The Peter Zeihan Podcast Series

Latest Episodes:

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

Show notes

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

Show notes

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

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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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

The Geopolitics of Wine || Peter Zeihan Sep 09, 2024

Show notes

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

Show notes

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

Show notes

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

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