletter: https://mailchi.mp/zeihan/russian-bombs-get-an-upgrade

Can Discharge Petitions Save the Dysfunctional House of Representatives? || Peter Zeihan Mar 11, 2024

The House of Representatives is looking like dysfunctional family as of late, and of course, the weird uncle stirring up the pot is the Greenpeace faction. Opposing nearly every bill that dares to exist, they've essentially halted all legislative proceedings.

Full Newsletter: https://mailchi.mp/zeihan/a-faint-glimmer-of-hope-in-the-house-of-representatives

The Worry List: Collapse of the Semiconductor Industry || Peter Zeihan Mar 08, 2024

One of the most asked questions I receive is "what keeps you up at night?" So, I figured I would turn that question into a series called "Things I (Don’t) Worry About" where I'll discuss all the things that have me tossing and turning and what helps me sleep like a rock. First on the docket is the semiconductor industry.

Full Newsletter: https://mailchi.mp/zeihan/things-i-dont-worry-about-collapse-of-the-semiconductor-industry

Quantum Computing and the Future of Technology || Peter Zeihan Mar 07, 2024

We've all been hearing sci-fi tales of quantum computing for decades now, but what will its impact actually look like and how soon can we expect it?

Full Newsletter: https://mailchi.mp/zeihan/quantum-computing-and-the-future-of-technology

China, Taiwan and My 2023 Prediction Breakdown - Question Time with Peter Zeihan: Episode 3 Mar 06, 2024

In this episode, we'll be discussing the complex relationship between China and Taiwan, China’s struggle with youth unemployment, and a look back at some of my predictions from 2023.

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-3

Recession for (Almost) Everyone! || Peter Zeihan Mar 06, 2024

I was scanning the financial news this morning and realized Germany was in recession. In my morning brief I was informed Japan was in recession as well. On a call with a client someone brought up that the United Kingdom had joined the downers club. A quick convo with the staff revealed the same was true for Hungary and Ireland. And Greece and Lithuania and Estonia and Finland. Israel probably as well, while Australia, New Zealand, France, Spain and Italy are only a rounding error away. China’s data, such that it is, suggests that the Middle Kingdom is by most definitions at best recession-adjacent.

Full Newsletter: https://mailchi.mp/zeihan/recession-for-almost-everyone

Europe's Latest S*** Show: Farmers On Strike || Peter Zeihan Mar 04, 2024

If you've seen the videos of tractors driving through city centers and spraying manure on government buildings, then you're well aware of the farmer protests happening throughout Europe...but why are they protesting?

Full Newsletter: https://mailchi.mp/zeihan/europes-latest-s-show-farmers-on-strike

Israel and Russia Fall Out (Sending Aid to Ukraine) || Peter Zeihan Mar 01, 2024

In a marked shift away from the historical relationship between Israel and Moscow, Israel plans to send early warning radar to Ukraine. The details of this plan are still unconfirmed, but let's break it down.

Full Newsletter: https://mailchi.mp/zeihan/israel-and-russia-fall-out-kindle

Tourism Trends: Where Are You Spending Vacation? (Maybe Nashville???) || Peter Zeihan Feb 28, 2024

Before I take the stage at the Country Music Hall of Fame here in Nashville, I figured we should talk about the future of tourism and where all the bachelorette parties are heading next.

Full Newsletter: https://mailchi.mp/zeihan/tourism-trends-where-are-you-spending-vacation

A North Dakota Love Story: Agriculture and Railways || Peter Zeihan Feb 27, 2024

For all those with an aversion to woodchippers...today's video is for you. That's right, I'm in Fargo, North Dakota and we're discussing the state's agricultural prowess despite a lack of water access.

Ask Peter A Question: https://zeihan.com/ask-peter/

Full Newsletter: https://mailchi.mp/zeihan/a-north-dakota-love-story

Germany, Brexit and More - Question Time with Peter Zeihan: Episode 2 Feb 26, 2024

In this episode, we'll be discussing immigration in Germany, the Hamas-Israel conflict, agricultural challenges in Sudan and South Africa, the UK's trade relationship with the US post-Brexit, the future of blue-collar work and productivity enhancement through automation and AI.

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-2

Should We Worry About Chinese Land Purchases in the US? || Peter Zeihan Feb 23, 2024

I've had a lot of you write in concerned about Chinese land purchases in the United States. There's not much to be concerned about here, but let me paint the full picture for you.

Full Newsletter: https://mailchi.mp/zeihan/should-we-worry-about-chinese-land-purchases-in-the-us

Sweden In NATO (Recap) || Peter Zeihan Feb 21, 2024

Hungarian Prime Minister Viktor Orban has indicated that Sweden accession to NATO shall be ratified by the Hungarian Parliament before March 1, which means Sweden will soon be welcomed into the alliance as a full member.

Full Newsletter: https://mailchi.mp/zeihan/sweden-in-nato-recap

Europe Goes Nuclear: Is America Leaving NATO? || Peter Zeihan Feb 20, 2024

During a rally last week, former President Donald Trump stated that European allies that do not contribute enough to NATO (in his eyes) would not receive support if Russia were to attack them. Regardless of where you stand on this issue, we need to consider the repercussions of the US stepping away from the NATO alliance.

Full Newsletter: https://mailchi.mp/zeihan/europe-goes-nuclear-is-america-leaving-nato

Nigeria, After America || Peter Zeihan Feb 19, 2024

Today's entry into our 'Post American' series is a country with a complex political, economic and security landscape. Its a country forged from colonialism that is comprised of diverse ethnic groups coexisting under a single political entity - Nigeria.

Full Newsletter: https://mailchi.mp/zeihan/nigeria-after-america

Russian Opposition Leader, Alexei Navalny, Dies in Prison || Peter Zeihan Feb 16, 2024

Alexei Navalny, a prominent political prisoner and Putin critic, died in a harsh Siberian prison. This prison was a former Soviet-era gulag, so no real surprise there...

Full Newsletter: https://mailchi.mp/zeihan/russian-opposition-leader-alexei-navalny-dies-in-prison

Question Time with Peter Zeihan: Episode 1 (Ukraine, Russia, etc...) Feb 16, 2024

This is the first episode of our new series called 'Question Time with Peter Zeihan!' Every week or so I'll be sitting down with one of the team members from Zeihan on Geopolitics and have them dish out some rapid-fire questions from the 'Ask Peter' forum.

Ask Questions Here: https://zeihan.com/ask-peter/

Full Newsletter: https://mailchi.mp/zeihan/question-time-with-peter-zeihan-episode-1

The United Kingdom, After America || Peter Zeihan Feb 15, 2024

For those with daddy issues, today's installment in the 'Post American' series might be a bit triggering. If you're still reading, we'll be looking at the UK's economic and security dilemmas as the global order falls.

Full Newsletter: https://mailchi.mp/zeihan/the-united-kingdom-after-america

How France, Germany and Poland Can Strengthen the Weimar Triangle || Peter Zeihan Jul 01, 2024

In the post-Cold War world, France, Germany and Poland concocted the Weimar Triangle as a way to foster cooperation amongst the three countries. The trio has weakened over the years - due to differing national priorities - but Russia's invasion of Ukraine might necessitate getting the gang back together.

Full Newsletter: https://mailchi.mp/zeihan/strengthen-the-weimar-triangle

The Biden Administration Blocks LNG Exports (Sorta) || Peter Zeihan Feb 14, 2024

The Greens are celebrating and the oil industry is kicking and screaming over the Biden administration's decision to pause the review process of liquefied natural gas (LNG) exports. However, this decision’s actual impact is microscopic.

Full Newsletter: https://mailchi.mp/zeihan/the-biden-administration-blocks-lng-exports-sorta

Putin's Puppet Show feat. Tucker "The Propagandist" Carlson || Peter Zeihan Feb 13, 2024

At this point you’ve all seen or heard about Tucker Carlson’s interview with Putin (if you haven’t…you didn’t miss much). This was the first time Putin has spoken to an American “journalist” since his military invaded Ukraine in February 2022.

Full Newsletter: https://mailchi.mp/zeihan/putins-puppet-show

The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan Feb 12, 2024

The semiconductor industry is one of ever-growing importance and its leaders—Intel and TSMC—are now fighting to be the first to bring the next generation of advanced chips to market.

Full Newsletter: https://mailchi.mp/zeihan/the-bleeding-edge-of-semiconductors

Crazy Little Thing Called Geopolitics - North Capital Forum 2023 || Peter Zeihan Feb 09, 2024

⁠This conversation took place on October 5th, 2023 at the North Capital Forum 2023 in Mexico City. We discussed the opportunities and challenges that lie ahead for North America.

This is an interview with Enrique Perret, Managing Director of the U.S.-Mexico Foundation (USMF) & President and Founder, North Capital Forum (NCF).

Full Newsletter: https://mailchi.mp/zeihan/crazy-little-thing-called-geopolitics

The Geopolitics of Winter: Snows Impact on Agriculture || Peter Zeihan Feb 08, 2024

Some of you out there might grovel when the first snowflakes of the season fall, but I'd be willing to bet that the geopolitical significance of that snow hasn't crossed your mind. Today, we'll be exploring winters impact on agriculture and global food security.

Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-winter

Poland, After America || Peter Zeihan Feb 07, 2024

This next country might surprise some of you, but deglobalization might give Poland its moment of fame. That's if they play their cards right, and even then, it will be a fleeting moment, but a moment in the spotlight nonetheless.

Full Newsletter: https://mailchi.mp/zeihan/poland-after-america

Why the Middle East Is So Aggravating (yet so difficult to leave) || Peter Zeihan Feb 06, 2024

The Middle East has been a thorn in the side for the US since day one, so why haven't the Americans just abandoned ship? To understand why the US is still involved in the Middle East (and openly facing these potshot-esqe attacks), we need to breakdown this region...

Full Newsletter: https://mailchi.mp/zeihan/why-the-middle-east-is-so-aggravating

East Asia, After America || Peter Zeihan Feb 05, 2024

Today, we're looking at another region that the US will continue to keep tabs on - East Asia. This is one of those regions that will be plenty exciting in coming years, so let's jump in.

This video was recorded in the fall of 2023.

Full Newsletter: https://mailchi.mp/zeihan/east-asia-after-america

Romania, After America || Peter Zeihan Feb 02, 2024

Today's discussion comes to you from Huron Peak. We'll discuss one of the middle powers that's been dealt a bad hand: Romania. At first glance, Romania's geographic situation looks alright - a nice chunk of land near some water bracketed by the Carpathian Mountains - but zoom in, and you'll find three very troubling access points.

Full Newsletter: https://mailchi.mp/zeihan/romania-after-america

The Collapse of Global Maritime Shipping || Peter Zeihan Feb 01, 2024

No matter how much bubble wrap and caution tape we slap onto global maritime shipping, the industry has found itself in quite a predicament.

Full Newsletter: https://mailchi.mp/zeihan/the-collapse-of-global-maritime-shipping

The Chinese Housing Crisis: Evergrande’s Bankruptcy || Peter Zeihan Jan 31, 2024

Evergrande, formerly China’s largest property developer, has just declared bankruptcy and the fallout is going to be massive. Let’s look at how we got to this point and some potential paths forward.

Full Newsletter: https://mailchi.mp/zeihan/the-chinese-housing-crisis-evergrandes-bankruptcy

The US and Iran: Deciding What to Bomb || Peter Zeihan Jan 30, 2024

Three US soldiers were killed in a drone attack carried out by an Iranian militia near the Jordan-Syria border. I expect a timely retaliation by the US, but what will that look like?

Full Newsletter: https://mailchi.mp/zeihan/the-us-and-iran-deciding-what-to-bomb

US Congress Dysfunction: Blocking Aid to Ukraine || Peter Zeihan Jan 29, 2024

We are taking a question from the 'Ask Peter' forum today - am I worried about Ukraine's dwindling weapon's supplies in light of what's going on with the US Congress? Yes, yes I am.

Full Newsletter: https://mailchi.mp/zeihan/us-congress-dysfunction-blocking-aid-to-ukraine

Finnish Presidential Elections and Anti-Russian Sentiment || Peter Zeihan Jan 28, 2024

Finnish politics are not something that often make the headlines, but with a marked shift away from “Finlandization” (when a smaller country remains neutral to appease a larger and more powerful neighboring country) comes some unfamiliar coverage.

Full Newsletter: https://mailchi.mp/zeihan/finnish-presidential-elections-and-anti-russian-sentiment

Ukraine Attacks Russian Energy Terminal (Drone Strike!) || Peter Zeihan Jan 26, 2024

Ukraine managed to sneak some drones by Russian air defenses and hit the Ust-Luga oil refinery and loading facility. The attack didn't cause significant damage, but it disrupted production and shipping operations.

Ask Peter your question here: https://zeihan.com/ask-peter/

Full Newsletter: https://mailchi.mp/zeihan/ukraine-attacks-russian-energy-terminal

India's Counter-Piracy Operation: A Geopolitical Wormhole || Peter Zeihan Jan 25, 2024

Today we're talking about the Indians and pirates - sorry sports fans, not those ones. India launched a successful counter-piracy operation off the coast of Somalia, which has helped reaffirm its global strategic importance, but raised some eyebrows in the process.

Full Newsletter: https://mailchi.mp/zeihan/indias-counter-piracy-operation-a-geopolitical-wormhole

US Natural Gas and Global Energy Supplies || Peter Zeihan Jan 24, 2024

Today, we're looking at the US natural gas market based on energy data from 2023. The US natural gas market was remarkably stable in 2023, so being the world's largest producer and exporter of natural gas has its perks.

Full Newsletter: https://mailchi.mp/zeihan/us-natural-gas-and-global-energy-supplies

How To Do Greentech Well: The SunZia Wind Farm || Peter Zeihan Jan 23, 2024

The largest Greentech power generation system in the hemisphere is under construction in New Mexico. SunZia has raised $11 billion for this project and aims to generate 3.5 gigawatts of wind power for the NM, AZ, and CA energy markets.

Full Newsletter: https://mailchi.mp/zeihan/how-to-do-greentech-well-the-sunzia-wind-farm

Scandinavia, After America || Peter Zeihan Jan 22, 2024

We're talking about an area in northern Europe fractured by history - the Scandinavian region. What was once a series of powerful and interconnected Viking port cities has been a fairly sleepy backwater for the past 300 years...but it might be time for a family reunion.

