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 Collapse of the World's Strategic Straits - Part 2 || Peter Zeihan Aug 26, 2026

Show notes

Should Iran manage to turn the Strait of Hormuz into a toll-based waterway, what does the domino effect look like?

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Ukraine's Flamingos Crush Russia's Space Program || Peter Zeihan Aug 25, 2026

Show notes

Ukraine sent a flamboyance of Flamingos (cruise missiles, not those pink things) and struck a Russian space complex in Samara. This complex was responsible for assembling Soyuz-2 rockets, as well as electronics and precision testing.

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The Collapse of the World's Strategic Straits || Peter Zeihan Aug 24, 2026

Show notes

The Strait of Hormuz needs a new model for running things, but copy/pasting the voluntary system used in the Strait of Malacca isn't going to work.

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Moving Beyond the Patriot Missile || Peter Zeihan Aug 21, 2026

Show notes

The U.S. is hesitant to allow Ukraine to manufacture Patriot missiles locally, partially to protect U.S. military IP, but more so because it doesn't want Ukraine to do it better.

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A Post-American Alliance for the Middle East || Peter Zeihan Aug 20, 2026

Show notes

Pakistan, Turkey, and Saudi Arabia are entertaining a NATO-style mutual defense pact. While this alliance might not be practical at this moment, it's a much different conversation in the long run.

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The Shadow Fleet Is Sinking || Peter Zeihan Aug 19, 2026

Show notes

The first of Russia and Iran's aging shadow fleet is sinking. The tanker is carrying ~1 million barrels of crude bound for India, but that oil is already leaking into the water off the Omani coast.

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Russia Loses Its Foothold in Syria || Peter Zeihan Aug 18, 2026

Show notes

Russia's strongest military foothold and gateway in the Middle East is now gone. Russia has agreed to end its presence at the Latakia airport and Tartous port, as it hands over the reins to Syria's transitional government.

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Is This the End of U.S. Biofuels? || Peter Zeihan Aug 17, 2026

Show notes

The U.S. ethanol mandate in the early aughts reshaped American agriculture by tying corn production to fuel production; this saw corn demand double, with roughly half the corn crop now tied to biofuels. So, the case for diverting large amounts of U.S. corn into fuel production is now becoming less clear.

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Global Energy Stressors: Can Anybody Help || Peter Zeihan Aug 14, 2026

Show notes

Are there any countries that might be able to ease the global energy stress?

Saudi Arabia might be able to ramp up output, but Houthi attacks could take that away in an instant. Producers like Guyana, Brazil, Venezuela, Canada, and Angola can only add small, incremental volumes, but most major expansion projects are years away.

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Can Shale Save the World || Peter Zeihan Aug 13, 2026

Show notes

The U.S. shale revolution transformed global energy, but that period of explosive growth is over. Existing pipelines and export infrastructure have reached capacity, meaning future output increases will take a bit of time.

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