The Peter Zeihan Podcast Series

Latest Episodes:

Global Energy Stressors: Europe's Oil Supply Problem || Peter Zeihan Aug 12, 2026

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As Europe shifts away from Russian natural gas, they have turned to LNG from Qatar to fill the void. Unfortunately, that pivot has brought on its own set of problems.

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Global Energy Stressors: Kazakh Oil Exports || Peter Zeihan Aug 11, 2026

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Global energy markets are all over the place. So, we're doing a short series on the major energy stressors across the globe and how this all is going to play out. Up first, let's look at the Ukraine War's impact on oil exports from Kazakhstan.

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Why I Don't Worry About Cyberattacks (for the most part) || Peter Zeihan Aug 10, 2026

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Following the cyberattacks in Minnesota, many have reached out regarding cyber threats from a national security perspective.

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The Limits of China's Military Reach || Peter Zeihan Aug 07, 2026

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Despite China's growing military, it remains constrained by geography and dependent upon U.S. secured trade routes. Even if China manages to expand its Navy to the point where it can break through the First Island Chain, it still needs to find a way to replace the U.S.-maintained international system.

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Leaving the World Behind: Obama vs. Trump || Peter Zeihan Aug 06, 2026

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The Obama and Trump administrations have both made deals with Iran. There are some glaring differences between the two, so let's see which deal came out on top.

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Why Bypassing Hormuz is a Pipe Dream || Peter Zeihan Aug 05, 2026

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So, you want to bypass the Strait of Hormuz, huh? Good luck finding a replacement route or pipeline that matches the 20 to 22 million barrels of oil that used to transit daily.

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The U.S. Can't Break the (Arctic) Ice || Peter Zeihan Aug 04, 2026

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Despite the growing importance of the Arctic, the U.S. continues to move further away from a sustainable operating plan.

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South Africa's Immigration Problem || Peter Zeihan Aug 03, 2026

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While the U.S. and South Africa similarly attract migrants from poorer neighboring countries because they are the strongest economies on their respective continents, that's where the similarities stop.

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Ukraine's Military Reshuffling Highlights Resource Problems || Peter Zeihan Jul 31, 2026

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Ukrainian President Zelensky has now dismissed two of the most senior military leaders, Defense Minister Fedorov and Commander-in-Chief Syrskyi. Beyond the speculation of internal power struggles, these dismissals highlight Ukraine's glaring issues with resource allocation.

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Houthis Declare Open Season on Saudi Arabia || Peter Zeihan Jul 29, 2026

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The Houthis are threatening Saudi oil infrastructure, but are they all bark or is there real bite behind the threats?

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