Full Newsletter: https://mailchi.mp/zeihan/scandinavia-after-america

Texas Did Not Fall Down: Energy Grid Updates || Peter Zeihan Jan 19, 2024

With cold fronts rushing through much of the country, the Texas power grid had lots of eyes on it this past week. Thankfully, some "updates" over the past couple years have helped the Texans avoid catastrophe.

Full Newsletter: https://mailchi.mp/zeihan/texas-did-not-fall-down-energy-grid-updates

China's Energy Problem and Dealing with the Taliban || Peter Zeihan Jan 18, 2024

When one of your best options for securing an energy supply route is with the Pakistani Taliban, you know you've got some problems. So go ahead and add that one to China's ever-growing list of 'shit to figure out.'

Full Newsletter: https://mailchi.mp/zeihan/chinas-energy-problem

North Korean Missiles Heading to Russia (Part 2!) || Peter Zeihan Jan 17, 2024

We're back with part two of Russia's missile-sourcing escapade. Today we're looking at the specifics of these North Korean missiles and their significance.

Full Newsletter: https://mailchi.mp/zeihan/north-korean-missiles-heading-to-russia-part-two

Why Are the Russians Shopping for Missiles? || Peter Zeihan Jan 16, 2024

The Russian military industrial complex can't keep up with the demands of the Ukraine War, so the Russians are sourcing large quantities of short-range ballistic missiles from North Korea and Iran.

Full Newsletter: https://mailchi.mp/zeihan/why-are-the-russians-shopping-for-missiles

Sub-Saharan Africa, After America || Peter Zeihan Jan 15, 2024

Next on the list in our 'Post-American' series is Sub-Saharan Africa. This region is filled with geographical challenges, slow growth and development, and several other obstacles, but a handful of countries will be alright.

Full Newsletter: https://mailchi.mp/zeihan/sub-saharan-africa-after-america

US Navy Strikes Houthi Forces in Yemen || Peter Zeihan Jan 12, 2024

Things in the Red Sea have ramped up yet again. The Houthis, who are an Iranian-backed Shiite group in Yemen, launched a series of missile and drone attacks on international shipping. Early today, the United States conducted a retaliatory air assault on Houthi targets.

Full Newsletter: https://mailchi.mp/zeihan/us-navy-strikes-houthi-forces-in-yemen

How Extensive is the Corruption in the Chinese Military? || Peter Zeihan Jan 12, 2024

I had a handful of y'all point out that not everyone in the recent Chinese purges was targeted for political reasons; instead, many of these folks are facing corruption charges.

Full Newsletter: https://mailchi.mp/zeihan/how-extensive-is-the-corruption-in-the-chinese-military

Chairman Xi Jinping Guts the Chinese Military || Peter Zeihan Jan 11, 2024

Xi Jinping is doing his best Darth Vader impression and has the Chinese military in a force choke. After purging the system of anyone who can think, all that remains is the shell of a Defense Minister (now a press secretary for military diplomacy) and the "real" decision makers - the Central Military Commission - chaired by none other than Xi himself.

Full Newsletter: https://mailchi.mp/zeihan/chairman-xi-jinping-guts-the-chinese-military

What Power Do the Independents Have Over Trump? || Peter Zeihan Jan 10, 2024

No proper discussion of American politics is complete without mentioning the Independents. While their voting patterns have been historically predictable, Trump has Independents shaking things up a bit.

Full Newsletter: https://mailchi.mp/zeihan/what-power-do-the-independents-have-over-trump

The Breakdown of the Republican Coalition (Trump's Fault?) || Peter Zeihan Jan 09, 2024

If you watched yesterday's video, then you already know that Donald Trump has no shot at winning the general election (assuming he's not DQ'd or in jail). Today, we're looking at WHY Trump can't get elected.

Full Newsletter: https://mailchi.mp/zeihan/the-breakdown-of-the-republican-coalition

Trump's Disqualification: How We Got Here || Peter Zeihan Jan 08, 2024

As I recorded this video on January 6th - it was inevitable that we'd be talking about Trump's involvement in the insurrection. Specifically, we're breaking down the Colorado Supreme Court ruling disqualifying him from running for office. I'll try to keep my opinions on this situation to myself, but Trump's challenging of the state-level prerogatives is too ironic not to mention.

Full Newsletter: https://mailchi.mp/zeihan/trumps-disqualification-how-we-got-here

The Ukraine War & the Battle of Avdiivka || Peter Zeihan Jan 05, 2024

Arguably the most brutal battle of the Ukraine War is now in its fourth month: the battle of Avdiivka. Let’s take a deep look at its strategic importance for both sides.

Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-the-battle-of-avdiivka

Bombing in Iran at Soleimani's Death Anniversary || Peter Zeihan Jan 04, 2024

There's been a bombing in Iran that targeted the gathering for the four-year anniversary of Qasem Soleimani's death. The attack resulted in at least 100 deaths and another 100+ injuries.

Full Newsletter: https://mailchi.mp/zeihan/bombing-in-iran-at-soleimanis-death-anniversary

Australia, After America || Peter Zeihan Jan 03, 2024

The Australians are one of the few countries that will stay under the United States' wing as the Order collapses, but they have a few things to figure out first.

Full Newsletter: https://mailchi.mp/zeihan/australia-after-america

Argentina, After America || Peter Zeihan Jan 02, 2024

Next up in our ‘Post-America’ series is Argentina. I'm pretty optimistic about Argentina's future...they just need to get out of their own way.

Full Newsletter: https://mailchi.mp/zeihan/argentina-after-america

India, After America || Peter Zeihan Jan 01, 2024

Countries across the globe have all benefited from the global order, but what happens when it comes crashing down? Thankfully for India, they are one of the few countries that will avoid much of the suffering.

Full Newsletter: https://mailchi.mp/zeihan/india-after-america

Turkey, After America || Peter Zeihan Dec 29, 2023

Today's country shouldn't come as a surprise to anyone. Sure, Turkey has been relatively silent over the past 70 years, but as American guardianship of the global seas declines, Turkey will reemerge as a dominant power.

Full Newsletter: https://mailchi.mp/zeihan/turkey-after-america

Northern Africa, After America || Peter Zeihan Dec 28, 2023

For our next installment in the 'Post-American' series, we're looking at Northern Africa. This region only has a few countries that will turn out alright and a lot that will hurt for some time.

Full Newsletter: https://mailchi.mp/zeihan/northern-africa-after-america

India's Assassination Program in North America || Peter Zeihan Dec 27, 2023

A US federal grand jury has voted to issue indictments against a handful of ethnic Indians (with alleged ties to the Indian government) who the US Department of Justices claims participated in an assassination program in North America.

Full Newsletter: https://mailchi.mp/zeihan/indias-assassination-program-in-north-america

Israel, After America || Peter Zeihan Dec 26, 2023

We're diving a little deeper into Israel for the next video in our 'Post-American' series. We'll discuss their transition into a world without the US around and what domestic and international challenges they might face.

Full Newsletter: https://mailchi.mp/zeihan/israel-after-america

Canada, After America || Peter Zeihan Dec 25, 2023

Today, we're looking at the Great White North. While they're near the US, they still have plenty of issues to sort out before seeing a clear path to success in a deglobalized world.

Full Newsletter: https://mailchi.mp/zeihan/canada-after-america

Germany Becomes (Terrifyingly) Normal || Peter Zeihan Dec 22, 2023

In a departure from its post-WWII stance, Germany plans to establish a permanent military deployment in Lithuania. Looks like it might be time to bust out the caution tape...

Full Newsletter: https://mailchi.mp/zeihan/germany-becomes-terrifyingly-normal

Western Europe, After America || Peter Zeihan Dec 21, 2023

Ahhh, Western Europe. A region with no shortage of history, but how will they move forward into a deglobalized world? Let's just say Germany will soon be replaced as the dominant regional power.

Full Newsletter: https://mailchi.mp/zeihan/western-europe-after-america

Shipping and the Red Sea (Attacks on Tankers) || Peter Zeihan Dec 20, 2023

If any of the gifts you ordered have to go through the Red Sea, it might be time to buy a backup. If you haven't heard, there has been a series of attacks carried out by Yemeni militants on commercial shipping.

Full Newsletter: https://mailchi.mp/zeihan/shipping-and-the-red-sea

The Middle East, After America || Peter Zeihan Dec 19, 2023

To kick off our 'Post-American' series, we'll be looking at the Middle East. The best way to break this down is into three chunks: the role of the US as it leaves, the role of regional powers as they rise, and the role extra-regional powers might play.

Full Newsletter: https://mailchi.mp/zeihan/the-middle-east-after-america

Getting Ready for a Post-American World || Peter Zeihan Dec 18, 2023

The end of 2023 is approaching, and that means I owe you all a gift. Sorry to disappoint, but it's not an all-expenses-paid vacation to BoraBora. Instead, I've thrown together a 'Post-America' series that breaks down what the world looks like as the US steps back as global protector.

Full Newsletter: https://mailchi.mp/zeihan/getting-ready-for-a-post-american-world

Inflation: What's Causing It and Why? (COVID and LABOR) || Peter Zeihan Dec 15, 2023

I've got some good news and some bad news on inflation in the US...one has to do with COVID, and the other is about the labor market. Which do you want first?

Full Newsletter: https://mailchi.mp/zeihan/inflation-whats-causing-it-and-why

Breaking New Ground in Argentina (Milei and Dollarization) || Peter Zeihan Dec 14, 2023

The new Argentine president, Javier Milei, is getting right down to business. It's only his first week on the job, and he's already cut government ministries in half, dismissed public officials, halted public works, and devalued the currency by 50%.

Full Newsletter: https://mailchi.mp/zeihan/ailing-argentine-economy

Naval Power in the Pacific: China vs. The United States || Peter Zeihan Dec 13, 2023

There's been much discussion lately surrounding the changing power balances in the Pacific - specifically the dynamics between the US Navy and the Chinese navy.

Full Newsletter: https://mailchi.mp/zeihan/naval-power-in-the-pacific

Europe's Cold Winter Threatens Energy Supplies || Peter Zeihan Dec 12, 2023

We all know Mother Nature saved Europe's behind last year, but that won't be the story this year. So, let's break down the potential impacts on energy supplies across Europe.

Full Newsletter: https://mailchi.mp/zeihan/europes-cold-winter-threatens-energy-supplies

Ukraine, MedShare, Cindy Crawford, and a New Book || Peter Zeihan Dec 11, 2023

We're checking in on Ukraine today, looking back at our MedShare donation/match from the month of November, and chatting about my new book...oh and maybe Cindy Crawford too!!!

Full Newsletter: https://mailchi.mp/zeihan/ukraine-medshare-cindy-crawford-and-a-new-book

Russia and China Gang Up on Finland (Should the US Worry?) || Peter Zeihan Dec 08, 2023

The schoolyard bullies are back at it again. Russia is funneling waves of migrants into the Finnish border, and China has wreaked havoc on the Gulf of Finland by dragging an anchor across the sea floor.

Full Newsletter: https://mailchi.mp/zeihan/russia-and-china-gang-up-on-finland

Generating Geothermal Energy Using Shale Technology || Peter Zeihan Dec 07, 2023

The Google-backed company, Fervo Energy, has launched two geothermal projects that use preexisting shale technology and infrastructure to generate electricity. Could this be a partial solution to the looming electricity shortage?

Full Newsletter: https://mailchi.mp/zeihan/generating-geothermal-energy-using-shale-technology

Economic Warfare in Siberia: Destroying Rail Infrastructure || Peter Zeihan Dec 06, 2023

There's been a series of explosions along one of the main lines of the Trans-Siberian rail network. To fully understand the significance of these attacks, we must look at Russian exports, alternative options, and what maintenance looks like.

Full Newsletter: https://mailchi.mp/zeihan/economic-warfare-in-siberia

The Problem with the COP28 Climate Change Conference || Peter Zeihan Dec 05, 2023

COP28, the United Nations Climate Change Conference, is underway in Dubai. As with many of these foo-foo summits, I'm not expecting much to come out of it.

Full Newsletter: https://mailchi.mp/zeihan/the-problem-with-the-cop28-climate-change-conference

Dutch Politics: What Geert Wilder's New Coalition Means for Europe || Peter Zeihan Dec 04, 2023

The Netherlands has recently undergone an election of its own, so let's look at the incoming coalition and how it will impact Dutch politics.

Full Newsletter: https://mailchi.mp/zeihan/dutch-politics

Argentina Elects A New President - Javier Milei || Peter Zeihan Dec 01, 2023

The big news out of South America is that Argentina has elected a new “libertarian” president, Javier Milei. So, what will this political shift mean for Argentina?

Full Newsletter: https://mailchi.mp/zeihan/argentina-elects-a-new-president-javier-milei

Why I'm Done With Twitter (or 'X' or whatever you call it) || Peter Zeihan Nov 30, 2023

What was once a platform where you could access open-source information that was reliable and free...has now been laid to rest by Elon Musk. Yes, I'm talking about that little blue bird we've known and loved for years.

Full Newsletter: https://mailchi.mp/zeihan/why-im-done-with-twitter

Modular Nuclear Reactors Are Not the Future of Energy || Peter Zeihan Nov 28, 2023

A while back, I talked about a few technologies I was most hopeful for - small modular nuclear reactors being one of those. Unfortunately, we'll be drawing a line through it (for now).

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/modular-nuclear-reactors-are-not-the-future-of-energy

Ask Peter Zeihan: Can Thorium Solve the Nuclear Problem? Nov 27, 2023

Thorium is a potential substitute for uranium-based nuclear power, but will it solve our nuclear problems? If thorium could help with the proliferation of plutonium and make it harder to create weapons on the backend, adoption of more nuclear power might be easier....but thorium isn't our knight in shining armor.

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-can-thorium-solve-the-nuclear-problem

What Role Do the Cartels Play in US - Mexico Trade? || Peter Zeihan Nov 24, 2023

As industries like manufacturing ramp up between Mexico and the US, how will the Sinaloa and Jalisco New Generation cartels factor into that equation?

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/what-role-do-the-cartels-play-in-us-mexico-trade

Ireland Needs a New Game Plan || Peter Zeihan Nov 23, 2023

Today we're talking about Ireland's raw deal. It's on the far northwestern extreme of Europe, has a crummy climate and limited cultural development - hence the need for Guinness and Jameson.

