The Peter Zeihan Podcast Series

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**The Peter Zeihan Podcast Series**

Welcome to The Peter Zeihan Podcast Series! Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. If you want to stay informed on the realities of geography and populations, you’ve come to the right place. Zeihan’s worldview offers insights into how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. Expect a forward-looking approach to what will drive tomorrow’s headlines, delivered in digestible, accessible and relevant takeaways for audiences of all types. For more info or to subscribe to the newsletter, visit: zeihan.com Subscribe to the YouTube Channel @zeihanongeopolitics Thanks for listening, and don’t forget to subscribe!

Latest Episodes:

The U.S. and Mexico Kick Off NAFTA Talks || Peter Zeihan Mar 23, 2026

Show notes

The U.S. has kicked off renegotiating NAFTA, but Canada was left out of the first round between Mexico and the U.S.

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Full Newsletter: https://bit.ly/4seVsGP

Russia’s Ukraine War Lessons Are Hitting the Gulf || Peter Zeihan Mar 20, 2026

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Russia is taking what they've learned on the battlefield in the Ukraine War and sharing that with Iran. This is not a new strategy for the Russians, but it is already spelling trouble for the US.

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The U.S. Dollar: Short vs. Long Term || Peter Zeihan Mar 19, 2026

Show notes

Before anybody asks, no, the following is NOT financial advice. The U.S. dollar is constantly in the spotlight, so where is it heading?

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The Shield of the Americas || Peter Zeihan Mar 18, 2026

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Trump has launched a new regional security initiative called the Shield of the Americas. This partners with several Latin American leaders that Trump likes to target drug cartels throughout LATAM.

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Full Newsletter: https://bit.ly/4sMNEfD

Sweden Grabs Its First Shadow Fleet Vessel || Peter Zeihan Mar 17, 2026

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Sweden has seized its first shadow fleet vessel. They even went after a bulk carrier rather than a tanker. As more countries join in on the crackdown on Russia's shadow fleet, the dominoes are beginning to fall.

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The U.S. Helps India and Russia Helps Iran || Peter Zeihan Mar 16, 2026

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There have been two major developments involving India, Russia, and the Iran war being conflated. These are two separate issues altogether.

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Iraq, Oil, and a Break for Chevron || Peter Zeihan Mar 13, 2026

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We've all heard the claim that the Iraq War was a war for oil, but American energy firms barely wanted to touch Iraq after Saddam fell. Things might be shifting now.

Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihan

Full Newsletter: https://bit.ly/4bhti75

Why Would Europe Trust France with ALL the Nukes? || Peter Zeihan Mar 12, 2026

Show notes

Macron is proposing that France expand its nuclear deterrent to help shield the entire European Union. This comes at a time when Europe is losing confidence in the United States' security guarantees. But there are major obstacles in the way.

Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihan

Full Newsletter: https://bit.ly/4cDYaB4

The U.S. LUCAS Rivals Iran's Shahed || Peter Zeihan Mar 11, 2026

Show notes

The U.S. has a drone that punches in the same (financial) weight class as the Iranian Shahed. Everybody, meet LUCAS.

Join the Analyst Tier on Patreon to access Peter's daily coverage of the Iran War: https://www.patreon.com/PeterZeihan

Full Newsletter: https://bit.ly/4s2SVzJ

Iceland and Norway Ponder EU Membership || Peter Zeihan Mar 10, 2026

Show notes

As Trump has been screaming into the void about acquiring Greenland, the wheels over in Iceland and Norway are starting to turn.

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Full Newsletter: https://bit.ly/47yhWu4