The Peter Zeihan Podcast Series

Latest Episodes:

A Canadian Pipe(line) Dream || Peter Zeihan Jul 13, 2026

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The Canadians are fed up with being dependent on U.S. markets for their oil exports. So, they're looking to diversify their export options.

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The U.S. and Ukraine Make a Drone Deal || Peter Zeihan Jul 10, 2026

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The U.S. has finally secured its first contract to manufacture Ukrainian-designed drones, but don't go celebrating quite yet.

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Korean Exports Skyrocket Thanks to AI || Peter Zeihan Jul 09, 2026

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Korean exports are up roughly 70% year over year, surpassing $100 billion in a single month. So, what's causing this extreme growth?

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Status Update on the Persian Gulf || Peter Zeihan Jul 07, 2026

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Alright, time for a status update on Persian Gulf shipping. Tanker traffic is slowly resuming, and Gulf producers are gradually restarting exports...but let's not go counting chickens quite yet.

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U.S. Oil Export Restrictions Coming Soon || Peter Zeihan Jul 06, 2026

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U.S. Oil Export Restrictions Coming Soon || Peter Zeihan

If global energy supplies remain constrained, the U.S. government will prioritize U.S. consumers over international markets. This would take the form of export restrictions.

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Say Goodbye to Kazakhstan Oil || Peter Zeihan Jul 03, 2026

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The Ukrainian strike on the Orenburg natural gas processing complex could impact more than just Russia. Unfortunately, Kazakhstan's energy industry is highly dependent upon that facility.

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Russia Gets Knocked Off Its Horse || Peter Zeihan Jul 01, 2026

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Ukraine has struck a key semiconductor facility in Voronezh that could significantly weaken the Russians' ability to produce advanced military equipment.

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Ukraine Starts Cracking Open the Occupied Territories || Peter Zeihan Jun 30, 2026

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Russia's logistical nightmare in Crimea is just beginning. With Ukrainian strikes ramping up throughout Russian-held Crimea, Russian authorities have suspended civilian fuel sales since new shipments can't reach the peninsula.

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Nukes for All! (But Finland First) || Peter Zeihan Jun 29, 2026

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Finland knows all too well what a confrontation with Russia would mean. So, the Finns are preparing...

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The End of NATO || Peter Zeihan Jun 26, 2026

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The Trump administration has said that it is now policy to not send meaningful reinforcements to Europe in case of a military conflict. Most notably, super carriers, carrier aviation, extra fighter jets, aerial refueling, airlift capacity, air defense, and precision munitions.

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