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/ireland-needs-a-new-game-plan

Ask Peter Zeihan: Is the Next Arctic Breakthrough Here? Nov 22, 2023

Since I stumbled upon a snow field on my hike today, I figured we should take the next question in the 'Ask Peter' series: are we approaching a new era of exploration, exploitation and development in the Arctic?

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-is-the-next-arctic-breakthrough-here

Why the Port of Savannah Is Poised for Success (The Jones Act) || Peter Zeihan Nov 21, 2023

Savannah is awesome! Not only is it home to my favorite bar and one of my favorite food scenes, but it is also the site of the largest containerport in North America.

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/why-the-port-of-savannah-is-poised-for-success

Lithium: The False Profit of Electrification || Peter Zeihan Nov 20, 2023

Lithium has played an important role in the green transition and remains a crucial resource for the future of electricity; however, it's not going to be all sunshine and rainbows for lithium...

Full Newsletter: https://mailchi.mp/zeihan/lithium-the-false-profit-of-electrification

China-US Relations: What Did Xi and Biden Discuss || Peter Zeihan Nov 17, 2023

This week at the APEC summit in San Francisco, President Joe Biden and Chairman Xi Jinping sat down for a long overdue meeting.

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/china-us-relations-what-did-xi-and-biden-discuss

No Regional Powers Will Provide Aid to Hamas || Peter Zeihan Nov 16, 2023

As the situation unfolds in Gaza, many of you have asked who we might see getting involved in the conflict. So, let's break down the key regional players and how this is playing out.

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/no-regional-powers-will-provide-aid-to-hamas

Biden and Xi's Private Meeting at the APEC Summit || Peter Zeihan Nov 15, 2023

President Biden and Chairman Xi Jinping will have a private meeting at the APEC Summit in San Francisco. I'm not overly optimistic about getting any meaningful information out of this hospice meetup, but it's better than nothing.

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Full Newsletter: https://mailchi.mp/zeihan/biden-and-xi-meet-at-the-apec-summit

Critical Water Levels in the Panama Canal & MedShare Match || Peter Zeihan Nov 14, 2023

Donate to MedShare HERE: https://www.medshare.org/zukraine/

Water levels in the Panama Canal are critically low, and the effects could be devastating. The canal represents one of the world's most important trade routes and plays an essential role in the US trade system.

Full Newsletter: https://mailchi.mp/zeihan/critical-water-levels-in-the-panama-canal-medshare-match

The Collapse of Russia's Navy: The Four Seas Problem || Peter Zeihan Nov 13, 2023

Naval challenges are nothing new for the former Soviets, but the Ukraine War has introduced some added stressors in the Black Sea. Russia's inability to unify its naval presence across the four major seas in the region is a bad sign for Putin.

Full Newsletter: https://mailchi.mp/zeihan/the-collapse-of-russias-navy-the-four-seas-problem

New Tactics in the Ukraine War & MedShare Donations || Peter Zeihan Nov 10, 2023

From 30,000 feet, the pace of the Ukraine War appears to be slowing and even reaching a stalemate; however, when we zoom in on places like the Dnieper River and Mariupol, we can see the new tactics and strategies being implemented on both sides.

Full Newsletter: https://mailchi.mp/zeihan/new-tactics-in-the-ukraine-war-medshare-donations

Why Green Energy Can't Satisfy Electricity Demands || Peter Zeihan Nov 09, 2023

Would you try to fly a kite when there's no breeze? Or try to surf when there are no waves? If you answered 'no' to those questions - CONGRATS - your basic analytical skills are much better than those tasked with the green energy buildout. Now we just need to test your math skills…

Full Newsletter: https://mailchi.mp/zeihan/why-green-energy-cant-satisfy-electricity-demands

The Future of Ohio: Manufacturing Growth and Political Shifts || Peter Zeihan Nov 08, 2023

If you've ever spoken to an Ohio State fan, you know that they'll tell you how amazing they are without you asking. Unfortunately for all of us, I'll be adding to their boasting list today because there's plenty of success and growth in store for Ohio.

Full Newsletter: https://mailchi.mp/zeihan/the-future-of-ohio

Hollywood on Strike: The Future of Writers and Actors || Peter Zeihan Nov 07, 2023

The entertainment industry is changing, and the writers and actors are making sure their voices are heard. With all the technological changes hitting Hollywood, strikes like these shouldn't come as a surprise.

Full Newsletter: https://mailchi.mp/zeihan/hollywood-on-strike

Russia Backs Away From Nuclear Test Ban Treaty || Peter Zeihan Nov 06, 2023

If you were hoping to start your week off with some cheery news - it might be best to skip this video. Russia has stepped away from the Comprehensive Test Ban Treaty, so we have plenty to discuss today.Full Newsletter: https://mailchi.mp/zeihan/russia-backs-away-from-nuclear-test-ban-treaty

Why EVs Aren't The GreenTech Panacea || Peter Zeihan Nov 02, 2023

When the major auto manufacturers start changing their EV plans, it's probably a sign something's not quite right. For all those who think they're better than everyone else because they drive a Tesla, this video is for you... Full Newsletter: https://mailchi.mp/zeihan/why-evs-arent-the-greentech-panacea

The Ukraine War and MedShare Donation Match || Peter Zeihan Nov 01, 2023

We've been talking about the Ukraine War for quite a while now, but I still get questions asking why. So, we're looking at the historical significance of this region and what this conflict means for all of us.Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-and-medshare-donation-match

Reviving Water Transport in the United States || Peter Zeihan Oct 31, 2023

The US is blessed with one of the most prolific water networks in the world, yet it operates at sub-optimal levels. You've all heard my thoughts on the Jones Act, so you can probably guess where the blame falls once again.Full Newsletter: https://mailchi.mp/968e36137ab1/reviving-water-transport-in-the-united-states

Venezuelan Oil Sector: Biden Lifts Sanctions || Peter Zeihan Oct 30, 2023

The Biden administration has suspended some sanctions on the Venezuelan oil industry thanks to Maduro's (ever-so) slight easing of political restrictions. While this may pump some air back into the lungs of the oil sector, it will take a lot more to get Venezuela back to significant levels. Full Newsletter: https://mailchi.mp/zeihan/venezuelan-oil-sector-biden-lifts-sanctions

Dollarizing Argentina: Run-Off Elections Between Massa and Milei || Peter Zeihan Oct 27, 2023

Today, we're turning our attention to Argentina's upcoming run-off presidential election between current economic minister Sergio Massa and libertarian candidate Javier Milei. I'll be focusing on Milei's proposed dollarization program. Full Newsletter: https://mailchi.mp/zeihan/dollarizing-argentina

Armenia - Azerbaijan War: Turkey and Iran at Risk || Peter Zeihan Oct 26, 2023

After Azerbaijan's lightning assault on Nagorno-Karabakh caused ethnic Armenians to flee the region, there's potential that Azerbaijan will continue to invade Armenia proper. Full Newsletter: https://mailchi.mp/zeihan/armenia-azerbaijan-war-turkey-and-iran-at-risk

The US Credit Rating, Budget Deficits and Debt || Peter Zeihan Oct 25, 2023

We've all heard about the drop in the US credit rating, but what does it mean? Given the United States' size and global standing, the resulting impact on financing costs is nominal. Full Newsletter: https://mailchi.mp/zeihan/the-us-credit-rating-budget-deficits-and-debt

Unifor Strikes: Issues with the Canadian Industrial System || Peter Zeihan Oct 24, 2023

Unifor - a Candian public service union - has declared a strike on the St. Lawrence Seaway (a crucial maritime transport route). This has essentially cut off the direct delivery of seaborne goods from the Canadian interior and will disrupt the entire industrial base.

Full Newsletter: https://mailchi.mp/zeihan/unifor-strikes-issues-with-the-canadian-industrial-system

The Third Shale Revolution: Reshoring Manufacturing || Peter Zeihan Oct 23, 2023

The third piece of the shale revolution is all about timing. As the world shifts from globalized supply chains to more localized and secure means of production, utilizing cheaper energy sources and products will be essential. Full Newsletter: https://mailchi.mp/zeihan/the-third-shale-revolution-reshoring-manufacturing

Gaza and Israel: The Start of WWIII or an Isolated Conflict? || Peter Zeihan Oct 20, 2023

We've all been following the events unfolding in Israel and Gaza, and questions of this triggering a larger conflict are starting to bubble up. To be blunt, this isn't the start of WWIII, but let me explain why. Full Newsletter: https://mailchi.mp/zeihan/gaza-and-israel-the-start-of-wwiii-or-an-isolated-conflict

The Second Shale Revolution: Industrial Expansion || Peter Zeihan Oct 19, 2023

So, how did the US use all that crude oil and natural gas produced during the first shale revolution? As the need for industrial expansion grew, so did the American refining industry's footprint. Full Newsletter: https://mailchi.mp/zeihan/the-second-shale-revolution-industrial-expansion

The First Shale Revolution: Humble Beginnings || Peter Zeihan Oct 18, 2023

With ExxonMobil's acquisition of Pioneer, it's time to kiss the days of mom-and-pop shale operations goodbye. But before we look at what's next, let's look at the shale journey over the last two decades. Full Newsletter: https://mailchi.mp/zeihan/the-first-shale-revolution-humble-beginnings

India Assassinated a Sikh Emigrant on Canadian Soil || Peter Zeihan Oct 17, 2023

While giving a parliamentary testimony, Canada's Prime Minister, Justin Trudeau, accused the Indian Government of assassinating a Sikh emigrant living in Canada who supported an Indian separatist group.

Full Newsletter: https://mailchi.mp/zeihan/india-assassinated-a-sikh-emigrant-on-canadian-soil

The Southern U.S. Border: Venezuelan Immigration || Peter Zeihan Oct 16, 2023

Today, we're peeling back another layer of the U.S. immigration onion - Venezuelan immigrants.Full Newsletter: https://mailchi.mp/zeihan/the-southern-us-border-venezuelan-immigration

Israel, Hamas and Gaza: Q&A w/ Peter Zeihan Oct 13, 2023

In the early hours of October 13, Israeli military officials issued an evacuation order for the residents of Gaza City, a sprawling metropolis with over 1 million people. Full Newsletter: https://mailchi.mp/zeihan/israel-hamas-and-gaza

Why Rising Capital Costs Could Kill Greentech || Peter Zeihan Oct 13, 2023

The Greentech industry has reaped the benefits of cheap capital for years, but that's all changing as demographics take a turn and investment patterns start to shift. Full Newsletter: https://mailchi.mp/zeihan/why-rising-capital-costs-could-kill-greentech

Why The US Needs Mexico: Replacing Chinese Manufacturing || Peter Zeihan Oct 12, 2023

As the US pulls manufacturing from China, we'll look to Mexico City to fill that void. This region not only holds over half of Mexico's population but also represents the largest untapped workforce globally.Full Newsletter: https://mailchi.mp/zeihan/why-the-us-needs-mexico-replacing-chinese-manufacturing

The End of Germany as a Modern Economy || Peter Zeihan Oct 11, 2023

The future of Deutschland is not looking bright. Three unsolvable problems will lead to Germany's collapse as a modern economy in the coming 20 - 30 years.Full Newsletter: https://mailchi.mp/zeihan/the-end-of-germany-as-a-modern-economy

Deglobalization: The US Navy's Withdrawl as Global Protector || Peter Zeihan Oct 09, 2023

If you've read my latest book, you know that a driving force behind deglobalization is the US Navy stepping away from its role as patroller of the world's oceans. Full Newsletter: https://mailchi.mp/zeihan/deglobalization-the-us-navys-withdrawl-as-global-protector

Hamas Attacks Israel and Netanyahu Declares War || Peter Zeihan Oct 08, 2023

Hamas, a terror/political group (depending on your politics), has launched an attack on Israel. This has been a multi-faceted attack spanning land, air and sea. Prime Minister Netanyahu has declared war on Hamas as a result. Full Newsletter: https://mailchi.mp/zeihan/hamas-attacks-israel-and-netanyahu-declares-war

Russia Might Lose Its Influence in Moldova and Transnistria || Peter Zeihan Oct 06, 2023

If you're keen on finding a place that has been put through the rinse cycle by the Russians more than a few times, look no further than Moldova.Full Newsletter: https://mailchi.mp/zeihan/russia-might-lose-its-influence-in-moldova-and-transnistria

Russian Oil Thrives Despite European Sanctions (Here's How...) || Peter Zeihan Oct 05, 2023

While sanctions on Russian natural gas have proven highly effective, those imposed upon Russian oil have somewhat backfired. Although oil exports have dropped by 10%, several factors have skyrocketed Russia's earning potential.Full Newsletter: https://mailchi.mp/zeihan/russian-oil-thrives-despite-european-sanctions

European Sanctions Cause Russian Natural Gas Collapse || Peter Zeihan Oct 04, 2023

Most of Europe has been working to reduce dependency on Russian natural gas, and boy, did they deliver. Russia's natural gas state monopoly, Gazprom, has just reported its lowest output levels since 1978.Full Newsletter: https://mailchi.mp/zeihan/european-sanctions-cause-russian-natural-gas-collapse

The European Union: Will It Adapt or Die? || Peter Zeihan Oct 03, 2023

The fate of the European Union will likely be decided in the coming week; if that doesn't pique your interest, I'm not sure what will.Full Newsletter: https://mailchi.mp/zeihan/the-european-union-will-it-adapt-or-die

US Discovers Huge Lithium Deposit (What It Means...) || Peter Zeihan Oct 02, 2023

Well, it sounds like the US finally decided to join in on the fun and make a lithium discovery of their own. This deposit is - supposedly - the largest ever, and it is located in the McDermitt Caldera near the Oregon-Nevada border.

Full Newsletter: https://mailchi.mp/zeihan/us-discovers-huge-lithium-deposit-what-it-means

Ukraine War: Russia Targets Grain and Power Grid || Peter Zeihan Sep 29, 2023

As of September, Putin has sufficiently disrupted Ukraine's grain exports and overall agricultural sector. Meanwhile, the Russians were bolstering their wheat exports, so global supply has held steady, and prices are still down.Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-russia-targets-grain-and-power-grid

African Coups: Will the French Get Involved? || Peter Zeihan Sep 28, 2023

There's been a surge in coups throughout African countries, and there's a common thread connecting them - most are former French colonies.Full Newsletter: https://mailchi.mp/zeihan/african-coups-will-the-french-get-involved

The Chinese Collapse: A (MASSIVE) Housing Overbuild || Peter Zeihan Sep 27, 2023

Trying to predict what the Chinese system will look like as it collapses would be a fool's errand, but exploring China's housing market in this context could be fruitful.Full Newsletter: https://mailchi.mp/zeihan/the-chinese-collapse-a-housing-overbuild

China's "Diversionary" War with Taiwan: The Good, Bad and Ugly || Peter Zeihan Sep 26, 2023

China invading Taiwan isn't a new topic, but would China ever use this war as a diversion or distraction? This is an unlikely scenario, but as long as Xi is in charge, we must consider every possibility.Full Newsletter: https://mailchi.mp/zeihan/chinas-diversionary-war-with-taiwan-the-good-bad-and-ugly

Chechnya: Russia’s Influence and a Volatile Future || Peter Zeihan Sep 25, 2023

Today, we’re looking at Chechnya’s tumultuous history with Russia and what the future might hold. After two wars, a few decades of nominal Russian control and ruthless leadership, the tides might be turning for Chechnya.Full Newsletter: https://mailchi.mp/zeihan/chechnya-russias-influence-and-a-volatile-future

Armenia vs. Azerbaijan: Unpacking the Nagorno-Karabakh Conflict || Peter Zeihan Sep 22, 2023

Today, we're looking at some of the recent developments and shifting dynamics in the South Caucasus. The assault on Armenian-controlled Nagorno-Karabakh appears to be a tidy victory for Azerbaijan, but there's more at play here.Full Newsletter: https://mailchi.mp/zeihan/armenia-vs-azerbaijan-unpacking-the-nagorno-karabakh-conflict

Ask Peter Zeihan: Is Hydrogen the Future of Energy? Sep 21, 2023

Is the hydrogen economy really the future? Or Is it all a farce? I don't want to get too far ahead of myself, but it's somewhere in between...Full Newsletter: https://mailchi.mp/zeihan/ask-peter-is-hydrogen-the-future-of-energy

Transport: The Economics (and Politics) of Railroads || Peter Zeihan Sep 20, 2023

My walk along the railroad tracks inspired some pondering on why rail gets such a bad rap. Yeah, I know it's not as fast as planes OR as versatile as vehicles OR as cheap as water...but that doesn't mean there's no place for it.Full Newsletter: https://mailchi.mp/zeihan/transport-the-economics-and-politics-of-railroads

War Breaks Out Between Armenia and Azerbaijan || Peter Zeihan Sep 19, 2023

Well, my attempt at prepping a video this morning and getting ahead of a brewing war between Armenia and Azerbaijan has failed. Hostilities broke out within minutes of me finishing the recording, but here's what's what...Full Newsletter: https://mailchi.mp/zeihan/war-breaks-out-between-armenia-and-azerbaijan

Don't Be Surprised by China's Collapse || Peter Zeihan Sep 19, 2023

It's time to come out from under your rock and face the music - China is collapsing. If that comes as a shock to you, watch this video to get up to speed.Full Newsletter: https://mailchi.mp/zeihan/dont-be-surprised-by-chinas-collapse

What Happened to the Arms Control Treaties? || Peter Zeihan Sep 18, 2023

In case you need something to stress about today, we'll be looking at the history of arms control treaties and today's lack thereof.Full Newsletter: https://mailchi.mp/zeihan/what-happened-to-the-arms-control-treaties

North Korea to Provide Russia with Military Aid || Peter Zeihan Sep 15, 2023

Putin and Kim Jong-un finally had their little tea party at the Cosmodrome out in the far east of Russia. Besides boosting each other's egos and gossiping a bit, it looks like the main discussions revolved around North Korea providing military assistance to Russia in the form of artillery shells.Full Newsletter: https://mailchi.mp/zeihan/north-korea-to-provide-russia-with-military-aid

Autoworkers Strike: The Union's Rising Influence in America || Peter Zeihan Sep 14, 2023

If your kids need poster boards for an upcoming school project, you may want to visit the supply store before the autoworkers hit the picket lines. With a strike looming, let's break down the economic and political consequences.Full Newsletter: https://mailchi.mp/zeihan/autoworkers-strike-the-unions-rising-influence-in-america

Why Huawei's 7nm Chip Isn't a Big Chinese Breakthrough || Peter Zeihan Sep 13, 2023

The Chinese telecom firm Huawei (the same firm that was caught modifying equipment on behalf of the Chinese government) has released a new phone with a seven-nanometer chip.Full Newsletter: https://mailchi.mp/zeihan/why-huaweis-7nm-chip-isnt-a-big-chinese-breakthrough

Processing: The Greatest Threat to US Economic Security || Peter Zeihan Sep 12, 2023

As we continue down the path of deglobalization, the US has checked most of the boxes needed to thrive in a disconnected world. Between shifting supply chains and moving manufacturing closer to home, there is still one box that the US hasn't checked off - processing.Full Newsletter: https://mailchi.mp/zeihan/processing-the-greatest-threat-to-us-economic-security

The Greatest Threat to American National Security || Peter Zeihan Sep 11, 2023

Senator Tommy Tuberville has placed a unilateral hold on nominations and confirmations of military officials because he doesn't like the Biden administration's current policy of allowing officers to travel for abortion services.Full Newsletter: https://mailchi.mp/zeihan/the-greatest-threat-to-american-national-security

Saudi Arabia and Israel Want a US Security Deal || Peter Zeihan Sep 08, 2023

Mohammed bin Salman, the Crown Prince of Saudi Arabia, has seen the ongoing engagement and security guarantee that the US has with Japan, and he wants a similar deal for Saudi Arabia.Full Newsletter: https://mailchi.mp/zeihan/saudi-arabia-and-israel-want-a-us-security-deal

Why I’m Not Worried About the Banks (Yet) || Peter Zeihan Sep 07, 2023

The Ukraine War has negatively impacted almost every area of life, but perhaps there's a silver lining beneath all the global disruptions and adverse effects...It may sound like a stretch, but this war may have helped to prevent a financial crisis in the US.Full Newsletter: https://mailchi.mp/zeihan/why-im-not-worried-about-the-banks-yet

Chinese Leadership Concerns: Xi Ditches the G20 Summit || Peter Zeihan Sep 06, 2023

With China facing economic slowdown, trade wars, and a slew of other things, an intervention (aka the G20 Summit) is exactly what Xi needs right now.Full Newsletter: https://mailchi.mp/zeihan/xi-ditches-the-g20-summit

Astropolitics: How Are the Aliens Getting Here? || Peter Zeihan Sep 05, 2023

All this talk of little green men has both disturbed and intrigued my inner nerd. While I don't know if aliens have actually visited us, talking about the possible tech being used is a fun little distraction for all of us.Full Newsletter: https://mailchi.mp/zeihan/astropolitics-how-are-the-aliens-getting-here

The Recruiting Crisis: US Military Adapts to Zoomers || Peter Zeihan Sep 04, 2023

The US military has had recruitment issues for a while, and the next generation reaching the recruitment age (aka those who hate any and all things social) won't be making it any easier. But this isn't just a US military issue; this is the leading edge of a recruiting crisis for everyone.Full Newsletter: https://mailchi.mp/zeihan/the-recruiting-crisis

Ukrainian Drones: A New Issue for Russia and China || Peter Zeihan Sep 01, 2023

The super moon (or blue moon or whatever it was) didn't have just the animals stirring last night...and since I couldn't sleep, I figured we should talk about Ukraine's recent drone attack and its ramifications.Full Newsletter: https://mailchi.mp/zeihan/ukrainian-drone-attack

The Problem with Central Bank Digital Currencies || Peter Zeihan Aug 31, 2023

With all the buzz around central banks starting digital currencies and one of these entities controlling all transactions, I think it's about time I burst everyone's bubble...Full Newsletter: https://mailchi.mp/zeihan/the-problem-with-central-bank-digital-currencies

Why Is a US - Cuba Deal Inevitable? || Peter Zeihan Aug 30, 2023

Most people would scoff at the idea that Cuba could end the US as a major power, but that small country has something no one else does...Full Newsletter: https://mailchi.mp/zeihan/why-is-a-us-cuba-deal-inevitable

Understanding the Limits of Innovation || Peter Zeihan Aug 29, 2023

Thanks to the right demographics and cheap capital, we've been living in a period of extreme technological advancement and innovation. Can innovation keep up with the needs of modular nuclear reactors, artificial intelligence hardware, space and satellites, biologic drugs, shale, and agriculture?Full Newsletter: https://mailchi.mp/zeihan/understanding-the-limits-of-innovation

The Marines Made Some New Toys: Tomahawks on Trucks || Peter Zeihan Aug 28, 2023

Today, we're talking about a bunch of marines in trucks, with four Tomahawks strapped to each truck. I agree if that sounds like a random G.I. Joe creation to you. But this is a relatively new capability for the US, so let me explain how we got here. Full Newsletter: https://mailchi.mp/zeihan/marines-get-tomahawks-on-trucks

The BRICS Summit: Significant or Hoopla? || Peter Zeihan Aug 25, 2023

Have you ever seen a couple of 3-year-olds sitting on the playground talking gibberish and acting like they're making life-changing decisions? Well, that's what's going on at the BRICS summit in South Africa this week. Full Newsletter: https://mailchi.mp/zeihan/the-brics-summit-significant-or-hoopla

Prigozhin Is Dead...But Who Did It? || Peter Zeihan Aug 24, 2023

Yevgeny Prigozhin, the leader of the Wagner Group, has reportedly died in a plane crash. The question that comes to mind isn't why this happened (because Prigozhin's hands were plenty dirty), but who did it?Full Newsletter: https://mailchi.mp/zeihan/prigozhin-is-dead-but-who-did-it

What Makes Texas So Successful || Peter Zeihan Aug 23, 2023

Texas is known for many things - cowboys, bbq, oil, and who could forget the Alamo - but none of those are why Texas has been (and will continue to be) the fastest-growing state in the US. Full Newsletter: https://mailchi.mp/zeihan/what-makes-texas-so-successful

What Makes Vietnam a Valuable US Ally? || Peter Zeihan Aug 22, 2023

Biden recently announced that he'd be making a trip to Vietnam, which will likely occur in September when he visits other regional powers. But what makes Vietnam such a valuable asset to have in the US portfolio of allies? Full Newsletter: https://mailchi.mp/zeihan/what-makes-vietnam-a-valuable-us-ally

F-16 Fighter Jets: Updates to Ukraine's Defense Strategy || Peter Zeihan Aug 21, 2023

Last week the Ukrainians got the news that the Biden administration issued the thumbs up for the Netherlands and Denmark to send Zelensky some F-16s. But this development is by no means black and white.Full Newsletter: https://mailchi.mp/zeihan/f-16-fighter-jets-updates-to-ukraines-defense-strategy

Making Life Hard for Chinese Tech || Peter Zeihan Aug 18, 2023

The Biden administration has issued its first wave of investment bans on the Chinese tech space - things like AI or tech with military applications. However, money isn't the problem for the Chinese; the real kicker is losing access to American know-how. Full Newsletter: https://mailchi.mp/zeihan/making-life-hard-for-chinese-tech

Ukraine War Updates: Talking Strategy and Tactics || Peter Zeihan Aug 17, 2023

Things over in Ukraine are in a bit of a holding period, which makes getting these updates out consistently that much harder...and let's not forget that most of the data we're seeing is shaky at best. But here's what I got for you. Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-updates-talking-strategy-and-tactics

Why Should Northern China Worry About Flooding? || Peter Zeihan Aug 16, 2023

If you're thinking, "There's no way China's situation could possibly get worse," you may need to talk to mother nature about the rains and typhoons causing flooding in northern China.

Full Newsletter: https://mailchi.mp/zeihan/why-should-northern-china-worry-about-flooding

An Iran Deal We Can Live With || Peter Zeihan Aug 15, 2023

There's finally a deal on the table between the US and Iran that everyone can live with...it even looks like Israel has given it the green light. So what does this deal actually look like? Full Newsletter: https://mailchi.mp/zeihan/an-iran-deal-we-can-live-with

Why Can't We Trust the Media? (AKA Propaganda) || Peter Zeihan Aug 14, 2023

Before I answer the question about what news sources I use, we must understand how our society became so uninformed... Full Newsletter: https://mailchi.mp/zeihan/why-cant-we-trust-the-media

The Chinese Slide Into Deflation (The Final Straw?) || Peter Zeihan Aug 11, 2023

The current Chinese system has been staring down the barrel of a number of serious challenges for quite a while now, and this new economic data just took the safety off that gun. Full Newsletter: https://mailchi.mp/zeihan/the-chinese-slide-into-deflation

Is the LK-99 Superconductor the Key to Green Energy? || Peter Zeihan Aug 10, 2023

Is the superconductor of every Green's dreams finally here? I hate to burst your bubble, but the LK-99 is just too good to be true. Full Newsletter: https://mailchi.mp/zeihan/is-the-lk-99-superconductor-the-key-to-green-energy

ECOWAS' Deadline on the Niger Coup || Peter Zeihan Aug 09, 2023

The Economic Community of West African States (ECOWAS) set Monday, Aug. 7, as the deadline for the Niger Coup plotters to step down and renounce power. That deadline has come and gone without any change, so what happens now? Full Newsletter: https://mailchi.mp/zeihan/ecowas-deadline-on-the-niger-coup

Let's Talk North Korea and Travis King || Peter Zeihan Aug 08, 2023

Before we dive into today's video, let me start by saying that if you want to defect somewhere...maybe don't choose the same place as Travis King. Now let's look at where things are with North Korea. Full Newsletter: https://mailchi.mp/zeihan/lets-talk-north-korea-and-travis-king

Russia's Largest Port Comes Under Fire || Peter Zeihan Aug 08, 2023

The Ukrainians and Russians had a hectic weekend, so let's get caught up. On Friday, the Ukrainians used a naval drone (a motorboat loaded with a crap ton of explosives) to hit a Russian vessel in the port of Novorossiysk. Full Newsletter: https://mailchi.mp/zeihan/russias-largest-port-comes-under-fire

Ask Peter Zeihan: Is Biden Killing US Energy Independence? Aug 04, 2023

As the Biden administration piles on more drilling restrictions on public land, will America's energy independence be jeopardized?

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-is-biden-killing-us-energy-independence

US and Saudi Arabia Relations: Part 2 || Peter Zeihan Aug 03, 2023

Yesterday we covered the key players in the US and Saudi relations. Today we'll look at the strategic implications of this relationship over the past 40 years and what it looks like moving forward. Full Newsletter: https://mailchi.mp/zeihan/us-and-saudi-arabia-relations-part-2

US and Saudi Arabia Relations: Part 1 || Peter Zeihan Aug 02, 2023

Today we're talking about key players in US - Saudi relations. US National Security Advisor Jake Sullivan went to Saudi Arabia to lay the framework for a new relationship. Full Newsletter: https://mailchi.mp/zeihan/us-and-saudi-arabia-relations-part-1

Mexican Demographics: Where Are All the Kids? || Peter Zeihan Aug 01, 2023

Most of the developing world has relatively similar demographics...the defining characteristic being a boatload of kids. And until recently, Mexico was no exception to that. Full Newsletter: https://mailchi.mp/zeihan/mexican-demographics-where-are-all-the-kids

What the Coup in Niger Means for France || Peter Zeihan Jul 31, 2023

The French have found themselves caught between a rock and a hard place, and a coup in Niger happens to be the catalyst for this predicament. To be clear, we're only talking about Niger because of what it means for the French. Full Newsletter: https://mailchi.mp/zeihan/what-the-coup-in-niger-means-for-france

The End of Ukrainian Agriculture || Peter Zeihan Jul 28, 2023

Russia has pulled out of the grain deal brokered by Turkey and the UN, and the countdown on Ukrainian agriculture has officially started.

Full Newsletter: https://mailchi.mp/zeihan/the-end-of-ukrainian-agriculture

Why Fiat Currencies Will Always Beat Gold || Peter Zeihan Jul 27, 2023

***Apologies for the audio today; you can watch with subtitles at this link: https://youtu.be/-rANSHB4q1Y At the start of the Ukraine War, many of the world's advanced central banks placed sanctions and embargos on Russian financial assets. As Putin tries to repatriate gold reserves from these hubs worldwide, what does this mean for the leprechauns who think we should switch to an asset-backed currency? Full Newsletter: https://mailchi.mp/zeihan/why-fiat-currencies-will-always-beat-gold

China's Labor Problem: Youth Unemployment || Peter Zeihan Jul 26, 2023

Today's new factoid is that youth unemployment in China is higher than in Italy (in percentage terms). And if China's unemployment resembles Italy's, it is a very, very bad sign. Let's break this down in the context of manufacturing. Full Newsletter: https://mailchi.mp/zeihan/chinas-labor-problem-youth-unemployment

What's Going On with Iran and Oil Markets? || Peter Zeihan Jul 25, 2023

Over the last few weeks, we've seen Iranian oil hit markets at nearly decade-high volumes...but production has remained relatively flat. So what's really happening here? Full Newsletter: https://mailchi.mp/zeihan/whats-going-on-with-iran-and-oil-markets

Why is the Mexican Energy Sector Collapsing? || Peter Zeihan Jul 24, 2023

As I was heading out on this trip, a fire broke out in Mexico's Cantarell oil field, which has long been Mexico's largest oil-producing asset. However, even before this fire, oil production from this field was already down to but 1/8 of peak production. Full Newsletter: https://mailchi.mp/zeihan/why-is-the-mexican-energy-sector-collapsing

Brain Drain and Capital Issues Plague India's Tech Industry || Peter Zeihan Jul 21, 2023

Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilities offline, there's much more at stake here. Full Newsletter: https://mailchi.mp/zeihan/brain-drain-and-capital-issues-plague-indias-tech-industry

Why the Kerch Strait Bridge Attack is BAD for Russia || Peter Zeihan Jul 20, 2023

Unless you've been living under a rock (or stuck in the mountains), you've probably heard that the Kerch Strait Bridge was attacked again. While this attack took Russia's vehicular transport capabilities offline, there's much more at stake here. Full Newsletter: https://mailchi.mp/zeihan/why-the-kerch-strait-bridge-attack-is-bad-for-russia

Let's Talk Turkey (BIG Strategy Changes) || Peter Zeihan Jul 19, 2023

There's been a lot of movement in Turkey's neck of the woods, so the Turks have had to change their stance on several issues. Given Turkey's strategic positioning and importance, expect huge regional implications. Full Newsletter: https://mailchi.mp/zeihan/lets-talk-turkey

Russia Terminates the Black Sea Grain Deal with Ukraine || Peter Zeihan Jul 18, 2023

Russia announced on Monday that the Black Sea grain deal will not be extended. This initiative has enabled Ukraine to export agricultural products through Russia’s blockade of the Black Sea; however, Ukrainian exports are only at a fraction of pre-war levels. Full Newsletter: https://mailchi.mp/zeihan/russia-terminates-the-black-sea-grain-deal

Let's Talk California (Has Their Lucky Streak Run Out?) || Peter Zeihan Jul 17, 2023

California has been one of the most successful states in the US, primarily because of things outside its control. But all those external factors are flipping on them, so California must reinvent itself. Full Newsletter: https://mailchi.mp/zeihan/lets-talk-california

Strategic Win for NATO: Sweden Joins the Ranks || Peter Zeihan Jul 14, 2023

By the time you see this, the knot should be tied on Sweden joining NATO. There's still a little arm-twisting that will go on behind the scenes, but most of the heavy lifting is done (and Turkey got the bribe they wanted, sooo everyone's happy).

Full Newsletter: https://mailchi.mp/zeihan/sweden-joins-nato

Ukraine's Waiting Game: Zelensky's Quest for NATO Membership || Peter Zeihan Jul 13, 2023

As the NATO summit in Vilnius wraps up, we're left with a result that was more or less expected. Ukraine won't be getting called up to the big leagues anytime soon, but it's not all bad news for Zelensky... Note: This video was recorded back in June, but it helps paint a picture of what is going down at the NATO summit. Full Newsletter: https://mailchi.mp/zeihan/ukraines-waiting-game-zelenskys-quest-for-nato-membership

Ask Peter Zeihan: Will Hypersonics Replace the Need for an Army? Jul 12, 2023

With weapon systems moving toward hypersonics, what's the point of holding geographic positions anymore? Theoretically, this works...at the push of a button, you can deliver a precise payload across huge distances...but the Russians have shown us this isn't quite reality. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-hypersonics-replace-the-need-for-an-army

Ask Peter Zeihan: Has the US Overcommitted Itself to the Ukraine War? Jul 11, 2023

More than a few countries out there couldn't walk and chew gum at the same time...but the US isn't one of them. Today's question in the 'Ask Peter Series' looks at whether or not the US has stretched itself too thin in Ukraine to deal with another major conflict. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-has-the-us-overcommitted-itself-to-the-ukraine-war

The Greatest Reindustrialization Process in US History || Peter Zeihan Jul 10, 2023

You know those little 'Made in China' stickers on everything you can buy in the US? Well, don't be surprised when those all say 'Made in America' after the US carries out the greatest reindustrialization process ever... Full Newsletter: https://mailchi.mp/zeihan/the-greatest-reindustrialization-process-in-us-history

China Bans Greentech Metal Exports to the US || Peter Ziehan Jul 07, 2023

We're continuing our conversation on China's inability to govern itself, and this is the cherry on top of it all...China restricting the export of metals used in greentech and semiconductor tech to the United States. Full Newsletter: https://mailchi.mp/zeihan/china-bans-greentech-metal-exports-to-the-us

China Cancels Summit with EU's Foreign Affairs Minister Borrell || Peter Zeihan Jul 06, 2023

The news of the day is that the Chinese have canceled their upcoming summit with EU foreign minister Borrell. You all know I'm less than pessimistic about China's leadership as of late, and this is just icing on the cake...we'll talk about the cherry on top tomorrow. Full Newsletter: https://mailchi.mp/zeihan/china-cancels-summit-with-eus-foreign-affairs-minister-borrell

Real Estate: The Three-Headed Dragon Plaguing NYC || Peter Zeihan Jul 05, 2023

New York is a service-based economy, and anytime you have a system like that, cost of living becomes an issue. While the finance bros working 80-hour weeks might be able to afford NYC prices, there's a three-headed dragon wreaking havoc on everyone else...real estate. Full Newsletter: https://mailchi.mp/zeihan/real-estate-the-three-headed-dragon-plaguing-nyc

Ask Peter: Why Is Scottish Independence a Suicide Pact? Jul 04, 2023

As the roman-candle-carrying-beer-drinkin’-red-white-and-blue-bald-eagles soar across the US in honor of American Independence, I figured we should talk about a country that will never experience that feeling…Scotland. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-why-is-scottish-independence-a-suicide-pact

Ask Peter: What Are My Thoughts on Environmental Social Governance (ESG)? Jul 03, 2023

Should businesses play a role in pushing society towards positive outcomes regarding environmental and social issues? Today we're breaking down my thoughts on ESG by looking at what it should be, what it is, and what it is not. Full Newsletter: https://mailchi.mp/zeihan/ask-peter-my-thoughts-on-environmental-social-governance-esg

France’s Demographic Blindspot: Racial Inequality || Peter Zeihan Jun 30, 2023

Riots have broken out in France after police killed a 17-year-old kid. When a similar situation occurred in '05, there were weeks of riots. We can't be sure if the same will happen here, but it's worth looking into based on France's unique demographic situation.

Full Newsletter: https://mailchi.mp/zeihan/frances-demographic-blindspot-racial-inequality

New Chinese Demographic Data = Population Collapse || Peter Zeihan Jun 29, 2023

Today we're breaking down the new demographic data from the Chinese space. This will allow us to make some much-needed updates to an already bleak assessment...and spoiler alert, it's going to get a lot worse. Full Newsletter: https://mailchi.mp/zeihan/new-chinese-demographic-data-population-collapse

Putin Admits the Wagner Group is an Arm of the Russian State || Peter Zeihan Jun 28, 2023

The Russian state has kept a degree of separation from the Wagner Group for the past decade, but years of war crimes and avoided sanctions are about to come crashing down on Putin... Full Newsletter: https://mailchi.mp/zeihan/putin-admits-the-wagner-group-is-an-arm-of-the-russian-state

And Now We Return to Our Regularly Scheduled Program (Ukraine War Updates) || Peter Zeihan Jun 27, 2023

Despite all the hullabaloo about the not-coup in Russia over the weekend, this assessment that we had initially planned to publish still holds true for the tactical situation in Ukraine...as well as some of the strategic implications with the Russians.

Full Newsletter: https://mailchi.mp/zeihan/and-now-we-return-to-our-regularly-scheduled-program

The Russia Coup Part 4: Psych! || Peter Zeihan Jun 26, 2023

For those of you who did more normal things this weekend, you missed a coup in Russia! (Or not...) Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-4-psych

The Russia Coup Part 3: Russia’s Global Footprint || Peter Zeihan Jun 24, 2023

While the future of the Russian government is very much up in the air, the chances of an outright overthrow are thin. However, the future of the Wagner mercenary group is most assuredly not. That puts every Russian military mission outside of the former Soviet Union in terminal danger. Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-3-russias-global-footprint

The Russia Coup Part 2: The Propaganda War || Peter Zeihan Jun 24, 2023

Whether at home or abroad, Russia is the world’s primary provider of lies, misinformation and propaganda. With the future of the Russian government now being challenged, expect wild, competing noise on any and all topics. The issue at hand is not all the Russian propagandists are on the same side. Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-2-the-propaganda-war

The Russia Coup Part 1: What the Hell Is Going On? || Peter Zeihan Jun 24, 2023

An attempted coup is in progress in Russia. The mercenary group Wagner, led by a one-time confidant of Vladimir Putin, Yevgeny Prigozin, is attempting to overthrow the Kremlin. The implications for the Ukraine War are…massive. Full Newsletter: https://mailchi.mp/zeihan/the-russia-coup-part-1-what-the-hell-is-going-on-and-the-ukraine-angle

Ask Peter: What's the Deal with Manchin's Gas Pipeline? || Peter Zeihan Jun 23, 2023

Democrat Joe Manchin managed to sneak a few clauses into the debt ceiling extension deal for the completion of his Mountain Valley Pipeline. Environmentalists are pissed, and fossil fuel lovers gave Machin a double thumbs up. So who's right and who's wrong? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-whats-the-deal-with-manchins-gas-pipeline

Mr. Modi Goes to Washington || Peter Zeihan Jun 22, 2023

Prime Minister Modi is stateside and prepping for his address to Congress and state dinner. While a summit with Modi may have been inevitable (as he's the leader of the most populous country and up-and-coming power), we need to look at India's relationship with the rest of the world to see what might come of this meeting. Full Newsletter: https://mailchi.mp/zeihan/mr-modi-goes-to-washington

Ask Peter: Will Azerbaijan Try to Take Nagorno-Karabakh from Armenia? || Peter Zeihan Jun 21, 2023

Armenia and Azerbaijan have some "history" together...and not in a good way. As the Ukraine War ramps up and stress is added to the Russian system, will we see the Armenians and Azerbaijanis creating some new history? Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-azerbaijan-try-to-take-nagorno-karabakh-from-armenia

A Chinese Listening Post in Cuba: What It Means for the US || Peter Zeihan Jun 20, 2023

The news of a "new" Chinese listening post in Cuba sparks the question: why is Cuba so important to the US? No, we're not talking about cigars. We're talking about Cuba's role in American strategic planning.

Full Newsletter: https://mailchi.mp/zeihan/a-chinese-listening-post-in-cuba-what-it-means-for-the-us

Mr. Blinken goes to Beijing || Peter Zeihan Jun 19, 2023

Secretary of State Antony Blinken is heading to China to attempt to reset relations. He's getting flack from both sides, and I won't talk about that, but I do want to bring up three things... Full Newsletter: https://mailchi.mp/zeihan/mr-blinken-goes-to-beijing

5 EU Countries BAN Ukrainian Agriculture Exports || Peter Zeihan Jun 16, 2023

We're talking about agriculture today, specifically the ban that five EU countries just placed on Ukrainian exports. With Poland, Hungary, Slovakia, Bulgaria, and Romania dropping this hammer, I would expect Ukraine exports to fall by up to 90%. Full Newsletter: https://mailchi.mp/zeihan/5-eu-countries-ban-ukrainian-agriculture-exports

Ask Peter Zeihan: Will Putin "Disappear" and Updates on Russian Demographics? Jun 15, 2023

This is the first of the "Ask Peter" series, so I figured we'd kick it off with a two-parter. First, what's the likelihood of Putin getting assassinated? Second, how is Russia's demographic situation?

Full Newsletter: https://mailchi.mp/zeihan/ask-peter-will-putin-disappear-and-updates-on-russian-demographics

North American Fires Cause a Smoky Start to Summer in the US || Peter Zeihan Jun 14, 2023

Let's just say that our old friend Smokey Bear wouldn't be too happy with the Canadians this past week. And these fires are likely only the beginning of a very long summer of low air quality. Full Newsletter: https://mailchi.mp/zeihan/north-american-fires-cause-a-smoky-start-to-summer-in-the-us

How Will Donald Trump's New Indictment(s) Impact the Election? || Peter Zeihan Jun 13, 2023

If reading the headlines gave you some major déjà vu...welcome to the club. Trump is getting hit with a series of new indictments, but will it impact the election? Full Newsletter: https://mailchi.mp/zeihan/how-will-donald-trumps-new-indictments-impact-the-election

Post-COVID China: Will the Economy Bump or Slump? || Peter Zeihan Jun 12, 2023

As countries across the globe peeled back COVID restrictions, many of those economies saw huge (and much-needed) bumps. With China approaching six months since lifting its lockdown, the question on everyone's mind is why hasn't the world’s second-largest economy seen an economic bump? Full Newsletter: https://mailchi.mp/zeihan/post-covid-china-will-the-economy-bump-or-slump

The Ukrainian Counter-Offensive Is Upon Us || Peter Zeihan Jun 09, 2023

The Ukrainian counter-offensive is upon us, and there are three main assaults to follow. The first is purely strategic, and the others are a mix of strategic and emotional significance. Full Newsletter and graphic: https://mailchi.mp/zeihan/the-ukrainian-counter-offensive-is-upon-us

Of Dams and Damn Trolls: A Reflection by Peter Zeihan Jun 08, 2023

I don't usually do this, but today I'm going to be talking about the #haters. We'll also dive a little deeper into the Kakhovka Dam that was destroyed by the Russians. Full Newsletter: https://mailchi.mp/zeihan/of-dams-and-damn-trolls

The Russians Go Scorched Earth: Destroying a Critical Dam For Crimea || Peter Zeihan Jun 07, 2023

On June 6th, the Russians destroyed the Nova Kakhovka Dam at the head of a large reservoir on the Dnieper River. This is a logical move for the Russians...at least in the short term. Full Newsletter: https://mailchi.mp/zeihan/the-russians-go-scorched-earth-destroying-a-critical-dam-for-crimea

Laughing at Russia Won't Solve ALL of Ukraine's Problems || Peter Zeihan Jun 06, 2023

While in Helsinki, Secretary of State Blinken got some chuckles from the crowd (and me) when he said, "The Kremlin often claimed it had the second strongest military in the world, and many believed it. Today, many see Russia's military as the second strongest in Ukraine." Full Newsletter: https://mailchi.mp/zeihan/laughing-at-russia-wont-solve-all-of-ukraines-problems

How a New Strain of Wheat Could Boost Brazil || Peter Zeihan Jun 02, 2023

What if I told you that Brazil's new tropical strain of wheat could cause the most significant shift to the technological power balance the world has seen in the past two centuries?

Full Newsletter: https://mailchi.mp/zeihan/peters-recap-june-week-1

Taiwan and the US Reach a Trade Deal || Peter Zeihan Jun 01, 2023

In mid-May, the US Trade Representative established a trade initiative with Taiwan. While this isn't a full-blown trade deal, it represents the shift in US policy towards recognizing Taiwan as an independent country. Full Newsletter: https://mailchi.mp/zeihan/taiwan-and-the-us-reach-a-trade-deal

Ukraine War Q&A Series: The Canal Controlling the Crimean Peninsula || Peter Zeihan May 30, 2023

There's a canal that runs from Kherson to the Crimean Peninsula and serves as the area's sole irrigation water source. And with how dry the region is, this canal is critical to the Crimean Peninsula.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-qa-series-canal

Australia Strikes a Greentech Deal with the US || Peter Zeihan May 29, 2023

There's one massive hole we'll need to fill if the green movement will ever work in the US...mineral resources. Thankfully we just struck a deal with our Aussie allies, who happen to have many of the key minerals and resources we need.

Full Newsletter: https://mailchi.mp/zeihan/australia-strikes-a-greentech-deal-with-the-us

Russian Partisans Attacked the City of Belgorod || Peter Zeihan May 26, 2023

A group of ethnic Russians opposed to Putin's government joined forces with Ukraine and launched an assault across the border into the city of Belgorod. There are three main takeaways from this cross-border attack. Full Video and Newsletter: https://mailchi.mp/zeihan/russian-partisans-attacked-the-city-of-belgorod

Is Saudi Arabia Ditching the US Dollar? || Peter Zeihan May 25, 2023

As the world's largest oil exporter, Saudi Arabia has learned a few tricks to curry favor from different countries. Their most recent endeavor is accepting the Chinese Yuan as payment for a few hundred million barrels of oil... Full Newsletter: https://mailchi.mp/zeihan/is-saudi-arabia-ditching-the-us-dollar

The Truth About De-dollarization and What You Need to Know || Peter Zeihan May 24, 2023

The topic of de-dollarization is like the weird cousin no one wants to talk to at parties. They only come around once every year or two, and most of what they say is complete bulls***. But when the day comes that you need to take that weird cousin (aka de-dollarization) seriously, here are the three factors to look out for.

Full Video and Newsletter: https://mailchi.mp/zeihan/the-truth-about-de-dollarization-and-what-you-need-to-know

The Debt Ceiling Issue: Will the US Gov Default? || Peter Zeihan May 23, 2023

We're talking US politics today, and for those who don't eat, sleep, and breathe politics (aka having a life), it's about the debt ceiling. Spoiler Alert: It will probably end the same way it always does... Full Newsletter: https://mailchi.mp/zeihan/the-debt-ceiling-issue-will-the-us-gov-default

Ukraine War Q&A Series: How Long Can This War Last? || Peter Zeihan May 22, 2023

We're wrapping up our Ukraine War Q&A series with the most depressing question yet...how long can this war last? I have three answers for you...the dark, really dark, and truly dark.

Full Video and Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-6

Ukraine War Q&A Series: Who Really Started This Whole Thing? || Peter Zeihan May 19, 2023

The fifth question of the Q&A series is...who is the ultimate provocateur in the Ukraine War? And I really hope this answer doesn't surprise anyone.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-5

Ukraine War Q&A Series: Why Worry About Ukraine's Agriculture Exports? || Peter Zeihan May 18, 2023

The fourth question of the Q&A series is...why am I so worried about agriculture exports coming out of Ukraine? And if you get foodstuffs from Ukraine, why you should be really worried...

Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-4

Ukraine War Q&A Series: What's Going On in Bakhmut? || Peter Zeihan May 17, 2023

The third question of the Q&A series is...what's going on in the city of Bakhmut? The city is in ruins, the bodies are stacking up, and the Russians still don't have much to show for it... Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-3

Ukraine Shoots Down Russia's "Unstoppable" Kinzhal Missiles || Peter Zeihan May 16, 2023

Russia launched a volley of missiles into Ukraine overnight, and Ukraine was able to shoot down all the Kinzhals in the strike. Full Newsletter: https://mailchi.mp/zeihan/ukraine-shoots-down-russian-missiles

Ukraine War Q&A: Why Does Russia Have Oil Supply Issues? || Peter Zeihan May 16, 2023

The second question of the Q&A series is...if Russia is such a massive producer of oil and oil products, why are we wasting time discussing supply issues? Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-2

Ukraine War Q&A Series: What Happened to the 500k Russian Soldiers? || Peter Zeihan May 15, 2023

Question number one of the series is...what happened to the half million Russian soldiers I predicted would hit the battlefield by June?

Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-qa-series-1

Turkey's Presidential Elections: A Turning Point for Turkish Politics || Peter Zeihan May 12, 2023

Turkey's presidential elections are upon us. President Erdogan has run the country for nearly 20 years, but his challenger, Kemal Kilicdaroglu, hopes to shake things up. This could very well be a turning point for Turkish politics. Full Newsletter: https://mailchi.mp/zeihan/turkeys-presidential-elections

Ukraine War Updates Part 3: What’s Next for Russia || Peter Zeihan May 11, 2023

When a country views a conflict as existential, putting a timeline on it is nearly impossible. So no matter how well (or bad) this Ukrainian counter-offensive plays out, we are only at the beginning of a long, drawn-out war.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-updates-part-3-whats-next-for-russia

Ukraine War Updates Part 2: The Counter-Offensive || Peter Zeihan May 10, 2023

Ukraine has done all the prep work to launch its counter-offensive against the Russians. Now they just need Mother Nature to do her part and let the ground firm up. So, I would expect the tanks to roll out at the end of May or June. Full Newsletter and graphic: https://mailchi.mp/zeihan/ukraine-war-updates-part-2-the-counter-offensive

Ukraine War Updates Part 1: The Inevitables || Peter Zeihan May 09, 2023

The headlines of the week are all looking at the "Imminent Ukrainian Counterattack," and while there are many reasons to expect action from both sides....let's focus on the inevitables for today.

Full Newsletter: https://mailchi.mp/zeihan/ukraine-war-updates-part-1-the-inevitables

Chile Plans to Nationalize Its Lithium Industry || Peter Zeihan May 08, 2023

With the demand for lithium growing, Chile is making moves to nationalize its lithium industry. This isn't just another money grab; it's a move to take control of the production process and move along the value-add chain. Full Newsletter: https://mailchi.mp/zeihan/chile-plans-to-nationalize-its-lithium-industry

The United States Dominates Signal Intelligence || Peter Zeihan May 05, 2023

We’ve poked holes in the US system and talked about Russian intelligence declining, so today, let’s look at what the US dominates: signal intelligence (SIGINT). Full Newsletter: https://mailchi.mp/zeihan/the-united-states-dominates-signal-intelligence

Russian Intelligence Capabilities in Decline || Peter Zeihan May 04, 2023

The Soviets once boasted the most intricate and prolific human intelligence network in the world, but things have taken a turn since the end of the Cold War. So why can't Putin's Russia keep pace with its predecessors? Full Newsletter: https://mailchi.mp/zeihan/russian-intelligence-capabilities-in-decline

Top Secret Pentagon Documents Leaked by a 21 Year Old || Peter Zeihan May 03, 2023

What happens when you give a 21-year-old access to TOP SECRET documents? They end up leaking those documents on a gaming chat platform...shocking. Full Newsletter: https://mailchi.mp/zeihan/top-secret-pentagon-documents-leaked-by-a-21-year-old

Where Are All the Russian Hackers? || Peter Zeihan May 02, 2023

Since the onset of the Ukraine War, everyone's been checking under their bed and looking in their closet for the boogeyman - a.k.a Russian Hackers - but they haven't been there. Today's video is coming to you from Wānaka, New Zealand. Full Newsletter: https://mailchi.mp/zeihan/where-are-all-the-russian-hackers

Global Economic Growth Is Collapsing (Here's Why) || Peter Zeihan May 01, 2023

When the International Monetary Fund (IMF) releases its least optimistic report in the last 50 years, alarm bells should go off for everyone. IMF's projected global economic growth for the next year is 2.8%, and for the next five years is only 3%. The scariest part is that these numbers are likely overly optimistic.

Full Newsletter: https://mailchi.mp/zeihan/economic-growth-is-collapsing-around-the-world

Iranian Seizure of Oil Tanker Could Spell Disaster for China || Peter Zeihan Apr 28, 2023

The Iranians have seized the Advantage Sweet, a Turkish-owned oil tanker carrying roughly 800,000 barrels of Crude. The press release (or should I say 'slap on the wrist') issued by the US Navy should have the Chinese very concerned about their supply lines.

Full Newsletter: https://mailchi.mp/zeihan/iranian-seizure-of-oil-tanker-could-spell-disaster-for-china

Russia (Almost) Gets Military Supplies From Egypt || Peter Zeihan Apr 27, 2023

To sell military equipment to the Russians, you have to be able to check a couple of boxes. First, you can't be worried about the political blowback from partnering with a genocidal, war-hungry country. Second, you either have a lot of extra supplies or are not worried about entering a war yourself. Full Newsletter: https://mailchi.mp/zeihan/russia-almost-gets-military-supplies-from-egypt

What the New Zealand Dairy Industry Got Right (IT'S CHEESE!) || Peter Zeihan Apr 26, 2023

I think I've found my favorite trail snack - Kikorangi Triple Cream Blue from Kapiti - I swear it will turn a 15-mile trek into a brisk walk. It just goes to show that as the world's top dairy exporter, New Zealand has its s*** figured out... Full Newsletter: https://mailchi.mp/zeihan/the-new-zealand-dairy-industry

Crumbling Infrastructure in the Russian Taiga || Peter Zeihan Apr 25, 2023

The terrain in northern Russia complicates building infrastructure enough. But in the aftermath of the Ukraine War (and without the West's involvement), I wouldn't expect this critical infrastructure in Russia to come back online in the next decade.

Full Newsletter: https://mailchi.mp/zeihan/crumbling-infrastructure-in-the-russian-taiga

The Economics of Green Energy (Can it Work?) || Peter Zeihan Apr 24, 2023

The economics of green energy are vastly different from traditional fossil fuels, and we must understand their differences if the transition to green energy will ever be successful.

Full Newsletter: https://mailchi.mp/zeihan/the-economics-of-green-energy

Demographics Part 10: Problems in the Middle East || Peter Zeihan Apr 21, 2023

The demographic situation in the Middle East can be explained by three factors: water, oil, and food. Water prevented the population from expanding. Oil generated the capital needed to industrialize and help the population grow. Food security will ruin all of this.

Full Newsletter: https://mailchi.mp/zeihan/demographics-part-10-problems-in-the-middle-east

The Mega-Prison of El Salvador || Peter Zeihan Apr 20, 2023

Let's talk about El Salvador's new mega-prison filled with gang leaders, drug traffickers and the worst of the worst. Sounds great, right? Lock up the bad guys and throw away the key...but they may have just opened a whole new can of worms. Full Newsletter: https://mailchi.mp/zeihan/the-mega-prison-of-el-salvador

Clean Energy in Chicago: Why Windy Suburbs Matter || Peter Zeihan Apr 19, 2023

What do Chicago, Denver, and DFW all have in common? Yes, they are all major metro areas in the US, but more importantly, they're colocated with green energy sources. As the world adopts more and more clean energy, these regions with localized energy sources will have a huge leg up on places that don't.

Full Newsletter: https://mailchi.mp/zeihan/clean-energy-in-chicago-why-windy-suburbs-matter

Sooner or Later: Oklahoma's Time to Shine || Peter Zeihan Apr 18, 2023

That pan-shaped state above Texas offers much more than just tornados and sports. The Sooner State has done most of the heavy lifting in establishing itself as an agricultural, precision manufacturing, and energy state. All that to say, Oklahoma is not only a leader in the US but globally as well.

Full Newsletter: https://mailchi.mp/zeihan/sooner-or-later-oklahomas-time-to-shine

Will AI Steal My Job? (Testing ChatGPT) || Peter Zeihan Apr 17, 2023

Worried AI is going to steal your job and kick you to the curb? If you watched the video, you can probably see why I'm not worried about my job security. While AI is going to change the way we do a lot of things, it still needs some time before it's cracking the kind of nuanced jokes I'm famous for. Note: This video was recrorded prior to the GPT-4 update. Full Newsletter:

The Water Crisis in the American Southwest || Peter Zeihan Apr 14, 2023

The American Southwest is primed to be one of the largest beneficiaries of the changes caused by deglobalization. However, everything in the American Southwest depends upon one thing...WATER.

Full Newsletter: https://mailchi.mp/zeihan/the-water-crisis-in-the-american-southwest

Dire Straits: Energy in Europe || Peter Zeihan Apr 13, 2023

Europe's energy situation looked pretty dire last year as concerns began to mount over the impending winter season. Thankfully they dodged a bullet this year, but how many more bullets can the Europeans dodge? Horrible views today up on the Isthmus Peak Trail in New Zealand.

Full Newsletter: https://mailchi.mp/zeihan/dire-straits-energy-in-europe

They're Watching You: The Ban on TikTok || Peter Zeihan Apr 12, 2023

The CCP is always watching...and no, I'm not talking about spy balloons today. Under the law in China, any company must cooperate with the government. So if you've got TikTok on your phone, you may want to watch your back.

Full Newsletter: https://mailchi.mp/zeihan/theyre-watching-you-the-tiktok-ban

Demographics Part 9: The Advanced Developing World || Peter Zeihan Apr 11, 2023

The advanced developing world is about to have its moment. We're talking about India, Turkey, Indonesia, Vietnam, and Brazil. These countries were a little late to the global scene, but now it's their time to shine, hopefully...

Full Newsletter: https://mailchi.mp/zeihan/demographics-part-9-the-advanced-developing-world

Russia Moves Nukes to Belarus || Peter Zeihan Apr 10, 2023

Anytime Russia and nukes are mentioned in the same sentence...the world pays attention. But does moving some Russian nukes to Belarus inherently change Putin's military posture?Full Newsletter: https://mailchi.mp/zeihan/russia-moves-nukes-to-belarus

Macron Tries to Reason with a Failing China || Peter Zeihan Apr 07, 2023

The week's major news is that French President Macron is trying to bring Chinese President Xi to his senses. As Macron urges Xi to drop his support of Putin and the Russian war on Ukraine, we need to see why this conversation is even happening. Full Newsletter: https://mailchi.mp/zeihan/macron-tries-to-reason-with-a-failing-china

Taiwan Loses Honduran Support to China || Peter Zeihan Apr 06, 2023

For those following Chinese relations, you've probably heard that Honduras just dropped its recognition of Taiwan to establish ties with mainland China. President Tsai responded with a trip to Central America to shore up diplomatic support, but will any of this determine the status of relations between Taiwan, China, and the rest of the world?Full Newsletter: https://mailchi.mp/zeihan/taiwan-loses-honduran-support-to-china

Building the Anti-Russian Alliance || Peter Zeihan Apr 05, 2023

Between geographical barriers, neutral countries, and bloody history, the European space has historically been disconnected. Now that central and western Europe is forming a coalition against the Russians...Putin should be shaking in his boots.

Full Newsletter: https://mailchi.mp/zeihan/building-the-anti-russian-alliance

Finland: NATO's Newest Member || Peter Zeihan Apr 04, 2023

Finland got the green light and has officially become NATO's newest member. While the Finns are breathing a sigh of relief, we must consider how this could change the scope of the war.Full Newsletter: https://mailchi.mp/zeihan/finland-natos-newest-member

Peter Zeihan || The Winner of the 2024 US Presidential Election Is... Apr 03, 2023

By the time you see this, I'll already be on the other side of the world, so I figured it was the perfect opportunity to talk politics...specifically, who will walk away with the 2024 US Presidency.

Full Newsletter: https://mailchi.mp/zeihan/the-winner-of-the-2024-us-presidential-election-is

How to Stop a Dictator: Upholding Israel's Judiciary || Peter Zeihan Mar 31, 2023

If you want to become a dictator one day, be sure to listen. The week's big news is that the judicial reforms being pushed by Israel's Prime Minister, Benjamin Netanyahu, have been put on hold. This was recorded just outside Manapouri in New Zealand.Full Newsletter: https://mailchi.mp/zeihan/how-to-stop-a-dictator-upholding-israels-judiciary

Turkey Navigates the Ukraine War || Peter Zeihan Mar 30, 2023

Despite the threat a Russian victory over Ukraine poses to Turkey, they are taking a far different approach to international affairs than Japan...and it makes a lot of sense when you take a broad look at Turkey's geopolitical situation.Full Newsletter: https://mailchi.mp/zeihan/turkey-navigates-the-ukraine-war

Japan Prepares for a Changing World || Peter Zeihan Mar 29, 2023

As Japan prepares for the G7 Summit, the topic on everyone's mind is the Ukraine War. By providing aid to the Ukrainians, the Japanese have given us a glimpse into how far the country has come and how they strategically positioned themselves for the years to come.Full Newsletter: https://mailchi.mp/zeihan/japan-prepares-for-a-changing-world

The Russian & Chinese Partnership || Peter Zeihan Mar 28, 2023

Russia has long operated under the guise of "strategic partnerships" to keep its enemies within striking distance. Putin and Xi's partnership is no different. However, only time will tell who will end up with the knife in their back.

Full Newsletter: https://mailchi.mp/zeihan/the-russian-chinese-partnership

Peter Zeihan || Demographics Part 8: Optimism for Southeast Asia Mar 27, 2023

The demographic outlook of Southeast Asia is one of the best in the world. It's one thing to have a single country with solid demographics but put all of Southeast Asia together, and the region's strength amplifies. Full Newsletter: https://mailchi.mp/zeihan/demographics-part-8-optimism-for-southeast-asia

Peter Zeihan || Austin's Role in the Texas Triangle Mar 24, 2023

I may have ditched the "howdys" and "y'alls" for the high mountains of Colorado, but Austin remains part of one of the fastest-growing economic and urban zones in the western hemisphere. Austin falls right in the middle of the Texas Triangle - a zone comprised of San Antonio, Houston, and Dallas.Full Newsletter: https://mailchi.mp/zeihan/austins-role-in-the-texas-triangle

Peter Zeihan || Russia Targets the Ukraine Grain Deal Mar 23, 2023

Due to the war, Ukrainian agricultural exports were reduced to a fraction of their pre-war numbers. The grain deal brokered by the UN was a glimmer of hope that perhaps exports wouldn't entirely fall off the map...until now. Full Newsletter: https://mailchi.mp/zeihan/russia-targets-the-ukraine-grain-deal

Peter Zeihan || Agricultural Disruptions in Argentina and Ukraine Mar 21, 2023

Despite some food scares coming out of the former Soviet space, Mother Nature helped 2022 crop production look pretty solid in most of the great agriculture basins of the world. However, this could be the world's last food-secure year for quite a while.

Full Newsletter: https://mailchi.mp/zeihan/agricultural-disruptions-in-argentina-and-ukraine

Peter Zeihan || Famine: The Ultimate Country Killer Mar 20, 2023

If you've read my latest book, The End of the World Is Just the Beginning, you know what question keeps me up at night: how long will we be able to feed the world's population? With threats to food security increasing daily, China is a scary example of how quickly this situation could go from critical to catastrophic.

Full Newsletter: https://mailchi.mp/zeihan/famine-the-ultimate-country-killer

Peter Zeihan || Will Automation Save the World? Mar 17, 2023

A world caught in deep demographic decline, faced with the loss of consumption and the complications that come with all that...can automation help pull us out of this nose dive? Full Newsletter: https://mailchi.mp/zeihan/will-automation-save-the-world

Peter Zeihan || Cartels Part 3: The North American Drug War Mar 16, 2023

There are a few reasons the cartels love their cocaine, mainly because it's easy to smuggle and cheap to make. But what happens when you sell it? You're left with a boatload of "dirty cash" you can't do anything with.

Full Newsletter: https://mailchi.mp/zeihan/cartels-part-3-the-north-american-drug-war

Peter Zeihan || The Financial Crisis of 2023? Mar 15, 2023

No, we're not headed for another financial crisis...although, to those with more than 250k in one of the three failing banks, it may seem like we are. Silicon Valley Bank is the largest of the three, but it's still only the 16th largest in the nation.

Full Newsletter: https://mailchi.mp/zeihan/the-financial-crisis-of-2023

Peter Zeihan || Trusting the Numbers in a Deglobalized World Mar 13, 2023

To my fellow nerds reading along...this is your trigger warning...today we're talking about BAD DATA. Sorry for the dramatics, but I'm sure many of you share my frustration when you can't find the correct numbers for that forecast you're working on or, even worse, the data you used in your model is falsified.

Full Newsletter: https://mailchi.mp/zeihan/trusting-the-numbers-in-a-deglobalized-world

Peter Zeihan || Cartels Part 2: Origins of the Drug Trade Mar 10, 2023

Flashback to the 80s with me for a moment...we can leave out the big hair and leg warmers...but let's talk drugs. Most of the cartel activity came from one place, Colombia. If you've ever seen Miami Vice, you get the idea. But once the US caught onto the cartels' "distribution strategy," new ways of getting "product" into the US had to be created.

Full Newsletter: https://mailchi.mp/zeihan/cartels-part-2-origins-of-the-drug-trade

Peter Zeihan || Iran Discovers a Huge Deposit of Lithium Mar 09, 2023

The Iranians have stumbled upon what every Green dreams of...a massive store of lithium ore. If the numbers prove true, it would be the 2nd largest deposit ever discovered. But is it too good to be true?

Full Newsletter: https://mailchi.mp/zeihan/iran-discovers-a-huge-deposit-of-lithium

Peter Zeihan || Cartels Part 1: Americans Caught in the Crossfire Mar 08, 2023

On March 7th, two of the four US citizens kidnapped shortly after crossing the border into Mexico were found dead. This raises several questions, but perhaps the most significant is how this will change the United States' policy on Mexican cartels.

Full Newsletter: https://mailchi.mp/zeihan/cartels-part-1-americans-caught-in-the-crossfire

Peter Zeihan || Can the US Military Fight Russia and China? Mar 07, 2023

With the potential for the Americans to get caught up in simaltaneous wars with the Russians and Chinese, do I think the US can handle it? The short answer is that the US will be fine...

Full Newsletter: https://mailchi.mp/zeihan/can-the-us-military-fight-russia-china

Peter Zeihan || Interfering with the Russian Gold Trade Mar 06, 2023

The Russians are taking a page from the Iranians by using gold to avoid the sanctions imposed on the Euro and USD. But before we look at how the Europeans are trying to disrupt their gold usage, we must see why gold makes sense for Russia.

Full Newsletter: https://mailchi.mp/zeihan/interfering-with-the-russian-gold-trade

Peter Zeihan || COVID: What Really Happened in Wuhan? Mar 03, 2023

In early 2020, reports of a virus sweeping across the globe hit the headlines. But where did it come from? How did it start? This week's news is that the Department of Energy released a low-confidence statement that COVID originated from a lab leak within the Chinese System.

Full Newsletter: https://mailchi.mp/zeihan/covid-what-really-happened-in-wuhan

Peter Zeihan - Demographics Part 7: The Northeast Asian Crash Mar 02, 2023

Today we're talking about another region of the world competing for the title of "worst demographics" - and that, of course, is none other than Northeast Asia.

Full Newsletter: https://mailchi.mp/zeihan/demographics-part-7-the-northeast-asian-crash

Peter Zeihan - Inflation: The Gift that Keeps on...Taking Feb 28, 2023

Over the past few years, every aspect of life has been trapped in a constant state of flux...thanks COVID. Unfortunately, the economy's lack of stability forced inflation to skyrocket to 9%. The effect was devastating.

Full Newsletter: https://mailchi.mp/zeihan/inflation-the-gift-that-keeps-on-taking

Peter Zeihan - Is India the Next China? Feb 27, 2023

When I get the question - "Is India the next China?" - to the surprise of many, I respond with a resounding NO! And the Indians should be extremely happy about that.

Full Newsletter: https://mailchi.mp/zeihan/is-india-the-next-china

Peter Zeihan - The Ukraine War: Operational Updates Feb 23, 2023

Today we're diving into some operational updates from the Ukraine War. First and foremost, daytime temps this winter have rarely dropped below freezing; when they do, it has not been for long enough periods for the ground to freeze. So that means local forces will be rolling around in the pig-sty for at least a few more months.

Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-operational-updates

Peter Zeihan - Putin Announces Withdrawal From START Treaty Feb 22, 2023

Most of us have come to expect that anytime Putin gives a speech, nothing good will come out of it...and his one-year war anniversary address to parliament was riddled with bad news.

Full Newsletter: https://mailchi.mp/zeihan/putin-announces-withdrawal-from-start-treaty

Peter Zeihan - US Policy: Russia Gets Blacklisted Feb 21, 2023

Senator Lindsey Graham captured the essence of what today's video is all about - "If you jump on the Putin train now, you're dumber than dirt."

Full Newsletter: https://mailchi.mp/zeihan/us-policy-russia-gets-blacklisted

Peter Zeihan - The Wagner Group: Russia's Flunkies Feb 20, 2023

There are very few instances when a prisoner would refuse a chance to get out...one of those being an offer to join the Wagner Group.If you're not familiar with the Wagner Group, they're the militant group that commits war crimes on behalf of the Russian government.

Full Newsletter: https://mailchi.mp/zeihan/the-wagner-group-russias-flunkies

Why the Fed Is Shrinking the Balance Sheet Feb 16, 2023

Federal Reserve Chairman Jerome Powell wants to shrink the balance sheet to zero over the next few years. And while this may be good for the economy and the US overall, not everyone will like the outcome...especially our vest-wearing friends down on Wall Street.

Full Newsletter: https://mailchi.mp/zeihan/fed-shrinking-balance-sheet

Next on the Chopping Block: Moldova Feb 15, 2023

Moldova is one of those places that most people couldn't find on a map, but what it lacks in size, it makes up for in strategic significance.

Full Newsletter: https://mailchi.mp/zeihan/next-on-the-chopping-block-moldova

How Stable Is the Russian Oil Industry? Feb 14, 2023

The big news from the weekend is that Russia announced a plan to cut 500,000 b/d (barrels per day) of oil production. This accounts for about .5% of global supply and roughly 10% of Russian oil exports.

Full Newsletter: https://mailchi.mp/zeihan/how-stable-is-the-russian-oil-industry

It's a Bird, It's a Plane, It's a Chinese Spy Balloon... Feb 13, 2023

Unfortunately for the Chinese, their balloon didn't make it in time for the Macy's Thanksgiving Day Parade...however, it's made a much bigger splash than the rest of this year's balloons.

Full Newsletter: https://mailchi.mp/zeihan/its-a-chinese-spy-balloon

Why Are My Eggs So D*** Expensive? Feb 10, 2023

It's time we get to the bottom of the question on everyone's mind...why are my eggs so damn expensive? Inflation takes no prisoners, but we may have another source to thank for this...

Full Newsletter: https://mailchi.mp/zeihan/why-are-my-eggs-so-d-expensive

The Ukraine War: Just Getting Started Feb 09, 2023

Perhaps the scariest takeaway from the Ukraine War is that it's just beginning. To fully understand what is at stake here, we must look at Russia's motivators and the possible outcomes.

Full Newsletter: https://mailchi.mp/zeihan/the-ukraine-war-just-getting-started

Earthquakes Wreak Havoc in Turkey and Syria Feb 07, 2023

In the early hours of Monday, Feb. 6th, an earthquake with a magnitude of 7.8 hit the city of Gaziantep in southern Turkey. The quake was felt across Turkey and deep into Syria, leaving behind a path of deadly destruction.

Full Newsletter: https://mailchi.mp/zeihan/earthquakes-wreak-havoc-on-turkey-and-syria

The Solar Power Problem(s) Feb 06, 2023

For solar power to make sense, there's one non-negotiable component...and yes, it's that bright, shiny thing in the sky - the sun. But just because your planet has a sun doesn't mean you should use solar power...

Full Newsletter: https://mailchi.mp/zeihan/the-solar-power-problems

Material Processing: The Redheaded Stepchild Feb 03, 2023

Today we're talking about the redheaded stepchild between mining raw materials and incorporating those into a product...processing. Essentially throwing tons of energy at raw ore and converting it into usable materials like aluminum or steel.

Full Newsletter: https://mailchi.mp/zeihan/material-processing-the-redheaded-stepchild

Deglobalization: There's No Stopping It Now Feb 02, 2023

The globalized world has seemingly been great for everyone...security, access to foreign markets, the list goes on...so why would the US choose to continue down the path of deglobalization?

Full Newsletter: https://mailchi.mp/zeihan/deglobalization-theres-no-stopping-it-now

China's Competitive Edge: Solar Exports Feb 01, 2023

As the US attempts to reshore many previously outsourced industries, the Chinese are looking for any opportunity to retain their competitive edge...so let's talk about solar panels.

Full Newsletter: https://mailchi.mp/zeihan/chinas-competitive-edge-solar-exports

Semiconductors: China's the Odd Man Out Jan 31, 2023

As the Japanese and Dutch join the US sanctions against Chinese Semiconductors, we find ourselves at a precarious crossroads. The semiconductor industry has long been the personification of globalization, with dozens of products crossing countless borders and supply chains longer than the DMV line. But what happens now?

My Latest: https://mailchi.mp/zeihan/semiconductors-chinas-the-odd-man-out

Is the AI Revolution Here? Jan 30, 2023

Today we answer the question that's been in the back of everyone's mind since The Terminator came out - is Skynet taking over? The short answer is no, but let me explain what is actually going on with AI...

My Latest: https://mailchi.mp/zeihan/is-the-ai-revolution-here

Demographics Part 6: The Orthodox Predicament Jan 26, 2023

It's time we talk about a region that has long held the title of "worst demographics"...The Orthodox Christian countries.

Full Newsletter: https://mailchi.mp/zeihan/demographics-part-6-the-orthodox-predicament

Germany Green-Lights the Tanks Jan 25, 2023

After months of discussion, the Germans have opted to allow the Leopard Tanks to be sent into Ukraine...and while it may seem like this resolution took far too long, anyone that has read a history book can at least understand the reason for the delay.

Full Newsletter: https://mailchi.mp/zeihan/germany-green-lights-the-tanks

The 2nd Holodomor: A Pending Genocide Jan 24, 2023

In the 1930s, the Soviet Union attempted to crush the Ukrainians in a genocide known to history as the Holodomor.

Key to the strategy was deliberate efforts to destroy agricultural production to ensure famine. In all, 4 million Ukrainians perished. Today's Russia is about to switch gears in the ongoing military conflict and attempt a second Holodomor.

Here's how we should expect the next chapter to begin...

Full Newsletter: https://mailchi.mp/zeihan/the-2nd-holodomor

How Not To Handle COVID: Chinese Edition Jan 20, 2023

With any infectious disease, there are two main factors to consider: the average number of people an infected person will infect and lethality. Even with accurate data and reporting, these take time to figure out. But if a country (ahem, China) decides to just STOP collecting the data...well then...oh boy.

Full Newsletter:

Keeping Nukes on the Table Jan 19, 2023

With the South Koreans "keeping nukes on the table," the conversation has turned into what other countries should build out nuclear options, and that list of countries is longer than any of us should be comfortable with.

Full Newsletter: https://mailchi.mp/zeihan/south-korea-keeping-nukes-on-the-table

Demographics Part 5: The Chinese Collapse Jan 18, 2023

The latest batch of Chinese demographic data has set off ALL the alarm bells, and for good reason. With official figures putting the average birth rate at slightly over one birth per woman and the population peaking last year, the alarm bells should have been sounded years ago.

Full Newsletter: https://mailchi.mp/zeihan/demographics-part-5-the-chinese-collapse

A New Wave of German Strategic Defense Policy Jan 17, 2023

When your country's history has more than one tally mark next to the category - "World Wars Started" - it makes sense to avoid any form of strategic defense policy. Former German Defense Minister Christine Lambrecht did just that. She wasn't a skilled defense policymaker. She wasn't a military strategist. And that's exactly what Germany needed...until now.

Full Newsletter: https://mailchi.mp/zeihan/a-new-wave-of-german-strategic-defense-policy

Sweden's (Not So) Rare Earth Metals Jan 16, 2023

A state-owned mining company in Sweden has just stumbled upon a million metric tons of rare earth metals...but what does that mean? Any addition to the rare-earths supply is great, but I don't see this moving the needle much.

Full Newsletter: https://mailchi.mp/zeihan/swedens-not-so-rare-earth-metals

Where in the World: Adair and Winds Jan 13, 2023

Camping at Adair Lake is most comparable to spending a night in a wind tunnel – and yes, it was as peaceful as your picturing. The little sleep I did get was supplemented with some thought around wind’s impact on global agriculture.

Full Newsletter: https://zeihan.com/where-in-the-world-adair-and-winds-pt-1/

Leadership Series: World Leaders of the Present and Recent Past Jan 13, 2023

Here you'll find a leadership series covering some of the world leaders of the present and recent past...with a strong focus on US presidents.

Full Newsletter: https://zeihan.com/world-leaders-of-the-present-and-recent-past/

A Toasty Winter in Europe Jan 13, 2023

As much as we analysts like to make predictions and forecasts, Mother Nature is always right there to throw all of it into a tailspin. The crazy temps across Europe are no exception to this.

While this abnormally warm winter season has been a godsend for energy prices across Western Europe, its also thrown a wrench into Ukraine's plans for a winter offensive.

I'm not saying Europeans should get used to shorts and mai tais all winter long, but this season could hold lasting impacts (good or bad) for the year ahead.

Full Newsletter: https://zeihan.com/a-toasty-winter-in-europe/

Changing Tides in the Chinese System Jan 13, 2023

If we were to take the age-old saying of "s*** hitting the fan" and apply it to China...we would need a wind turbine and a few acres of cattle pastures.

To put it nicely, China's outlook is...grim. They're facing demographic dissolution, a dying tech industry and a risk exposed energy sector, and we're barely scratching the surface. They are the single-most internationally exposed country in our collapsing world.

So how does a country like that continue on? The short answer is CHANGE and perhaps a little collaboration with the USA. To that tune, President Xi may have just given us a sign that he gets it.

Full Newsletter: https://zeihan.com/changing-tides-in-the-chinese-system/

Remember When...(Taking it Back to 2021) || Peter Zeihan Nov 16, 2024

I'm sure this isn't a shock, but a lot of folks have asked what I think of the incoming trump administrations cabinet nominations. Before I delve in Monday's video into the simple and forgiving world of American domestic politics, I think it would be best to review where this all began. In this special weekend edition we reach into the way-back machine and go back to New Year's 2021 when the world seemed so different, and so similar.

Join the Patreon here: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/remember-when-taking-it-back-to-2021

Daily Videos, News Digests, Live Q&As, and More (ONLY ON PATREON) || Peter Zeihan Oct 18, 2024

Patreon Link: https://www.patreon.com/PeterZeihan

Still haven’t joined the Patreon? Well, if you don’t want to miss out on the Live Q&A, join “The Analyst” tier before next Wednesday, October 23rd! And if you needed another reason, if you join me on Patreon in the month of October, your subscription fees for the rest of the year will be donated to MedShare. Click here to join me on Patreon: https://www.patreon.com/PeterZeihan

Full Newsletter: https://mailchi.mp/zeihan/my-recent-interview-on-borderlands-patreon

Your Daily Dose of Peter Zeihan... Oct 01, 2024

If you're looking for your daily does of Peter Zeihan...you're not going to find here this week. You'll have to head over to Patreon in order to get early access to all the videos, newsletters and exclusive content. (or you can wait for it to be released a week later on YouTube)

Click here to join Patreon: https://www.patreon.com/peterzeihan

The Geopolitics of Wine || Peter Zeihan Sep 09, 2024

Today's video is fueled by Scott Base Vineyard in Cromwell, New Zealand. After all of the time I've spent in New Zealand, this is far and away my favorite winery.

Full Newsletter: https://mailchi.mp/zeihan/the-geopolitics-of-wine

China Will Soon Lose the Title of "World's Manufacturer" || Peter Zeihan Sep 06, 2024

Globalization led to the rise of China as a manufacturing powerhouse, since finding the lowest cost producer was the priority. However, deglobalization, coupled with China's demographic decline and aging workforce, has both eroded that competitive advantage and changed everyone’s priorities about cost. So, what happens next?

Full Newsletter: https://mailchi.mp/zeihan/china-will-soon-lose-the-title-of-worlds-manufacturer

Deglobalization's Impact on Global Food Exports || Peter Zeihan Sep 05, 2024

Globalization has allowed us (meaning humans as a species) to make some of the worst lands farmable, inhabitable, and even prosperous. But what happens to global food exports when globalization ends?

Full Newsletter: https://mailchi.mp/zeihan/deglobalizations-impact-on-global-food-exports

Will Climate Change Be the Death of Wheat? || Peter Zeihan Sep 04, 2024

Although climate change models are still evolving, historical climate data shows a clear warming trend. So, let's discuss the impacts of climate change, specifically who will be affected the most and who might even benefit from it.

Full Newsletter: https://mailchi.mp/zeihan/will-climate-change-be-the-death-of-wheat

Why Should Red States Get Greentech Investments? || Peter Zeihan Sep 03, 2024

If the green transition is ever going to work, it needs to happen everywhere. So, don't get your drawers in a bunch when you see green energy funds from the Inflation Reduction Act being invested in Red States.

Full Newsletter: https://mailchi.mp/zeihan/why-should-red-states-get-greentech-investments

A New Player in Global Oil Markets: Guyana || Peter Zeihan Sep 02, 2024

*This video was recorded prior to Peter departing on his backpacking trip in July. Guyana is a country we don't hear about too often, but its rise as an oil producer has earned it some air time. In particular, we'll be looking at the implications this carries for global oil markets.

Full Newsletter: https://mailchi.mp/zeihan/a-new-player-in-global-oil-markets-guyana

WEBINAR - Global Outlook: One Year Into the Ukraine War Jan 23, 2023

Join us on Feb. 17th at 2:00 pm CST for the webinar - A Global Outlook: One Year Into the Ukraine War

Link to Sign Up: http://bit.ly/3wjBIGX

One of the most commonly asked questions I get is “How can I attend one of your speaking engagements?” So here’s your chance. On February 17th at 2:00 pm CST, I’ll be hosting a Webinar to discuss the Global Outlook One Year into the Ukraine War. We’ll dive into the global impacts the war has had on supply chains, agriculture, and much more. After my presentation we’ll have a Q&A portion to answer all those burning questions.

Those who attend the webinar will have exclusive access to a recording of the event, as well as all of my slides, charts and graphs used throughout the presentation.

Can't make it to the live presentation? No problem! All paid registrants will receive access to the recorded webinar and presentation materials to review at their own convenience.

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